[Type] Transactions
Return
This endpoint offers details about financial transactions performed in the system. It includes information about the date, transaction type, amount, and other relevant details.
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 Example 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: "query Transactions {\r\n transactions {\r\n nodes {\r\n id\r\n custodianId\r\n customerId\r\n processDate\r\n accountId\r\n securityId\r\n transactionCodeId\r\n cancelIndicator\r\n comment\r\n tradeDate\r\n settlementDate\r\n quantity\r\n amount\r\n originalCost\r\n originalCostDate\r\n sdtype\r\n sdsymbol\r\n exchange\r\n exchangeFee\r\n commission\r\n otherFees\r\n broker\r\n whtSecurityId\r\n execPri\r\n execPriCalc\r\n reorg\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": {
"transactions": {
"nodes": [
{
"id": 1046,
"custodianId": 0,
"customerId": 0,
"processDate": "2023-09-19T00:00:00.000-04:00",
"accountId": 12,
"securityId": 12619,
"transactionCodeId": 11,
"cancelIndicator": false,
"comment": "Sample Transaction Comment",
"tradeDate": "2023-09-19T00:00:00.000-04:00",
"settlementDate": "2023-09-19T00:00:00.000-04:00",
"quantity": 1.0000000000,
"amount": 815.3400000000,
"originalCost": null,
"originalCostDate": null,
"sdtype": "CAUS",
"sdsymbol": "CASH",
"exchange": null,
"exchangeFee": null,
"commission": null,
"otherFees": null,
"broker": null,
"whtSecurityId": null,
"execPri": null,
"execPriCalc": null,
"reorg": false
},
{
"id": 1047,
"custodianId": 0,
"customerId": 0,
"processDate": "2023-09-19T00:00:00.000-04:00",
"accountId": 14,
"securityId": 15839,
"transactionCodeId": 9,
"cancelIndicator": false,
"comment": "Sample Transaction Comment",
"tradeDate": "2023-09-19T00:00:00.000-04:00",
"settlementDate": "2023-09-19T00:00:00.000-04:00",
"quantity": 1.0000000000,
"amount": 152.2800000000,
"originalCost": null,
"originalCostDate": null,
"sdtype": "CAUS",
"sdsymbol": "CAQUAL",
"exchange": null,
"exchangeFee": null,
"commission": null,
"otherFees": null,
"broker": null,
"whtSecurityId": null,
"execPri": null,
"execPriCalc": null,
"reorg": false
},
{
"id": 1048,
"custodianId": 0,
"customerId": 0,
"processDate": "2023-09-19T00:00:00.000-04:00",
"accountId": 13,
"securityId": 16086,
"transactionCodeId": 33,
"cancelIndicator": false,
"comment": "Sample Transaction Comment",
"tradeDate": "2023-09-19T00:00:00.000-04:00",
"settlementDate": "2023-09-19T00:00:00.000-04:00",
"quantity": 181.3300000000,
"amount": 181.3300000000,
"originalCost": null,
"originalCostDate": null,
"sdtype": "CAUS",
"sdsymbol": "CASH",
"exchange": null,
"exchangeFee": null,
"commission": null,
"otherFees": null,
"broker": null,
"whtSecurityId": null,
"execPri": null,
"execPriCalc": null,
"reorg": false
},
{
"id": 1049,
"custodianId": 0,
"customerId": 0,
"processDate": "2023-09-19T00:00:00.000-04:00",
"accountId": 13,
"securityId": 16086,
"transactionCodeId": 33,
"cancelIndicator": false,
"comment": "Sample Transaction Comment",
"tradeDate": "2023-09-19T00:00:00.000-04:00",
"settlementDate": "2023-09-19T00:00:00.000-04:00",
"quantity": 113.2700000000,
"amount": 113.2700000000,
"originalCost": null,
"originalCostDate": null,
"sdtype": "CAUS",
"sdsymbol": "CASH",
"exchange": null,
"exchangeFee": null,
"commission": null,
"otherFees": null,
"broker": null,
"whtSecurityId": null,
"execPri": null,
"execPriCalc": null,
"reorg": false
},
{
"id": 1050,
"custodianId": 0,
"customerId": 0,
"processDate": "2023-09-19T00:00:00.000-04:00",
"accountId": 13,
"securityId": 16086,
"transactionCodeId": 33,
"cancelIndicator": false,
"comment": "Sample Transaction Comment",
"tradeDate": "2023-09-19T00:00:00.000-04:00",
"settlementDate": "2023-09-19T00:00:00.000-04:00",
"quantity": 247.4700000000,
"amount": 247.4700000000,
"originalCost": null,
"originalCostDate": null,
"sdtype": "CAUS",
"sdsymbol": "CASH",
"exchange": null,
"exchangeFee": null,
"commission": null,
"otherFees": null,
"broker": null,
"whtSecurityId": null,
"execPri": null,
"execPriCalc": null,
"reorg": false
},
{
"id": 1051,
"custodianId": 0,
"customerId": 0,
"processDate": "2023-09-19T00:00:00.000-04:00",
"accountId": 13,
"securityId": 16086,
"transactionCodeId": 33,
"cancelIndicator": false,
"comment": "Sample Transaction Comment",
"tradeDate": "2023-09-19T00:00:00.000-04:00",
"settlementDate": "2023-09-19T00:00:00.000-04:00",
"quantity": 482.3400000000,
"amount": 482.3400000000,
"originalCost": null,
"originalCostDate": null,
"sdtype": "CAUS",
"sdsymbol": "CASH",
"exchange": null,
"exchangeFee": null,
"commission": null,
"otherFees": null,
"broker": null,
"whtSecurityId": null,
"execPri": null,
"execPriCalc": null,
"reorg": false
},
{
"id": 1052,
"custodianId": 0,
"customerId": 0,
"processDate": "2023-09-19T00:00:00.000-04:00",
"accountId": 13,
"securityId": 16086,
"transactionCodeId": 33,
"cancelIndicator": false,
"comment": "Sample Transaction Comment",
"tradeDate": "2023-09-19T00:00:00.000-04:00",
"settlementDate": "2023-09-19T00:00:00.000-04:00",
"quantity": 308.3500000000,
"amount": 308.3500000000,
"originalCost": null,
"originalCostDate": null,
"sdtype": "CAUS",
"sdsymbol": "CASH",
"exchange": null,
"exchangeFee": null,
"commission": null,
"otherFees": null,
"broker": null,
"whtSecurityId": null,
"execPri": null,
"execPriCalc": null,
"reorg": false
},
{
"id": 1053,
"custodianId": 0,
"customerId": 0,
"processDate": "2023-09-19T00:00:00.000-04:00",
"accountId": 13,
"securityId": 16086,
"transactionCodeId": 33,
"cancelIndicator": false,
"comment": "Sample Transaction Comment",
"tradeDate": "2023-09-19T00:00:00.000-04:00",
"settlementDate": "2023-09-19T00:00:00.000-04:00",
"quantity": 1417.4200000000,
"amount": 1417.4200000000,
"originalCost": null,
"originalCostDate": null,
"sdtype": "CAUS",
"sdsymbol": "CASH",
"exchange": null,
"exchangeFee": null,
"commission": null,
"otherFees": null,
"broker": null,
"whtSecurityId": null,
"execPri": null,
"execPriCalc": null,
"reorg": false
},
{
"id": 1054,
"custodianId": 0,
"customerId": 0,
"processDate": "2023-09-19T00:00:00.000-04:00",
"accountId": 13,
"securityId": 16086,
"transactionCodeId": 33,
"cancelIndicator": false,
"comment": "Sample Transaction Comment",
"tradeDate": "2023-09-19T00:00:00.000-04:00",
"settlementDate": "2023-09-19T00:00:00.000-04:00",
"quantity": 123.5600000000,
"amount": 123.5600000000,
"originalCost": null,
"originalCostDate": null,
"sdtype": "CAUS",
"sdsymbol": "CASH",
"exchange": null,
"exchangeFee": null,
"commission": null,
"otherFees": null,
"broker": null,
"whtSecurityId": null,
"execPri": null,
"execPriCalc": null,
"reorg": false
},
{
"id": 1055,
"custodianId": 0,
"customerId": 0,
"processDate": "2023-09-19T00:00:00.000-04:00",
"accountId": 13,
"securityId": 16086,
"transactionCodeId": 33,
"cancelIndicator": false,
"comment": "Sample Transaction Comment",
"tradeDate": "2023-09-19T00:00:00.000-04:00",
"settlementDate": "2023-09-19T00:00:00.000-04:00",
"quantity": 70.0500000000,
"amount": 70.0500000000,
"originalCost": null,
"originalCostDate": null,
"sdtype": "CAUS",
"sdsymbol": "CASH",
"exchange": null,
"exchangeFee": null,
"commission": null,
"otherFees": null,
"broker": null,
"whtSecurityId": null,
"execPri": null,
"execPriCalc": null,
"reorg": false
}
]
}
}
}