Endpoints

  • Get Portfolio report for the accounts of a specified client

    Get Portfolio report for the accounts of a specified client.

    This report is available in the following formats:

    • PDF

    To request a PDF format, please set the 'Accept' header on your request as follows:

    • For PDF : application/pdf

    GET https://gateway.saxobank.com/sim/openapi/cr/v1/reports/Portfolio/{ClientKey}/{FromDate}/{ToDate}?AccountGroupKey={AccountGroupKey}&AccountKey={AccountKey}&IncludeYTDInformation={IncludeYTDInformation}&OptionalReportSections={OptionalReportSections}

  • Get Portfolio report for the logged in user

    Get Portfolio report for the logged in user.

    This report is available in the following formats:

    • PDF

    To request a PDF format, please set the 'Accept' header on your request as follows:

    • For PDF : application/pdf

    GET https://gateway.saxobank.com/sim/openapi/cr/v1/reports/Portfolio/me/{FromDate}/{ToDate}?AccountGroupKey={AccountGroupKey}&AccountKey={AccountKey}&IncludeYTDInformation={IncludeYTDInformation}&OptionalReportSections={OptionalReportSections}