GET /v1/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/v1/Transactions

Authorization

// Authorization via JWT Token.

Authorization: Bearer <YourToken>

Parameters

TypeFormatRequired
CustodianIdinteger($int32)Required
Datestring($date-time)format: yyyy-MM-ddRequired

Responses

CodeType
200Success
204No Content
400Bad Request
401Unauthorized

Example Code

// JavaScript example using fetch() API

// Store your JWT token in a variable
let token = 'eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJVc2VySW5mbyI6IntcIklkXCI6OTM0LFwiSWRlbnRpdHlJZFwiOlwiNDI5NmIyMzItZGUxYy00YWZhLWFlYmItNDY5ZDYxZWU0NzJjXCIsXCJVc2VyTmFtZVwiOlwiTUFaT1o0NFwiLFwiRW1haWxcIjpcIm1hdGlhc3pvQHdlYWx0aHRlY2hzLmNvbVwiLFwiRmlyc3ROYW1lXCI6XCJNYXRpYXNcIixcIkxhc3ROYW1lXCI6XCJab3pheWFcIixcIklzQ2xpZW50VXNlclwiOmZhbHNlfSIsIm5iZiI6MTY5NDU0NDM2MiwiZXhwIjoxNjk0NjMwNzYyLCJpc3MiOiJXZWFsdGhUZWNocyIsImF1ZCI6IkFQSVVzZXJzIn0.6auZH-83ML_cDo2bqbgECvKcsvXOefbVg68xq-0di2g';

// Set your desired parameters
let custodianId = '16';
let date = '2023-01-30'; //yyyy-MM-dd

// Make the request and log the response
fetch(`https://api.wealthtechs.com/v1/Transactions?CustodianId=${custodianId}&Date=${date}`, {
  headers: new Headers({
    "Authorization": "Bearer " + token,
  }),
})
.then(response => response.json())
.then(data => console.log(data));

Example Response

[
  {
    "portfolioCode": "string",
    "transactionCode": "string",
    "comment": "string",
    "type": "string",
    "symbol": "string",
    "tradeDate": "string",
    "settlementDate": "string",
    "origCostDate": "string",
    "quantity": "string",
    "srcDesType": "string",
    "srcDesSymbol": "string",
    "trDateFX": "string",
    "setDateFX": "string",
    "tradeAmount": "string",
    "originalCost": "string",
    "exchangeFee": "string",
    "commission": "string",
    "broker": "string",
    "impComm": "string",
    "otherFees": "string",
    "commissionPurpose": "string",
    "pledge": "string",
    "lotLocation": "string",
    "originalFace": "string",
    "post": "string",
    "perfCont": "string",
    "whtType": "string",
    "whtSymbol": "string",
    "execPri": "string",
    "execPriCalc": "string"
  }
]