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DriveWealth

DriveWealth Advisor Reports API

The Advisor Reports API from DriveWealth — 3 operation(s) for advisor reports.

Documentation Provider Profile APIs.io OpenAPI GitHub

DriveWealth Advisor Reports API is one of 31 APIs that DriveWealth publishes on the APIs.io network, described by a machine-readable OpenAPI specification.

Tagged areas include Advisor Reports. The published artifact set on APIs.io includes an OpenAPI specification and API documentation.

This API exposes 3 operations across 3 paths, and defines 27 schemas. It is described by OpenAPI 3.2.0, at version 1.0.

Requests are made against 2 base URLs: https://bo-api.drivewealth.io/back-office, https://bo-api.drivewealth.net/back-office.

3 operations 3 paths 27 schemas 3 GET

Metadata

The identity and technical contract details declared by the specification.

Specification
OpenAPI 3.2.0
API Version
1.0
Base URL
https://api.drivewealth.net
Authentication
HTTP Bearer, API Key, API Key
Resource Areas
1

Authentication & Security 3

DriveWealth Advisor Reports API declares 3 security schemes for authenticating requests. It accepts HTTP bearer tokens (JWT) (bearerAuth). An API key is passed in the header as dw-client-app-key (dwAppKey). An API key is passed in the header as dw-auth-token (sessionToken).

Paths & Operations 3

Across 3 paths, the API surfaces 3 operations — 3 GET. Each is listed below with its method, path, parameters, and response codes.

Advisor Reports 3
GET
/users/{userID}/managed/orders/summary
List Orders by Advisor
2 params → 200
GET
/users/{userID}/managed/orders
List Allocations by Advisor
3 params → 200
GET
/users/{userID}/managed/bod
Retrieve Beginning Of Day (BOD) by Advisor
1 param → 200

Schemas 27

The contract defines 27 schemas that model the data the API accepts and returns. The most detailed are OrdersAllocationsSummary (14 properties), ListOrdersAllocationsByUserID.Orders (12 properties), OrderAllocations (9 properties), ListOrdersAllocationsByUserID.Orders.Allocation (4 properties). Each schema is shown below with its type and property counts.

allocationID
string
The unique identifier that identifies the lot of the allocation.
orderID
string
A unique DriveWealth order identifier created when an order is placed.
beginningOfDay
object
1 property
unallocatedQuantity
number
The remaining amount of shares that have not been allocated to the sub accounts.
allocationsCompleted
number
The amount of completed sub account allocations.
instrumentSymbol
stringnull
The ticker symbol of the Instrument. Debt Instruments and Global Mutual Funds do not have symbols and are referred to buy their instrumentID or ISIN.
ListOrdersAllocationsByUserID.Orders
object
12 properties
OrdersAllocationsSummary
object
14 properties
orderCumulativeQuantity
number
The amount of shares currently being transacted; larger orders may execute in chunks.
orderAveragePrice
number
The average price of the security being transacted in the order.
ListOrdersAllocationsByUserID.Orders.Allocation
object
4 properties
allocationUrl
string
A specific URL that contains the full break down of the allocation.
orderStatus
string
The current status of the order.
ListOrdersAllocationsByUserID
array
accountNo
string
The user's unique account number, that is human readable.
allocatedQuantity
number
The amount of allocated shares.
unallocatedNotional
number
The notional value of the shares that have not been allocated to sub accounts.
allocationStatus
string
The current status of the lot of allocation.
orderTypes
string
The type of the Order.
userID
string
A unique identifier created for each User on DriveWealth's platform.
sideAbbreviated
string
The side of the order.
orderNo
string
A unique, human-readable DriveWealth order number.
instrumentID
string
A unique ID created by DriveWealth to identify a specific instrument.
OrderAllocations
object
9 properties
allocationsRequested
number
The amount of sub account allocations passed to the system.
orderQuantity
number
The amount of the instrument in shares.
OrdersAllocationSummary
object
4 properties

Specification

The full machine-readable OpenAPI contract behind this narrative.

Source

drivewealth-advisor-reports-api-openapi.yml Raw ↑

Other APIs DriveWealth publishes across the network.

DriveWealth FIX API
AE Profile APIs.io
DriveWealth Accounts API
AE Profile APIs.io
DriveWealth Asset Transfer API
AE Profile APIs.io
DriveWealth Auth API
AE Profile APIs.io
DriveWealth AutoPilot API
AE Profile APIs.io
DriveWealth Beneficiaries API
AE Profile APIs.io
DriveWealth Charts API
AE Profile APIs.io
DriveWealth Commission Schedules API
AE Profile APIs.io
DriveWealth Correspondent Reports API
AE Profile APIs.io
DriveWealth Deposits API
AE Profile APIs.io
DriveWealth Depth of Book API
AE Profile APIs.io
DriveWealth Exchanges API
AE Profile APIs.io
#Advisor Reports
← Back to D APIs
API Details
ID
drivewealth:drivewealth-advisor-reports-api
Base URL
https://api.drivewealth.net
Docs
https://developer.drivewealth.com/apis/reference/introduction
Provider
DriveWealth
APIs.io →  GitHub →
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