API Reference

Run a web report

post
https://api.bridgeft.com/v2/reporting/web-reports

Runs a web report and returns the reporting output synchronously

Available Sub Reports

  • account_summary
  • allocation_and_performance_summary
  • appraisals
  • appraisals_wo_cost_basis
  • asset_allocation_top_holdings
  • benchmark_perf_summary
  • buy_sells
  • consolidated_summary
  • deposits_withdrawals
  • household_performance_attribution
  • income
  • management_fees
  • net_investment_chart
  • performance_summary
  • performance_chart
  • portfolio_snapshot
  • realized_gain_loss
  • risk_return_chart
  • security_performance
  • target_vs_actual_allocation
Body Params
string
required

The start date of the report data to be generated

string
required

The end date of the report data to be generated

integer | null
required

The firm id for which report data will be generated

integer | null

The account id for which report data will be generated; null for a household report

integer | null

The household id for which report data will be generated; null for an account report

boolean | null

True for internal rate of return performance calculations; false for time weighted return performance calculations

sub_reports
array of strings
required

The list of sub reports to generate data for

sub_reports*
Responses

Updated 7 months ago

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application/json
Updated 7 months ago