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Wealth Reader

Wealth Reader Core API

Core API required for standard integrations

Documentation Provider Profile APIs.io OpenAPI GitHub

Wealth Reader Core API is one of 3 APIs that Wealth Reader publishes on the APIs.io network, described by a machine-readable OpenAPI specification.

Tagged areas include Core. The published artifact set on APIs.io includes an OpenAPI specification, API documentation, pricing, a support channel, and authentication docs.

This API exposes 8 operations across 8 paths, and defines 45 schemas. It is described by OpenAPI 3.2.0, at version 8.1.7.

Requests are made against a single base URL, https://api.wealthreader.com/.

8 operations 8 paths 45 schemas 3 GET5 POST

Metadata

The identity and technical contract details declared by the specification.

Specification
OpenAPI 3.2.0
API Version
8.1.7
Base URL
https://api.wealthreader.com/
Contact
info@wealthreader.com
Resource Areas
1

Paths & Operations 8

Across 8 paths, the API surfaces 8 operations — 3 GET, 5 POST. Each is listed below with its method, path, parameters, and response codes.

Core 8

Core API required for standard integrations

POST
/entities/
Retrieves financial assets and their composition details
postEntities body → 200400
GET
/entities/category-types/
List of transaction types
getEntitiesCategoryTypes 1 param → 200400
POST
/tokens/
Query tokens associated with an apikey
queryTokensByApiKey body → 200400401500
POST
/tokens/revoke/
Revoke a token
revokeToken body → 200400401500
POST
/tokens/reasign/
Reassign a token to a different apikey
reasignToken body → 200400401500
POST
/domains/
Add a new domain
addDomain body → 200400401500
GET
/error-codes/
List of error codes
getErrorCodes 1 param → 200400
GET
/warning-codes/
List of warning codes
getWarningCodes 1 param → 200400

Schemas 45

The contract defines 45 schemas that model the data the API accepts and returns. The most detailed are portfolio_common (17 properties), portfolio_composition_bonds_item (14 properties), user_information (13 properties), portfolio_transaction (11 properties). Each schema is shown below with its type and property counts.

cards
array
portfolio_composition_bonds
array
Composition for subtype=bonds
confirming
array
portfolio_composition_stocks_item
object
10 properties
lease_installment
object
9 properties 3 required
accounts
array
portfolio_alternative_investments
factoring
array
portfolio_composition_crypto_item
object
10 properties
portfolio_composition_pension_plans
array
Composition for subtype=pension-plans
portfolio_bonds
owner
object
3 properties 3 required
guarantees
array
portfolio_transactions
array
portfolios
array
Investment portfolios. Item schema depends on subtype.
portfolio_composition_funds_item
object
9 properties
owners
array
Array of owners
user_information
object
Information related to the person logging in
13 properties 2 required
deposits
array
portfolio_composition_funds
array
Composition for subtype=funds (and alternative-investments)
portfolio_funds
entity-data
object
3 properties 3 required
warning-error-codes
array
insurances
array
additional_info
array
receipts
array
portfolio_stocks
error-detail
object
2 properties 2 required
properties
array
files
array
portfolio_transaction
object
11 properties 7 required
portfolio_composition_stocks
array
Composition for subtype=stocks
statistics
object
5 properties 2 required
portfolio_common
object
Portfolio container. The fields available in composition depend on the subtype.
17 properties 14 required
portfolio_composition_bonds_item
object
14 properties
portfolio_pension_plans
contracts
array
portfolio_crypto
portfolio_composition_crypto
array
Composition for subtype=crypto
loans
array
employment
object
Employment history / work life and contributions
2 properties
portfolio_composition_pension_plans_item
object
9 properties
error
object
3 properties 3 required
leases
array
category-types
array

Specification

The full machine-readable OpenAPI contract behind this narrative.

Source

wealth-reader-core-api-openapi.yml Raw ↑

Other APIs Wealth Reader publishes across the network.

Wealth Reader Advanced API
AE Profile APIs.io
Wealth Reader Cards (real time) API
AE Profile APIs.io
#Core
← Back to W APIs
API Details
ID
wealth-reader:wealth-reader-core-api
Base URL
https://api.wealthreader.com/
Docs
https://www.wealthreader.com/docs/en/introduction/
Provider
Wealth Reader
APIs.io →  GitHub →
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