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📌 APIs 101 for non techies
📌 WealthTechs APIs
🔀 API Rest v1.0
🔀 API OData v2.0
🔀 API GraphQL v2.0
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WealthTech's API
API OData v2.0
Getting Started
Getting Access to WealthTech’s API OData
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
Resources
GET /v2/odata/$metadata
GET /v2/odata/Accounts
GET /v2/odata/Customers
GET /v2/odata/Custodians
GET /v2/odata/Currencies
GET /v2/odata/FxRates
GET /v2/odata/InterfaceStatuses
GET /v2/odata/InterfaceStatusTypes
GET /v2/odata/MajorAssetClasses
GET /v2/odata/Positions
GET /v2/odata/Prices
GET /v2/odata/PrimaryTypes
GET /v2/odata/Sectors
GET /v2/odata/Securities
GET /v2/odata/SecurityTypes
GET /v2/odata/TaxLots
GET /v2/odata/TransactionCodes
GET /v2/odata/Transactions
Query Options
GET $select
GET $filter
GET $expand
GET $top
GET $count
GET $skip
GET $orderby
GET $compute
GET $apply
POST $batch
Example Use Case
Functions
What Are OData Functions?
GET GetByGenericDate()
GET GetDistinctProcessDates()
API Rest v1.0
Getting Started
Getting Access to WealthTech’s API REST v1.0
Characteristics
API v1.0 Datasource Schema
Resources
GET /v1/Accounts
GET /v1/Custodians
GET /v1/FxRates
GET /v1/GroupMembers
GET /v1/Groups
GET /v1/Positions
GET /v1/Prices
GET /v1/TaxLots
GET /v1/Tokens
GET /v1/Transactions
GET /v1/Vehicles
WealthTechs APIs
What kind of APIs does WealthTechs provide?
Comparing API Rest, OData and GraphQL
Should I migrate from WealthTech’s API v1 to v2?
How to migrate from API v1 to v2?
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] Currencies
[Type] Custodians
[Type] Accounts
[Type] Customers
[Type] FxRates
[Type] InterfaceStatus
[Type] InterfaceStatusTypes
[Type] MajorAssetClasses
[Type] Positions
[Type] Sectors
[Type] SecurityTypes
[Type] Securities
[Type] PrimaryTypes
[Type] Prices
[Type] TaxLots
[Type] TransactionCodes
[Type] Transactions
[Type] PositionsByGenericDate
[Type] TransactionsByGenericDate
[Type] PricesByGenericDate
[Type] FxRatesByGenericDate
[Type] DistinctProcessDates
[Type] InterfaceStatusByGenericDate
Operations
[Operation] Select
[Operation] Filter
[Operation] Projection
[Operation] Count
[Operation] Top
[Operation] Skip
[Operation] OrderBy
[Operation] Batch
Example Use Case
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