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API OData v2.0
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WealthTech's API
API OData v2.0
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Getting Access to WealthTech’s API OData
GET /v2/odata/$metadata
GET /v2/odata/Accounts
GET /v2/odata/Custodians
GET /v2/odata/Currencies
GET /v2/odata/Customers
GET /v2/odata/FxRates
GET /v2/odata/InterfaceStatuses
GET /v2/odata/InterfaceStatusTypes
GET /v2/odata/MajorAssetClasses
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WealthTech's API
APIs 101 for non techies
HTTP Protocols and APIs
APIs, Clients, Servers and Databases
Why should I use an API?
So… what APIs are?
APIs basics
API OData v2.0
Getting Started
Characteristics
API v2.0 Datasource Schema
Public JWT Token for API OData v2
OData Integration with Postman
OData Integration with Excel
OData Integration with Power BI
Rate Limiting in WealthTechs API
Getting Access to WealthTech’s API OData
Resources
GET /v2/odata/Transactions
GET /v2/odata/TransactionCodes
GET /v2/odata/TaxLots
GET /v2/odata/SecurityTypes
GET /v2/odata/Securities
GET /v2/odata/Sectors
GET /v2/odata/PrimaryTypes
GET /v2/odata/Prices
GET /v2/odata/Positions
GET /v2/odata/MajorAssetClasses
GET /v2/odata/InterfaceStatusTypes
GET /v2/odata/InterfaceStatuses
GET /v2/odata/FxRates
GET /v2/odata/Customers
GET /v2/odata/Currencies
GET /v2/odata/Custodians
GET /v2/odata/Accounts
GET /v2/odata/$metadata
Query Options
Example Use Case
POST $batch
GET $apply
GET $compute
GET $orderby
GET $count
GET $skip
GET $top
GET $expand
GET $filter
GET $select
Functions
What Are OData Functions?
GET GetByGenericDate()
GET GetDistinctProcessDates()
API Rest v1.0
Getting Started
Characteristics
API v1.0 Datasource Schema
Getting Access to WealthTech’s API REST v1.0
Resources
GET /v1/Vehicles
GET /v1/Transactions
GET /v1/Tokens
GET /v1/TaxLots
GET /v1/Prices
GET /v1/Positions
GET /v1/Groups
GET /v1/GroupMembers
GET /v1/FxRates
GET /v1/Custodians
GET /v1/Accounts
WealthTechs APIs
Should I migrate from WealthTech’s API v1 to v2?
How to migrate from API v1 to v2?
Comparing API Rest, OData and GraphQL
What kind of APIs does WealthTechs provide?
API GraphQL
Getting Started
Characteristics
API v2.0 Datasource Schema
Getting Access to WealthTech’s API GraphQL
Public JWT Token for API GraphQL v2
GraphQL Integration with Postman
Types
[Type] Customers
[Type] Currencies
[Type] Custodians
[Type] FxRates
[Type] Accounts
[Type] InterfaceStatus
[Type] InterfaceStatusTypes
[Type] MajorAssetClasses
[Type] Positions
[Type] Prices
[Type] Sectors
[Type] TransactionCodes
[Type] TaxLots
[Type] SecurityTypes
[Type] Securities
[Type] PrimaryTypes
[Type] Transactions
[Type] PositionsByGenericDate
[Type] TransactionsByGenericDate
[Type] PricesByGenericDate
[Type] FxRatesByGenericDate
[Type] InterfaceStatusByGenericDate
[Type] DistinctProcessDates
Operations
[Operation] Select
[Operation] Filter
[Operation] Projection
[Operation] Count
[Operation] Top
[Operation] Skip
[Operation] OrderBy
[Operation] Batch
Example Use Case
WealthTech's ClearView
Portal
Sections
Status
Custodians
Accounts
Groups
Issues
Filter and Translation
Imports
Users
Getting Started
First Steps
Log In to ClearView Portal
News
🌟 Welcome to Our New Features for Accounts & Interfaces!🌟