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DriveWealth

DriveWealth Funds API

The Funds API from DriveWealth — 3 operation(s) for funds.

Documentation Provider Profile APIs.io OpenAPI GitHub

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

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

This API exposes 3 operations across 3 paths, and defines 22 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 22 schemas 2 GET1 POST

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 Funds 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 — 2 GET, 1 POST. Each is listed below with its method, path, parameters, and response codes.

Funds 3
POST
/managed/fundsdeprecated
Create Fund
body → 200
GET
/managed/funds/{fundID}deprecated
Retrieve Fund
1 param → 200
GET
/users/{userID}/managed/fundsdeprecated
List Funds by Advisor
1 param → 200

Schemas 22

The contract defines 22 schemas that model the data the API accepts and returns. The most detailed are fundsResponse (10 properties), FundByUserID (8 properties), fundsRequest (6 properties), triggersObject (5 properties). Each schema is shown below with its type and property counts.

fundDescription
string
A user defined description that describes the underlying fund.
holdingsObject
object
An object in the holdings array that holds the instrumentID and target.
2 properties
fundUpperLowerBound
number
fundLowerBound
number
fundMaxAllowed
number
The total drift amount for this instrument.
FundsByUserID
array
A list of individual funds holdings.
clientListID
string
An advisor created identifier for a specific allocation.
fundType
string
The type of fund.
FundByUserID.Triggers
object
5 properties
triggerTypes
string
The type of trigger associated to the fund as a whole or an individual instrument.
fundName
string
A user defined name that describes the underlying fund.
managedAccountsUserID
string
The unique identifier of the registered investment advisors account.
FundByUserID.Holdings
object
2 properties
FundByUserID
object
8 properties
fundID
string
The unique identifier of a fund.
userID
string
A unique identifier created for each User on DriveWealth's platform.
fundTarget
number
The individual targeted weight of the instrument.
fundsResponse
object
10 properties
triggersObject
object
An object that holds the details of when to trigger a rebalance of the Fund.
5 properties 5 required
instrumentID
string
A unique ID created by DriveWealth to identify a specific instrument.
fundsRequest
object
6 properties 6 required
clientFundID
string
A user defined identifier attached to the fund.

Specification

The full machine-readable OpenAPI contract behind this narrative.

Source

drivewealth-funds-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 Advisor Reports 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
#Funds
← Back to D APIs
API Details
ID
drivewealth:drivewealth-funds-api
Base URL
https://api.drivewealth.net
Docs
https://developer.drivewealth.com/apis/reference/introduction
Provider
DriveWealth
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