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Envestnet Derived API

Derived API

Envestnet Derived API is one of 21 APIs that Envestnet publishes on the APIs.io network, described by a machine-readable OpenAPI specification.

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

This API exposes 3 operations across 3 paths, and defines 16 schemas. It is described by OpenAPI 3.0.1, at version 1.1.0.

Requests are made against a single base URL, /.

3 operations 3 paths 16 schemas 3 GET

Metadata

The identity and technical contract details declared by the specification.

Specification
OpenAPI 3.0.1
API Version
1.1.0
Server
/
Terms of Service
Resource Areas
1

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.

Derived 3

Derived API

GET
/derived/transactionSummary
Envestnet Get Transaction Summary
getTransactionSummary 9 params → 200400401404
GET
/derived/networth
Envestnet Get Networth Summary
getNetworth 8 params → 200400401404
GET
/derived/holdingSummary
Envestnet Get Holding Summary
getHoldingSummary 3 params → 200400401404

Schemas 16

The contract defines 16 schemas that model the data the API accepts and returns. The most detailed are DerivedHolding (40 properties), DerivedCategorySummary (6 properties), DerivedNetworthHistoricalBalance (6 properties), DerivedHoldingsSummary (5 properties). Each schema is shown below with its type and property counts.

DerivedCategorySummary
object
6 properties
DerivedCategorySummaryDetails
object
3 properties
DerivedHoldingSummaryResponse
object
2 properties
DerivedTransactionsLinks
object
1 property
DerivedHoldingsAccount
object
2 properties
DerivedNetworthResponse
object
1 property
DerivedHolding
object
40 properties
DerivedTransactionsSummary
object
5 properties
AssetClassification
object
3 properties
DerivedNetworthHistoricalBalance
object
6 properties
DerivedTransactionSummaryResponse
object
2 properties
YodleeError
object
3 properties
DerivedNetworth
object
5 properties
Money
object
4 properties
DerivedHoldingsSummary
object
5 properties
DerivedHoldingsLinks
object
1 property

Specification

The full machine-readable OpenAPI contract behind this narrative.

Source

envestnet-derived-api-openapi.yml Raw ↑

Other APIs Envestnet publishes across the network.

Envestnet Account Token API
Envestnet Accounts API
Envestnet Associated Details API
Envestnet Auth API
Envestnet Configs API
Envestnet Consents API
Envestnet CreditAcceleratorFile API
Envestnet Customer API
Envestnet DataExtracts API
Envestnet Documents API
Envestnet Holdings API
Envestnet Payment Processor API