Reports
Download SpecAll reports related paths.
Authentication
oauth-client-credentials
Required Scopes:
reports:read
Responses
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/json
meta
object (meta)
required
data
array[object (Report)]
required
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Examples
{
"data": [
{
"created_at": "2020-08-24T14:15:22Z",
"data": {
"account": {
"id": "a9a4ad54-6dd1-419a-a98d-ab48f9f23bc8"
}
},
"id": "b96b1ee7-d491-43eb-b5e4-4833af9c9c2f",
"substituted_report_id": null,
"type": "BUY_ORDER",
"user_id": "d1a4be99-8bb6-4e78-b897-8168f6823ab5"
}
],
"meta": {
"count": 1,
"limit": 100,
"offset": 0,
"order": "ASC",
"sort": "id",
"total_count": 1
}
}
{
"status": 400,
"type": "bad_request"
}
{
"status": 401,
"type": "unauthorized"
}
{
"status": 403,
"type": "forbidden"
}
{
"status": 404,
"type": "not_found"
}
{
"status": 406,
"type": "not_acceptable"
}
{
"status": 429,
"type": "too_many_requests"
}
{
"status": 500,
"type": "internal_server_error"
}
{
"status": 503,
"type": "method_not_allowed"
}
Authentication
oauth-client-credentials
Required Scopes:
reports:read
Responses
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/json
id
string
uuid
required
Report unique identifier.
created_at
string
date-time
required
Date and time when the resource was created. RFC 3339-5, ISO8601 UTC
user_id
string
uuid
required
User unique identifier.
type
string
required
Report type
- BUY_ORDER - Buy order
- SELL_ORDER - Sell order
- INCOME_DISTRIBUTION - Income distribution report
- GENERAL_MEETING_NOTIFICATION - General meeting notification
- INCOME_REINVESTMENT - Reinvestment billing report (accumulating funds)
- FUND_COMMUNICATION - Generic fund communication
- TAX_REFUND - Tax refund document (after tax optimization)
- TAX_EXEMPTION_CREATION - Creation of exemption order ("Freistellungsauftrag")
- CANCELLED_ORDER - Cancelled buy or sell order (not yet executed, user cancels or trading venue cancelled)
- REVOKED_ORDER - Revoked buy or sell order ("Storno")
- ACCOUNT_OPENING - Securities account opening
- ACCOUNT_CLOSING - Securities account closure
- DIRECT_DEBIT_MANDATE - Creation of SEPA direct debit mandate
- ANNUAL_TAX_STATEMENT - Annual tax reporting
- ANNUAL_ACCOUNT_STATEMENT - Annual account statement
- ANNUAL_INCOME_STATEMENT - Annual tax income statement ("Erträgnisaufstellung")
- GENERIC_COMMUNICATION - Generic communication
- BANK_ACCOUNT_CONNECTED - Connect reference bank account
- Enum
-
- BUY_ORDER
- SELL_ORDER
- INCOME_DISTRIBUTION
- GENERAL_MEETING_NOTIFICATION
- INCOME_REINVESTMENT
- FUND_COMMUNICATION
- TAX_REFUND
- TAX_EXEMPTION_CREATION
- CANCELLED_ORDER
- REVOKED_ORDER
- ACCOUNT_OPENING
- ACCOUNT_CLOSING
- DIRECT_DEBIT_MANDATE
- ANNUAL_TAX_STATEMENT
- ANNUAL_ACCOUNT_STATEMENT
- ANNUAL_INCOME_STATEMENT
- GENERIC_COMMUNICATION
- BANK_ACCOUNT_CONNECTED
substituted_report_id
One Of
required
data
object (data)
Contents of the reports.
Response: application/pdf
Report
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Examples
{
"created_at": "2020-08-24T14:15:22Z",
"data": {
"account": {
"id": "a9a4ad54-6dd1-419a-a98d-ab48f9f23bc8"
}
},
"id": "b96b1ee7-d491-43eb-b5e4-4833af9c9c2f",
"substituted_report_id": null,
"type": "BUY_ORDER",
"user_id": "d1a4be99-8bb6-4e78-b897-8168f6823ab5"
}
{
"status": 401,
"type": "unauthorized"
}
{
"status": 403,
"type": "forbidden"
}
{
"status": 404,
"type": "not_found"
}
{
"status": 406,
"type": "not_acceptable"
}
{
"status": 429,
"type": "too_many_requests"
}
{
"status": 500,
"type": "internal_server_error"
}
{
"status": 503,
"type": "method_not_allowed"
}
Responses
Request Examples
{
"created_at": "2021-07-21T14:10:00.00Z",
"id": "8962b496-8d42-4560-bfab-10490dd1a721",
"object": {
"created_at": "2020-08-24T14:15:22Z",
"data": {
"account": {
"id": "a9a4ad54-6dd1-419a-a98d-ab48f9f23bc8"
}
},
"id": "b96b1ee7-d491-43eb-b5e4-4833af9c9c2f",
"substituted_report_id": null,
"type": "BUY_ORDER",
"user_id": "d1a4be99-8bb6-4e78-b897-8168f6823ab5"
},
"type": "REPORT.CREATED",
"webhook_id": "9df39835-be87-4243-9018-f2500b39cee6"
}
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