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Account reports overview

Account Reports

Upvest provides its clients with various account metrics that can be used in the user interfaces and also to calculate custom indicators that clients require. These metrics can be accessed via specific endpoints and corresponding webhook events.

Prerequisites

  • Authentication scopes — reports:read, transactions:read

    For more information, refer to Authentication scopes.

Before accessing account reports, ensure you have:

  • Webhook handler ready — Set up a webhook endpoint to listen for report generation events.

    For more information, refer to Implementing webhooks.

The following account-level reporting types are available: