Altruist Transactions API
The transactions API from Altruist — 1 operation(s) for transactions.
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OpenAPI Specification
openapi: 3.2.0
info:
version: 0.0.2
title: Altruist Open Transactions API
description: A RESTFul API for accessing information from the Altruist Platform. Intended for partners that integrate with the Altruist Platform to access information that is maintained on the platform
license:
name: MIT
servers:
- url: https://openapi.altruist.com/altruist-open-api/
security:
- Authorization:
- households:read
- accounts:read
- positions:read
- cost_basis:read
- transactions:read
tags:
- name: Transactions
paths:
/v2/accounts/{account_id}/transactions:
get:
summary: Retrieve transaction data for a particular date range
description: Get transactions for a particular date range Returns a list of transactions for a given account and a particular date range. By default returns transactions for a past month including the current date
operationId: listTransactionsForRangeV2
tags:
- Transactions
parameters:
- name: account_id
in: path
description: ID of the account
required: true
schema:
type: string
example: c87d1cd9511f5ab47d2eb9b55afb0bf6a23346e6af9b8b7e709a19389b93e989
- name: date_from
in: query
description: date from (YYYY-MM-DD) for which transactions should be retrieved, defaults to current date minus a month
required: false
schema:
type: string
format: date
example: '2022-03-31T00:00:00.000Z'
- name: date_to
in: query
description: date to (YYYY-MM-DD) for which transactions should be retrieved, default value is a current date
required: false
schema:
type: string
format: date
example: '2022-01-01T00:00:00.000Z'
- name: page
in: query
description: desired page number, defaults to 0
required: false
schema:
default: 0
type: integer
format: int32
example: 1
- name: page_size
in: query
description: desired number of entries per page, defaults to 100, max value is 1000
required: false
schema:
default: 100
type: integer
format: int32
example: 25
responses:
'200':
description: A successful response for /transactions request
content:
application/json:
schema:
type: object
properties:
paging:
$ref: '#/components/schemas/Pagination'
description: paging information for response
data:
$ref: '#/components/schemas/Transactions'
description: a list of transactions
examples:
first:
value:
paging:
page: 1
page_size: 25
data:
account_number: 3AA08867
transactions:
- id: 64a6c31ce048538c952ace2451b1998efc9bca16c8f7292efc21a416e1054267
cusip: 46429B663
symbol: HDV
security_type: ETF
quantity: 50
price: 100
amount: 5000
interest: 0
currency_code: USD
transaction_type: BUY
transaction_subtype: ''
transaction_description: ISHARES CORE HIGH DIVIDEND ETF
cancellation_reversal_flag: N
transaction_fees: 0
broker_fees: 9.99
other_fees: 0
TEFRA_withheld: 0
state_tax_withheld: 0
as_of_date: '2022-08-04'
transaction_date: '2020-05-04'
settle_date: '2020-05-06'
- id: 64a6c31ce048538c952ace2451b1998efc9bca16c8f7292efc21a416e1054267
cusip: 46429B663
symbol: DIA
security_type: ETF
quantity: 50
price: 295
amount: 14750
interest: 0
currency_code: USD
transaction_type: BUY
transaction_subtype: ''
transaction_description: DOW JONES INDUSTRIAL AVERAGE ETF TRUST
cancellation_reversal_flag: N
transaction_fees: 0
broker_fees: 0
other_fees: 0
TEFRA_withheld: 0
state_tax_withheld: 0
as_of_date: '2020-01-04'
transaction_date: '2020-01-15'
settle_date: '2020-01-17'
'400':
description: Bad request error response
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
examples:
first:
value:
error_type: bad_request
message: bad request
'403':
description: Unauthorized error response
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
examples:
first:
value:
error_type: unauthorized
message: user is not authorized
'404':
description: Not found error response
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
examples:
first:
value:
error_type: resource_not_found
message: Resource not found
'500':
description: Internal error response
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
examples:
first:
value:
error_type: internal_error
message: Unable to connect to the data source
security:
- Authorization:
- transactions:read
components:
schemas:
Error:
type: object
required:
- error_type
- message
properties:
error_type:
type: string
description: Describes the type or source of error
enum:
- internal_error
- bad_request
- dependency_unavailable
- resource_not_found
- resource_already_exists
- unauthorized
example: unauthorized
message:
type: string
description: Error message corresponding to the error code
example: User is not authorized
Pagination:
type: object
description: Description of a paginated response
properties:
page:
type: integer
format: int32
description: Desired page number, default is 0
default: 0
example: 1
page_size:
type: integer
format: int32
description: Page size, default is 100 items
default: 100
example: 25
total_pages:
type: integer
format: int32
description: Total number of pages
default: 1
example: 3
required:
- page
- page_size
- total_pages
Transactions:
type: object
description: A description of Transactions within a given Account
properties:
account_number:
type: string
description: Account number
example: 3AA08867
transactions:
type: array
description: A list of Transactions
items:
$ref: '#/components/schemas/Transaction'
Transaction:
type: object
description: A description of a Transaction
required:
- id
- cusip
- symbol
- amount
- currency_code
- transaction_type
- detailed_transaction_type
- cancellation_reversal_flag
- transaction_description
- transaction_date
- quantity
- price
- settle_date
- as_of_date
properties:
id:
type: string
example: 64a6c31ce048538c952ace2451b1998efc9bca16c8f7292efc21a416e1054267
description: the id has length of 64 lower-case alphanumeric chars
cusip:
type: string
example: 46429B663
symbol:
type: string
example: HDV
quantity:
type: number
example: 50
price:
type: number
example: 100
amount:
type: number
example: 5000
currency_code:
type: string
example: USD
transaction_type:
type: string
example: transfer
detailed_transaction_type:
type: string
example: MONEY TRANSFER
transaction_description:
type: string
example: ISHARES CORE HIGH DIVIDEND ETF
cancellation_reversal_flag:
type: string
example: N
as_of_date:
type: string
example: '2021-03-11T00:00:00.000Z'
transaction_date:
type: string
example: '2020-05-04T00:00:00.000Z'
settle_date:
type: string
example: '2020-05-07T00:00:00.000Z'
securitySchemes:
Authorization:
type: http
scheme: bearer
description: Access Token
x-provenance:
method: searched
source: https://developer.altruist.com/reference
harvested: '2026-10-13'
tool: harvest-readme-openapi.py
note: Assembled verbatim from the OpenAPI definition ReadMe embeds in each operation page of the provider's developer portal; paths and components merged by API title, nothing authored.
assembled_from:
- https://developer.altruist.com/reference/accountsv1.md
- https://developer.altruist.com/reference/accountsv2.md
- https://developer.altruist.com/reference/costbasisv1.md
- https://developer.altruist.com/reference/costbasisv2.md
- https://developer.altruist.com/reference/disabledatafeedbyid.md
- https://developer.altruist.com/reference/enabledatafeed.md
- https://developer.altruist.com/reference/getdatafeedbyid.md
- https://developer.altruist.com/reference/getdatafeeds.md
- https://developer.altruist.com/reference/householdsv1.md
- https://developer.altruist.com/reference/householdsv2.md
- https://developer.altruist.com/reference/positionsv1.md
- https://developer.altruist.com/reference/positionsv2.md
- https://developer.altruist.com/reference/requesthistoricaldatafile.md
- https://developer.altruist.com/reference/transactionsv2.md
merge:
pages: 14
deduped: 45
conflicts_kept_first: 0