Transactions

List securities transactions

Returns the list of securities transactions for an account group or a single account.

Securities movements are recorded at account level, so this endpoint accepts both account_group_id and account_id. Restrict the period with the start_date and end_date query parameters, and page through results with offset and limit; meta.total_count gives the total number of matching transactions.

See the transactions reports guide (TOL / BYOL / Omnibus) for the full list of transaction types.

get/transactions/securities

Request

  • Base URL: https://sandbox.upvest.co
  • URL: https://sandbox.upvest.co/transactions/securities
  • Auth: OAuth 2 (client credentials, token URL https://sandbox.upvest.co/auth/token, scopes: transactions:read)

Query parameters

account_group_idstring uuid

Universally Unique Identifier (UUID) of the account group.

Filters the list to only show transactions associated with a certain account group ID.

account_idstring uuid

Universally Unique Identifier (UUID) of the account.

Filters the list to only show transactions associated with a certain account ID.

start_datestring date

Returns transactions starting from and including this date (UTC)

end_datestring date

Returns transactions up until this date (UTC)

Example:2023-01-11
sort'booking_date'

Sort the result by booking_date.

order'ASC' | 'DESC'

Sort order of the result list if the sort parameter is specified. Use ASC for ascending or DESC for descending sort order.

offsetinteger

Use the offset argument to specify where in the list of results to start when returning items for a particular query.

limitinteger

Use the limit argument to specify the maximum number of items returned.

Response

Securities Transactions

Changes

No recorded changes to this operation across all 25 revisions of this API.