Jump to Content

Home Guides Recipes API Reference Changelog Discussions

v1.0

API Reference

v1.0Home Guides Recipes API Reference Changelog Discussions

All

Pages

Start typing to search…

Getting Started
My Requests

Introduction

Introduction
Making Requests
Responses
Errors
Pagination

InvestGlass Client Portal APIs

Authentication Client Portal
Documents
- Fetch documentsget
- Upload documentpost
Proposals
Securities
- Fetch securitiesget
Markets
Portfolios
- Fetch portfoliosget
Positions
- Fetch Positionsget
Transactions
Accounts
- Fetch accountsget
News
Notifications
- List notificationsget
- Read a notificaitonput

InvestGlass Member APIs

Authentication Member
- Authenticatepost
Company Contacts
Company Accounts
Company Relations
Events
Custom Securities
- Fetch securities / products for a companyget
- Add securities / products for a companypost
Custom Security
- Fetch particular securities / products for a companyget
Security Daily Price
- Fetch particular securities / products daily prices for a companyget
Call Reports
Contacts
- Fetch particular clientget
- GET contact details of a client Copyget
Client Activity Summary
- Fetch particular client activity summaryget
Employees
Company Portfolios
Company Model Portfolios
- Fetch model portfoliosget
Documents
Order placement
- postpost
Order status
Transactions
Tasks
orders > {clientOrderId}
/orders/{clientOrderId}
- getget
- deletedelete

Fetch Transactions

get https://app.investglass.com/client_portal_api/transactions

Fetch Transactions from the company

Language

Click Try It! to start a request and see the response here!