/

Docs
History
Schema
Generate

Filter operations

accounts13

admin14

asset-groups4

assets22

get/api/assets/market/searchMarket Search
get/api/assets/market/quoteMarket Quote
post/api/assets/{asset_id}/refresh-priceRefresh Asset Price
get/api/assetsList Assets
post/api/assetsCreate Asset
get/api/assets/portfolio-trendPortfolio Trend
get/api/assets/transactionsList Workspace Transactions
get/api/assets/import/templateAsset Import Template
post/api/assets/import/previewPreview Asset Import
post/api/assets/importImport Asset Orders
post/api/assets/buyBuy Into Holding
get/api/assets/{asset_id}/transactionsList Asset Transactions
post/api/assets/{asset_id}/transactionsAdd 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}/valuesList Asset Values
post/api/assets/{asset_id}/valuesAdd Asset Value
get/api/assets/{asset_id}/value-trendGet Asset Value Trend
delete/api/assets/values/{value_id}Delete Asset Value

attachments5

auth20

budgets10

categories6

category-groups4

collections4

connections13

currencies1

dashboard6

export2

fiscal3

fx-rates2

goals6

groups16

import2

import-logs2

info2

invoice-schedules16

invoices37

mortgage payments3

payees8

products8

reconciliation12

recurring-transactions5

reports4

rules10

search1

settings1

setup2

timezones1

transactions22

users7

workspaces10

get/api/healthHealth Check

assets

Changes to Asset Import Template

get/api/assets/import/template

Nov 5, 2026416a7752fec4 Revision changes
- info
  endpoint added