Envestnet · Schema

BasicTrend

Trend information, broken down by a specific frequency, for a specific date range.

FinancialWealth ManagementOpen BankingAccount Aggregation

Properties

Name Type Description
debitTotal object The sum of all debit transactions.
creditTotal object The sum of all credit transactions.
netCreditTotal object Net Total calculated as (creditTotal - debitTotal).
netTotal object Net spending calculated as (debitTotal - creditTotal).
averageNetTotal object Average spending calculated as (netTotal) / (number of months).
transactionCount integer Total number of transactions for the given date range.
link object
detail array Breakdown of income/spending based on a predefined frequency - typically, monthly.
dateRange object
categoryTrend array
merchantTrend array
networthTrend array
detailCategoryTrend array
View JSON Schema on GitHub

JSON Schema

envestnet-basictrend-schema.json Raw ↑
{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "$id": "#/components/schemas/BasicTrend",
  "title": "BasicTrend",
  "description": "Trend information, broken down by a specific frequency, for a specific date range.",
  "properties": {
    "debitTotal": {
      "description": "The sum of all debit transactions.",
      "allOf": [
        {
          "$ref": "#/components/schemas/Money"
        }
      ],
      "readOnly": true
    },
    "creditTotal": {
      "description": "The sum of all credit transactions.",
      "allOf": [
        {
          "$ref": "#/components/schemas/Money"
        }
      ],
      "readOnly": true
    },
    "netCreditTotal": {
      "description": "Net Total calculated as (creditTotal - debitTotal).",
      "allOf": [
        {
          "$ref": "#/components/schemas/Money"
        }
      ],
      "readOnly": true
    },
    "netTotal": {
      "description": "Net spending calculated as (debitTotal - creditTotal).",
      "allOf": [
        {
          "$ref": "#/components/schemas/Money"
        }
      ],
      "readOnly": true
    },
    "averageNetTotal": {
      "description": "Average spending calculated as (netTotal) / (number of months).",
      "allOf": [
        {
          "$ref": "#/components/schemas/Money"
        }
      ],
      "readOnly": true
    },
    "transactionCount": {
      "type": "integer",
      "description": "Total number of transactions for the given date range.",
      "readOnly": true
    },
    "link": {
      "allOf": [
        {
          "$ref": "#/components/schemas/Link"
        }
      ],
      "readOnly": true
    },
    "detail": {
      "readOnly": true,
      "type": "array",
      "description": "Breakdown of income/spending based on a predefined frequency - typically, monthly.",
      "items": {
        "$ref": "#/components/schemas/Detail"
      }
    },
    "dateRange": {
      "allOf": [
        {
          "$ref": "#/components/schemas/DateRange"
        }
      ],
      "readOnly": true
    },
    "categoryTrend": {
      "type": "array",
      "items": {
        "$ref": "#/components/schemas/CategoryTrend"
      },
      "readOnly": true
    },
    "merchantTrend": {
      "type": "array",
      "items": {
        "$ref": "#/components/schemas/MerchantTrend"
      },
      "readOnly": true
    },
    "networthTrend": {
      "type": "array",
      "items": {
        "$ref": "#/components/schemas/NetWorthTrend"
      },
      "readOnly": true
    },
    "detailCategoryTrend": {
      "type": "array",
      "items": {
        "$ref": "#/components/schemas/DetailCategoryTrend"
      },
      "readOnly": true
    }
  }
}

Work with this as data

Every JSON Schema here is available over the APIs.io API and to AI agents over MCP.

MCP server

One button, every client — Claude, Cursor, VS Code and the rest.

https://apis.io/mcp

Tools for schemas

4 MCP tools reach this
  • find_json_schemasBrowse and filter every JSON Schema in the catalog.
  • apis_io_searchSTART HERE — APIs, providers and tags for one query, each with its total.
  • resolveTurn a domain, URL or GitHub org into the provider it belongs to.
  • find_cohortsEvery scored population of providers in the catalog.
All 92 tools →

Call it yourself

curl for this page
This JSON Schema
curl "https://apis.io/api/v1/json-schemas/envestnet-basictrend"
All schemas
curl "https://apis.io/api/v1/json-schemas?limit=25"

Discovery needs no key. Ratings and market analysis are Pro.

Get an API key

Free tier, no form to fill in. Signing in shares your email address with us — we store it to create your key and to recognise you if you sign in with another provider. See our Privacy Policy and Terms.

A second provider on the same verified email joins the account you already have.