FinanceGenius.AI Financial Profile API

The Financial Profile API from FinanceGenius.AI — 8 operation(s) for financial profile.

GitHub OpenAPI

Operations 8

POST /api/v1/financial-profile/upload-statement Upload Statement #
GET /api/v1/financial-profile/statements List Statements #
GET /api/v1/financial-profile/statement/{statement_id} Get Statement #
GET /api/v1/financial-profile/health-summary Get Health Summary #
POST /financial-profile/upload-statement Upload Statement #
GET /financial-profile/statements List Statements #
GET /financial-profile/statement/{statement_id} Get Statement #
GET /financial-profile/health-summary Get Health Summary #

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OpenAPI Specification

financegenius-ai-financial-profile-api-openapi.yml Raw ↑
openapi: 3.2.0
info:
  title: Financegenius Ai Financial Profile API
  version: 1.0.0
  description: 'Operations tagged Financial Profile across 2 of this provider''s published API definitions: finmall-openapi.json, financegenius-ai-openapi.json. Each path carries the servers of the definition it was published in.'
tags:
- name: Financial Profile
paths:
  /api/v1/financial-profile/upload-statement:
    post:
      tags:
      - Financial Profile
      summary: Upload Statement
      description: 'Not available yet. The route declares no file parameter on purpose, so the

        multipart body is never parsed: a bank statement we cannot analyse is not

        read, spooled to disk or stored. No reward points either, since nothing was

        uploaded (this used to award 1,500 for a placeholder).'
      operationId: upload_statement_api_v1_financial_profile_upload_statement_post
      responses:
        '501':
          description: Statement analysis is not available yet
          content:
            application/json:
              schema: {}
  /api/v1/financial-profile/statements:
    get:
      tags:
      - Financial Profile
      summary: List Statements
      operationId: list_statements_api_v1_financial_profile_statements_get
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                items:
                  $ref: '#/components/schemas/FinancialStatementResponse'
                type: array
                title: Response List Statements Api V1 Financial Profile Statements Get
      security:
      - HTTPBearer: []
  /api/v1/financial-profile/statement/{statement_id}:
    get:
      tags:
      - Financial Profile
      summary: Get Statement
      operationId: get_statement_api_v1_financial_profile_statement__statement_id__get
      security:
      - HTTPBearer: []
      parameters:
      - name: statement_id
        in: path
        required: true
        schema:
          type: string
          title: Statement Id
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/FinancialStatementResponse'
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
  /api/v1/financial-profile/health-summary:
    get:
      tags:
      - Financial Profile
      summary: Get Health Summary
      operationId: get_health_summary_api_v1_financial_profile_health_summary_get
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/FinancialHealthSummary'
      security:
      - HTTPBearer: []
  /financial-profile/upload-statement:
    post:
      tags:
      - Financial Profile
      summary: Upload Statement
      description: 'Not available yet. The route declares no file parameter on purpose, so the

        multipart body is never parsed: a bank statement we cannot analyse is not

        read, spooled to disk or stored. No reward points either, since nothing was

        uploaded (this used to award 1,500 for a placeholder).'
      operationId: upload_statement_financial_profile_upload_statement_post
      responses:
        '501':
          description: Statement analysis is not available yet
          content:
            application/json:
              schema: {}
  /financial-profile/statements:
    get:
      tags:
      - Financial Profile
      summary: List Statements
      operationId: list_statements_financial_profile_statements_get
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                items:
                  $ref: '#/components/schemas/FinancialStatementResponse'
                type: array
                title: Response List Statements Financial Profile Statements Get
      security:
      - HTTPBearer: []
  /financial-profile/statement/{statement_id}:
    get:
      tags:
      - Financial Profile
      summary: Get Statement
      operationId: get_statement_financial_profile_statement__statement_id__get
      security:
      - HTTPBearer: []
      parameters:
      - name: statement_id
        in: path
        required: true
        schema:
          type: string
          title: Statement Id
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/FinancialStatementResponse'
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
  /financial-profile/health-summary:
    get:
      tags:
      - Financial Profile
      summary: Get Health Summary
      operationId: get_health_summary_financial_profile_health_summary_get
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/FinancialHealthSummary'
      security:
      - HTTPBearer: []
components:
  schemas:
    FinancialHealthSummary:
      properties:
        income_vs_expenses_ratio:
          anyOf:
          - type: number
          - type: 'null'
          title: Income Vs Expenses Ratio
        debt_to_income_ratio:
          anyOf:
          - type: number
          - type: 'null'
          title: Debt To Income Ratio
        savings_rate:
          anyOf:
          - type: number
          - type: 'null'
          title: Savings Rate
        avg_monthly_balance:
          anyOf:
          - type: number
          - type: 'null'
          title: Avg Monthly Balance
        financial_health_score:
          anyOf:
          - type: number
          - type: 'null'
          title: Financial Health Score
        insights:
          items:
            type: string
          type: array
          title: Insights
        recommendations:
          items:
            type: string
          type: array
          title: Recommendations
      type: object
      required:
      - income_vs_expenses_ratio
      - debt_to_income_ratio
      - savings_rate
      - avg_monthly_balance
      - financial_health_score
      - insights
      - recommendations
      title: FinancialHealthSummary
    FinancialStatementResponse:
      properties:
        id:
          type: string
          format: uuid
          title: Id
        source:
          type: string
          title: Source
        status:
          type: string
          title: Status
        avg_monthly_income:
          anyOf:
          - type: number
          - type: 'null'
          title: Avg Monthly Income
        avg_monthly_expenses:
          anyOf:
          - type: number
          - type: 'null'
          title: Avg Monthly Expenses
        avg_monthly_balance:
          anyOf:
          - type: number
          - type: 'null'
          title: Avg Monthly Balance
        high_value_transactions:
          anyOf:
          - type: integer
          - type: 'null'
          title: High Value Transactions
        loan_obligations:
          anyOf:
          - type: number
          - type: 'null'
          title: Loan Obligations
        created_at:
          type: string
          format: date-time
          title: Created At
      type: object
      required:
      - id
      - source
      - status
      - avg_monthly_income
      - avg_monthly_expenses
      - avg_monthly_balance
      - high_value_transactions
      - loan_obligations
      - created_at
      title: FinancialStatementResponse
    ValidationError:
      properties:
        loc:
          items:
            anyOf:
            - type: string
            - type: integer
          type: array
          title: Location
        msg:
          type: string
          title: Message
        type:
          type: string
          title: Error Type
        input:
          title: Input
        ctx:
          type: object
          title: Context
      type: object
      required:
      - loc
      - msg
      - type
      title: ValidationError
    HTTPValidationError:
      properties:
        detail:
          items:
            $ref: '#/components/schemas/ValidationError'
          type: array
          title: Detail
      type: object
      title: HTTPValidationError
  securitySchemes:
    HTTPBearer:
      type: http
      scheme: bearer
x-refined-from:
- finmall-openapi.json
- financegenius-ai-openapi.json
x-provenance:
  method: harvested
  publisher: FinanceGenius.AI
  source: https://api.finmall.ai/openapi.json
  note: split by refine-openapis from the provider's own published document, verified by fetch (openapi/_original/*.fetch.json);
    stamped by stamp-openapi-provenance.py (roadmap#793)