Portfolios

Exchange Portfolio Token

Exchange Plaid public token for access token and create portfolio.

This endpoint:

  1. Exchanges the public token for an access token
  2. Creates the linked_portfolio record
  3. Triggers initial sync (24-month history import)
post/api/portfolios/exchange

Request

  • Base URL: https://alpha-bazaar-signal-server.onrender.com
  • URL: https://alpha-bazaar-signal-server.onrender.com/api/portfolios/exchange
  • Auth: HTTP bearer

Request body

public_tokenstring required
display_namestring required
account_idstring required
institution_namestring nullable

Response

Successful Response

unknown required

Changes

No recorded changes to this operation across all 2 revisions of this API.