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Envestnet View API

The View API from Envestnet — 11 operation(s) for view.

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

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

This API exposes 15 operations across 11 paths, and defines 42 schemas. It is described by OpenAPI 3.0.1, at version 1.1.0.

Requests are made against a single base URL, /.

15 operations 11 paths 42 schemas 3 DELETE8 GET1 PATCH2 POST1 PUT

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 15

Across 11 paths, the API surfaces 15 operations — 3 DELETE, 8 GET, 1 PATCH, 2 POST, 1 PUT. Each is listed below with its method, path, parameters, and response codes.

View 15
POST
/views
Envestnet Create a view for a user.
createUserView body → 201400401
GET
/views
Envestnet Fetch the details of all the views associated with a user.
getUserViews 4 params → 200400401
POST
/views/system
Envestnet Create a default view for a user.
createSystemView → 201400401
GET
/views/{viewId}
Envestnet Fetch the details of a specific view.
getUserView 2 params → 200400401
PUT
/views/{viewId}
Envestnet Update details of an existing view.
updateUserView 1 param body → 204400401
DELETE
/views/{viewId}
Envestnet Delete a specific view.
deleteUserView 1 param → 204400401
DELETE
/views/{viewId}/rules
Envestnet Delete the specified rules for a specific view.
deleteUserViewRule 2 params → 204400401
PATCH
/views/{viewId}/budgets
Envestnet Patch the specified budget data for a specific view.
patchUserViewbudget 1 param body → 204400401
DELETE
/views/{viewId}/budgets
Envestnet Delete the specified budget data for a specific view.
deleteUserViewbudget 5 params → 204400401
GET
/views/{viewId}/transactions
Envestnet Fetch all the transactions for a specific View.
getUserViewTransactions 17 params → 200400401
GET
/views/{viewId}/peerData
Envestnet Fetch all the applicable peer benchmarking data.
getUserViewPeerData 2 params → 200400401404
GET
/views/{viewId}/transactionSummary
Envestnet Fetch summary data for a specific View.
getUserViewTransactionSummary 21 params → 200400401
GET
/views/{viewId}/transactionTrends
Envestnet Fetch trend data for a specific View.
getUserViewTransactionTrends 21 params → 200400401
GET
/views/recommendations
Envestnet Fetch recommended Views for a user.
getUserViewRecommendations → 200401404
GET
/views/{viewId}/budgetSummary
Envestnet Fetch BudgetSummary for specific View.
getUserBudgetSummary 2 params → 200400401

Schemas 42

The contract defines 42 schemas that model the data the API accepts and returns. The most detailed are Transaction (23 properties), View (10 properties), BudgetDetail (10 properties), ViewRuleInclude (9 properties). Each schema is shown below with its type and property counts.

Recommendation
object
3 properties
ViewCreationResponse
object
1 property
RecommendationDateRange
object
2 properties
ViewRule
object
8 properties
ViewRuleExclude
object
8 properties
TransactionSummaryResponse
object
1 property
peerDetailCategorySummary
object
3 properties
PeerDataResponse
object
1 property
GeoData
object
2 properties
GeographyWithDataArray
object
3 properties
BudgetInfo
object
4 properties
ViewRuleInclude
object
9 properties
DateRange
object
The date range identified by fromDate and toDate.
2 properties
Description
object
3 properties
PeerDataAtGeo
object
2 properties
TransactionTrendDetails
object
6 properties
TransactionTrend
object
6 properties
BudgetSummary
object
3 properties
Views
object
1 property
TransactionTrendSummaryLink
object
Reference path link to fetch more information about the specific transaction.
2 properties
BudgetInfos
object
2 properties
TransactionSummary
object
7 properties
Money
object
4 properties
Geography
object
2 properties
RecommendationResponse
object
1 property
RecommendationMetadata
object
3 properties
Transactions
object
1 property
TransactionTrendResponse
object
1 property
PeerData
object
8 properties
SegementationParameter
object
2 properties
TransactionLink
object
Reference path link to fetch more information about the specific transaction.
2 properties
ViewResponse
object
1 property
BudgetDetail
object
10 properties
SummaryDetails
object
8 properties
Merchant
object
Details about the associated merchant.
4 properties
Transaction
object
23 properties 1 required
PeerMerchantSummary
object
2 properties
MerchantAddress
object
Address details of the merchant as identified by the system.
3 properties
AmountRange
object
3 properties
TransactionSummaryDetails
object
9 properties
View
object
10 properties
Error
object
3 properties 3 required

Specification

The full machine-readable OpenAPI contract behind this narrative.

Source

envestnet-view-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 Derived API
Envestnet Documents API
Envestnet Holdings API