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v1.0
API Reference
SessionToken
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CIS Portfolio Analytics
Overview
Postman Collection
Authentication & Authorisation
Assets
Assets
AddDigitalAsset
post
AddFiatCurrency
post
Get
get
Search
post
Search
get
UpdateDigitalAsset
post
UpdateFiatCurrency
post
ArchiveAsset
post
ValuationAsset
post
GetLinkedProviderAssets
get
LinkProviderAssets
post
UnlinkProviderAssets
post
Activate
post
Deactivate
post
AssetValuation
UpsertHistory
post
RemoveHistory
delete
PublishCurrent
post
GetHistory
post
GetHistory
get
GetConfiguration
get
AddConfiguration
post
RemoveConfiguration
post
Providers
Providers
Add
post
Update
post
List
get
Provider Assets
Search
post
SearchByType
post
Get
get
Add
post
Update
post
ProviderSources
List
get
Get
get
Add
post
ProviderSymbols
Search
post
Add
post
Update
post
Remove
delete
ProviderSymbolAssetSpots
Search
post
Add
post
Update
post
Remove
delete
ProviderSymbolProviderAssetSpots
Search
post
Add
post
Update
post
Remove
delete
Users
Users
Search
post
Search
get
Get
get
Add
post
Update
post
Remove
delete
AddClaim
post
AddAdminClaim
post
RemoveClaim
delete
RemoveAdminClaim
delete
GetSettings
get
SessionToken
Create
post
ApiKeys
Create
post
Remove
delete
List
get
AdminUsers
Search
post
Transactions & Trades
Transactions
Search
post
Search
get
AddTransactions
post
GetTransactionTypes
get
CancelTransaction
delete
AddTrades
post
CancelTrade
delete
UploadTransactions
post
GetPortfolioTransactionAnalysis
get
GetAccountTransactionAnalysis
get
Portfolios & Accounts
Accounts
Search
post
Search
get
Get
get
Balances
post
BalanceHistory
post
BalanceHistory
get
AssetAllocation
post
AssetAllocation
get
AddUserAccess
post
RemoveUserAccess
delete
Update
post
Add
post
PortfolioMembership
post
UserAccess
post
LinkPortfolios
post
UnlinkPortfolios
delete
GetSupportedWallets
get
AddBlockchainWallet
post
AddExchangeWallet
post
Portfolios
Create
post
Update
post
Remove
delete
Search
post
Search
get
Get
get
AddUserAccess
post
RemoveUserAccess
delete
LinkAccounts
post
UnlinkAccounts
delete
AssetAllocation
post
BalanceHistory
post
Quotes
Quotes
AddAssetSpot
post
Search
post
Search
get
QuoteVenues
Add
post
Update
post
Search
post
Search
get
Tenant Management
Config
Claims
GetClaims
get
GetAdminClaims
get
AddDefaultClaim
post
RemoveDefaultClaim
post
API Usage
API Usage
Tenant
get
User
get
Catalog
Catalog
GetTenants
get
Statistics
Statistics
Get
get
Tenant User Endpoints
Overview
Accounts
List
get
Get
get
Balances
post
BalanceHistory
post
BalanceHistory
get
AssetAllocation
post
AssetAllocation
get
Portfolios
List
get
Get
get
AssetAllocation
post
AssetAllocation
get
BalanceHistory
post
BalanceHistory
get
User
GetSettings
get
Assets
GetValuationAssets
get
Transactions
GetTransactionTypes
get
GetPortfolioTransactionAnalysis
get
GetAccountTransactionAnalysis
get
Search
post
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SessionToken
Endpoint allowing the tenant to create and manage JWT token's for their user base
