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Envestnet Personalized View API

Views APIs enable end users to create personalized views of their finances for any expenses, hobbies, or projects relevant to them. A view is a collection of transactions based on rules across any combination of accounts, categories, merchants, locations, transaction types, and more, that are of interest to your users.

Documentation

Specifications

OpenAPI

envestnet-personalized-views-openapi-original.yml Raw ↑