> ## Documentation Index
> Fetch the complete documentation index at: https://docs.wealthyhood.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Quick start

> Get up and running with the Wealthyhood API in 5 easy steps

Get up and running with the Wealthyhood API in 5 steps:

<Steps>
  <Step title="Obtain your credentials">
    Contact the Wealthyhood team at [hello@wealthyhood.com](mailto:hello@wealthyhood.com) to receive your `client_id` and `client_secret` credentials.

    <Check>
      Once approved, you'll receive credentials for both sandbox and production environments.
    </Check>
  </Step>

  <Step title="Retrieve an access token">
    Use the OAuth 2.0 client credentials flow to obtain a bearer token:

    ```bash theme={null}
    curl -X POST "<auth-endpoint-url>" \
      -H "Content-Type: application/json" \
      -d '{
        "grant_type": "client_credentials",
        "audience": "<audience>",
        "client_id": "<your-client-id>",
        "client_secret": "<your-client-secret>"
      }'
    ```

    <Tip>
      Store the `access_token` from the response—you'll need it for all subsequent API requests.
    </Tip>

    See the [Authentication API](/api-reference/auth/get-token) for full details.
  </Step>

  <Step title="Create a test user">
    Create a user account in the platform:

    ```bash theme={null}
    curl -X POST "https://api.sandbox.wealthyhood.com/b2b/users" \
      -H "Authorization: Bearer <access_token>" \
      -H "Content-Type: application/json" \
      -d '{
        "email": "jane.doe@example.com",
        "firstName": "Jane",
        "lastName": "Doe",
        "dateOfBirth": "1990-01-15",
        "residencyCountry": "GR",
        "language": "en",
        "nationality": "GR",
        "address": {
          "line1": "15 Ermou Street",
          "line2": "Apartment 4B",
          "city": "Athens",
          "postalCode": "10563",
          "countryCode": "GR"
        },
        "taxResidency": {
          "countryCode": "GR",
          "proofType": "TIN",
          "value": "123456789"
        },
        "employmentInfo": {
          "incomeRangeId": "5",
          "employmentStatus": "SelfEmployed",
          "sourcesOfWealth": ["BusinessOwnership"],
          "industry": "FinanceAndInsurance"
        }
      }'
    ```

    <Note>
      Save the user ID from the response—you'll use it in the `x-user-id` header for user-specific requests.
    </Note>

    Learn more in the [Users API](/api-reference/users/create-user) documentation.
  </Step>

  <Step title="Retrieve user's portfolio">
    Fetch the user's portfolios:

    ```bash theme={null}
    curl -X GET "https://api.sandbox.wealthyhood.com/portfolios" \
      -H "Authorization: Bearer <access_token>" \
      -H "x-user-id: <user-id>"
    ```

    <Check>
      Successfully retrieving portfolio data confirms your integration is working correctly.
    </Check>

    Explore the [Portfolios API](/api-reference/portfolio/get-holdings) for more endpoints.
  </Step>

  <Step title="Submit an order">
    Create a test order to buy an asset:

    ```bash theme={null}
    curl -X POST "https://api.sandbox.wealthyhood.com/investments/orders" \
      -H "Authorization: Bearer <access_token>" \
      -H "x-user-id: <user-id>" \
      -H "Content-Type: application/json" \
      -d '{
        "isin": "US0378331005",
        "side": "buy",
        "amount": 1000,
        "currency": "USD"
      }'
    ```

    <Check>
      Your order has been submitted! Check the [Investment Orders API](/api-reference/order-execution/submit-order) to learn how to track order status and manage orders.
    </Check>
  </Step>
</Steps>

## Next steps

Now that you have your first integration working, explore more capabilities:

<CardGroup cols={2}>
  <Card title="Authentication guide" icon="key" href="/authentication">
    Learn about OAuth 2.0 authentication and user identification headers.
  </Card>

  <Card title="Environments" icon="server" href="/environments">
    Understand sandbox vs production environments.
  </Card>

  <Card title="API reference" icon="book" href="/api-reference/introduction">
    Explore all available endpoints with interactive examples.
  </Card>

  <Card title="Order execution flow" icon="diagram-project" href="/flows/order-execution">
    Deep dive into the complete order execution workflow.
  </Card>
</CardGroup>