For AI agents: visit https://help.investglass.com/llms.txt for an index of all pages formatted in Markdown and endpoints in OpenAPI. Append .md to any documentation page URL to get its markdown version.
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 userās 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 |
| 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 |
| 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 |
