Account Information

List historical account total value

Changed on

An experimental endpoint that returns estimated historical total account value for the specified account. Total account value is the sum of the market value of all positions and cash in the account at a given time. This endpoint is experimental, disabled by default, and has a maximum lookback of 1 year. Because the data is dynamically generated, we recommend replacing your dataset with each request as opposed to combining data from multiple requests. Enable this feature for free in the Add-on page of the Customer Dashboard

The data may contain gaps and is best used for charting account value trends. It should not be relied on as a complete or exact record of historical account values.

get/accounts/{accountId}/balanceHistory

Request

  • Base URL
    https://api.snaptrade.com
  • URL
    https://api.snaptrade.com/accounts/{accountId}/balanceHistory
  • Auth
    API key in header Signature and API key in query parameter clientId and API key in query parameter timestamp

Path parameters

accountIdstring uuid required

Unique identifier for the connected brokerage account. This is the UUID used to reference the account in SnapTrade.

Example:917c8734-8470-4a3e-a18f-57c3f2ee6631

Query parameters

userIdstring required

SnapTrade User ID. This is chosen by the API partner and can be any string that is a) unique to the user, and b) immutable for the user. It is recommended to NOT use email addresses for this property because they are usually not immutable.

Example:snaptrade-user-123
userSecretstring required

SnapTrade User Secret. This is a randomly generated string and should be stored securely. If compromised, please rotate it via the rotate user secret endpoint.

Example:adf2aa34-8219-40f7-a6b3-60156985cc61

Response

OK

currencystring

The ISO-4217 currency code for the account values.

Example response

{
  "history": [
    {
      "date": "2026-01-01",
      "total_value": "15363.23"
    }
  ],
  "currency": "USD"
}

Changes

  • efd73af6c911Revision changes
    • breaking

      the response's property type changed from string to no type for status

    • breaking

      the response's property type changed from string to no type for status

  • 07c9022b410aRevision changes
    • breaking

      the response's property type changed from no type to string for status

    • breaking

      the response's property type changed from no type to string for status