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401GO

401GO Investments & Portfolios API

The Investments & Portfolios API from 401GO — 8 operation(s) for investments & portfolios.

Documentation Provider Profile APIs.io OpenAPI GitHub

401GO Investments & Portfolios API is one of 10 APIs that 401GO publishes on the APIs.io network, described by a machine-readable OpenAPI specification.

Tagged areas include Investments & Portfolios. The published artifact set on APIs.io includes an OpenAPI specification, API documentation, an API reference, a getting-started guide, and authentication docs.

This API exposes 10 operations across 8 paths. It is described by OpenAPI 3.2.0, at version 1.0.0.

Requests are made against a single base URL, https://app.401go.com/api.

10 operations 8 paths 0 schemas 6 GET4 POST

Metadata

The identity and technical contract details declared by the specification.

Specification
OpenAPI 3.2.0
API Version
1.0.0
Base URL
https://app.401go.com/api
Authentication
API Key, HTTP Bearer
Resource Areas
1

Authentication & Security 2

401GO Investments & Portfolios API declares 2 security schemes for authenticating requests. An API key is passed in the header as Authorization (knoxApiToken). It accepts HTTP bearer tokens (oauth2).

  • knoxApiToken — Token-based authentication with required prefix "Token"
  • oauth2 — OAuth 2.0 Bearer based with an existing token. Enter a token retrieved via the regular OAuth flow elsewhere.

Paths & Operations 10

Across 8 paths, the API surfaces 10 operations — 6 GET, 4 POST. Each is listed below with its method, path, parameters, and response codes.

Investments & Portfolios 10
GET
/investments/{investment_id}/
API endpoints for retrieving investment fund information.
investments_retrieve 1 param → 200
POST
/participants/{participant_id}/cancel-participant-rebalance/
participants_cancel_participant_rebalance_create 1 param → 200400401403
GET
/participants/{participant_id}/investment-history/
Get a list of investment transactions for the given participant id. You can optionally paginate by including 'page={pagenum}&pagesize={pagesize}' in the query string. Possible statuses: pending, conf…
participants_investment_history_list 3 params → 200401403
GET
/participants/{participant_id}/investment-options/
Get a list of investment options available to the given participant. You can optionally paginate by including 'page={pagenum}&pagesize={pagesize}' in the query string.
participants_investment_options_list 3 params → 200401403
GET
/participants/{participant_id}/investment-performance/
Get a list of portfolios - one for each day between two dates.
participants_investment_performance_list 5 params → 200401403
GET
/participants/{participant_id}/portfolio/
Gets a list of portfolio investments for the given participant. Investment states - ACTIVE: Investment is part of the portfolio. - PENDINGSALE: Investment has been removed from the portfolio and is b…
participants_portfolio_list 3 params → 200401403
POST
/participants/{participant_id}/portfolio/
Updates a participant's target portfolio allocations. Expects: - investments: list of investment ids - weights: list of target percent weights (aligned by index with investments) 0% allocations Setti…
participants_portfolio_create 3 params body → 200401403
GET
/participants/{participant_id}/portfolio-settings/
Get data points related to rebalancing, trading windows, and if a participant can self direct. cancancelrebalance represents if the current time is in a trading window. The nexttradingwindow returns…
participants_portfolio_settings_retrieve 1 param → 200401403
POST
/participants/{participant_id}/portfolio-settings/
Updates a participant's option to auto rebalance, rebalance percent, and if they have opted in to self direct
participants_portfolio_settings_create 1 param body → 200401403
POST
/participants/{participant_id}/start-participant-rebalance/
participants_start_participant_rebalance_create 1 param → 200400401403

Specification

The full machine-readable OpenAPI contract behind this narrative.

Source

401go-investments-portfolios-api-openapi.yml Raw ↑

Other APIs 401GO publishes across the network.

401GO Affiliates & Firms API
AE Profile APIs.io
401GO Beneficiaries API
AE Profile APIs.io
401GO Companies & Plans API
AE Profile APIs.io
401GO Contributions & Payroll API
AE Profile APIs.io
401GO Documents API
AE Profile APIs.io
401GO Money Movement API
AE Profile APIs.io
401GO Notifications API
AE Profile APIs.io
401GO Participants API
AE Profile APIs.io
401GO Retirement Planning API
AE Profile APIs.io
#Investments & Portfolios
← Back to 4 APIs
API Details
ID
401go:401go-investments-portfolios-api
Base URL
https://app.401go.com/api
Docs
https://developer.401go.com/
Provider
401GO
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