Overview

Portfolio Exchange exposes a REST API for server-to-server market integrations. It provides authenticated Market Status, Market Instrument discovery and detail, and Account discovery and detail with a stable problem-details format.

Start here

1. Follow Your first request with your onboarding base URL and token.
2. Learn the error and problem-code model.
3. Follow Pagination when reading collection results.
4. Call Market Status in your integration environment.
5. Discover and select an Account using its CCV.
6. Discover Market Instruments visible to the Profile mapped to your credential.
7. Use the API reference in the sidebar for the exact paths, headers, schemas, and responses.

See Versioning for guidance on choosing and upgrading an API version.

API base path

All resources are below:

/v1/

The environment host and integration credentials are provided through Portfolio Exchange's onboarding process. This site never stores or submits customer credentials.