Broadridge

broadridge Performance API

Portfolio performance data

Documentation GitHub OpenAPI

Operations 1

GET /wealth/v1/accounts/{accountNumber}/performance Get account performance #

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OpenAPI Specification

openapi: 3.2.0
info:
  title: Broadridge Wealth Management Accounts Performance API
  description: The Broadridge Wealth Management API provides access to account activity, balances, positions, and transaction data for wealth management platforms. REST APIs enable broker-dealers and RIAs to integrate Broadridge back-office clearing and custody data into front-office wealth management applications.
  version: 1.0.0
  contact:
    name: Broadridge Developer Contact
    url: https://www.broadridge.com/resource/developer-api-contact
servers:
- url: https://api.broadridge.example.com
  description: Broadridge Wealth API
security:
- oauth2: []
- bearerAuth: []
tags:
- name: Performance
  description: Portfolio performance data
paths:
  /wealth/v1/accounts/{accountNumber}/performance:
    get:
      operationId: getAccountPerformance
      summary: Get account performance
      description: Retrieve time-weighted return and performance metrics for an account.
      tags:
      - Performance
      parameters:
      - name: accountNumber
        in: path
        required: true
        schema:
          type: string
      - name: fromDate
        in: query
        required: true
        schema:
          type: string
          format: date
      - name: toDate
        in: query
        schema:
          type: string
          format: date
      - name: benchmark
        in: query
        description: Benchmark ticker symbol for comparison
        schema:
          type: string
      responses:
        '200':
          description: Account performance data
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/AccountPerformance'
components:
  schemas:
    AccountPerformance:
      type: object
      properties:
        accountNumber:
          type: string
        fromDate:
          type: string
          format: date
        toDate:
          type: string
          format: date
        timeWeightedReturn:
          type: number
          description: Time-weighted rate of return as percentage
        moneyWeightedReturn:
          type: number
        beginningValue:
          type: number
        endingValue:
          type: number
        netCashFlow:
          type: number
        incomeEarned:
          type: number
        benchmarkReturn:
          type: number
        benchmarkSymbol:
          type: string
  securitySchemes:
    oauth2:
      type: oauth2
      flows:
        clientCredentials:
          tokenUrl: https://auth.broadridge.example.com/oauth/token
          scopes:
            accounts:read: Read account data
            positions:read: Read position data
            transactions:read: Read transaction data
    bearerAuth:
      type: http
      scheme: bearer