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Getting Started
My Requests
Introduction
Introduction
Making Requests
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Pagination
InvestGlass Client Portal APIs
Authentication Client Portal
Authenticate
post
Acceptance term of service
post
Change password
post
Get information
get
Send OTP
post
Verify OTP
post
Documents
Fetch documents
get
Upload document
post
Proposals
Fetch proposals
get
Fetch proposal types
get
Fetch proposal states
get
Update proposal states
put
Fetch a proposal
get
Securities
Fetch securities
get
Markets
Fetch asset classes
get
Fetch industries
get
Fetch currencies
get
Fetch markets
get
Portfolios
Fetch portfolios
get
Positions
Fetch Positions
get
Transactions
Fetch Transactions
get
Fetch Transactions type
get
Post Transactions
post
Accounts
Fetch accounts
get
News
Get RSS news
get
React on security
get
List of reactions
get
Notifications
List notifications
get
Read a notificaiton
put
InvestGlass Member APIs
Authentication Member
Authenticate
post
Company Contacts
Fetch contacts from a company
get
Adds a contact to a company
post
Fetch documents client from a company
get
Download document client from a company
post
Update a contact to a company
put
Delete a contact to a company
delete
Company Accounts
Fetch accounts from a company
get
Adds a account to a company
post
Fetch the account's documents from a company
get
Download the account's document from a company
post
Update a account to a company
put
Delete a account to a company
delete
Company Relations
Fetch relations from a company
get
Adds a relation to a company
post
Fetch documents relation from a company
get
Download relation's document from a company
post
Update a relation to a company
put
Delete a relation to a company
delete
Events
Add calendar event
post
Update calendar event
put
Delete calendar event
delete
Get dropdown form
get
Custom Securities
Fetch securities / products for a company
get
Add securities / products for a company
post
Custom Security
Fetch particular securities / products for a company
get
Security Daily Price
Fetch particular securities / products daily prices for a company
get
Call Reports
Fetch contact reports for a company
get
Add contact report for a company
post
Fetch particular contact report for a company
get
Update particular contact report for a company
put
Contacts
Fetch particular client
get
GET contact details of a client Copy
get
Client Activity Summary
Fetch particular client activity summary
get
Employees
Fetch members from a company
get
Add member for a company
post
Update a member to a company
put
Fetch member from a company
get
Delete members from a company
delete
Company Portfolios
Fetch portfolios
get
Get a list of positions for a portfolio
get
Add a new position to a portfolio
post
Update a position for a portfolio
put
Delete a position for a portfolio
delete
Company Model Portfolios
Fetch model portfolios
get
Documents
Fetch documents from a company
get
Upload a document for a company
post
Get the document detail from a company
get
Delete a document to a company
delete
Download the document from a company
post
Order placement
post
post
Order status
Transactions
Fetch transactions from a company
get
Add transactions for a company
post
Fetch Transaction Types
get
Update transactions for a company
put
Delete transactions for a company
delete
Tasks
Get a task
get
Create a task
post
Update a task
put
Fetch tasks list
get
Destroy a task
delete
Dropdown list
get
Mark completed for a task
put
Mark pending for a task
put
orders > {clientOrderId}
/orders/{clientOrderId}
get
get
delete
delete
••••••bfba
Endpoint
Method
Status
User Agent
