Endpoints allowing tenants to view & manage portfolios & accounts in the system.
Accounts act as a container for a set of transactions (deposits, withdrawals, trades etc...)
Accounts require an account_unique_identifier to be assigned by the tenant - this serves several purposes:
- Tenants can easily link data about an account in their own systems to the account data in CIS Portfolio Analytics via this identifier
- Tenants are not required to provide sensitive data about an account
- Transactions submitted to the system only need to have the account_unique_identifier as a reference