Get historical balance snapshots
Returns end-of-day balance snapshots across all account types for the authenticated user. History is available for the last 12 months. The maximum date range per request is 365 days.
Headers
A unique request identifier.
"aa34941f-8c0e-47e9-a372-4e3821b845f5"
API key for authentication.
"lhgfaslk21490FAScVPkdsb53F9dNkfHG4faZSG5vfjndfcfgdssdgsdHF4663"
User-specific authentication key.
"eyJlYW4iOiJVbnJlZ2lzdGVyZWRBcHBsaWNhdGlvbiIsImVrIjoiOE5sZ2cwcW5EUVdROUFNWGpXT2lmOWktZnpidG5KcUlqWGJ3WHJZZkpZcldrbG90ZEhvLVBjSWhQaU8xU1ZtMW84aU1WZGZqN2xWNzFjLXFxLmcybXE1dnh4Q1hUT25xaWRUaTFlcEhmVk1fIn0_"
Query Parameters
ISO 4217 currency code for totals and conversions. Defaults to USD.
Start of the date range (inclusive). Format: YYYY-MM-DD (ISO 8601). Defaults to toDate minus 30 days. Must be within the last 12 months. Maximum range with toDate: 365 days.
End of the date range (inclusive). Format: YYYY-MM-DD (ISO 8601). Defaults to today (UTC). Maximum range with fromDate: 365 days.
Optional comma-separated list of account types to include. Valid values: Trading, Cash, Options, Crypto, MoneyFarm, Spaceship.
Response
Historical balance snapshots retrieved successfully.
Historical end-of-day balance snapshots for the authenticated user.
The user's global customer ID.
ISO 4217 currency code used for display values.
Start of the returned date range (inclusive, ISO 8601).
End of the returned date range (inclusive, ISO 8601).
End-of-day balance snapshots, one entry per day in the requested range.