Managed Account Authentication
Managed Transfers
Transactions
Self Managed Account Authentication
Get aggregated portfolio
Get the aggregated portfolio of the user containing market values.
Contact Mesh to get client Secret
Contact Mesh to get client Id
End user ID to get the aggregated portfolio for.
Offset in second, used to calculate daily return for cryptocurrencies.
Authorizations
Contact Mesh to get client Secret
Contact Mesh to get client Id
Query Parameters
End user ID to get the aggregated portfolio for.
Offset in second, used to calculate daily return for cryptocurrencies.
Response
ok, serverFailure, permissionDenied, badRequest, notFound, conflict, tooManyRequest, locked, unavailableForLegalReasons A message generated by the API
User-friendly display message that can be presented to the end user
Strictly-typed error type that is explaining the reason of an unsuccessful status of the operation. All possible error types are available in the documentation.
Amount of money spent to buy all positions of the portfolio.
Actual performance based on the cost basis.
Total USD portfolio value of all equities (sum(equity price * equity amount)). Does not include cash balance.
Total USD value of all cryptocurrencies in the portfolio.
Total USD value of all NFTs in the portfolio.
List of equity positions
Name of the asset
Symbol of the asset
Amount of the asset
The total original value (or purchase price) of the asset
Market value of the asset: amount of asset multiplied by last asset value.
Current last price of the asset.
What percentage of total portfolio value is taken by this asset.
Total return of investment of this asset. Can be negative or null. Based on the cost basis of the asset, cost basis is not available by some of integrations.
Percent of return of investment for this asset. Can be negative or null.
Company name of the relative asset/
Total daily return of investment for this asset. Can be negative.
Daily percent of return of investment for this asset. Can be negative.
List of cryptocurrency positions
Name of the asset
Symbol of the asset
Amount of the asset
The total original value (or purchase price) of the asset
Market value of the asset: amount of asset multiplied by last asset value.
Current last price of the asset.
What percentage of total portfolio value is taken by this asset.
Total return of investment of this asset. Can be negative or null. Based on the cost basis of the asset, cost basis is not available by some of integrations.
Percent of return of investment for this asset. Can be negative or null.
Company name of the relative asset/
Total daily return of investment for this asset. Can be negative.
Daily percent of return of investment for this asset. Can be negative.
List of NFT positions
buy, sell buy, sell ethereum, polygon, klaytn Amount of NFTs multiplied by NFT value
What percentage of total portfolio value is taken by this NFT