ℹ️Step 3 - User Account Information

In this Step, we will describe how you can collect the informations linked to the Users through the AccountId or PortfolioId.

1 - This first endpoint will give you the possibility to collect all the data relating to a given User. By entering the UserId, you will access his name, surname, phone, email, AccountId, SubAccountId, PortfolioId and any other information you may have inserted.

get

Authorizations

security_auth

OAuth2clientCredentialsRequired

Token URL:

Responses

200

OK

*/*

get

/v1/user/me

HTTPcURLJavaScriptPython

GET /v1/user/me HTTP/1.1
Authorization: Bearer YOUR_OAUTH2_TOKEN
Accept: */*

200

OK

{
  "success": true,
  "data": {
    "userId": "text",
    "phoneNumber": "text",
    "name": "text",
    "surname": "text",
    "accounts": [
      {
        "accountId": "text",
        "email": "text",
        "subAccountId": "text",
        "subAccountEmail": "text",
        "encryptionKey": "text",
        "creationTs": "2026-01-27T18:04:04.221Z",
        "portfolios": [
          {
            "portfolioId": "text",
            "name": "text",
            "accountId": "text",
            "creationTs": "2026-01-27T18:04:04.221Z",
            "publicStrategy": true,
            "portfolioAccountType": "TRADING"
          }
        ],
        "additionalInfo": {
          "ANY_ADDITIONAL_PROPERTY": "text"
        },
        "active": true,
        "tradingPortfolioId": "text"
      }
    ],
    "kycIds": [
      "text"
    ],
    "documentIds": [
      "text"
    ],
    "address": {
      "ANY_ADDITIONAL_PROPERTY": "text"
    },
    "info": {
      "ANY_ADDITIONAL_PROPERTY": "text"
    },
    "email": "text",
    "userAccountStatus": "text"
  },
  "errorCode": 1,
  "errorMessage": "text"
}

OAuth: user_auth

2 - With this second endpoint, you will be able to collect of the information related to an AccountId: email, AccountId, SubAccountId, PortfolioId and any other information you may have inserted.

get

Authorizations

security_auth

OAuth2clientCredentialsRequired

Token URL:

Path parameters

accountIdstringRequired

Responses

200

OK

*/*

get

/v1/account/{accountId}

HTTPcURLJavaScriptPython

GET /v1/account/{accountId} HTTP/1.1
Authorization: Bearer YOUR_OAUTH2_TOKEN
Accept: */*

200

OK

{
  "success": true,
  "data": {
    "accountId": "text",
    "email": "text",
    "subAccountId": "text",
    "subAccountEmail": "text",
    "encryptionKey": "text",
    "creationTs": "2026-01-27T18:04:04.221Z",
    "portfolios": [
      {
        "portfolioId": "text",
        "name": "text",
        "accountId": "text",
        "creationTs": "2026-01-27T18:04:04.221Z",
        "publicStrategy": true,
        "portfolioAccountType": "TRADING"
      }
    ],
    "additionalInfo": {
      "ANY_ADDITIONAL_PROPERTY": "text"
    },
    "active": true,
    "tradingPortfolioId": "text"
  },
  "errorCode": 1,
  "errorMessage": "text"
}

OAuth: client_auth

3 - With this endpoint, you will be able to obtain the balance on any AccountId.

get

Authorizations

security_auth

OAuth2clientCredentialsRequired

Token URL:

Path parameters

accountIdstringRequired

Responses

200

OK

*/*

get

/v1/account/{accountId}/balance

HTTPcURLJavaScriptPython

GET /v1/account/{accountId}/balance HTTP/1.1
Authorization: Bearer YOUR_OAUTH2_TOKEN
Accept: */*

200

OK

{
  "success": true,
  "data": {
    "accountId": "text",
    "ts": "2026-01-27T18:04:04.221Z",
    "portfolioBalances": [
      {
        "accountId": "text",
        "portfolioId": "text",
        "portfolioAccountType": "TRADING",
        "ts": "2026-01-27T18:04:04.221Z",
        "historicalBalancePrices": {
          "ANY_ADDITIONAL_PROPERTY": 1
        },
        "assetBalances": [
          {
            "portfolioId": "text",
            "ts": "2026-01-27T18:04:04.221Z",
            "asset": {
              "slug": "text",
              "name": "text",
              "logoUrl": "text",
              "availableNetworks": [
                "text"
              ]
            },
            "quantity": 1,
            "eurValue": 1,
            "usdValue": 1
          }
        ]
      }
    ]
  },
  "errorCode": 1,
  "errorMessage": "text"
}

OAuth: client_auth

4 - With this endpoint, you will be able to obtain all the information relating to on any PortfolioId.

get

Authorizations

security_auth

OAuth2clientCredentialsRequired

Token URL:

Path parameters

accountIdstringRequired

portfolioIdstringRequired

Responses

200

OK

*/*

get

/v1/account/portfolio/{accountId}/{portfolioId}

HTTPcURLJavaScriptPython

GET /v1/account/portfolio/{accountId}/{portfolioId} HTTP/1.1
Authorization: Bearer YOUR_OAUTH2_TOKEN
Accept: */*

200

OK

{
  "success": true,
  "data": {
    "portfolioId": "text",
    "name": "text",
    "accountId": "text",
    "creationTs": "2026-01-27T18:04:04.221Z",
    "publicStrategy": true,
    "portfolioAccountType": "TRADING"
  },
  "errorCode": 1,
  "errorMessage": "text"
}

OAuth: client_auth