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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 details
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
Deposits
GET
Get all deposits
GET
Get deposit by ID
Wallets
GET
Get user wallet
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
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
Transactions
GET
Get investment activity
GET
Get cash activity
GET
Get savings activity
Test
POST
Create test user
DEL
Delete test user
GET
Get available statuses
POST
Create test deposit
Support
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Navigation
Users
Update user details
Guides
Data Platform
API reference
Guides
Data Platform
API reference
Users
Update user details
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Update the email, address, or tax residency information for a user account.
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Update user language
Update the language preference for a user account.
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