Web APIFIX API
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Retrieve Account Performance

get
https://bo-api.drivewealth.io/back-office/accounts//performance-returns

Retrieves end of day account performance including balances, cash flows, rate of return and a variety of attributes by accountNo.

❗️

Note: the new Performance API is only compatible when using Auth V2.

Refer: https://developer.drivewealth.com/apis/reference/post_auth-tokens

Path Params
string
required

The user's unique account identifier.

Query Params
string
enum
required

Used for frequency of response. D = Daily, W = Weekly, M = Monthly, Y = Yearly.

Allowed:
date
required
yyyy-MM-dd

A filter, the start date.

date
required
yyyy-MM-dd

A filter, the end date.

string
enum
Defaults to MODIFIED_DIETZ

beta
Return calculation methodology applied to summary.periodReturn. MODIFIED_DIETZ (default): money-weighted, sensitive to cash-flow timing. TIME_WEIGHTED: geometrically links sub-period returns, eliminating cash-flow timing bias. When omitted, defaults to MODIFIED_DIETZ (fully backward compatible).

Allowed:
Response

Updated 3 months ago

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Updated 3 months ago

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