Get Balance Chart

Returns balance chart data showing balance changes over time for specified accounts.

List of possible error codes:

CodeStatusDescription
INVALID_QUERY_PARAMETERS400Query parameters are invalid or missing
FORBIDDEN403Access denied to one or more accounts
INTERNAL_ERROR500Internal server error
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Returns time-series balance data for charting balance changes over time for one or more accounts.

This endpoint is shared across Individual and Business Owner user types at the same URL:
GET /accounts/private/v1/transactions/balance-chart

Role-Based Access

RoleAccess
IndividualOwn accounts only
Business OwnerOwn accounts only
AdvisorAccounts for clients in their portfolio
Root AdvisorAny account organization-wide
Branch ManagerAny account within their branch
Head Branch ManagerAny account across branches under their management
Super AdvisorAny account organization-wide
Query Params
integer
required

Account ID to fetch the balance chart for.

string
enum
required

Predefined time period for the chart:

  • 12months: Last 12 months with bi-monthly periods (24 data points - first and second half of each month)
  • 30days: Last 30 days (30 data points, daily)
  • 7days: Last 7 days (14 data points, every 12 hours)
  • 24hours: Last 24 hours (24 data points, hourly)

For 12months period, data points represent:

  • First half of month (1st-15th): timestamp shows 1st day of month
  • Second half of month (16th-end): timestamp shows 16th day of month
Allowed:
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