Documentation Index
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API documentation

Introduction

Authentication

POST
Get access token

Automations

POST
Create automation
GET
Get all automations
POST
Cancel automation

Universe Configuration

GET
Get universe configuration

Users

POST
Create user
GET
Get current user
PATCH
Update user email
PATCH
Update user address
PATCH
Update user tax residency
PATCH
Update user employment info
PATCH
Update user language
POST
Generate account statement

Cash

GET
Get user cash balance

Savings Vault

GET
Get user savings vault balance

Bank Accounts

POST
Create bank account
GET
List bank accounts
GET
Get bank account by ID

Account Closures

POST
Create account closure
GET
Get account closure by ID

Deposits

POST
Create deposit expectation
GET
Get all deposits
GET
Get deposit by ID

Withdrawals

POST
Create withdrawal
GET
Get all withdrawals
GET
Get withdrawal by ID

Portfolios

GET
Get user portfolios
GET
Get portfolio holdings
GET
Get portfolio prices by tenor
GET
Get portfolio with returns by tenor
POST
Update my portfolio allocation

Insights

GET
Past performance (template allocation)
GET
Future performance (template allocation)
GET
Future performance Monte Carlo

Daily Summaries

GET
Get daily summaries

Investment Products

GET
Get all investment products
GET
Get investment product fundamentals
GET
Get price history
GET
Get user investment details
GET
Get recent asset activity

Investment Orders

POST
Preview portfolio buy
POST
Execute portfolio buy order
POST
Cancel portfolio transaction
POST
Preview asset buy or sell
POST
Submit order
GET
Get all orders
GET
Get order by ID
POST
Cancel order
POST
Generate trade confirmation

Savings Orders

POST
Submit savings order
GET
Get savings order by ID
POST
Generate trade confirmation

Savings Details

GET
Get savings product details

Automations

POST
Create automation
GET
Get all automations
POST
Cancel automation

Learn

GET
Get all analyst insights
GET
Get analyst insight by ID
GET
Get all learning guides
GET
Get learning guide by ID
GET
Get all news articles
GET
Get news article by ID
GET
Get all glossary entries

Notification Settings

GET
Get notification settings
PATCH
Update notification setting

Price Alerts

POST
Create price alert
GET
List price alerts
POST
Cancel price alert

Transactions

GET
Get investment activity
GET
Get cash activity
GET
Get savings activity
GET
Get pending cashflow activity

Test

POST
Create test user
DEL
Delete test user
GET
Get available statuses
POST
Create test deposit
POST
Send test app notifications
POST
Send test email notifications (NBG)

Support

Wealthyhood API Docs home page

Support

Price Alerts

Create price alert

Create a one-off pending price alert with server-implied direction.

List price alerts

List pending or completed price alerts for a user.

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