5. 🔌API Integration with InvestGlass
| Method | Endpoint | Description |
|---|---|---|
POST | /portal_auth/login | To login |
| GET` | /portal_auth/me | Get logged-in user info |
POST | /portal_auth/change_password | Change the user’s password |
POST | /portal_auth/send_otp | Send OTP for 2FA |
POST | /portal_auth/verification_code?code=[code]&verification_code=[verification_code] | Verify OTP code |
GET | /portal_auth/term_of_service | Show Terms of Service & Privacy Policy |
POST | /portal_auth/acceptance_terms_of_service | Accept Terms of Service |
📊 Portfolios & Positions
| Method | Endpoint | Description |
|---|---|---|
GET | /portfolios | Get portfolio list |
GET | /portfolios/[portfolioId]/portfolio_securities?page=1&limit= | Get positions of a portfolio |
| Method | Endpoint | Description |
|---|---|---|
GET | /documents | Get list of documents |
POST | /documents/download?document_id=41759 | Download a document with given ID |
GET | /documents/[id] | Download/preview a document by ID |
POST | /documents (send file) | Upload a document |
| Method | Endpoint | Description |
|---|---|---|
GET | /transactions | View transactions |
📈 Markets
| Method | Endpoint | Description |
|---|---|---|
GET | /markets/asset_classes | Get asset class list |
GET | /markets/currencies | Get currency list |
GET | /markets/industries | Get market industry list |
GET | /markets | Get market security list |
| Method | Endpoint | Description |
|---|---|---|
GET | /accounts | Get document sharing accounts list |
GET | /proposals/proposal_states | Get list of proposal states |
GET | /proposals/proposal_types | Get list of proposal types |
GET | /proposals | Get list of proposals |
PUT | /proposals/[id]/update_state?state=[state] | Update proposal state |
Updated 5 days ago