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Schema
Generate
Filter operations
accounts
13
admin
14
asset-groups
4
assets
22
get
/api/assets/market/search
Market Search
get
/api/assets/market/quote
Market Quote
post
/api/assets/{asset_id}/refresh-price
Refresh Asset Price
get
/api/assets
List Assets
post
/api/assets
Create Asset
get
/api/assets/portfolio-trend
Portfolio Trend
get
/api/assets/transactions
List Workspace Transactions
get
/api/assets/import/template
Asset Import Template
post
/api/assets/import/preview
Preview Asset Import
post
/api/assets/import
Import Asset Orders
post
/api/assets/buy
Buy Into Holding
get
/api/assets/{asset_id}/transactions
List Asset Transactions
post
/api/assets/{asset_id}/transactions
Add Asset Transaction
delete
/api/assets/transactions/{tx_id}
Delete Asset Transaction
patch
/api/assets/transactions/{tx_id}
Update Asset Transaction
get
/api/assets/{asset_id}
Get Asset
delete
/api/assets/{asset_id}
Delete Asset
patch
/api/assets/{asset_id}
Update Asset
get
/api/assets/{asset_id}/values
List Asset Values
post
/api/assets/{asset_id}/values
Add Asset Value
get
/api/assets/{asset_id}/value-trend
Get Asset Value Trend
delete
/api/assets/values/{value_id}
Delete Asset Value
attachments
5
auth
20
budgets
10
categories
6
category-groups
4
collections
4
connections
13
currencies
1
dashboard
6
export
2
fiscal
3
fx-rates
2
goals
6
groups
16
import
2
import-logs
2
info
2
invoice-schedules
16
invoices
37
mortgage payments
3
payees
8
products
8
reconciliation
12
recurring-transactions
5
reports
4
rules
10
search
1
settings
1
setup
2
timezones
1
transactions
22
users
7
workspaces
10
get
/api/health
Health Check
assets
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Changes to Preview Asset Import
post
/api/assets/import/preview
Nov 5, 2026
416a7752fec4
Revision changes
info
endpoint added