Get portfolio transactions

POST

/v1/portfolios/{portfolioId}/transactions

Returns a paginated list of trades for a portfolio, optionally filtered by date range and transaction filters.

Request

Authorization

API Key

Add parameter in header

Authorization

Example:

Authorization: ********************

Path Params

Body Params

application/json-patch+json

Example

{
    "isPortfolioGroup": true,
    "from": "2019-08-24T14:15:22.123Z",
    "to": "2019-08-24T14:15:22.123Z",
    "page": 0,
    "pageSize": 0,
    "filters": [
        {
            "field": "string",
            "operator": "string",
            "value": null,
            "secondValue": null,
            "logicalOperator": "string"
        }
    ]
}

Request Code Samples

Shell

JavaScript

Java

Swift

PHP

Python

HTTP

Objective-C

Ruby

OCaml

Dart

curl --location '/v1/portfolios//transactions' \
--header 'Authorization: <api-key>' \
--header 'Content-Type: application/json-patch+json' \
--data '{
    "isPortfolioGroup": true,
    "from": "2019-08-24T14:15:22.123Z",
    "to": "2019-08-24T14:15:22.123Z",
    "page": 0,
    "pageSize": 0,
    "filters": [
        {
            "field": "string",
            "operator": "string",
            "value": null,
            "secondValue": null,
            "logicalOperator": "string"
        }
    ]
}'

Responses

🟢200OK

application/json

Success

Bodyapplication/json

Example

{
    "page": 0,
    "pageSize": 0,
    "total": 0,
    "items": [
        {
            "id": 0,
            "tradeDate": "2019-08-24T14:15:22.123Z",
            "quantity": 0,
            "price": 0,
            "brokerage": 0,
            "notes": "string",
            "tradeType": "string",
            "tradeTypeId": 0,
            "symbol": "string",
            "exchange": "string",
            "displayExchange": "string",
            "holdingId": 0,
            "holdingTypeId": 0,
            "currencyCode": "string",
            "brokerageCurrencyCode": "string",
            "exchangeRate": 0,
            "value": 0,
            "costBase": 0,
            "externalTradeId": "string",
            "sourceId": "797f5a94-3689-4ac8-82fd-d749511ea2b2"
        }
    ]
}

🟠400Bad Request

🟠401Unauthorized

Modified at 2026-05-25 09:40:23

Get portfolio timeseries

List allocation models for a portfolio.