Get the user's AUM percentile
Returns where the user's total assets sit within the distribution of a cohort of comparable users, as a coarse bucket plus an integer percentile.
The cohort is scoped to your own book: a user is only ever compared against your other users, never across SnapTrade customers. (Users on personal-use keys are the exception — they are compared against all other personal-use users, since a personal key has a single user and cannot form a distribution of its own.) The distribution is recomputed monthly, and as_of reports which month's distribution the placement came from.
data is null — a 200, not an error — when SnapTrade declines to place the user. That happens when the cohort is too small to publish a distribution, or when the user's own holdings are incomplete or stale (for example they hold a disabled connection). A placement computed from a partial view of a user's assets would understate them, so none is returned.
Query parameters
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.
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.
Response
OK
Example response
{
"data": {
"bucket": "TOP_25_PERCENT",
"percentile": 78,
"cohort_size": 24193,
"as_of": "2026-08-01",
"currency": "USD"
}
}