Secure connectivity through our RESTful Web APIREQUEST ACCESS TO API
Our API gives access to a collection of investment specific data: accounts balances, holdings, stocks book and market values, transaction history and electronic documents.
Queries for investment products return the symbol, currency, type, name, quantity, book value and market value found in the investment account at the financial institution.
The API reduces code requirements, eliminates the need for data collection robots and speed up your innovation to market. Use the API to build your consolidated investment dashboard, your mobile/desktop application or to bring your current finance software to the next level.
Our API provides access to a Data Feed that collects and store securely all the historical data through the Wealthica Personal Dashboard service.
No other financial aggregation API supports as many Canadian investment services, and we're constantly adding support for new institutions.
Retrieve any standardized portfolio data, account balances and holding details changes since the user account was created.
Every accounts, transactions, statements and tax documents are stored in our database and can be accessed through our API.
We are a team of passionate entrepreneurs and developers who want to make automatic investments consolidation a reality. Learn more about us or tell us how we can ease your investment consolidation pain? Contact us!