Api Change Log

What's New

What's Deleted

1. GET/v1/performance/histogram Get a performance histogram for all active users

What's Deprecated

What's Changed

1. GET/v1/financialGoals/{id}

   • Response

     • Changed response : [200]//Successful operation

       • Schema

         Changed body: 'application/json'
2. PUT/v1/financialGoals/{id}

   • Request

     • Schema

       Changed body: '*/*'

   • Response

     • Changed response : [200]//Successful operation

       • Schema

         Changed body: 'application/json'
3. GET/v1/public/{publicId}/riskYieldMetrics

   • Response

     • Changed response : [200]//Risk and yield calculated successfully

       • Schema

         Changed body: 'application/json'
4. GET/v1/quotes/{id}

   • Response

     • Changed response : [200]//Quote retrieved successfully

       • Schema

         Changed body: 'application/json'
5. GET/v1/riskYieldMetrics

   • Response

     • Changed response : [200]//Successful operation

       • Schema

         Changed body: 'application/json'
6. PUT/v1/accounts/{id}/assignContraAccount/{contraAccountId}

   • Response

     • Changed response : [200]//Successful operation

       • Schema

         Changed body: 'application/json'
7. GET/v1/accounts/{id}

   • Response

     • Changed response : [200]//Successful operation

       • Schema

         Changed body: 'application/json'
8. PUT/v1/accounts/{id}

   • Request

     • Schema

       Changed body: '*/*'

   • Response

     • Changed response : [200]//Successful operation

       • Schema

         Changed body: 'application/json'
9. PUT/v1/accounts/{id}/linkToRemoteAccount

   • Response

     • Changed response : [200]//Successful operation

       • Schema

         Changed body: 'application/json'
10. DELETE/v1/accounts/{id}/purge

    • Response

      • Changed response : [200]//Successful operation

        • Schema

          Changed body: 'application/json'
11. PUT/v1/accounts/{id}/unlinkRemoteAccount

    • Response

      • Changed response : [200]//Successful operation

        • Schema

          Changed body: 'application/json'
12. GET/v1/accounts/{id}/categorize

    • Parameters

      • inPercent in query Notes Convert all values to percent; this allows to provide data anonymized. change into Convert all values to relative values; this allows to provide data anonymized. As a fraction: 0.05 means 5 %.
13. GET/v1/accounts/categorize

    • Parameters

      • inPercent in query Notes Convert all values to percent; default is false. This allows to provide data anonymized. change into Convert all values to relative values; default is false. This allows to provide data anonymized. As a fraction: 0.05 means 5 %.
14. POST/v1/bookings/carveOut

    • Request

      • Schema

        Changed body: '*/*'
15. POST/v1/bookings/carveOut/checkConsistencyStatus

    • Request

      • Schema

        Changed body: '*/*'
16. GET/v1/dividends/allocation

    • Response

      • Changed response : [200]//Successful operation

        • Schema

          Changed body: '*/*'
17. GET/v1/dividends/perYearTotal

    • Response

      • Changed response : [200]//Successful operation

        • Schema

          Changed body: '*/*'
18. GET/v1/dividends/portfolioYield

    • Response

      • Changed response : [200]//Successful operation

        • Schema

          Changed body: '*/*'
19. POST/v1/financialGoals

    • Request

      • Schema

        Changed body: '*/*'

    • Response

      • Changed response : [200]//Successful operation

        • Schema

          Changed body: 'application/json'
20. GET/v1/financialGoals

    • Response

      • Changed response : [200]//Successful operation

        • Schema

          Changed body: 'application/json'
21. POST/v1/financialGoals/project

    • Request

      • Schema

        Changed body: '*/*'

    • Response

      • Changed response : [200]//Successful operation

        • Schema

          Changed body: 'application/json'
22. GET/v1/historicQuotes/{quoteProvider}/{tickerSymbol}

    • Parameters

      • inPercentFrom in query Notes Do not return quotes, but instead return the percent change relative to the first quote / the previous quote. The following calculation methods are supported. 'first' uses the earliest quote as reference and thus calculates first-to-interval changes. 'previous' uses the previous quote as reference and thus calculates interval-to-interval changes. 'currentToNow' uses the latest quote as reference and thus calculates interval-to-now changes. change into Do not return quotes, but instead return the percent change relative to the first quote / the previous quote. The following calculation methods are supported. 'first' uses the earliest quote as reference and thus calculates first-to-interval changes. 'previous' uses the previous quote as reference and thus calculates interval-to-interval changes. 'currentToNow' uses the latest quote as reference and thus calculates interval-to-now changes. The changes are returned as a fraction: 0.05 means 5 %.

    • Response

      • Changed response : [200]//Successful operation

        • Schema

          Changed body: 'application/json'
23. GET/v1/investments/{id}

    • Response

      • Changed response : [200]//Successful operation

        • Schema

          Changed body: 'application/json'
24. PUT/v1/investments/{id}

    • Request

      • Schema

        Changed body: 'application/json'

    • Response

      • Changed response : [200]//Successful operation

        • Schema

          Changed body: 'application/json'
25. GET/v1/investments/intervalGainLossStatistics

    • Response

      • Changed response : [200]//Successful operation

        • Schema

          Changed body: 'application/json'
26. PUT/v1/investments/{id}/transfer

    • Response

      • Changed response : [200]//Successful operation

        • Schema

          Changed body: 'application/json'
27. POST/v1/bookings/managedDepot/checkConsistencyStatus

    • Request

      • Schema

        Changed body: 'application/json'
28. POST/v1/performance/intervals

    • Response

      • Changed response : [200]//Successful operation

        • Schema

          Changed body: '*/*'
29. POST/v1/performance/timePoints

    • Response

      • Changed response : [200]//Successful operation

        • Schema

          Changed body: '*/*'
30. GET/v1/performance/{id}

    • Response

      • Changed response : [200]//Successful operation

        • Schema

          Changed body: '*/*'
31. POST/v1/portfolioOperations/clone/{id}

    • Response

      • Changed response : [200]//Successful operation

        • Schema

          Changed body: 'application/json'
32. POST/v1/portfolioOperations/merge

    • Response

      • Changed response : [200]//Successful operation

        • Schema

          Changed body: 'application/json'
33. GET/v1/public/{publicId}/dividends/allocation

    • Response

      • Changed response : [200]//Successful operation

        • Schema

          Changed body: 'application/json'
34. GET/v1/public/{publicId}/dividends/portfolioYield

    • Response

      • Changed response : [200]//Successful operation

        • Schema

          Changed body: 'application/json'
35. GET/v1/public/{publicId}/investments/{id}

    • Response

      • Changed response : [200]//Successful operation

        • Schema

          Changed body: 'application/json'
36. POST/v1/public/{publicId}/performance/intervals

    • Response

      • Changed response : [200]//Performance intervals calculated successfully

        • Schema

          Changed body: 'application/json'
37. POST/v1/public/{publicId}/performance/timePoints

    • Response

      • Changed response : [200]//Performance time points calculated successfully

        • Schema

          Changed body: 'application/json'
38. GET/v1/quotes

    • Response

      • Changed response : [200]//Quotes retrieved successfully

        • Schema

          Changed body: 'application/json'
39. GET/v2/quotes

    • Response

      • Changed response : [200]//Quotes retrieved successfully

        • Schema

          Changed body: 'application/json'
40. POST/v1/accounts/importRemoteAccount

    • Response

      • Changed response : [200]//Successful operation

        • Schema

          Changed body: 'application/json'
41. GET/v1/performance/riskYieldEstimates

    • Response

      • Changed response : [200]//Successful operation

        • Schema

          Changed body: 'application/json'
42. GET/v1/riskYieldMetrics/portfolioBacktracking

    • Parameters

      • inPercent in query Notes Convert all the quotes to a performance; default is false. change into Convert all the quotes to a performance; default is false. As a growth factor: 1.05 means +5 %.
43. GET/v1/watchlistEntries/{id}

    • Response

      • Changed response : [200]//Successful response

        • Schema

          Changed body: 'application/json'
44. PUT/v1/watchlistEntries/{id}

    • Response

      • Changed response : [200]//Successful response

        • Schema

          Changed body: 'application/json'
45. GET/v1/watchlistEntries/preview

    • Response

      • Changed response : [200]//Successful response

        • Schema

          Changed body: 'application/json'
46. POST/v1/accounts

    • Request

      • Schema

        Changed body: '*/*'

    • Response

      • Changed response : [200]//Successful operation

        • Schema

          Changed body: 'application/json'
47. GET/v1/accounts

    • Response

      • Changed response : [200]//Successful operation

        • Schema

          Changed body: 'application/json'
48. GET/v1/accounts/tppWebForm/{tppWebFormToken}

    • Response

      • Changed response : [200]//Successful operation

        • Schema

          Changed body: 'application/json'
49. GET/v1/accounts/selectableAccounts

    • Response

      • Changed response : [200]//Successful operation

        • Schema

          Changed body: 'application/json'
50. POST/v1/bookings/checkConsistencyStatus

    • Request

      • Schema

        Changed body: '*/*'
51. POST/v1/bookings

    • Request

      • Schema

        Changed body: '*/*'
52. POST/v1/bookings/switch

    • Request

      • Schema

        Changed body: '*/*'
53. POST/v1/bookings/switch/checkConsistencyStatus

    • Request

      • Schema

        Changed body: '*/*'
54. GET/v1/dividends/calendar

    • Response

      • Changed response : [200]//Successful operation

        • Schema

          Changed body: '*/*'
55. GET/v1/fundamentals/fundamentals/{id}

    • Response

      • Changed response : [200]//Successful operation

        • Schema

          Changed body: 'application/json'
56. GET/v1/investments/gainersAndLosers

    • Response

      • Changed response : [200]//Successful operation

        • Schema

          Changed body: 'application/json'
57. GET/v1/investments

    • Response

      • Changed response : [200]//Successful operation

        • Schema

          Changed body: 'application/json'
58. GET/v1/investments/performance

    • Response

      • Changed response : [200]//Successful operation

        • Schema

          Changed body: 'application/json'
59. GET/v2/investments/{id}

    • Response

      • Changed response : [200]//Successful operation

        • Schema

          Changed body: 'application/json'
60. PUT/v1/bookings/managedDepot

    • Request

      • Schema

        Changed body: 'application/json'
61. POST/v1/bookings/managedDepot

    • Request

      • Schema

        Changed body: 'application/json'
62. POST/v1/performance/depots

    • Response

      • Changed response : [200]//Successful operation

        • Schema

          Changed body: '*/*'
63. GET/v2/performance/drawdown

    • Response

      • Changed response : [200]//Successful operation

        • Schema incompatible

          Changed body: '*/*'

          Changed property type: drawdownResults[n].meta.from (string -> string)

          Changed property type: drawdownResults[n].meta.to (string -> string)

64. GET/v2/performance/modifiedDietz

    • Response

      • Changed response : [200]//Successful operation

        • Schema incompatible

          Changed body: '*/*'

          Changed property type: modifiedDietzResults[n].modifiedDietzIntervals[n].date (string -> string)

          Changed property type: modifiedDietzResults[n].modifiedDietzTotal.from (string -> string)

          Changed property type: modifiedDietzResults[n].modifiedDietzTotal.to (string -> string)

          Changed property type: modifiedDietzResults[n].meta.from (string -> string)

          Changed property type: modifiedDietzResults[n].meta.to (string -> string)

65. POST/v2/performance

    • Response

      • Changed response : [200]//Successful operation

        • Schema

          Changed body: '*/*'
66. GET/v2/performance/twror

    • Response

      • Changed response : [200]//Successful operation

        • Schema incompatible

          Changed body: '*/*'

          Changed property type: portfolioPerformanceResults[n].twrorResults[n].date (string -> string)

          Changed property type: portfolioPerformanceResults[n].irrIntervals[n].from (string -> string)

          Changed property type: portfolioPerformanceResults[n].irrIntervals[n].to (string -> string)

          Changed property type: portfolioPerformanceResults[n].irrTotal.from (string -> string)

          Changed property type: portfolioPerformanceResults[n].irrTotal.to (string -> string)

          Changed property type: portfolioPerformanceResults[n].aggregatedGainLossStatistics.aggregatedFrom (string -> string)

          Changed property type: portfolioPerformanceResults[n].aggregatedGainLossStatistics.aggregatedTo (string -> string)

          Changed property type: portfolioPerformanceResults[n].meta.from (string -> string)

          Changed property type: portfolioPerformanceResults[n].meta.to (string -> string)

67. GET/v1/public/{publicId}/dividends/calendar

    • Response

      • Changed response : [200]//Successful operation

        • Schema

          Changed body: 'application/json'
68. GET/v1/public/{publicId}/investments/gainersAndLosers

    • Response

      • Changed response : [200]//Successful operation

        • Schema

          Changed body: 'application/json'
69. GET/v1/public/{publicId}/investments

    • Response

      • Changed response : [200]//Successful operation

        • Schema

          Changed body: 'application/json'
70. GET/v1/public/{publicId}/investments/performance

    • Response

      • Changed response : [200]//Successful operation

        • Schema

          Changed body: 'application/json'
71. GET/v2/public/{publicId}/investments/{id}

    • Response

      • Changed response : [200]//Investment retrieved successfully

        • Schema

          Changed body: 'application/json'
72. POST/v2/public/{publicId}/performance

    • Response

      • Changed response : [200]//Portfolio performance calculated successfully

        • Schema

          Changed body: 'application/json'
73. GET/v1/public/{publicId}/riskYieldMetrics/investments

    • Response

      • Changed response : [200]//Batch risk and yield metrics retrieved successfully

        • Schema

          Changed body: 'application/json'
74. POST/v1/performance/realizedGains/{id}

    • Request

      • Schema

        Changed body: 'application/json'
75. GET/v1/accounts/remoteAccounts

    • Response

      • Changed response : [200]//Successful operation

        • Schema

          Changed body: 'application/json'
76. GET/v1/riskYieldMetrics/investments

    • Response

      • Changed response : [200]//Successful operation

        • Schema

          Changed body: 'application/json'
77. POST/v1/watchlistEntries

    • Response

      • Changed response : [200]//Successful response

        • Schema

          Changed body: 'application/json'
78. GET/v1/watchlistEntries

    • Response

      • Changed response : [200]//Successful response

        • Schema

          Changed body: 'application/json'
79. GET/v1/dividends/timeline/summary

    • Response

      • Changed response : [200]//Successful operation

        • Schema

          Changed body: '*/*'
80. GET/v1/fundamentals/fundamentals/{id}/financials

    • Response

      • Changed response : [200]//Successful operation

        • Schema

          Changed body: 'application/json'
81. GET/v1/fundamentals/fundamentals/{id}/statistics

    • Response

      • Changed response : [200]//Successful operation

        • Schema

          Changed body: 'application/json'
82. GET/v2/investments

    • Response

      • Changed response : [200]//Successful operation

        • Schema

          Changed body: 'application/json'
83. GET/v1/public/{publicId}/dividends/timeline/summary

    • Response

      • Changed response : [200]//Successful operation

        • Schema

          Changed body: 'application/json'
84. GET/v2/public/{publicId}/investments

    • Response

      • Changed response : [200]//Investments retrieved successfully

        • Schema

          Changed body: 'application/json'
85. GET/v1/remoteDepots/bookingsForInitialImport/{id}

    • Response

      • Changed response : [200]//Successful operation

        • Schema

          Changed body: 'application/json'
86. GET/v1/remoteDepots/{id}

    • Response

      • Changed response : [200]//Successful operation

        • Schema

          Changed body: 'application/json'