Authentication

Main operations to authenticate a user

Authenticate a user

post

Retrieve a new token for the same user

get

Questionaire

Questionaire description

Calculate the risk level for person that answer the questions

post

Create a new profile with a risk level

Profile

Profile description

post

Create a profile based on a risk level

get

Get profile information for the id

post

Update the profile with

Open a new account to the current user

post

Open account description

Users

Users description

post

Create a new user

get

Accounts

post

Create a new account for mutual or pension product

get

Retrieve basic account info

post

Add new owner to the given account

post
post

Returns a list with all documents related to the given account, and of all its holders

get

Returns a list with the current fiscal results of the account

get

Returns a list with all invoices of to the given account

get

Returns a summary of the performance of the given account

get

Returns a summary of the status of the portfolio of the given account

get

Returns a list of all cash and instruments transactions of the given Indexa account. Our mutual accounts include both an instruments account and a bank account from Inversis Bank. This endpoint returns all transactions indexed by account type (instrument, cash).

get

Returns a list of all orders, transfers and cash request that are not in a final state

get

Plans

Plan description

Shows the volatility, historic returns and historic data of the plan given by its product type, risk level and portfolio size (investment)

get

Shows the model portfolio of the plan given its product type, risk level and portfolio size (investment)

get