Get All Accounts Create an Account Get An Account by ID Update an Account Request options trading for an account (BETA)Create a Bank Relationship for an Account Retrieve Bank Relationships for an Account Request a New Transfer Retrieve Account Activities Retrieve Specific Account Activities Retrieve Trading Details for an Account Get Pattern Day Trader Status for account Exercise PDT one time removal Close an Account Reopen a Closed Account

Upload a Document to Existing Account Download a Document File for an Account Download a Document File Directly Download the W8Ben document Retrieve a List of Account Documents

List Open Positions for an Account Close All Positions for an Account Get an Open Position for account by Symbol or AssetId Close a Position for an Account Exercise an Options Position (BETA)Retrieve an Order by its ID Replace an Order Cancel an Open Order Retrieve a List of Orders Create an Order for an Account Cancel all Open Orders For an Account Subscribe to Trade Events (SSE)Estimate an Order Get Account Portfolio History Update Trading Configurations for an Account

Retrieve All Assets Retrieve an Asset by ID Get Option Contracts (BETA)Get an option contract by ID or Symbol (BETA)

Retrieve the Market Calendar

Subscribe to Journal Events (SSE)Subscribe to Transfer Events (SSE)Subscribe to Trade Events (SSE) (Legacy)Subscribe to Trade Events (SSE)Subscribe to Admin Action Events (SSE)Subscribe to Non-Trading Activities Events (SSE)Subscribe to Account Status Events (SSE)

Retrieve Bank Relationships for an Account Create a Bank Relationship for an Account Delete a Bank Relationship for an Account Retrieve List of Transfers for an Account.Request a New Transfer Request to Close a Transfer Retrieve ACH Relationships for an account Create an ACH Relationship Delete an existing ACH relationship Retrieve JIT Reports Retrieve Daily Trading Limits Retrieve JIT Ledgers Retrieve JIT Ledger Balances

Funding Wallets

Create sandbox deposit transfer Batch create funding wallets Retrieve funding wallet Creates a funding wallet Retrieve funding details Retrieve funding wallet transfers Retrieve recipient bank Create a recipient bank Delete a recipient bank Create a withdrawal

Get an OAuth client Issue an OAuth token Authorize an OAuth Token

Get Market Clock Info

Retrieve a List Journals Create a Journal Cancel a Pending Journal Retrieve a Single Journal Entry Create a Reverse Batch Journal Transaction (Many-to-One)Create a Batch Journal Transaction (One-to-Many)

Corporate Actions

Retrieve Announcements Retrieve a Specific Announcement

Retrieve all Watchlists for an Account Create a New Watchlist for an Account Retrieve a watchlist by watchlist id Update a Watchlist Remove a Watchlist Add an Asset to a Watchlist Remove a Symbol from a Watchlist

Upload CIP information Retrieve CIP information Retrieve an Onfido SDK Token Update the Onfido SDK Outcome

List Portfolios Create Portfolio Get Portfolio by ID Update Portfolio by ID Inactivate Portfolio By ID List All Subscriptions Create Subscription Get Subscription by ID Unsubscribe Account (Delete Subscription)List All Runs Create Run (Manual rebalancing event)Get Run by ID Cancel Run by ID

Retrieve Aggregate Positions Retrieve EOD Positions

Retrieve countries information

Retrieve Crypto Funding Wallets Retrieve Crypto Funding Transfers Request a New Withdrawal Retrieve a Crypto Funding Transfer An array of whitelisted addresses Request a new whitelisted address Delete a whitelisted address Returns the estimated gas fee for a proposed transaction.

Market Data v2 API

Historical auctions Historical bars Latest bars Condition codes Exchange codes Historical quotes Latest quotes Snapshots Historical trades Latest trades Historical auctions (single)Historical bars (single symbol)Latest bar (single symbol)Historical quotes (single symbol)Latest quote (single symbol)Snapshot (single symbol)Historical trades (single symbol)Latest trade (single symbol)

Historical bars Latest bars Latest orderbook Latest quotes Latest trades Historical quotes Snapshots Historical trades

Latest rates for currency pairs Historical rates for currency pairs

Most active stocks Top market movers

Corporate actions

Corporate actions

Historical bars Exchange codes Latest quotes Latest trades Historical trades Snapshots Option chain

Get Assets Get an Asset by ID or Symbol Get Option Contracts Get an option contract by ID or Symbol

Corporate Actions

Retrieve Announcements Retrieve a Specific Announcement

Create an Order Get All Orders All Orders Get Order by ID Replace Order by ID Delete Order by ID

All Open Positions Close All Positions Get an Open Position Close a Position Exercise an Options Position

Portfolio History

Get Account Portfolio History

Get All Watchlists Create Watchlist Get Watchlist by ID Update Watchlist By Id Add Asset to Watchlist Delete Watchlist By Id Get Watchlist by Name Update Watchlist By Name Add Asset to Watchlist By Name Delete Watchlist By Name Delete Symbol from Watchlist

Account Configurations

Get Account Configurations Account Configurations

Account Activities

Get Account Activities of Multiple Types Get Account Activities of One Type

Get Market Calendar info

Get Market Clock info

Retrieve Crypto Funding Wallets Retrieve Crypto Funding Transfers Request a New Withdrawal Retrieve a Crypto Funding Transfer An array of whitelisted addresses Success Delete a whitelisted address Returns the estimated gas fee for a proposed transaction.

Get All Accounts Create an Account Get An Account by ID Update an Account Request options trading for an account (BETA)Create a Bank Relationship for an Account Retrieve Bank Relationships for an Account Request a New Transfer Retrieve Account Activities Retrieve Specific Account Activities Retrieve Trading Details for an Account Get Pattern Day Trader Status for account Exercise PDT one time removal Close an Account Reopen a Closed Account

Upload a Document to Existing Account Download a Document File for an Account Download a Document File Directly Download the W8Ben document Retrieve a List of Account Documents

List Open Positions for an Account Close All Positions for an Account Get an Open Position for account by Symbol or AssetId Close a Position for an Account Exercise an Options Position (BETA)Retrieve an Order by its ID Replace an Order Cancel an Open Order Retrieve a List of Orders Create an Order for an Account Cancel all Open Orders For an Account Subscribe to Trade Events (SSE)Estimate an Order Get Account Portfolio History Update Trading Configurations for an Account

Retrieve All Assets Retrieve an Asset by ID Get Option Contracts (BETA)Get an option contract by ID or Symbol (BETA)

Retrieve the Market Calendar

Subscribe to Journal Events (SSE)Subscribe to Transfer Events (SSE)Subscribe to Trade Events (SSE) (Legacy)Subscribe to Trade Events (SSE)Subscribe to Admin Action Events (SSE)Subscribe to Non-Trading Activities Events (SSE)Subscribe to Account Status Events (SSE)

Retrieve Bank Relationships for an Account Create a Bank Relationship for an Account Delete a Bank Relationship for an Account Retrieve List of Transfers for an Account.Request a New Transfer Request to Close a Transfer Retrieve ACH Relationships for an account Create an ACH Relationship Delete an existing ACH relationship Retrieve JIT Reports Retrieve Daily Trading Limits Retrieve JIT Ledgers Retrieve JIT Ledger Balances

Funding Wallets

Create sandbox deposit transfer Batch create funding wallets Retrieve funding wallet Creates a funding wallet Retrieve funding details Retrieve funding wallet transfers Retrieve recipient bank Create a recipient bank Delete a recipient bank Create a withdrawal

Get an OAuth client Issue an OAuth token Authorize an OAuth Token

Get Market Clock Info

Retrieve a List Journals Create a Journal Cancel a Pending Journal Retrieve a Single Journal Entry Create a Reverse Batch Journal Transaction (Many-to-One)Create a Batch Journal Transaction (One-to-Many)

Corporate Actions

Retrieve Announcements Retrieve a Specific Announcement

Retrieve all Watchlists for an Account Create a New Watchlist for an Account Retrieve a watchlist by watchlist id Update a Watchlist Remove a Watchlist Add an Asset to a Watchlist Remove a Symbol from a Watchlist

Upload CIP information Retrieve CIP information Retrieve an Onfido SDK Token Update the Onfido SDK Outcome

List Portfolios Create Portfolio Get Portfolio by ID Update Portfolio by ID Inactivate Portfolio By ID List All Subscriptions Create Subscription Get Subscription by ID Unsubscribe Account (Delete Subscription)List All Runs Create Run (Manual rebalancing event)Get Run by ID Cancel Run by ID

Retrieve Aggregate Positions Retrieve EOD Positions

Retrieve countries information

Retrieve Crypto Funding Wallets Retrieve Crypto Funding Transfers Request a New Withdrawal Retrieve a Crypto Funding Transfer An array of whitelisted addresses Request a new whitelisted address Delete a whitelisted address Returns the estimated gas fee for a proposed transaction.

Market Data v2 API

Historical auctions Historical bars Latest bars Condition codes Exchange codes Historical quotes Latest quotes Snapshots Historical trades Latest trades Historical auctions (single)Historical bars (single symbol)Latest bar (single symbol)Historical quotes (single symbol)Latest quote (single symbol)Snapshot (single symbol)Historical trades (single symbol)Latest trade (single symbol)

Historical bars Latest bars Latest orderbook Latest quotes Latest trades Historical quotes Snapshots Historical trades

Latest rates for currency pairs Historical rates for currency pairs

Most active stocks Top market movers

Corporate actions

Corporate actions

Historical bars Exchange codes Latest quotes Latest trades Historical trades Snapshots Option chain

Get Assets Get an Asset by ID or Symbol Get Option Contracts Get an option contract by ID or Symbol

Corporate Actions

Retrieve Announcements Retrieve a Specific Announcement

Create an Order Get All Orders All Orders Get Order by ID Replace Order by ID Delete Order by ID

All Open Positions Close All Positions Get an Open Position Close a Position Exercise an Options Position

Portfolio History

Get Account Portfolio History

Get All Watchlists Create Watchlist Get Watchlist by ID Update Watchlist By Id Add Asset to Watchlist Delete Watchlist By Id Get Watchlist by Name Update Watchlist By Name Add Asset to Watchlist By Name Delete Watchlist By Name Delete Symbol from Watchlist

Account Configurations

Get Account Configurations Account Configurations

Account Activities

Get Account Activities of Multiple Types Get Account Activities of One Type

Get Market Calendar info

Get Market Clock info

Retrieve Crypto Funding Wallets Retrieve Crypto Funding Transfers Request a New Withdrawal Retrieve a Crypto Funding Transfer An array of whitelisted addresses Success Delete a whitelisted address Returns the estimated gas fee for a proposed transaction.

Home Trading APIPortfolio History

Portfolio History

Number of APIs: 1

Get Account Portfolio History GET {{baseUrl}}/v2/account/portfolio/history

Exercise an Options Position

Get Account Portfolio History