Connect Account

Connect a wallet via a public address to a portfolio. API details secluded for security reasons. Please contact your account manager.

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Sample Payload

{
  "exchangeName": "Binance Main Account",
  "description": "Primary Binance connection for trading activity",
  "exchange": "binance",
  "apiKey": "BNANCE_API_KEY_SAMPLE_123456",
  "apiSecret": "BNANCE_API_SECRET_SAMPLE_abcdef",
  "syncDate": "2025-01-01",
  "passPhrase": "samplePassphrase123",
  "csvImport": false,
  "isBalanceCalculate": true,
  "isGrouped": false,
  "isBalanceGroupByAsset": true,
  "syncTransactions": true,
  "isSubAccount": false,
  "subAccountName": null,
  "isSelectSyncRebates": 0,
  "portfolioId":  1
}
Body Params
string
required

User-defined name for the exchange connection.

string

Internal note describing the exchange account.

string

Exchange identifier (e.g., binance).

string

API key used to authenticate with the exchange.

string

API secret paired with the API key.

string

Start date for transaction synchronization.

string

Additional API passphrase if required by the exchange.

boolean

Boolean indicating if data will be imported via CSV instead of API.

boolean

Boolean enabling balance calculation from transactions.

boolean

Boolean indicating if balances are grouped at account level.

boolean

Boolean grouping balances by asset symbol.

boolean

Boolean to trigger transaction sync after connection.

boolean

Boolean indicating if this is a sub-account connection.

string

Name of the sub-account if applicable.

integer

Flag (0/1) enabling rebate transaction syncing.

integer

ID of the portfolio linked to this exchange.

Headers
string

Pass your API KEY here

integer

Pass your portfolio ID

string
enum
Defaults to application/json

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