Introduction

This is the InvestGlass API, where, if you are a registered user, call the functions you and your company already is used to. We at InvestGlass are starting our journey as API providers to offer our customers a smoother, more interoperable service. InvestGlass API provides methods for retrieving data from financial institutions on behalf of clients, advisors, and other users.

This documentation includes detailed explanations of API endpoints and common data definitions. Please note that this documentation does not list all API endpoints.

Additionally, you may not have access to all of the listed endpoints depending on the services you’ve purchased from InvestGlass.