Quick Start
This quickstart explains how to import the Cryptoworth Postman collection, create a Postman environment, configure the required variables, and automatically attach authentication headers to every request. By the end of this guide, you will be able to make authenticated requests to the Cryptoworth Private API.
1) Import the Postman Collection
Import the Cryptoworth Postman collection into Postman using the following link:
{
"info": {
"_postman_id": "ad4b0f39-8646-4a44-90de-ac706726061c",
"name": "Cryptoworth Portfolio Private API",
"description": "Cryptoworth's Private Portfolio API. You can use this API to query data from your portfolio. Please see the help center articles ([https://help.cryptoworth.app](https://help.cryptoworth.app)) for more support or contact using the link below for additional support. This API can only be used by registered business users. \n \nDownload the postman collection [https://api.cryptoworth.app/docs/Cryptoworth%20Private%20API.postman_collection.json](https://api.cryptoworth.app/docs/Cryptoworth%20Private%20API.postman_collection.json)\n\nContact Support: \nEmail: [[email protected]](https://mailto:[email protected])",
"schema": "https://schema.getpostman.com/json/collection/v2.1.0/collection.json",
"_exporter_id": "51290378",
"_collection_link": "https://go.postman.co/collection/51290378-ad4b0f39-8646-4a44-90de-ac706726061c?source=collection_link"
},
"item": [
{
"name": "Transactions",
"item": [
{
"name": "List Transactions",
"request": {
"method": "GET",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Content-Type",
"value": "application/json"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/transactions",
"host": [
"{{baseUrl}}"
],
"path": [
"transactions"
],
"query": [
{
"key": "offset",
"value": "8805",
"description": "Pagination offset.",
"disabled": true
},
{
"key": "startDate",
"value": "8805",
"description": "Pass a start date in unix millisecond format to query transactions equal or after this date.",
"disabled": true
},
{
"key": "endDate",
"value": "8805",
"description": "Pass a start date in unix millisecond format to query transactions equal or before this date.",
"disabled": true
},
{
"key": "size",
"value": "1",
"disabled": true
}
]
},
"description": "Get all portfolio transactions\n"
},
"response": [
{
"name": "successful response",
"originalRequest": {
"method": "GET",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Content-Type",
"value": "application/json"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/transactions?offset=8805&size=5560&startDate=8805&endDate=8805",
"host": [
"{{baseUrl}}"
],
"path": [
"transactions"
],
"query": [
{
"key": "offset",
"value": "8805",
"description": "pagination offset"
},
{
"key": "size",
"value": "5560",
"description": "number of records per call"
},
{
"key": "startDate",
"value": "8805",
"description": "pass a start date in unix millisecond format to query transactions equal or after this date"
},
{
"key": "endDate",
"value": "8805",
"description": "pass a start date in unix millisecond format to query transactions equal or before this date"
}
]
}
},
"status": "OK",
"code": 200,
"_postman_previewlanguage": "json",
"header": [
{
"key": "Content-Type",
"value": "application/json"
}
],
"cookie": [],
"body": "{\n \"status\": true,\n \"data\": [\n {\n \"cost\": 107.2403,\n \"created_at_unix\": 1510872881000,\n \"crypto_id\": 4217,\n \"desc\": \"Final gatehub transfer\",\n \"from_dest\": \"rPujGTiwMnKmMbAiUT6UjpFxT9ArDn1kJP\",\n \"from_dest_name\": \"Binance (XRP) Wallet\",\n \"id\": 1,\n \"in_amount\": 363.526411,\n \"in_crypto\": \"XRP\",\n \"label\": \"gatehub\",\n \"out_amount\": 363.526411,\n \"out_crypto\": \"XRP\",\n \"sale_price\": 170.2403,\n \"sync_identifier\": \"XRP Wallet\",\n \"sync_source\": \"public address\",\n \"sync_source_name\": \"Binance\",\n \"tag_type\": \"deposit\",\n \"to_dest\": \"rwawh2ft7uNopY93rCqykubebnWAn3VJY3\",\n \"to_dest_name\": \"Gatehub Wallet\",\n \"transaction_fee\": 0.000015,\n \"transaction_fee_type\": \"string\",\n \"transaction_type\": \"send\",\n \"tx_id\": \"AB3EC5C924EB1284F87BEA15E5C05077941C6C6ENN808072K526EDC7EC94745C\"\n },\n {\n \"cost\": 107.2403,\n \"created_at_unix\": 1510872881000,\n \"crypto_id\": 8551,\n \"desc\": \"Final gatehub transfer\",\n \"from_dest\": \"rPujGTiwMnKmMbAiUT6UjpFxT9ArDn1kJP\",\n \"from_dest_name\": \"Binance (XRP) Wallet\",\n \"id\": 1,\n \"in_amount\": 363.526411,\n \"in_crypto\": \"XRP\",\n \"label\": \"gatehub\",\n \"out_amount\": 363.526411,\n \"out_crypto\": \"XRP\",\n \"sale_price\": 170.2403,\n \"sync_identifier\": \"XRP Wallet\",\n \"sync_source\": \"public address\",\n \"sync_source_name\": \"Binance\",\n \"tag_type\": \"deposit\",\n \"to_dest\": \"rwawh2ft7uNopY93rCqykubebnWAn3VJY3\",\n \"to_dest_name\": \"Gatehub Wallet\",\n \"transaction_fee\": 0.000015,\n \"transaction_fee_type\": \"string\",\n \"transaction_type\": \"send\",\n \"tx_id\": \"AB3EC5C924EB1284F87BEA15E5C05077941C6C6ENN808072K526EDC7EC94745C\"\n }\n ]\n}"
},
{
"name": "unauthorized for incorrect API keys, invalid_request for revoked API keys or invalid_headers for missing headers",
"originalRequest": {
"method": "GET",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Content-Type",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/transactions?offset=8805&size=5560&startDate=8805&endDate=8805",
"host": [
"{{baseUrl}}"
],
"path": [
"transactions"
],
"query": [
{
"key": "offset",
"value": "8805",
"description": "pagination offset"
},
{
"key": "size",
"value": "5560",
"description": "number of records per call"
},
{
"key": "startDate",
"value": "8805",
"description": "pass a start date in unix millisecond format to query transactions equal or after this date"
},
{
"key": "endDate",
"value": "8805",
"description": "pass a start date in unix millisecond format to query transactions equal or before this date"
}
]
}
},
"status": "Unauthorized",
"code": 401,
"_postman_previewlanguage": "text",
"header": [],
"cookie": [],
"body": ""
}
]
},
{
"name": "Read Transaction",
"request": {
"method": "GET",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/transaction_meta?transactionId=1",
"host": [
"{{baseUrl}}"
],
"path": [
"transaction_meta"
],
"query": [
{
"key": "transactionId",
"value": "1",
"description": "Internal transaction ledger id."
}
]
},
"description": "Get vanilla information about the transaction \n"
},
"response": [
{
"name": "successful response",
"originalRequest": {
"method": "GET",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/transaction_meta?transactionId=8805",
"host": [
"{{baseUrl}}"
],
"path": [
"transaction_meta"
],
"query": [
{
"key": "transactionId",
"value": "8805",
"description": "internal transaction ledger id"
}
]
}
},
"status": "OK",
"code": 200,
"_postman_previewlanguage": "json",
"header": [
{
"key": "Content-Type",
"value": "application/json"
}
],
"cookie": [],
"body": "{\n \"status\": true,\n \"data\": [\n {\n \"blockNumber\": \"0000\",\n \"timeStamp\": \"0000\",\n \"hash\": \"0x0000000\",\n \"nonce\": \"xrp.png\",\n \"blockHash\": \"0x0000000\",\n \"from\": \"0x00000\",\n \"to\": \"0x00000\"\n },\n {\n \"blockNumber\": \"0000\",\n \"timeStamp\": \"0000\",\n \"hash\": \"0x0000000\",\n \"nonce\": \"xrp.png\",\n \"blockHash\": \"0x0000000\",\n \"from\": \"0x00000\",\n \"to\": \"0x00000\"\n }\n ]\n}"
},
{
"name": "unauthorized for incorrect API keys, invalid_request for revoked API keys or invalid_headers for missing headers",
"originalRequest": {
"method": "GET",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
}
],
"url": {
"raw": "{{baseUrl}}/transaction_meta?transactionId=8805",
"host": [
"{{baseUrl}}"
],
"path": [
"transaction_meta"
],
"query": [
{
"key": "transactionId",
"value": "8805",
"description": "internal transaction ledger id"
}
]
}
},
"status": "Unauthorized",
"code": 401,
"_postman_previewlanguage": "text",
"header": [],
"cookie": [],
"body": ""
}
]
},
{
"name": "Create Transaction",
"request": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"body": {
"mode": "raw",
"raw": "{\n \"transactions\": [\n {\n \"connectionId\": 110306791,\n \"connectionType\": \"wallet\",\n \"connectorId\": 4,\n \"tag\": \"deposit\",\n \"nonTaxable\": 0,\n \"isInternal\": 0,\n \"type\": \"receive\",\n \"inAmount\": 10000000,\n \"inCryptoType\": \"USDC\",\n \"outAmount\": 10000000,\n \"outCryptoType\": \"USDC\",\n \"unixTime\": 1733863297000,\n \"originAddress\": \"0xa\",\n \"destinationAddress\": \"0xb\",\n \"txhash\": \"0xhash\",\n \"memo\": \"wallet/exchange deposit example\"\n }\n ]\n}",
"options": {
"raw": {
"language": "json"
}
}
},
"url": {
"raw": "{{baseUrl}}/transaction",
"host": [
"{{baseUrl}}"
],
"path": [
"transaction"
]
},
"description": "Add transactions to the portfolio directly."
},
"response": [
{
"name": "successful response, jobs are queued for execution.",
"originalRequest": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/transactions_add",
"host": [
"{{baseUrl}}"
],
"path": [
"transactions_add"
]
}
},
"status": "OK",
"code": 200,
"_postman_previewlanguage": "json",
"header": [
{
"key": "Content-Type",
"value": "application/json"
}
],
"cookie": [],
"body": "{\n \"status\": true,\n \"data\": true\n}"
},
{
"name": "unauthorized for incorrect API keys, invalid_request for revoked API keys or invalid_headers for missing headers",
"originalRequest": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
}
],
"url": {
"raw": "{{baseUrl}}/transactions_add",
"host": [
"{{baseUrl}}"
],
"path": [
"transactions_add"
]
}
},
"status": "Unauthorized",
"code": 401,
"_postman_previewlanguage": "text",
"header": [],
"cookie": [],
"body": ""
}
]
},
{
"name": "Delete Transaction",
"request": {
"method": "DELETE",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"body": {
"mode": "raw",
"raw": "{\n \"txId_list\" : [\n \"txId1\",\n \"txId2\",\n \"txId3\"\n ],\n \"ledgerId_list\" : [\n 444,\n 555,\n 999\n ],\n \"memo_list\" : [\n \"memo1\",\n \"memo2\",\n \"memo3\"\n ]\n}",
"options": {
"raw": {
"language": "json"
}
}
},
"url": {
"raw": "{{baseUrl}}/transaction",
"host": [
"{{baseUrl}}"
],
"path": [
"transaction"
]
},
"description": "Add transactions to the portfolio directly."
},
"response": [
{
"name": "successful response, jobs are queued for execution.",
"originalRequest": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/transactions_add",
"host": [
"{{baseUrl}}"
],
"path": [
"transactions_add"
]
}
},
"status": "OK",
"code": 200,
"_postman_previewlanguage": "json",
"header": [
{
"key": "Content-Type",
"value": "application/json"
}
],
"cookie": [],
"body": "{\n \"status\": true,\n \"data\": true\n}"
},
{
"name": "unauthorized for incorrect API keys, invalid_request for revoked API keys or invalid_headers for missing headers",
"originalRequest": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
}
],
"url": {
"raw": "{{baseUrl}}/transactions_add",
"host": [
"{{baseUrl}}"
],
"path": [
"transactions_add"
]
}
},
"status": "Unauthorized",
"code": 401,
"_postman_previewlanguage": "text",
"header": [],
"cookie": [],
"body": ""
}
]
}
]
},
{
"name": "Connections",
"item": [
{
"name": "List Wallets",
"request": {
"method": "GET",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/wallets",
"host": [
"{{baseUrl}}"
],
"path": [
"wallets"
],
"query": [
{
"key": "offset",
"value": "string",
"description": "pass an optional search string for looking up inventory",
"disabled": true
},
{
"key": "skip",
"value": "1",
"description": "number of records to skip for pagination",
"disabled": true
}
]
},
"description": "Get all the live wallets in a portfolio. Live wallets include wallets connected through public addresses and wallets (xPubs, yPubs and zPubs)\n"
},
"response": [
{
"name": "successful response",
"originalRequest": {
"method": "GET",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/wallets?offset=string&skip=61",
"host": [
"{{baseUrl}}"
],
"path": [
"wallets"
],
"query": [
{
"key": "offset",
"value": "string",
"description": "pass an optional search string for looking up inventory"
},
{
"key": "skip",
"value": "61",
"description": "number of records to skip for pagination"
}
]
}
},
"status": "OK",
"code": 200,
"_postman_previewlanguage": "json",
"header": [
{
"key": "Content-Type",
"value": "application/json"
}
],
"cookie": [],
"body": "{\n \"status\": true,\n \"data\": [\n {\n \"address\": \"rrawh2Vt7uNopY94rCqgjubefnEDn3CJYE\",\n \"display_symbol\": \"XRP\",\n \"id\": 1,\n \"image\": \"xrp.png\",\n \"name\": \"My XRP Wallet\",\n \"type\": \"Ripple\",\n \"w_desc\": \"My gatehub wallet\"\n },\n {\n \"address\": \"rrawh2Vt7uNopY94rCqgjubefnEDn3CJYE\",\n \"display_symbol\": \"XRP\",\n \"id\": 1,\n \"image\": \"xrp.png\",\n \"name\": \"My XRP Wallet\",\n \"type\": \"Ripple\",\n \"w_desc\": \"My gatehub wallet\"\n }\n ]\n}"
},
{
"name": "unauthorized for incorrect API keys, invalid_request for revoked API keys or invalid_headers for missing headers",
"originalRequest": {
"method": "GET",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
}
],
"url": {
"raw": "{{baseUrl}}/wallets?offset=string&skip=61",
"host": [
"{{baseUrl}}"
],
"path": [
"wallets"
],
"query": [
{
"key": "offset",
"value": "string",
"description": "pass an optional search string for looking up inventory"
},
{
"key": "skip",
"value": "61",
"description": "number of records to skip for pagination"
}
]
}
},
"status": "Unauthorized",
"code": 401,
"_postman_previewlanguage": "text",
"header": [],
"cookie": [],
"body": ""
}
]
},
{
"name": "Sync All",
"request": {
"method": "GET",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/sync_portfolio_connections?mode=all",
"host": [
"{{baseUrl}}"
],
"path": [
"sync_portfolio_connections"
],
"query": [
{
"key": "mode",
"value": "all",
"description": "Defined the scope of the jobs to queue. ['all', 'wallets', or 'exchanges']"
}
]
},
"description": "Begin sync operations across a portfolio."
},
"response": [
{
"name": "successful response, jobs are queued for execution.",
"originalRequest": {
"method": "GET",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/sync_portfolio_connections?mode=string",
"host": [
"{{baseUrl}}"
],
"path": [
"sync_portfolio_connections"
],
"query": [
{
"key": "mode",
"value": "string",
"description": "Defined the scope of the jobs to queue. ['all', 'wallets', or 'exchanges']"
}
]
}
},
"status": "OK",
"code": 200,
"_postman_previewlanguage": "json",
"header": [
{
"key": "Content-Type",
"value": "application/json"
}
],
"cookie": [],
"body": "{\n \"status\": true,\n \"data\": true\n}"
},
{
"name": "unauthorized for incorrect API keys, invalid_request for revoked API keys or invalid_headers for missing headers",
"originalRequest": {
"method": "GET",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
}
],
"url": {
"raw": "{{baseUrl}}/sync_portfolio_connections?mode=string",
"host": [
"{{baseUrl}}"
],
"path": [
"sync_portfolio_connections"
],
"query": [
{
"key": "mode",
"value": "string",
"description": "Defined the scope of the jobs to queue. ['all', 'wallets', or 'exchanges']"
}
]
}
},
"status": "Unauthorized",
"code": 401,
"_postman_previewlanguage": "text",
"header": [],
"cookie": [],
"body": ""
}
]
},
{
"name": "Connect Wallet",
"request": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"body": {
"mode": "raw",
"raw": "{\n \"addWallet\": {\n \"type\": 2,\n \"is_contract_address\": 0,\n \"isUASAllowed\": false,\n \"syncTransactions\": true,\n \"advancedMode\": false,\n \"enabledCustomDate\": false,\n \"enabled_custom_date_sync\": 1,\n \"customDate\": null,\n \"syncSpecificContracts\": false,\n \"specificContracts\": [],\n \"is_advanced_sync\": 0,\n \"address\": \"0xce90a7949bb78892f159f428d0dc23a8e3584d75\",\n \"name\": \"Wallet Name new\",\n \"type_id\": 2,\n \"amount\": 3.6795127932917837\n },\n \"subTokensInWallet\": null,\n \"portfolioId\": {{entityId}},\n \"createAddressBookInfo\": true,\n \"syncTransactions\": true,\n \"advancedMode\": false\n}",
"options": {
"raw": {
"language": "json"
}
}
},
"url": {
"raw": "{{baseUrl}}/connection_wallet_add",
"host": [
"{{baseUrl}}"
],
"path": [
"connection_wallet_add"
]
},
"description": "Connect a wallet via a public address to a portfolio. <b>API details secluded for security reasons. Please contact your account manager. <b/>"
},
"response": [
{
"name": "successful response, jobs are queued for execution.",
"originalRequest": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/connection_wallet_add",
"host": [
"{{baseUrl}}"
],
"path": [
"connection_wallet_add"
]
}
},
"status": "OK",
"code": 200,
"_postman_previewlanguage": "json",
"header": [
{
"key": "Content-Type",
"value": "application/json"
}
],
"cookie": [],
"body": "{\n \"status\": true,\n \"data\": true\n}"
},
{
"name": "unauthorized for incorrect API keys, invalid_request for revoked API keys or invalid_headers for missing headers",
"originalRequest": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
}
],
"url": {
"raw": "{{baseUrl}}/connection_wallet_add",
"host": [
"{{baseUrl}}"
],
"path": [
"connection_wallet_add"
]
}
},
"status": "Unauthorized",
"code": 401,
"_postman_previewlanguage": "text",
"header": [],
"cookie": [],
"body": ""
}
]
},
{
"name": "Connect Account",
"request": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"body": {
"mode": "raw",
"raw": "{\n \"exchangeName\": \"Binance Main Account\",\n \"description\": \"Primary Binance connection for trading activity\",\n \"exchange\": \"binance\",\n \"apiKey\": \"BNANCE_API_KEY_SAMPLE_123456\",\n \"apiSecret\": \"BNANCE_API_SECRET_SAMPLE_abcdef\",\n \"syncDate\": \"2025-01-01\",\n \"passPhrase\": \"samplePassphrase123\",\n \"csvImport\": false,\n \"isBalanceCalculate\": true,\n \"isGrouped\": false,\n \"isBalanceGroupByAsset\": true,\n \"syncTransactions\": true,\n \"isSubAccount\": false,\n \"subAccountName\": null,\n \"isSelectSyncRebates\": 0,\n \"portfolioId\": {{entityId}}\n}\n",
"options": {
"raw": {
"language": "json"
}
}
},
"url": {
"raw": "{{baseUrl}}/connection_account_add",
"host": [
"{{baseUrl}}"
],
"path": [
"connection_account_add"
]
},
"description": "Connect a wallet via a public address to a portfolio. <b>API details secluded for security reasons. Please contact your account manager. <b/>"
},
"response": [
{
"name": "successful response, jobs are queued for execution.",
"originalRequest": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/connection_account_add",
"host": [
"{{baseUrl}}"
],
"path": [
"connection_account_add"
]
}
},
"status": "OK",
"code": 200,
"_postman_previewlanguage": "json",
"header": [
{
"key": "Content-Type",
"value": "application/json"
}
],
"cookie": [],
"body": "{\n \"status\": true,\n \"data\": true\n}"
},
{
"name": "unauthorized for incorrect API keys, invalid_request for revoked API keys or invalid_headers for missing headers",
"originalRequest": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
}
],
"url": {
"raw": "{{baseUrl}}/connection_account_add",
"host": [
"{{baseUrl}}"
],
"path": [
"connection_account_add"
]
}
},
"status": "Unauthorized",
"code": 401,
"_postman_previewlanguage": "text",
"header": [],
"cookie": [],
"body": ""
}
]
}
]
},
{
"name": "Snapshots",
"item": [
{
"name": "Read Snapshots",
"request": {
"method": "GET",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/snapshots?startDate=string&endDate=string&page=3668.277565660176&size=96.93080000552878&order=asc",
"host": [
"{{baseUrl}}"
],
"path": [
"snapshots"
],
"query": [
{
"key": "startDate",
"value": "string",
"description": "date format YYYY-MM-DD"
},
{
"key": "endDate",
"value": "string",
"description": "date format YYYY-MM-DD"
},
{
"key": "page",
"value": "3668.277565660176",
"description": "page number, default 1"
},
{
"key": "size",
"value": "96.93080000552878",
"description": "page size default 100"
},
{
"key": "order",
"value": "asc",
"description": "'asc' or 'desc', default 'asc'"
}
]
},
"description": "Get snapshot summmary details"
},
"response": [
{
"name": "successful response",
"originalRequest": {
"method": "GET",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/snapshots?startDate=string&endDate=string&page=3668.277565660176&size=96.93080000552878&order=asc",
"host": [
"{{baseUrl}}"
],
"path": [
"snapshots"
],
"query": [
{
"key": "startDate",
"value": "string",
"description": "date format YYYY-MM-DD"
},
{
"key": "endDate",
"value": "string",
"description": "date format YYYY-MM-DD"
},
{
"key": "page",
"value": "3668.277565660176",
"description": "page number, default 1"
},
{
"key": "size",
"value": "96.93080000552878",
"description": "page size default 100"
},
{
"key": "order",
"value": "asc",
"description": "'asc' or 'desc', default 'asc'"
}
]
}
},
"status": "OK",
"code": 200,
"_postman_previewlanguage": "json",
"header": [
{
"key": "Content-Type",
"value": "application/json"
}
],
"cookie": [],
"body": "{\n \"status\": true,\n \"data\": [\n {\n \"snapshot_time\": \"12:48:00\",\n \"snapshot_time_zone\": \"UTC+05:30\",\n \"total\": 0.181,\n \"snapshot_date\": \"2022-03-24\",\n \"fmv_market_code\": \"$__USD\"\n },\n {\n \"snapshot_time\": \"12:48:00\",\n \"snapshot_time_zone\": \"UTC+05:30\",\n \"total\": 0.181,\n \"snapshot_date\": \"2022-03-24\",\n \"fmv_market_code\": \"$__USD\"\n }\n ]\n}"
},
{
"name": "unauthorized for incorrect API keys, invalid_request for revoked API keys or invalid_headers for missing headers",
"originalRequest": {
"method": "GET",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
}
],
"url": {
"raw": "{{baseUrl}}/snapshots?startDate=string&endDate=string&page=3668.277565660176&size=96.93080000552878&order=asc",
"host": [
"{{baseUrl}}"
],
"path": [
"snapshots"
],
"query": [
{
"key": "startDate",
"value": "string",
"description": "date format YYYY-MM-DD"
},
{
"key": "endDate",
"value": "string",
"description": "date format YYYY-MM-DD"
},
{
"key": "page",
"value": "3668.277565660176",
"description": "page number, default 1"
},
{
"key": "size",
"value": "96.93080000552878",
"description": "page size default 100"
},
{
"key": "order",
"value": "asc",
"description": "'asc' or 'desc', default 'asc'"
}
]
}
},
"status": "Unauthorized",
"code": 401,
"_postman_previewlanguage": "text",
"header": [],
"cookie": [],
"body": ""
}
]
},
{
"name": "Read Snapshot Info Details",
"request": {
"method": "GET",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/snapshots_details?date=string&time=string&mode=asset&cryptoId=8805&type=1",
"host": [
"{{baseUrl}}"
],
"path": [
"snapshots_details"
],
"query": [
{
"key": "date",
"value": "string",
"description": "snapshot date"
},
{
"key": "time",
"value": "string",
"description": "snapshot time"
},
{
"key": "mode",
"value": "asset",
"description": "'asset', 'wallet','connection' or 'derivatives'"
},
{
"key": "cryptoId",
"value": "8805",
"description": "crypto Id"
},
{
"key": "type",
"value": "1",
"description": "type - 1: wallets, 2: accounts"
}
]
},
"description": "Get snapshot Info details"
},
"response": [
{
"name": "successful response",
"originalRequest": {
"method": "GET",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/snapshots_details?date=string&time=string&mode=asset&cryptoId=8805&type=1",
"host": [
"{{baseUrl}}"
],
"path": [
"snapshots_details"
],
"query": [
{
"key": "date",
"value": "string",
"description": "snapshot date"
},
{
"key": "time",
"value": "string",
"description": "snapshot time"
},
{
"key": "mode",
"value": "asset",
"description": "'asset', 'wallet','connection' or 'derivatives'"
},
{
"key": "cryptoId",
"value": "8805",
"description": "crypto Id"
},
{
"key": "type",
"value": "1",
"description": "type - 1: wallets, 2: accounts"
}
]
}
},
"status": "OK",
"code": 200,
"_postman_previewlanguage": "json",
"header": [
{
"key": "Content-Type",
"value": "application/json"
}
],
"cookie": [],
"body": "{\n \"status\": true,\n \"data\": {\n \"details\": [\n {\n \"connection_name\": \"gemini: ETH\",\n \"source_id\": 1,\n \"type\": 1,\n \"fmv_source\": 1,\n \"crypto_id\": 1,\n \"balance\": 1.11,\n \"fiat_value\": 0.11\n },\n {\n \"connection_name\": \"gemini: ETH\",\n \"source_id\": 1,\n \"type\": 1,\n \"fmv_source\": 1,\n \"crypto_id\": 1,\n \"balance\": 1.11,\n \"fiat_value\": 0.11\n }\n ],\n \"meta\": {\n \"date\": \"2022-04-07\",\n \"types\": {\n \"1\": \"wallet\",\n \"2\": \"exchange\",\n \"3\": \"virtual wallet\",\n \"4\": \"de-fi\"\n },\n \"fmv_sources\": {\n \"1\": \"CryptoCompare\",\n \"2\": \"CoinGecko\"\n },\n \"cryptoSymbols\": {\n \"1\": {\n \"symbol\": \"BTC\",\n \"display_symbol\": \"BTC\",\n \"name\": \"Bitcoin\"\n },\n \"2\": {\n \"symbol\": \"ETH\",\n \"display_symbol\": \"ETH\",\n \"name\": \"Ethereum\"\n }\n }\n },\n \"defi\": {\n \"protocols\": {\n \"Ethereum\": {\n \"network\": \"string\",\n \"networkImage\": \"string\",\n \"protocols\": {\n \"aave\": {\n \"protocol_id\": \"Ethereum\",\n \"total_balance\": 70672.836,\n \"asset_balance\": 70672.836,\n \"debt_balance\": 0,\n \"crypto_name\": \"Ethereum\",\n \"crypto_image\": \"eth.png\",\n \"wallet_type_id\": 1,\n \"protocol_name\": \"Aave\",\n \"reporting_code\": \"USD\",\n \"conversion_multiple\": 1,\n \"protocol_logo\": \"aave.png\"\n }\n }\n }\n }\n }\n }\n}"
},
{
"name": "unauthorized for incorrect API keys, invalid_request for revoked API keys or invalid_headers for missing headers",
"originalRequest": {
"method": "GET",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
}
],
"url": {
"raw": "{{baseUrl}}/snapshots_details?date=string&time=string&mode=asset&cryptoId=8805&type=1",
"host": [
"{{baseUrl}}"
],
"path": [
"snapshots_details"
],
"query": [
{
"key": "date",
"value": "string",
"description": "snapshot date"
},
{
"key": "time",
"value": "string",
"description": "snapshot time"
},
{
"key": "mode",
"value": "asset",
"description": "'asset', 'wallet','connection' or 'derivatives'"
},
{
"key": "cryptoId",
"value": "8805",
"description": "crypto Id"
},
{
"key": "type",
"value": "1",
"description": "type - 1: wallets, 2: accounts"
}
]
}
},
"status": "Unauthorized",
"code": 401,
"_postman_previewlanguage": "text",
"header": [],
"cookie": [],
"body": ""
}
]
},
{
"name": "Get Snapshot Info",
"request": {
"method": "GET",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/snapshots_info?date=string&time=string&mode=connection",
"host": [
"{{baseUrl}}"
],
"path": [
"snapshots_info"
],
"query": [
{
"key": "date",
"value": "string",
"description": "snapshot date"
},
{
"key": "time",
"value": "string",
"description": "snapshot time"
},
{
"key": "mode",
"value": "connection",
"description": "one of value, 'asset' or 'connection'"
}
]
},
"description": "Get snapshot information"
},
"response": [
{
"name": "successful response",
"originalRequest": {
"method": "GET",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/snapshots_info?date=string&time=string&mode=connection",
"host": [
"{{baseUrl}}"
],
"path": [
"snapshots_info"
],
"query": [
{
"key": "date",
"value": "string",
"description": "snapshot date"
},
{
"key": "time",
"value": "string",
"description": "snapshot time"
},
{
"key": "mode",
"value": "connection",
"description": "one of value, 'asset' or 'connection'"
}
]
}
},
"status": "OK",
"code": 200,
"_postman_previewlanguage": "json",
"header": [
{
"key": "Content-Type",
"value": "application/json"
}
],
"cookie": [],
"body": "{\n \"status\": true,\n \"data\": {\n \"asset\": {\n \"fiat_value\": 0.11,\n \"crypto_id\": 1,\n \"fmv_market_code\": \"$__USD\",\n \"snapshot_date\": \"2022-04-07\",\n \"fmv_source\": 1,\n \"balance\": 333333,\n \"fmv_value\": 2.56\n },\n \"wallets\": {\n \"hs_wallet_id\": 1,\n \"cryptoId\": 1,\n \"source_id\": 1,\n \"wallet_id\": 1,\n \"total\": 0.11,\n \"name\": \"my eth wallet\"\n },\n \"exchanges\": {\n \"exchange_connection_id\": 1,\n \"total\": 11.111,\n \"connection_name\": \"gemini account\",\n \"exchange_name\": \"Gemini\",\n \"exchange_id\": 8\n },\n \"meta\": {\n \"date\": \"2022-04-07\",\n \"types\": {\n \"1\": \"wallet\",\n \"2\": \"exchange\",\n \"3\": \"virtual wallet\",\n \"4\": \"de-fi\"\n },\n \"fmv_sources\": {\n \"1\": \"CryptoCompare\",\n \"2\": \"CoinGecko\"\n },\n \"cryptoSymbols\": {\n \"1\": {\n \"symbol\": \"BTC\",\n \"display_symbol\": \"BTC\",\n \"name\": \"Bitcoin\"\n },\n \"2\": {\n \"symbol\": \"ETH\",\n \"display_symbol\": \"ETH\",\n \"name\": \"Ethereum\"\n }\n }\n }\n }\n}"
},
{
"name": "unauthorized for incorrect API keys, invalid_request for revoked API keys or invalid_headers for missing headers",
"originalRequest": {
"method": "GET",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
}
],
"url": {
"raw": "{{baseUrl}}/snapshots_info?date=string&time=string&mode=connection",
"host": [
"{{baseUrl}}"
],
"path": [
"snapshots_info"
],
"query": [
{
"key": "date",
"value": "string",
"description": "snapshot date"
},
{
"key": "time",
"value": "string",
"description": "snapshot time"
},
{
"key": "mode",
"value": "connection",
"description": "one of value, 'asset' or 'connection'"
}
]
}
},
"status": "Unauthorized",
"code": 401,
"_postman_previewlanguage": "text",
"header": [],
"cookie": [],
"body": ""
}
]
}
]
},
{
"name": "Classifications",
"item": [
{
"name": "Create Classification",
"request": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"body": {
"mode": "raw",
"raw": "{\n \"portfolioId\": 1,\n \"addClassificationDetails\": [\n {\n \"accountId\": 1,\n \"level\": 0,\n \"parentGroup\": null,\n \"gl_account_number\": \"123\",\n \"non_taxable\": false,\n \"is_ignored\": false,\n \"name\": \"Sample Chart of Account\",\n \"desc\": \"Description goes here.\"\n }\n ]\n}",
"options": {
"raw": {
"language": "json"
}
}
},
"url": {
"raw": "{{baseUrl}}/classifications_add",
"host": [
"{{baseUrl}}"
],
"path": [
"classifications_add"
]
},
"description": "Create classifications for the portfolio . <b>API details secluded for security reasons. Please contact your account manager. <b/>"
},
"response": [
{
"name": "successful response, jobs are queued for execution.",
"originalRequest": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/classifications_add",
"host": [
"{{baseUrl}}"
],
"path": [
"classifications_add"
]
}
},
"status": "OK",
"code": 200,
"_postman_previewlanguage": "json",
"header": [
{
"key": "Content-Type",
"value": "application/json"
}
],
"cookie": [],
"body": "{\n \"status\": true,\n \"data\": true\n}"
},
{
"name": "unauthorized for incorrect API keys, invalid_request for revoked API keys or invalid_headers for missing headers",
"originalRequest": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
}
],
"url": {
"raw": "{{baseUrl}}/classifications_add",
"host": [
"{{baseUrl}}"
],
"path": [
"classifications_add"
]
}
},
"status": "Unauthorized",
"code": 401,
"_postman_previewlanguage": "text",
"header": [],
"cookie": [],
"body": ""
}
]
},
{
"name": "Update Classifcation",
"request": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"body": {
"mode": "raw",
"raw": "{\n \"portfolioId\": 1,\n \"addClassificationDetails\": [\n {\n \"accountId\": 2,\n \"level\": 0,\n \"parentGroup\": null,\n \"gl_account_number\": \"123\",\n \"non_taxable\": false,\n \"is_ignored\": false,\n \"name\": \"Sample Chart of Account\",\n \"desc\": \"Description goes here.\"\n }\n ]\n}",
"options": {
"raw": {
"language": "json"
}
}
},
"url": {
"raw": "{{baseUrl}}/classifications_edit",
"host": [
"{{baseUrl}}"
],
"path": [
"classifications_edit"
]
},
"description": "Edit classification in a portfolio . <b>API details secluded for security reasons. Please contact your account manager. <b/>"
},
"response": [
{
"name": "successful response, jobs are queued for execution.",
"originalRequest": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/classifications_edit",
"host": [
"{{baseUrl}}"
],
"path": [
"classifications_edit"
]
}
},
"status": "OK",
"code": 200,
"_postman_previewlanguage": "json",
"header": [
{
"key": "Content-Type",
"value": "application/json"
}
],
"cookie": [],
"body": "{\n \"status\": true,\n \"data\": true\n}"
},
{
"name": "unauthorized for incorrect API keys, invalid_request for revoked API keys or invalid_headers for missing headers",
"originalRequest": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
}
],
"url": {
"raw": "{{baseUrl}}/classifications_edit",
"host": [
"{{baseUrl}}"
],
"path": [
"classifications_edit"
]
}
},
"status": "Unauthorized",
"code": 401,
"_postman_previewlanguage": "text",
"header": [],
"cookie": [],
"body": ""
}
]
},
{
"name": "Delete Classification",
"request": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"body": {
"mode": "raw",
"raw": "{\n \"classificationId\" : 28962\n}",
"options": {
"raw": {
"language": "json"
}
}
},
"url": {
"raw": "{{baseUrl}}/classifications_delete",
"host": [
"{{baseUrl}}"
],
"path": [
"classifications_delete"
]
},
"description": "Delete a classification from the portfolio . <b>API details secluded for security reasons. Please contact your account manager. <b/>"
},
"response": [
{
"name": "successful response, jobs are queued for execution.",
"originalRequest": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/classifications_delete",
"host": [
"{{baseUrl}}"
],
"path": [
"classifications_delete"
]
}
},
"status": "OK",
"code": 200,
"_postman_previewlanguage": "json",
"header": [
{
"key": "Content-Type",
"value": "application/json"
}
],
"cookie": [],
"body": "{\n \"status\": true,\n \"data\": true\n}"
},
{
"name": "unauthorized for incorrect API keys, invalid_request for revoked API keys or invalid_headers for missing headers",
"originalRequest": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
}
],
"url": {
"raw": "{{baseUrl}}/classifications_delete",
"host": [
"{{baseUrl}}"
],
"path": [
"classifications_delete"
]
}
},
"status": "Unauthorized",
"code": 401,
"_postman_previewlanguage": "text",
"header": [],
"cookie": [],
"body": ""
}
]
},
{
"name": "Assign Classification to Transaction",
"request": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"body": {
"mode": "raw",
"raw": "{\n \"txIds\":[\n 100135240\n ],\n \"classificationId\" : 28957\n}",
"options": {
"raw": {
"language": "json"
}
}
},
"url": {
"raw": "{{baseUrl}}/txns_classification_assign",
"host": [
"{{baseUrl}}"
],
"path": [
"txns_classification_assign"
]
},
"description": "Assign a classification to a transaction in the portfolio. <b>API details secluded for security reasons. Please contact your account manager. <b/>"
},
"response": [
{
"name": "successful response, jobs are queued for execution.",
"originalRequest": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/txns_classification_assign",
"host": [
"{{baseUrl}}"
],
"path": [
"txns_classification_assign"
]
}
},
"status": "OK",
"code": 200,
"_postman_previewlanguage": "json",
"header": [
{
"key": "Content-Type",
"value": "application/json"
}
],
"cookie": [],
"body": "{\n \"status\": true,\n \"data\": true\n}"
},
{
"name": "unauthorized for incorrect API keys, invalid_request for revoked API keys or invalid_headers for missing headers",
"originalRequest": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
}
],
"url": {
"raw": "{{baseUrl}}/txns_classification_assign",
"host": [
"{{baseUrl}}"
],
"path": [
"txns_classification_assign"
]
}
},
"status": "Unauthorized",
"code": 401,
"_postman_previewlanguage": "text",
"header": [],
"cookie": [],
"body": ""
}
]
}
]
},
{
"name": "DeFi",
"item": [
{
"name": "Read DeFi Info",
"request": {
"method": "GET",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/defi_portfolio_info",
"host": [
"{{baseUrl}}"
],
"path": [
"defi_portfolio_info"
]
},
"description": "Get portfolio DeFi infomation. <b>API details secluded for security reasons. Please contact your account manager. <b/>"
},
"response": [
{
"name": "successful response, jobs are queued for execution.",
"originalRequest": {
"method": "GET",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/defi_portfolio_info",
"host": [
"{{baseUrl}}"
],
"path": [
"defi_portfolio_info"
]
}
},
"status": "OK",
"code": 200,
"_postman_previewlanguage": "json",
"header": [
{
"key": "Content-Type",
"value": "application/json"
}
],
"cookie": [],
"body": "{\n \"status\": true,\n \"data\": true\n}"
},
{
"name": "unauthorized for incorrect API keys, invalid_request for revoked API keys or invalid_headers for missing headers",
"originalRequest": {
"method": "GET",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
}
],
"url": {
"raw": "{{baseUrl}}/defi_portfolio_info",
"host": [
"{{baseUrl}}"
],
"path": [
"defi_portfolio_info"
]
}
},
"status": "Unauthorized",
"code": 401,
"_postman_previewlanguage": "text",
"header": [],
"cookie": [],
"body": ""
}
]
},
{
"name": "Read DeFi Specific Info",
"request": {
"method": "GET",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/defi_portfolio_protocol_info",
"host": [
"{{baseUrl}}"
],
"path": [
"defi_portfolio_protocol_info"
]
},
"description": "Get DeFi protocol specific infomation. <b>API details secluded for security reasons. Please contact your account manager. <b/>"
},
"response": [
{
"name": "successful response, jobs are queued for execution.",
"originalRequest": {
"method": "GET",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/defi_portfolio_protocol_info",
"host": [
"{{baseUrl}}"
],
"path": [
"defi_portfolio_protocol_info"
]
}
},
"status": "OK",
"code": 200,
"_postman_previewlanguage": "json",
"header": [
{
"key": "Content-Type",
"value": "application/json"
}
],
"cookie": [],
"body": "{\n \"status\": true,\n \"data\": true\n}"
},
{
"name": "unauthorized for incorrect API keys, invalid_request for revoked API keys or invalid_headers for missing headers",
"originalRequest": {
"method": "GET",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
}
],
"url": {
"raw": "{{baseUrl}}/defi_portfolio_protocol_info",
"host": [
"{{baseUrl}}"
],
"path": [
"defi_portfolio_protocol_info"
]
}
},
"status": "Unauthorized",
"code": 401,
"_postman_previewlanguage": "text",
"header": [],
"cookie": [],
"body": ""
}
]
},
{
"name": "Refresh DeFi",
"request": {
"method": "GET",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/defi_portfolio_refresh",
"host": [
"{{baseUrl}}"
],
"path": [
"defi_portfolio_refresh"
]
},
"description": "Refresh portfolio DeFi infomation. <b>API details secluded for security reasons. Please contact your account manager. <b/>"
},
"response": [
{
"name": "successful response, jobs are queued for execution.",
"originalRequest": {
"method": "GET",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/defi_portfolio_refresh",
"host": [
"{{baseUrl}}"
],
"path": [
"defi_portfolio_refresh"
]
}
},
"status": "OK",
"code": 200,
"_postman_previewlanguage": "json",
"header": [
{
"key": "Content-Type",
"value": "application/json"
}
],
"cookie": [],
"body": "{\n \"status\": true,\n \"data\": true\n}"
},
{
"name": "unauthorized for incorrect API keys, invalid_request for revoked API keys or invalid_headers for missing headers",
"originalRequest": {
"method": "GET",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
}
],
"url": {
"raw": "{{baseUrl}}/defi_portfolio_refresh",
"host": [
"{{baseUrl}}"
],
"path": [
"defi_portfolio_refresh"
]
}
},
"status": "Unauthorized",
"code": 401,
"_postman_previewlanguage": "text",
"header": [],
"cookie": [],
"body": ""
}
]
},
{
"name": "Hard Refresh DeFi",
"request": {
"method": "GET",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/defi_portfolio_hard_refresh",
"host": [
"{{baseUrl}}"
],
"path": [
"defi_portfolio_hard_refresh"
]
},
"description": "Resync portfolio DeFi infomation. <b>API details secluded for security reasons. Please contact your account manager. <b/>"
},
"response": [
{
"name": "successful response, jobs are queued for execution.",
"originalRequest": {
"method": "GET",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/defi_portfolio_hard_refresh",
"host": [
"{{baseUrl}}"
],
"path": [
"defi_portfolio_hard_refresh"
]
}
},
"status": "OK",
"code": 200,
"_postman_previewlanguage": "json",
"header": [
{
"key": "Content-Type",
"value": "application/json"
}
],
"cookie": [],
"body": "{\n \"status\": true,\n \"data\": true\n}"
},
{
"name": "unauthorized for incorrect API keys, invalid_request for revoked API keys or invalid_headers for missing headers",
"originalRequest": {
"method": "GET",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
}
],
"url": {
"raw": "{{baseUrl}}/defi_portfolio_hard_refresh",
"host": [
"{{baseUrl}}"
],
"path": [
"defi_portfolio_hard_refresh"
]
}
},
"status": "Unauthorized",
"code": 401,
"_postman_previewlanguage": "text",
"header": [],
"cookie": [],
"body": ""
}
]
}
]
},
{
"name": "NFTs",
"item": [
{
"name": "NFT Portfolio Search",
"request": {
"method": "GET",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/nfts_portfolio_search",
"host": [
"{{baseUrl}}"
],
"path": [
"nfts_portfolio_search"
]
},
"description": "Search for NFT info in a portfolio. <b>API details secluded for security reasons. Please contact your account manager. <b/>"
},
"response": [
{
"name": "successful response, jobs are queued for execution.",
"originalRequest": {
"method": "GET",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/nfts_portfolio_search",
"host": [
"{{baseUrl}}"
],
"path": [
"nfts_portfolio_search"
]
}
},
"status": "OK",
"code": 200,
"_postman_previewlanguage": "json",
"header": [
{
"key": "Content-Type",
"value": "application/json"
}
],
"cookie": [],
"body": "{\n \"status\": true,\n \"data\": true\n}"
},
{
"name": "unauthorized for incorrect API keys, invalid_request for revoked API keys or invalid_headers for missing headers",
"originalRequest": {
"method": "GET",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
}
],
"url": {
"raw": "{{baseUrl}}/nfts_portfolio_search",
"host": [
"{{baseUrl}}"
],
"path": [
"nfts_portfolio_search"
]
}
},
"status": "Unauthorized",
"code": 401,
"_postman_previewlanguage": "text",
"header": [],
"cookie": [],
"body": ""
}
]
},
{
"name": "NFT Portfolio Specific",
"request": {
"method": "GET",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/nfts_portfolio_specific",
"host": [
"{{baseUrl}}"
],
"path": [
"nfts_portfolio_specific"
]
},
"description": "Get specific NFT info in a portfolio. <b>API details secluded for security reasons. Please contact your account manager. <b/>"
},
"response": [
{
"name": "successful response, jobs are queued for execution.",
"originalRequest": {
"method": "GET",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/nfts_portfolio_specific",
"host": [
"{{baseUrl}}"
],
"path": [
"nfts_portfolio_specific"
]
}
},
"status": "OK",
"code": 200,
"_postman_previewlanguage": "json",
"header": [
{
"key": "Content-Type",
"value": "application/json"
}
],
"cookie": [],
"body": "{\n \"status\": true,\n \"data\": true\n}"
},
{
"name": "unauthorized for incorrect API keys, invalid_request for revoked API keys or invalid_headers for missing headers",
"originalRequest": {
"method": "GET",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
}
],
"url": {
"raw": "{{baseUrl}}/nfts_portfolio_specific",
"host": [
"{{baseUrl}}"
],
"path": [
"nfts_portfolio_specific"
]
}
},
"status": "Unauthorized",
"code": 401,
"_postman_previewlanguage": "text",
"header": [],
"cookie": [],
"body": ""
}
]
},
{
"name": "NFT Portfolio Transactions",
"request": {
"method": "GET",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/nfts_portfolio_txns",
"host": [
"{{baseUrl}}"
],
"path": [
"nfts_portfolio_txns"
]
},
"description": "Get all transactions for a NFT in a portfolio. <b>API details secluded for security reasons. Please contact your account manager. <b/>"
},
"response": [
{
"name": "successful response, jobs are queued for execution.",
"originalRequest": {
"method": "GET",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/nfts_portfolio_txns",
"host": [
"{{baseUrl}}"
],
"path": [
"nfts_portfolio_txns"
]
}
},
"status": "OK",
"code": 200,
"_postman_previewlanguage": "json",
"header": [
{
"key": "Content-Type",
"value": "application/json"
}
],
"cookie": [],
"body": "{\n \"status\": true,\n \"data\": true\n}"
},
{
"name": "unauthorized for incorrect API keys, invalid_request for revoked API keys or invalid_headers for missing headers",
"originalRequest": {
"method": "GET",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
}
],
"url": {
"raw": "{{baseUrl}}/nfts_portfolio_txns",
"host": [
"{{baseUrl}}"
],
"path": [
"nfts_portfolio_txns"
]
}
},
"status": "Unauthorized",
"code": 401,
"_postman_previewlanguage": "text",
"header": [],
"cookie": [],
"body": ""
}
]
},
{
"name": "NFT Portfolio All",
"request": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/nfts_portfolio_all",
"host": [
"{{baseUrl}}"
],
"path": [
"nfts_portfolio_all"
]
},
"description": "Get all NFTs in a portfolio. <b>API details secluded for security reasons. Please contact your account manager. <b/>"
},
"response": [
{
"name": "successful response, jobs are queued for execution.",
"originalRequest": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/nfts_portfolio_all",
"host": [
"{{baseUrl}}"
],
"path": [
"nfts_portfolio_all"
]
}
},
"status": "OK",
"code": 200,
"_postman_previewlanguage": "json",
"header": [
{
"key": "Content-Type",
"value": "application/json"
}
],
"cookie": [],
"body": "{\n \"status\": true,\n \"data\": true\n}"
},
{
"name": "unauthorized for incorrect API keys, invalid_request for revoked API keys or invalid_headers for missing headers",
"originalRequest": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
}
],
"url": {
"raw": "{{baseUrl}}/nfts_portfolio_all",
"host": [
"{{baseUrl}}"
],
"path": [
"nfts_portfolio_all"
]
}
},
"status": "Unauthorized",
"code": 401,
"_postman_previewlanguage": "text",
"header": [],
"cookie": [],
"body": ""
}
]
}
]
},
{
"name": "Labels",
"item": [
{
"name": "List Labels",
"request": {
"method": "GET",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/library_labels",
"host": [
"{{baseUrl}}"
],
"path": [
"library_labels"
]
},
"description": "Get all labels in a portfolio. <b>API details secluded for security reasons. Please contact your account manager. <b/>"
},
"response": [
{
"name": "successful response, jobs are queued for execution.",
"originalRequest": {
"method": "GET",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/library_labels",
"host": [
"{{baseUrl}}"
],
"path": [
"library_labels"
]
}
},
"status": "OK",
"code": 200,
"_postman_previewlanguage": "json",
"header": [
{
"key": "Content-Type",
"value": "application/json"
}
],
"cookie": [],
"body": "{\n \"status\": true,\n \"data\": true\n}"
},
{
"name": "unauthorized for incorrect API keys, invalid_request for revoked API keys or invalid_headers for missing headers",
"originalRequest": {
"method": "GET",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
}
],
"url": {
"raw": "{{baseUrl}}/library_labels",
"host": [
"{{baseUrl}}"
],
"path": [
"library_labels"
]
}
},
"status": "Unauthorized",
"code": 401,
"_postman_previewlanguage": "text",
"header": [],
"cookie": [],
"body": ""
}
]
},
{
"name": "Create Label",
"request": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"body": {
"mode": "raw",
"raw": "{\n \"portfolioId\": {{entityId}},\n \"labels\": [\n {\n \"name\": \"label\"\n }\n ]\n}",
"options": {
"raw": {
"language": "json"
}
}
},
"url": {
"raw": "{{baseUrl}}/library_labels_create",
"host": [
"{{baseUrl}}"
],
"path": [
"library_labels_create"
]
},
"description": "Create labels in a portfolio. <b>API details secluded for security reasons. Please contact your account manager. <b/>"
},
"response": [
{
"name": "successful response, jobs are queued for execution.",
"originalRequest": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/library_labels_create",
"host": [
"{{baseUrl}}"
],
"path": [
"library_labels_create"
]
}
},
"status": "OK",
"code": 200,
"_postman_previewlanguage": "json",
"header": [
{
"key": "Content-Type",
"value": "application/json"
}
],
"cookie": [],
"body": "{\n \"status\": true,\n \"data\": true\n}"
},
{
"name": "unauthorized for incorrect API keys, invalid_request for revoked API keys or invalid_headers for missing headers",
"originalRequest": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
}
],
"url": {
"raw": "{{baseUrl}}/library_labels_create",
"host": [
"{{baseUrl}}"
],
"path": [
"library_labels_create"
]
}
},
"status": "Unauthorized",
"code": 401,
"_postman_previewlanguage": "text",
"header": [],
"cookie": [],
"body": ""
}
]
},
{
"name": "Update Label",
"request": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"body": {
"mode": "raw",
"raw": "{\n \"portfolioId\": {{entityId}},\n \"labelOriginal\": {\n \"id\": 610,\n \"portfolio_id\": {{entityId}},\n \"user_id\": 3546,\n \"label\": \"label\",\n \"status\": 1,\n \"created_at\": \"2026-02-09 14:40:01\",\n \"updated_at\": \"2026-02-09 14:40:01\"\n },\n \"label\": {\n \"id\": 610,\n \"portfolio_id\": {{entityId}},\n \"user_id\": 3546,\n \"label\": \"label1\",\n \"status\": 1,\n \"created_at\": \"2026-02-09 14:40:01\",\n \"updated_at\": \"2026-02-09 14:40:01\"\n },\n \"modifyTransactions\": true,\n \"uId\": 3546,\n \"p\": \"EP\"\n}",
"options": {
"raw": {
"language": "json"
}
}
},
"url": {
"raw": "{{baseUrl}}/library_labels_update",
"host": [
"{{baseUrl}}"
],
"path": [
"library_labels_update"
]
},
"description": "Update labels in a portfolio. <b>API details secluded for security reasons. Please contact your account manager. <b/>"
},
"response": [
{
"name": "successful response, jobs are queued for execution.",
"originalRequest": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/library_labels_update",
"host": [
"{{baseUrl}}"
],
"path": [
"library_labels_update"
]
}
},
"status": "OK",
"code": 200,
"_postman_previewlanguage": "json",
"header": [
{
"key": "Content-Type",
"value": "application/json"
}
],
"cookie": [],
"body": "{\n \"status\": true,\n \"data\": true\n}"
},
{
"name": "unauthorized for incorrect API keys, invalid_request for revoked API keys or invalid_headers for missing headers",
"originalRequest": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
}
],
"url": {
"raw": "{{baseUrl}}/library_labels_update",
"host": [
"{{baseUrl}}"
],
"path": [
"library_labels_update"
]
}
},
"status": "Unauthorized",
"code": 401,
"_postman_previewlanguage": "text",
"header": [],
"cookie": [],
"body": ""
}
]
},
{
"name": "Delete Label",
"request": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"body": {
"mode": "raw",
"raw": "{\n \"labelId\": 123\n}",
"options": {
"raw": {
"language": "json"
}
}
},
"url": {
"raw": "{{baseUrl}}/library_labels_delete",
"host": [
"{{baseUrl}}"
],
"path": [
"library_labels_delete"
]
},
"description": "Delete labels in a portfolio. <b>API details secluded for security reasons. Please contact your account manager. <b/>"
},
"response": [
{
"name": "successful response, jobs are queued for execution.",
"originalRequest": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/library_labels_delete",
"host": [
"{{baseUrl}}"
],
"path": [
"library_labels_delete"
]
}
},
"status": "OK",
"code": 200,
"_postman_previewlanguage": "json",
"header": [
{
"key": "Content-Type",
"value": "application/json"
}
],
"cookie": [],
"body": "{\n \"status\": true,\n \"data\": true\n}"
},
{
"name": "unauthorized for incorrect API keys, invalid_request for revoked API keys or invalid_headers for missing headers",
"originalRequest": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
}
],
"url": {
"raw": "{{baseUrl}}/library_labels_delete",
"host": [
"{{baseUrl}}"
],
"path": [
"library_labels_delete"
]
}
},
"status": "Unauthorized",
"code": 401,
"_postman_previewlanguage": "text",
"header": [],
"cookie": [],
"body": ""
}
]
},
{
"name": "Assign Label to Transaction",
"request": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/txns_label_edit",
"host": [
"{{baseUrl}}"
],
"path": [
"txns_label_edit"
]
},
"description": "Edit a transaction's label and description in the portfolio. <b>API details secluded for security reasons. Please contact your account manager. <b/>"
},
"response": [
{
"name": "successful response, jobs are queued for execution.",
"originalRequest": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/txns_label_edit",
"host": [
"{{baseUrl}}"
],
"path": [
"txns_label_edit"
]
}
},
"status": "OK",
"code": 200,
"_postman_previewlanguage": "json",
"header": [
{
"key": "Content-Type",
"value": "application/json"
}
],
"cookie": [],
"body": "{\n \"status\": true,\n \"data\": true\n}"
},
{
"name": "unauthorized for incorrect API keys, invalid_request for revoked API keys or invalid_headers for missing headers",
"originalRequest": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
}
],
"url": {
"raw": "{{baseUrl}}/txns_label_edit",
"host": [
"{{baseUrl}}"
],
"path": [
"txns_label_edit"
]
}
},
"status": "Unauthorized",
"code": 401,
"_postman_previewlanguage": "text",
"header": [],
"cookie": [],
"body": ""
}
]
}
]
},
{
"name": "Calculations",
"item": [
{
"name": "Run Calculation",
"request": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"body": {
"mode": "raw",
"raw": "{\n \"txIds\": null,\n \"method\": 1,\n \"selectAll\": true,\n \"dropTxns\": [],\n \"filters\": {},\n \"flushSends\": false,\n \"flushReceives\": false,\n \"objective\": 1,\n \"auditLogs\": 0,\n \"connectionLevel\": 0,\n \"longShortGain\": 0,\n \"nftProcessing\": false,\n \"assetLevelCalculation\": 0\n}",
"options": {
"raw": {
"language": "json"
}
}
},
"url": {
"raw": "{{baseUrl}}/calculation_execute",
"host": [
"{{baseUrl}}"
],
"path": [
"calculation_execute"
]
},
"description": "Run a calculation (ie: Cost basis, WAC etc) in the portfolio. **API details secluded for security reasons. Please contact your account manager.**"
},
"response": [
{
"name": "successful response, jobs are queued for execution.",
"originalRequest": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/calculation_execute",
"host": [
"{{baseUrl}}"
],
"path": [
"calculation_execute"
]
}
},
"status": "OK",
"code": 200,
"_postman_previewlanguage": "json",
"header": [
{
"key": "Content-Type",
"value": "application/json"
}
],
"cookie": [],
"body": "{\n \"status\": true,\n \"data\": true\n}"
},
{
"name": "unauthorized for incorrect API keys, invalid_request for revoked API keys or invalid_headers for missing headers",
"originalRequest": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
}
],
"url": {
"raw": "{{baseUrl}}/calculation_execute",
"host": [
"{{baseUrl}}"
],
"path": [
"calculation_execute"
]
}
},
"status": "Unauthorized",
"code": 401,
"_postman_previewlanguage": "text",
"header": [],
"cookie": [],
"body": ""
}
]
},
{
"name": "Run Balance Calculation",
"request": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"body": {
"mode": "raw",
"raw": "{\n \"connectionId\": 6349,\n \"connectionType\": \"account\"\n}",
"options": {
"raw": {
"language": "json"
}
}
},
"url": {
"raw": "{{baseUrl}}/calculate_balances",
"host": [
"{{baseUrl}}"
],
"path": [
"calculate_balances"
]
},
"description": "Run a calculation (ie: Cost basis, WAC etc) in the portfolio. <b>API details secluded for security reasons. Please contact your account manager. <b/>"
},
"response": [
{
"name": "successful response, jobs are queued for execution.",
"originalRequest": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/calculation_execute",
"host": [
"{{baseUrl}}"
],
"path": [
"calculation_execute"
]
}
},
"status": "OK",
"code": 200,
"_postman_previewlanguage": "json",
"header": [
{
"key": "Content-Type",
"value": "application/json"
}
],
"cookie": [],
"body": "{\n \"status\": true,\n \"data\": true\n}"
},
{
"name": "unauthorized for incorrect API keys, invalid_request for revoked API keys or invalid_headers for missing headers",
"originalRequest": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
}
],
"url": {
"raw": "{{baseUrl}}/calculation_execute",
"host": [
"{{baseUrl}}"
],
"path": [
"calculation_execute"
]
}
},
"status": "Unauthorized",
"code": 401,
"_postman_previewlanguage": "text",
"header": [],
"cookie": [],
"body": ""
}
]
},
{
"name": "Run Running Balance Calculation",
"request": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"body": {
"mode": "raw",
"raw": "{\n \"connection_id\": 106417159,\n \"connection_type\": 1,\n \"options\": {\n \"fromStart\": true\n }\n}",
"options": {
"raw": {
"language": "json"
}
}
},
"url": {
"raw": "{{baseUrl}}/calculate_running_balances",
"host": [
"{{baseUrl}}"
],
"path": [
"calculate_running_balances"
]
},
"description": "Run a calculation (ie: Cost basis, WAC etc) in the portfolio. <b>API details secluded for security reasons. Please contact your account manager. <b/>"
},
"response": [
{
"name": "successful response, jobs are queued for execution.",
"originalRequest": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/calculation_execute",
"host": [
"{{baseUrl}}"
],
"path": [
"calculation_execute"
]
}
},
"status": "OK",
"code": 200,
"_postman_previewlanguage": "json",
"header": [
{
"key": "Content-Type",
"value": "application/json"
}
],
"cookie": [],
"body": "{\n \"status\": true,\n \"data\": true\n}"
},
{
"name": "unauthorized for incorrect API keys, invalid_request for revoked API keys or invalid_headers for missing headers",
"originalRequest": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
}
],
"url": {
"raw": "{{baseUrl}}/calculation_execute",
"host": [
"{{baseUrl}}"
],
"path": [
"calculation_execute"
]
}
},
"status": "Unauthorized",
"code": 401,
"_postman_previewlanguage": "text",
"header": [],
"cookie": [],
"body": ""
}
]
},
{
"name": "Cancel Calculation",
"request": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/calculation_cancel",
"host": [
"{{baseUrl}}"
],
"path": [
"calculation_cancel"
]
},
"description": "Cancel a running calculation (ie: Cost basis, WAC etc) in the portfolio. <b>API details secluded for security reasons. Please contact your account manager. <b/>"
},
"response": [
{
"name": "successful response, jobs are queued for execution.",
"originalRequest": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/calculation_cancel",
"host": [
"{{baseUrl}}"
],
"path": [
"calculation_cancel"
]
}
},
"status": "OK",
"code": 200,
"_postman_previewlanguage": "json",
"header": [
{
"key": "Content-Type",
"value": "application/json"
}
],
"cookie": [],
"body": "{\n \"status\": true,\n \"data\": true\n}"
},
{
"name": "unauthorized for incorrect API keys, invalid_request for revoked API keys or invalid_headers for missing headers",
"originalRequest": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
}
],
"url": {
"raw": "{{baseUrl}}/calculation_cancel",
"host": [
"{{baseUrl}}"
],
"path": [
"calculation_cancel"
]
}
},
"status": "Unauthorized",
"code": 401,
"_postman_previewlanguage": "text",
"header": [],
"cookie": [],
"body": ""
}
]
}
]
},
{
"name": "Invoices",
"item": [
{
"name": "Read Invoice",
"request": {
"method": "GET",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/invoices_get",
"host": [
"{{baseUrl}}"
],
"path": [
"invoices_get"
]
},
"description": "Get all invoices in the portfolio. <b>API details secluded for security reasons. Please contact your account manager. <b/>"
},
"response": [
{
"name": "successful response, jobs are queued for execution.",
"originalRequest": {
"method": "GET",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/invoices_get",
"host": [
"{{baseUrl}}"
],
"path": [
"invoices_get"
]
}
},
"status": "OK",
"code": 200,
"_postman_previewlanguage": "json",
"header": [
{
"key": "Content-Type",
"value": "application/json"
}
],
"cookie": [],
"body": "{\n \"status\": true,\n \"data\": true\n}"
},
{
"name": "unauthorized for incorrect API keys, invalid_request for revoked API keys or invalid_headers for missing headers",
"originalRequest": {
"method": "GET",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
}
],
"url": {
"raw": "{{baseUrl}}/invoices_get",
"host": [
"{{baseUrl}}"
],
"path": [
"invoices_get"
]
}
},
"status": "Unauthorized",
"code": 401,
"_postman_previewlanguage": "text",
"header": [],
"cookie": [],
"body": ""
}
]
},
{
"name": "Read Next Invoice",
"request": {
"method": "GET",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/invoice_next_id",
"host": [
"{{baseUrl}}"
],
"path": [
"invoice_next_id"
]
},
"description": "Get the next invoice Id in the portfolio. Use this id to create the invoice new. <b>API details secluded for security reasons. Please contact your account manager. <b/>"
},
"response": [
{
"name": "successful response, jobs are queued for execution.",
"originalRequest": {
"method": "GET",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/invoice_next_id",
"host": [
"{{baseUrl}}"
],
"path": [
"invoice_next_id"
]
}
},
"status": "OK",
"code": 200,
"_postman_previewlanguage": "json",
"header": [
{
"key": "Content-Type",
"value": "application/json"
}
],
"cookie": [],
"body": "{\n \"status\": true,\n \"data\": true\n}"
},
{
"name": "unauthorized for incorrect API keys, invalid_request for revoked API keys or invalid_headers for missing headers",
"originalRequest": {
"method": "GET",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
}
],
"url": {
"raw": "{{baseUrl}}/invoice_next_id",
"host": [
"{{baseUrl}}"
],
"path": [
"invoice_next_id"
]
}
},
"status": "Unauthorized",
"code": 401,
"_postman_previewlanguage": "text",
"header": [],
"cookie": [],
"body": ""
}
]
},
{
"name": "Read Invoice Currencies",
"request": {
"method": "GET",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/invoice_tokens_supported",
"host": [
"{{baseUrl}}"
],
"path": [
"invoice_tokens_supported"
]
},
"description": "Get a list of supported currencies for invoices in your portfolio. <b>API details secluded for security reasons. Please contact your account manager. <b/>"
},
"response": [
{
"name": "successful response, jobs are queued for execution.",
"originalRequest": {
"method": "GET",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/invoice_tokens_supported",
"host": [
"{{baseUrl}}"
],
"path": [
"invoice_tokens_supported"
]
}
},
"status": "OK",
"code": 200,
"_postman_previewlanguage": "json",
"header": [
{
"key": "Content-Type",
"value": "application/json"
}
],
"cookie": [],
"body": "{\n \"status\": true,\n \"data\": true\n}"
},
{
"name": "unauthorized for incorrect API keys, invalid_request for revoked API keys or invalid_headers for missing headers",
"originalRequest": {
"method": "GET",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
}
],
"url": {
"raw": "{{baseUrl}}/invoice_tokens_supported",
"host": [
"{{baseUrl}}"
],
"path": [
"invoice_tokens_supported"
]
}
},
"status": "Unauthorized",
"code": 401,
"_postman_previewlanguage": "text",
"header": [],
"cookie": [],
"body": ""
}
]
},
{
"name": "Create Invoice",
"request": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/invoice_create",
"host": [
"{{baseUrl}}"
],
"path": [
"invoice_create"
]
},
"description": "Create an invoice in the portfolio. <b>API details secluded for security reasons. Please contact your account manager. <b/>"
},
"response": [
{
"name": "successful response, jobs are queued for execution.",
"originalRequest": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/invoice_create",
"host": [
"{{baseUrl}}"
],
"path": [
"invoice_create"
]
}
},
"status": "OK",
"code": 200,
"_postman_previewlanguage": "json",
"header": [
{
"key": "Content-Type",
"value": "application/json"
}
],
"cookie": [],
"body": "{\n \"status\": true,\n \"data\": true\n}"
},
{
"name": "unauthorized for incorrect API keys, invalid_request for revoked API keys or invalid_headers for missing headers",
"originalRequest": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
}
],
"url": {
"raw": "{{baseUrl}}/invoice_create",
"host": [
"{{baseUrl}}"
],
"path": [
"invoice_create"
]
}
},
"status": "Unauthorized",
"code": 401,
"_postman_previewlanguage": "text",
"header": [],
"cookie": [],
"body": ""
}
]
},
{
"name": "Accept Invoice",
"request": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/invoice_accept",
"host": [
"{{baseUrl}}"
],
"path": [
"invoice_accept"
]
},
"description": "Accept an invoice in the portfolio. <b>API details secluded for security reasons. Please contact your account manager. <b/>"
},
"response": [
{
"name": "successful response, jobs are queued for execution.",
"originalRequest": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/invoice_accept",
"host": [
"{{baseUrl}}"
],
"path": [
"invoice_accept"
]
}
},
"status": "OK",
"code": 200,
"_postman_previewlanguage": "json",
"header": [
{
"key": "Content-Type",
"value": "application/json"
}
],
"cookie": [],
"body": "{\n \"status\": true,\n \"data\": true\n}"
},
{
"name": "unauthorized for incorrect API keys, invalid_request for revoked API keys or invalid_headers for missing headers",
"originalRequest": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
}
],
"url": {
"raw": "{{baseUrl}}/invoice_accept",
"host": [
"{{baseUrl}}"
],
"path": [
"invoice_accept"
]
}
},
"status": "Unauthorized",
"code": 401,
"_postman_previewlanguage": "text",
"header": [],
"cookie": [],
"body": ""
}
]
},
{
"name": "Reject Invoice",
"request": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/invoice_reject",
"host": [
"{{baseUrl}}"
],
"path": [
"invoice_reject"
]
},
"description": "Reject an invoice in the portfolio. <b>API details secluded for security reasons. Please contact your account manager. <b/>"
},
"response": [
{
"name": "successful response, jobs are queued for execution.",
"originalRequest": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/invoice_reject",
"host": [
"{{baseUrl}}"
],
"path": [
"invoice_reject"
]
}
},
"status": "OK",
"code": 200,
"_postman_previewlanguage": "json",
"header": [
{
"key": "Content-Type",
"value": "application/json"
}
],
"cookie": [],
"body": "{\n \"status\": true,\n \"data\": true\n}"
},
{
"name": "unauthorized for incorrect API keys, invalid_request for revoked API keys or invalid_headers for missing headers",
"originalRequest": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
}
],
"url": {
"raw": "{{baseUrl}}/invoice_reject",
"host": [
"{{baseUrl}}"
],
"path": [
"invoice_reject"
]
}
},
"status": "Unauthorized",
"code": 401,
"_postman_previewlanguage": "text",
"header": [],
"cookie": [],
"body": ""
}
]
},
{
"name": "Cancel Invoice",
"request": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/invoice_cancel",
"host": [
"{{baseUrl}}"
],
"path": [
"invoice_cancel"
]
},
"description": "Cancel an invoice in the portfolio. <b>API details secluded for security reasons. Please contact your account manager. <b/>"
},
"response": [
{
"name": "successful response, jobs are queued for execution.",
"originalRequest": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/invoice_cancel",
"host": [
"{{baseUrl}}"
],
"path": [
"invoice_cancel"
]
}
},
"status": "OK",
"code": 200,
"_postman_previewlanguage": "json",
"header": [
{
"key": "Content-Type",
"value": "application/json"
}
],
"cookie": [],
"body": "{\n \"status\": true,\n \"data\": true\n}"
},
{
"name": "unauthorized for incorrect API keys, invalid_request for revoked API keys or invalid_headers for missing headers",
"originalRequest": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
}
],
"url": {
"raw": "{{baseUrl}}/invoice_cancel",
"host": [
"{{baseUrl}}"
],
"path": [
"invoice_cancel"
]
}
},
"status": "Unauthorized",
"code": 401,
"_postman_previewlanguage": "text",
"header": [],
"cookie": [],
"body": ""
}
]
}
]
},
{
"name": "Bills",
"item": [
{
"name": "List Bills",
"request": {
"method": "GET",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/bills_get",
"host": [
"{{baseUrl}}"
],
"path": [
"bills_get"
]
},
"description": "Get bills in the portfolio. <b>API details secluded for security reasons. Please contact your account manager. <b/>"
},
"response": [
{
"name": "successful response, jobs are queued for execution.",
"originalRequest": {
"method": "GET",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/bills_get",
"host": [
"{{baseUrl}}"
],
"path": [
"bills_get"
]
}
},
"status": "OK",
"code": 200,
"_postman_previewlanguage": "json",
"header": [
{
"key": "Content-Type",
"value": "application/json"
}
],
"cookie": [],
"body": "{\n \"status\": true,\n \"data\": true\n}"
},
{
"name": "unauthorized for incorrect API keys, invalid_request for revoked API keys or invalid_headers for missing headers",
"originalRequest": {
"method": "GET",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
}
],
"url": {
"raw": "{{baseUrl}}/bills_get",
"host": [
"{{baseUrl}}"
],
"path": [
"bills_get"
]
}
},
"status": "Unauthorized",
"code": 401,
"_postman_previewlanguage": "text",
"header": [],
"cookie": [],
"body": ""
}
]
},
{
"name": "Read Bill",
"request": {
"method": "GET",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/bill_get",
"host": [
"{{baseUrl}}"
],
"path": [
"bill_get"
]
},
"description": "Get a specific bill in the portfolio. <b>API details secluded for security reasons. Please contact your account manager. <b/>"
},
"response": [
{
"name": "successful response, jobs are queued for execution.",
"originalRequest": {
"method": "GET",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/bill_get",
"host": [
"{{baseUrl}}"
],
"path": [
"bill_get"
]
}
},
"status": "OK",
"code": 200,
"_postman_previewlanguage": "json",
"header": [
{
"key": "Content-Type",
"value": "application/json"
}
],
"cookie": [],
"body": "{\n \"status\": true,\n \"data\": true\n}"
},
{
"name": "unauthorized for incorrect API keys, invalid_request for revoked API keys or invalid_headers for missing headers",
"originalRequest": {
"method": "GET",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
}
],
"url": {
"raw": "{{baseUrl}}/bill_get",
"host": [
"{{baseUrl}}"
],
"path": [
"bill_get"
]
}
},
"status": "Unauthorized",
"code": 401,
"_postman_previewlanguage": "text",
"header": [],
"cookie": [],
"body": ""
}
]
},
{
"name": "Creat Bill",
"request": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/bill_create",
"host": [
"{{baseUrl}}"
],
"path": [
"bill_create"
]
},
"description": "Create a bill in the portfolio. <b>API details secluded for security reasons. Please contact your account manager. <b/>"
},
"response": [
{
"name": "successful response, jobs are queued for execution.",
"originalRequest": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/bill_create",
"host": [
"{{baseUrl}}"
],
"path": [
"bill_create"
]
}
},
"status": "OK",
"code": 200,
"_postman_previewlanguage": "json",
"header": [
{
"key": "Content-Type",
"value": "application/json"
}
],
"cookie": [],
"body": "{\n \"status\": true,\n \"data\": true\n}"
},
{
"name": "unauthorized for incorrect API keys, invalid_request for revoked API keys or invalid_headers for missing headers",
"originalRequest": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
}
],
"url": {
"raw": "{{baseUrl}}/bill_create",
"host": [
"{{baseUrl}}"
],
"path": [
"bill_create"
]
}
},
"status": "Unauthorized",
"code": 401,
"_postman_previewlanguage": "text",
"header": [],
"cookie": [],
"body": ""
}
]
},
{
"name": "Confirm Bill",
"request": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/bill_confirm",
"host": [
"{{baseUrl}}"
],
"path": [
"bill_confirm"
]
},
"description": "Confirm a bill in the portfolio. <b>API details secluded for security reasons. Please contact your account manager. <b/>"
},
"response": [
{
"name": "successful response, jobs are queued for execution.",
"originalRequest": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/bill_confirm",
"host": [
"{{baseUrl}}"
],
"path": [
"bill_confirm"
]
}
},
"status": "OK",
"code": 200,
"_postman_previewlanguage": "json",
"header": [
{
"key": "Content-Type",
"value": "application/json"
}
],
"cookie": [],
"body": "{\n \"status\": true,\n \"data\": true\n}"
},
{
"name": "unauthorized for incorrect API keys, invalid_request for revoked API keys or invalid_headers for missing headers",
"originalRequest": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
}
],
"url": {
"raw": "{{baseUrl}}/bill_confirm",
"host": [
"{{baseUrl}}"
],
"path": [
"bill_confirm"
]
}
},
"status": "Unauthorized",
"code": 401,
"_postman_previewlanguage": "text",
"header": [],
"cookie": [],
"body": ""
}
]
},
{
"name": "Unconfirm Bill",
"request": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/bill_unconfirm",
"host": [
"{{baseUrl}}"
],
"path": [
"bill_unconfirm"
]
},
"description": "Unconfirm a bill in the portfolio. <b>API details secluded for security reasons. Please contact your account manager. <b/>"
},
"response": [
{
"name": "successful response, jobs are queued for execution.",
"originalRequest": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/bill_unconfirm",
"host": [
"{{baseUrl}}"
],
"path": [
"bill_unconfirm"
]
}
},
"status": "OK",
"code": 200,
"_postman_previewlanguage": "json",
"header": [
{
"key": "Content-Type",
"value": "application/json"
}
],
"cookie": [],
"body": "{\n \"status\": true,\n \"data\": true\n}"
},
{
"name": "unauthorized for incorrect API keys, invalid_request for revoked API keys or invalid_headers for missing headers",
"originalRequest": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
}
],
"url": {
"raw": "{{baseUrl}}/bill_unconfirm",
"host": [
"{{baseUrl}}"
],
"path": [
"bill_unconfirm"
]
}
},
"status": "Unauthorized",
"code": 401,
"_postman_previewlanguage": "text",
"header": [],
"cookie": [],
"body": ""
}
]
},
{
"name": "Delete Bill",
"request": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/bill_delete",
"host": [
"{{baseUrl}}"
],
"path": [
"bill_delete"
]
},
"description": "Delete a bill in the portfolio. <b>API details secluded for security reasons. Please contact your account manager. <b/>"
},
"response": [
{
"name": "successful response, jobs are queued for execution.",
"originalRequest": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/bill_delete",
"host": [
"{{baseUrl}}"
],
"path": [
"bill_delete"
]
}
},
"status": "OK",
"code": 200,
"_postman_previewlanguage": "json",
"header": [
{
"key": "Content-Type",
"value": "application/json"
}
],
"cookie": [],
"body": "{\n \"status\": true,\n \"data\": true\n}"
},
{
"name": "unauthorized for incorrect API keys, invalid_request for revoked API keys or invalid_headers for missing headers",
"originalRequest": {
"method": "POST",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
}
],
"url": {
"raw": "{{baseUrl}}/bill_delete",
"host": [
"{{baseUrl}}"
],
"path": [
"bill_delete"
]
}
},
"status": "Unauthorized",
"code": 401,
"_postman_previewlanguage": "text",
"header": [],
"cookie": [],
"body": ""
}
]
}
]
},
{
"name": "List Crypto Library",
"request": {
"method": "GET",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/crypto_library",
"host": [
"{{baseUrl}}"
],
"path": [
"crypto_library"
]
},
"description": "Get a list of supported assets and its info."
},
"response": [
{
"name": "successful response",
"originalRequest": {
"method": "GET",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
},
{
"key": "Accept",
"value": "application/json"
}
],
"url": {
"raw": "{{baseUrl}}/crypto_library?Crypto Id=8805",
"host": [
"{{baseUrl}}"
],
"path": [
"crypto_library"
],
"query": [
{
"key": "Crypto Id",
"value": "8805",
"description": "Unique identifier for the cryptocurrency"
}
]
}
},
"status": "OK",
"code": 200,
"_postman_previewlanguage": "json",
"header": [
{
"key": "Content-Type",
"value": "application/json"
}
],
"cookie": [],
"body": "{\n \"status\": true,\n \"data\": [\n \"\",\n \"\"\n ]\n}"
},
{
"name": "unauthorized for incorrect API keys, invalid_request for revoked API keys or invalid_headers for missing headers",
"originalRequest": {
"method": "GET",
"header": [
{
"key": "X-API-KEY",
"value": "string",
"description": "Pass your API KEY here"
},
{
"key": "X-PORTFOLIO-ID",
"value": "8805",
"description": "Pass your portfolio ID"
}
],
"url": {
"raw": "{{baseUrl}}/crypto_library?Crypto Id=8805",
"host": [
"{{baseUrl}}"
],
"path": [
"crypto_library"
],
"query": [
{
"key": "Crypto Id",
"value": "8805",
"description": "Unique identifier for the cryptocurrency"
}
]
}
},
"status": "Unauthorized",
"code": 401,
"_postman_previewlanguage": "text",
"header": [],
"cookie": [],
"body": ""
}
]
}
],
"event": [
{
"listen": "prerequest",
"script": {
"type": "text/javascript",
"packages": {},
"requests": {},
"exec": [
"pm.request.headers.upsert({",
" key: 'X-API-KEY',",
" value: pm.environment.get(\"apiKey\")",
"})",
"",
"pm.request.headers.upsert({",
" key: 'X-PORTFOLIO-ID',",
" value: pm.environment.get(\"entityId\")",
"})"
]
}
},
{
"listen": "test",
"script": {
"type": "text/javascript",
"packages": {},
"requests": {},
"exec": [
""
]
}
}
],
"variable": [
{
"key": "baseUrl",
"value": "https://api-one.cryptoworth.app/v1"
}
]
}Option A — Import via URL
Open Postman, click Import in the top-left corner, select Link, paste the collection URL, then click Continue and Import.
Option B — Import via File
Download the JSON file, open Postman, click Import, and upload the file.
2) Create a Postman Environment
You will store your API credentials as environment variables in Postman. Open Postman, go to Environments, click Create Environment.
3) Add Required Environment Variables
Inside your new environment, add the following variables:
| Variable | Value |
|---|---|
| apiKey | YOUR_API_KEY |
| entityId | YOUR_ENTITY_ID |
Make sure both the Initial Value and Current Value fields are filled for each variable.
Get Your API Key
Log in to Cryptoworth and navigate to the API or Developer section where API keys can be generated or viewed. Generate or copy your API key and paste it into the apiKey variable in your Postman environment.
Get Your Portfolio (Entity) ID
Open the target portfolio or entity in Cryptoworth and locate the Portfolio or Entity ID. This is often visible in the URL or within the entity settings. Copy this value and paste it into the entityId variable in Postman.
✅ You're All Set
Your Postman collection and environment should now be fully configured and ready to use. If everything was set up correctly, your requests will automatically include the required authentication headers and connect successfully to the Cryptoworth Private API.
If you run into any issues or have questions at any point, our support team is happy to help. Please reach out to Cryptoworth Support ([email protected]) and we’ll assist you as quickly as possible.
Happy building!
Updated 15 days ago