API Reference

Accounts

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:

  1. Tenants can easily link data about an account in their own systems to the account data in CIS Portfolio Analytics via this identifier
  2. Tenants are not required to provide sensitive data about an account
  3. Transactions submitted to the system only need to have the account_unique_identifier as a reference