Portfolio View

Pipevest API

Learn how to seamlessly integrate Pipevest's Investment API

Introduction

Get Started

Authentication

Cryptographic Keys

Idempotency

Organizations

Pagination and Sorting

Overview

Response Data Definitions

Example User Flow

Customers

Accounts

Investment Types

Instruments

Requests

Assets

Portfolios

Transactions

Market Data

Reports

Webhooks

Reflects monthly developments and updates

Changelog

Content Digest

Message Signature

Configuration and Payload

Subscriptions

Validations

Testing Webhook

Create Auth Token

Revoke Auth Token

Get Customers

Get Customer by Id

Create Customer

Update Customer

Get Accounts

Get Accounts by Id

Create Account

Update Account

Get Investment Types

Get Type by Id

Returns a list of available instruments for a given investment option

Get Instruments

Get Instrument by Symbol

Returns list of instruments purchased and/or sold by a customer

Get Requests

Get Request By Id

Create Purchase Request

Create Sell Request

Update Request

Returns list of assets for a given customer

Get Assets

Get Asset by Id

Add Asset to Portfolio

Get Portfolio

Get Portfolio by Id

Create Portfolio

Updates Portfolio

Get Transactions

Get Transactions by Id

Get Market Data

Get Reports

Get Report By Id

Create Report

Get Webhook

Get Webhook Key

Create Webhook

Test Webhook

Update Webhook

Guides

API Reference

Portfolio View