Example Use Case

Specifications

Let’s suppose that a customer wants to access information about the positions of a certain group of accounts filtered by the Master field for a specific date. From the position information, they are interested in knowing the Quantity, MarketValue, OriginalCost, and OriginalCostDate. Additionally, they need data about the Security of that position.

Endpoint URL

https://api.wealthtechs.com/v2/graphql/

Authorization

// Authorization via JWT Token

Authorization: Bearer <YourToken>

Learn how to get access to our API V2.0 by clicking here.

You can copy and use our API v2.0 Public Token to get familiar with our API GraphQL Resources.

Responses

Code	Type
200	Success
204	No Content
400	Bad Request
401	Unauthorized

Example Code

var myHeaders = new Headers();

myHeaders.append("Content-Type", "application/json");
myHeaders.append("Authorization", "Bearer eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJVc2VySW5mbyI6IntcIklkXCI6OTgxLFwiSWRlbnRpdHlJZFwiOlwiNjMyMzhhZTQtMzAyMC00NWI5LWEwODktOTE2ZTY4MDMyZTY3XCIsXCJVc2VyTmFtZVwiOlwiMF9URVNUX0NMSUVOVFwiLFwiRW1haWxcIjpcInRlc3RjbGllbnRAd2VhbHRodGVjaHMuY29tXCIsXCJGaXJzdE5hbWVcIjpcIlRlc3RcIixcIkxhc3ROYW1lXCI6XCJDbGllbnRcIixcIklzQ2xpZW50VXNlclwiOmZhbHNlfSIsIm5iZiI6MTY5NDcwMjU3OSwiZXhwIjoxOTI0OTIzNjAwLCJpc3MiOiJXZWFsdGhUZWNocyIsImF1ZCI6IkFQSVVzZXJzIn0.bNcP0ouNwtFoxrI7pYXw0WKiw0TN6w_R2-Ban5moo1A");

var graphql = JSON.stringify({
  query: "{\r\n    accounts(\r\n        where: {master: {eq: \"123456789\"}, positions: {all: {processDate: {gte: \"2023-09-11T00:00:00.000-04:00\"}}}}\r\n    ) {\r\n        nodes {\r\n            number\r\n            master\r\n            positions {\r\n                quantity\r\n                marketValue\r\n                originalCost\r\n                originalCostDate\r\n                security {\r\n                    primarySymbol\r\n                    securityType {\r\n                        code\r\n                    }\r\n                }\r\n            }\r\n        }\r\n        pageInfo {\r\n            hasNextPage\r\n            hasPreviousPage\r\n            startCursor\r\n            endCursor\r\n        }\r\n    }\r\n}",
  variables: {}
})

var requestOptions = {
  method: 'POST',
  headers: myHeaders,
  body: graphql,
  redirect: 'follow'
};

fetch("https://api.wealthtechs.com/v2/graphql/", requestOptions)
  .then(response => response.json())
  .then(result => console.log(result))
  .catch(error => console.log('error', error));

Example Response

{
    "data": {
        "accounts": {
            "nodes": [
                {
                    "number": "X72843476R",
                    "master": "123456789",
                    "positions": [
                        {
                            "quantity": 200000,
                            "marketValue": 198652.8,
                            "originalCost": 199112,
                            "originalCostDate": "1950-01-01T00:00:00.000-05:00",
                            "security": {
                                "primarySymbol": "C00084928",
                                "securityType": {
                                    "code": "CD"
                                }
                            }
                        },
                        {
                            "quantity": 200000,
                            "marketValue": 193444.6,
                            "originalCost": 200011,
                            "originalCostDate": "1950-01-01T00:00:00.000-05:00",
                            "security": {
                                "primarySymbol": "C00085168",
                                "securityType": {
                                    "code": "CD"
                                }
                            }
                        },
                        {
                            "quantity": 500000,
                            "marketValue": 495548,
                            "originalCost": 500012,
                            "originalCostDate": "1950-01-01T00:00:00.000-05:00",
                            "security": {
                                "primarySymbol": "C00086468",
                                "securityType": {
                                    "code": "CD"
                                }
                            }
                        }
                    ]
                }
            ],
            "pageInfo": {
                "hasNextPage": false,
                "hasPreviousPage": false,
                "startCursor": "MA==",
                "endCursor": "Mg=="
            }
        }
    }
}