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Xpansiv

Xpansiv Portfolio API

The Portfolio API allows the user to search their credit inventory (tax lot) data on active positions across all registry accounts linked to their Xpansiv Connect account and/or other Xpansiv Connect accounts that have granted their user that access. Note that This call has a number of optional fields that the user needs to include if desired in the output.

Documentation Provider Profile APIs.io OpenAPI GitHub

Xpansiv Portfolio API is one of 43 APIs that Xpansiv publishes on the APIs.io network, described by a machine-readable OpenAPI specification.

Tagged areas include Portfolio. The published artifact set on APIs.io includes an OpenAPI specification, API documentation, a getting-started guide, authentication docs, a quickstart, and an API reference.

This API exposes 2 operations across 2 paths, and defines 50 schemas. It is described by OpenAPI 3.2.0, at version 1.0.0-beta.

Requests are made against 3 base URLs: https://sandbox.preprod.connect.xpansiv.com/app/api/v1, https://uat.preprod.connect.xpansiv.com/app/api/v1, https://connect.xpansiv.com/app/api/v1.

2 operations 2 paths 50 schemas 1 GET1 POST

Metadata

The identity and technical contract details declared by the specification.

Specification
OpenAPI 3.2.0
API Version
1.0.0-beta
Base URL
https://connect.xpansiv.com/app/api/v1
Authentication
HTTP Bearer
Resource Areas
1

Authentication & Security 1

Xpansiv Portfolio API declares 1 security scheme for authenticating requests. It accepts HTTP bearer tokens (JWT) (bearerToken). By default, every request must be authenticated.

Paths & Operations 2

Across 2 paths, the API surfaces 2 operations — 1 GET, 1 POST. Each is listed below with its method, path, parameters, and response codes.

Portfolio 2

The Portfolio API allows the user to search their credit inventory (tax lot) data on active positions across all registry accounts linked to their Xpansiv Connect account and/or o…

POST
/portfolio/account/{AccountIdentifier}/position/action/search
Search account positions
searchAccountPositions 4 params body → 200400401500
GET
/portfolio/account/{AccountIdentifier}/actions
Get portfolio account actions
getPortfolioAccountActions 1 param → 200400401500

Schemas 50

The contract defines 50 schemas that model the data the API accepts and returns. The most detailed are TaxLot (14 properties), BaseInstrument (8 properties), PortfolioAction (5 properties), Page (4 properties). Each schema is shown below with its type and property counts.

StateEligibility
object
Object to hold full state eligibility information - type of eligibility, extendable with other information
3 properties
NotAuthorizedError
object
1 property
Market
object
4 properties
PortfolioAction
object
5 properties
Ref.ProjectStatus
string
Ref.Data.PROJECTSTATUS
CarbonInstrument
Ref.FuelType
string
Ref.Data.RECFUELTYPE
IssuanceCertification
object
2 properties
Page
object
4 properties 4 required
Resource
object
3 properties 1 required
RecInstrument
Ref.RecProgram
string
Ref.Data.RECPROGRAM
Project
Ref.BaselineMethodology
string
Ref.Data.BASELINEMETHODOLOGY
BaseInstrument
object
8 properties 5 required
Ref.Country
string
Ref.Data.COUNTRY
Ref.ResourceOutType
string
Ref.Data.RESOURCEOUTPUTTYPE
Price
object
2 properties 2 required
Ref.ProjectType
string
The project type. Ref.Data.CARBONPROJECTTYPE
Ref.ResourceInType
string
Ref.Data.RESOURCEINPUTTYPE
Instrument
Ref.Program
string
Ref.Data.PROGRAM
Ref.Currency
string
Ref.Data.CURRENCY
Vintage
object
2 properties 1 required
Ref.StateEligibilityType
string
The type of the state eligibility. Ref.Data.RECSTATEELIGIBILITY
ResourceProject
Ref.ResourceProgram
string
Ref.Data.RESOURCEPROGRAM
FuelType
object
3 properties
InternalServerError
object
1 property
ResourceInstrument
MarketModelInstrument
object
3 properties
Ref.ProjectRegistryStatus
string
The registry status of the project. Ref.Data.PROJECTREGISTRYSTATUS
TaxLot
object
A Tax Lot represents the incoming activity that resulted in the creation or increase of a position against an EIN. The types of activities represented by Tax L…
14 properties
Ref.CarbonProgram
string
Ref.Data.CARBONPROGRAM
Generator
Ref.StateProvince
string
Ref.Data.STATEPROVINCE
InstrumentMarket
object
2 properties
Position
object
4 properties
ProjectCertification
object
2 properties
Ref.VoluntaryEligibilityType
string
The type of the voluntary eligibility. Ref.Data.RECVOLUNTARYELIGIBILITY
Ref.CreditType
string
The type of the credit. Ref.Data.CARBONCREDITTYPE
Ref.ExecutionVenue
string
Ref.Data.EXECUTIONVENUE
Ref.GeneratorStatus
string
The status of the generator in the registry. Ref.Data.GENERATORSTATUS
VoluntaryEligibility
object
Object to hold full voluntary eligibility information - type of eligibility, effective date, expiration, extendable with other information
4 properties
Ref.InstrumentType
string
REC or CARBON. Ref.Data.INSTRUMENTTYPE
MarketModelInstrumentPrice
object
3 properties
Location
object
2 properties
Ref.Certification
string
Certification code. Ref.Data.CARBONCERTIFICATION
Ref.ResourceProjectStatus
string
Ref.Data.RESOURCEPROJECTSTATUS
ChildResourceProject

Specification

The full machine-readable OpenAPI contract behind this narrative.

Source

xpansiv-portfolio-api-openapi.yml Raw ↑

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#Portfolio
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API Details
ID
xpansiv:xpansiv-portfolio-api
Base URL
https://connect.xpansiv.com/app/api/v1
Docs
https://developer.xpansiv.com/developer-portal/xpansiv-connect
Provider
Xpansiv
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