5. 🔌API Integration with InvestGlass

MethodEndpointDescription
POST/portal_auth/loginTo login
GET`/portal_auth/meGet logged-in user info
POST/portal_auth/change_passwordChange the user’s password
POST/portal_auth/send_otpSend OTP for 2FA
POST/portal_auth/verification_code?code=[code]&verification_code=[verification_code]Verify OTP code
GET/portal_auth/term_of_serviceShow Terms of Service & Privacy Policy
POST/portal_auth/acceptance_terms_of_serviceAccept Terms of Service

MethodEndpointDescription
GET/portfoliosGet portfolio list
GET/portfolios/[portfolioId]/portfolio_securities?page=1&limit=Get positions of a portfolio

MethodEndpointDescription
GET/documentsGet list of documents
POST/documents/download?document_id=41759Download a document with given ID
GET/documents/[id]Download/preview a document by ID
POST/documents (send file)Upload a document

MethodEndpointDescription
GET/transactionsView transactions

📈 Markets

MethodEndpointDescription
GET/markets/asset_classesGet asset class list
GET/markets/currenciesGet currency list
GET/markets/industriesGet market industry list
GET/marketsGet market security list

MethodEndpointDescription
GET/accountsGet document sharing accounts list
GET/proposals/proposal_statesGet list of proposal states
GET/proposals/proposal_typesGet list of proposal types
GET/proposalsGet list of proposals
PUT/proposals/[id]/update_state?state=[state]Update proposal state