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With our Investment API, you can automatically create statements
Some business processes at Upvest require the generation of documents and forms that fulfil the requirements of the German Banking Act (KWG), the German Securities Trading Act (WpHG) and other obligations that are necessary for
end users. The use cases shown here outline how you can view, retrieve the provision of brokerage and download user-specific messages.
How banking services. To fulfil these requirements, documents and forms, hereinafter referred to
retrieve a generated report
Learn how you can use asynchronous webhooks to retrieve a user-focused report that is currently stored securely.
Displaying available reports
Understand how as reports, are generated.
As part of the Investment API, the report
data model can be used in front-end applications to display different report types, apply filters or sort reports in a logical way. service serves two main objectives: Downloading a reportEnsure that
Be guided through the process
allowsall involved parties adhere to the legal and regulatory requirements
- Elevate the end user experience by providing easy-to-access documentation related to
accessa user's investments.
This guide is about reporting on the Upvest Investments Platform; we focus here on the compilation and
export prepared processing of a wide range of reports that are made available via our API.
Upvest offers its clients different types of reporting:
- End user reporting: for example, buy or
requested ad hocsell order reports while complying with data protection standards.- Account reporting: such as account valuation reports
- Regulatory reporting: for example, ex-ante costs reporting.
We will guide you through all of these types of reporting in detail in this section.
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