Authentication

Main operations to authenticate a user

post

Authenticate a user

get

Retrieve a new token for the same user

Questionnaire

post

Calculate the risk level for person that answer the questions

Profile

post

Create a profile based on a risk level

get

Get profile information for the id

post

Update the profile with new data

post

Open a new account for the current user based on given profile

Users

post

Create a new user

get

Retrieve data of authenticated user

Accounts

get

Retrieve basic account info

post

Add new holder to the given account

post

Add transfer to account

post

Add contribution to account

post

Add bank account for the given Indexa Account

post

Upload bank statement

post

Add new cash request

get

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

get

Retrieve a list with the current fiscal results of the account

get

Retrieve a list with all invoices of to the given account

get

Retrieve a summary of the performance of the given account

get

Retrieve a summary of the portfolio for the given account

get

Retrieve 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 Retrieve all transactions indexed by account type (instrument, cash).

get

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

Plans

get

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

get

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

Stats

get

Retrieve historic returns

get

Retrieve historic portfolio under management by Indexa Capital