Generate a JSON Web Token (JWT)

Exchanges your Client ID and Client Secret for a signed JWT bearer token.

Send your credentials as a Base64-encoded clientId:clientSecret string in the Authorization header. Use the returned access_token as a Bearer token on all other endpoints in this API.

post

Response

application/json

200: OK

OutputToken

A successful authentication response containing a JWT bearer token.

access_tokenstringrequired

The signed JWT to use as a Bearer token in subsequent authenticated requests.

Example:eyJhbGciOiJ example

expires_inintegerrequired

The number of seconds until the token expires. After expiry, request a new token.

Example:3599

token_typestringrequired

The token type. Always Bearer.

Example:Bearer

post/token/oauth
 
application/json

Investment Details

Request investment details

post

Headers

Preferstringrequired

Must be set to respond-async to indicate the client requires that
the request is processed asynchronously. If omitted or set to another value, the server responds with an error message.

Allowed values:respond-async

Body

application/json

RequestInvestmentDetails

Request investment details for up to 3 views and 250 investments.

* Additional properties are NOT allowed.
investmentsarray[object]required

Investment to query. Investment look up is supported.

>= 1 items<= 250 items

* Additional properties are NOT allowed.
Show Child Parameters
viewsarray[object]required

List of views.

>= 1 items<= 3 items

Show Child Parameters
startDatestring(date)

Specifies the start date of a time series. Accepts yyyy-MM-dd.

Example:2020-01-25

endDatestring(date)

Specifies the start date of a time series. Accepts yyyy-MM-dd.

Example:2024-01-25

languageIdstring

Specifies the language to filter results on. Required for language-dependent data.

Allowed values:ENGSPAFRADEUITAJPNCHIZHOKOR

Default:ENG

countryIdstring

Specifies the country to filter results on. Accepts 3-character ISO 3166-1 country codes. Required for country-dependent data.

Default:USA

Example:CAN

regionIdstring

Specifies the region for style box breakpoints.

Allowed values:1234567

Example:1

Response

application/json

Accepted

ResponseAccepted

Defines the HTTP 202 Accepted response returned when a request is
accepted for asynchronous processing. Includes the job identifier,
metadata, and links to retrieve the job status or results.

jobIdstring

A unique identifier for the asynchronous job. This ID is used to
track processing progress or retrieve completed results.

Example:16bf1a7a-c883-4424-8810-2f4e9d244d40

_linksobject

A set of hypermedia links providing URLs for polling job status or
accessing results when available.

* Additional properties are NOT allowed.
Show Child Parameters
metadataobject
* Additional properties are NOT allowed.
Show Child Parameters
post/direct-web-services/v1/investments

Body

{ "investments": [ { "id": "id" } ], "views": [ { "viewId": "viewId" } ] }
 
application/json

Retrieve investment details

Retrieve asynchronous request results.

get

Path Parameters

resultIdstringrequired

Response

application/json

OK

ResponseGetResults

Response get results.

investmentsarray

All fields are nullable. Empty or null value fields are not returned.

Show Child Parameters
metadataobject
* Additional properties are NOT allowed.
Show Child Parameters
get/direct-web-services/v1/investments/result/{resultId}
 
application/json

Utility Endpoints