Adviser

Firm Drift

Who across the whole book needs attention.

AUDITED PER CLIENT, not once for the firm. This endpoint reads every consented client's transactions, so every one of them gets a row in their own access log. One row per scan per client is the honest count — it is what actually happened — which is why the scan is an on-demand call rather than something a dashboard polls.

get/api/adviser/drift

Request

  • Base URL: https://api.earmarkiq.app (the document declares no server; this is the origin it was published from)
  • URL: https://api.earmarkiq.app/api/adviser/drift
  • Auth: HTTP bearer

Query parameters

as_ofstring date nullable
only_with_alertsboolean

Return only clients with at least one alert. The whole point is a shortlist; set false to see the book with its quiet clients too.

Response

Successful Response

firm_namestring required
scanned_atstring date-time required
period_labelstring required
clients_scannedinteger required
clients_with_alertsinteger required
total_alertsinteger required
derivationstring required

Changes

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