ZenLedger Portfolios API

Create an aggregated portfolio from a set of accounts.

Operations 1

POST /aggregators/api/v1/portfolios CREATE portfolio #

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OpenAPI Specification

zenledger-portfolios-api-openapi.yml Raw ↑
openapi: 3.2.0
info:
  title: ZenLedger Aggregator Suite Portfolios API
  version: v1
  description: REST surface of the ZenLedger Aggregator Suite — the partner/aggregator API for creating a portfolio from a set of exchange and wallet accounts, retrieving the resulting tax calculation, and reading the supported source and currency reference data.
  contact:
    name: ZenLedger
    url: https://zenledger.io/contact-us/
    email: support@zenledger.io
  termsOfService: https://zenledger.io/legal/
  x-generated-by: API Evangelist enrichment pipeline (derived from the provider-published Postman collection)
  x-source: postman/zenledger-aggregators-v1.postman_collection.json
  x-source-url: https://docs.zenledger.io/aggregators/rest-api/v1/aggregators_api.postman_collection.json
servers:
- url: https://api.zenledger.io
  description: ZenLedger production API host. The published collection resolves {{base_url}} to https://api.zenledger.io in every saved example response.
tags:
- name: Portfolios
  description: Create an aggregated portfolio from a set of accounts.
paths:
  /aggregators/api/v1/portfolios:
    post:
      operationId: createPortfolio
      summary: CREATE portfolio
      description: '### POST **/portfolios**


        **Creates** a new portfolio to be later linked to a new user.


        This endpoint requires authentication via a bearer token, provided in the Authorisation header of the request.


        ### Request


        ##### QUERY PARAMETERS


        > NONE


        ##### BODY


        *In JSON format


        > **portfolio** `object` Object containing a list of wallets with the following properties.

        >

        >> **blockchain** (optional) `string` Blockchain of the wallet

        >>

        >> **coin** `string` Cryptocurrency symbol

        >>

        >> **address** `string` Wallet address.

        >>

        >> **display_name** (optional) `string` if set, Name used for identifying the source in UI.


        ##### RESPONSE `200`


        ##### RESPONSE DATA


        > **api_version** `string` Version of the targeted API

        >

        > **data** `string` Wrapper for response data (See response example)'
      tags:
      - Portfolios
      requestBody:
        required: true
        content:
          application/json:
            schema:
              type: object
            example:
              portfolio:
              - blockchain: ethereum
                coin: eth
                address: '0xc5689793548164f7D6B5477EEE6697DF6F3C2843'
                display_name: Eth wallet
              - blockchain: bitcoin
                coin: btc
                address: 3Df7budise9ws3vzPADMbN5XA4JJZ8BuUR
                display_name: BTC wallet
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                type: object
              examples:
                CREATE_portfolio_success:
                  value:
                    api_version: '1.0'
                    data:
                      signup_url: https://app.zenledger.io/new_sign_up?aggref=AGGREF&aggcode=AGGREF7bfa64c5d52e
                      aggcode: AGGREF7bfa64c5d52e
        '422':
          description: Unprocessable Entity
          content:
            application/json:
              schema:
                type: object
              examples:
                CREATE_portfolio_can_not_create:
                  value:
                    api_version: '1.0'
                    data: []
                    errors:
                      code: ZENAGG-PFLPST-AA1
                      message: Could not create portfolio
      security:
      - bearerAuth: []
      x-postman-request: '{{base_url}}/aggregators/api/v1/portfolios/'
components:
  securitySchemes:
    bearerAuth:
      type: http
      scheme: bearer
      bearerFormat: JWT
      description: JWT bearer token obtained from POST /oauth/token using the OAuth 2.0 client_credentials grant with the client_id and client_secret ZenLedger issues. The token expires after 30 minutes (expires_in 1800) and must be refreshed at the same endpoint.