Get Started

The best way to get started with Wealthica API is via the Wealthica JS SDKs (Frontend and Backend). You can take a look at the Wealthica Example project or follow the steps below:

1. Import the SDK

You can import the distribution build directly in your webpage:

<!-- Import the specific version -->
<script src="https://unpkg.com/wealthica-sdk-js@0.0.14/dist/wealthica.js"></script>

<!-- Or import the latest version (may contain breaking changes) -->

<script src="https://unpkg.com/wealthica-sdk-js/dist/wealthica.js"></script>

Or install and import it in a JS build system / NodeJS.

The same package is used for both frontend (web, mobile or desktop app) and backend (NodeJS).

npm install --save wealthica-sdk-js

// commonjs
const Wealthica = require('wealthica-sdk-js');

// esX
import Wealthica from 'wealthica-sdk-js';

2. Initialize the wealthica instance

A wealthica instance is initialized using your Client ID and Client Secret in the backend, or only Client ID in the frontend.

Backend

const wealthica = Wealthica.init({
  clientId: 'YOUR_CLIENT_ID',
  secret: 'YOUR_CLIENT_SECRET',
});

Frontend

const wealthica = Wealthica.init({
  clientId: 'YOUR_CLIENT_ID',
  // optional parameters for authenticating the Wealthica frontend instance with your server.
  // See Authentication section for a more detailed explanation.
  authEndpoint: '/wealthica/auth', // default value, need to accept POST
  auth: {
    params: { userId: 'LOGGED_IN_USER_ID' }, // custom params for authEndpoint
    headers: {}, // custom headers for authEndpoint
  },
});

Log in a user to create a user instance if you want to request user data.

Backend

const user = wealthica.login('USERNAME');

Frontend

// No need to pass username because it's assumed that the `authEndpoint`
// implementation on your backend server should already know that from
// your authenticated user.
const user = wealthica.login();

3. Connect a user, or request for data

Start the Connect process for users to connect their financial institution accounts, or call the SDK helper methods to request data.

Backend

// Get general Wealthica data
const providers = await wealthica.providers.getList();

// Get user data via the `user` instance
const institution = await user.institutions.getOne('INSTITUTION_ID');

Frontend

// Get general Wealthica data
const providers = await wealthica.providers.getList();

// Start the Connect process when user clicks the Connect button
document.getElementById('#connect').addEventListener('click', () => {
  user.connect().onConnection(async (institutionId, data) => {
    console.log('provider', data.provider);

    const institution = await user.institutions.getOne(institutionId);
    displayAccount(institution);
  });
}, false);