Overview
The Wealthyhood API enables you to build investment and wealth management features into your application. Access real-time portfolio data, execute trades, manage user accounts, and deliver personalized financial content to your users.All API requests use OAuth 2.0 authentication and target our secure sandbox environment for testing. Contact
[email protected] to get started.
Get started
Quick start guide
Follow our 5-step guide to make your first API call in minutes—from obtaining credentials to submitting your
first order.
Core capabilities
Explore what you can build with the Wealthyhood API:Universe configuration
Access asset metadata, discovery collections, and investment universe configuration.
Portfolio data
Access real-time portfolio holdings, prices, and performance metrics.
Order execution
Submit and manage buy/sell orders for listed securities.
Investment products
Discover tradeable assets with detailed fundamentals and pricing.
Cash management
Track user cash balances across multiple currencies.
Educational content
Deliver analyst insights, learning guides, and financial news.
Resources
API reference
Complete API documentation with interactive examples.
Integration flows
Step-by-step guides for common integration scenarios.
Support
Get help from our integration team.
Screen implementations
Reference implementations for building investment app screens.
Need help?
Contact our team
Questions about integration, rate limits, or production access? Our team is here to help.