Download OpenAPI specification:
Soláthraíonn APIanna rialaitheacha atá bunaithe ar PSD2 rochtain ar fhaisnéis airgeadais áirithe amhail iarmhéid cuntas bainc agus idirbhearta. Mar sin féin, tá foinsí eile faisnéise saibhris ann nach bhfuil inrochtana trí na APIanna seo. Leathnaíonn API Wealth Reader an fhaisnéis a thairgeann APIanna rialaitheacha trí rochtain fíor-ama a sholáthar ar fhoinsí saibhris breise in aon eintiteas ar fud an domhain. Tá dhá dhoiciméad eile gaolmhara ann a chabhróidh leat API Wealth Reader a chomhtháthú. Is é ceann acu an treoir chomhtháthaithe widget Javascript: https://docs-en.wealthreader.com/ agus is é an ceann eile bailiúchán Postman atá bunaithe ar an doiciméadú seo. An-tábhachtach: Tá an sainmhíniú API seo oiriúnaithe do chliaint a dhéanann comhtháthú trí Widget, mar sin fágadh amach roinnt paraiméadar nach bhfuil riachtanach don chineál seo comhtháthaithe, amhail paraiméadair fíordheimhnithe bainc, mar go n-úsáidfear token.
Faigheann sé sócmhainní airgeadais agus sonraí a gcomhdhéana lena n-áirítear punanna infheistíochta comhdhéanta de stoic nó cistí, cártaí creidmheasa, árachais agus iasachtaí. Áiríonn sé faisnéis úinéireachta do gach sócmhainn chomh maith le haitheantóirí uathúla a éascaíonn próiseáil sonraí. Is féidir sonraí Mock a fháil. Seiceáil leis an bhfoireann theicniúil conas é seo a dhéanamh.
| api_key | string Identifies the client in the service |
| code | string Name of the entity. The complete list is available with GET |
| token | string Identifies the custodied credential. The flow by which the token has been obtained is described in the 'Widget Integration Guide' document. The following Mock users are available: MOCKDATA, OK response; MOCKOTP, response with OTP challenge; MOCKLOGINKO, response with login error |
| product_types | string Enum: "accounts" "portfolios" "cards" "receipts" "loans" "factoring" "confirming" "properties" "invoices" "files" List of product types from which information is to be retrieved. Accepts multiple values separated by commas. |
| only_balances | boolean Default: false Indicates whether to obtain only the balances of the products instead of all available information. Default value: false. |
| date_from | string <date> Date from which transactions are requested, in YYYY-MM-DD format. Must be a date before today. |
| date_to | string <date> This only applies to restricting by future dates for products loan and confirming, in YYYY-MM-DD format. The date must be later than today |
| required_products_schema | string Required products schema. Indicates the accounts or cards from which data is desired, with additional configurations. |
| add_pdf_from_uuids | string Accepts transaction uuids separated by commas. Parameter that is only taken into account if product_types is ALL or includes accounts. Adds the PDF document associated with each of the requested bank transactions. |
[- {
- "success": true,
- "payload": {
- "user_information": {
- "ID": "12345678Z",
- "name": "LUIS GARCIA BAQUERO",
- "gender": "male",
- "birth_date": "1980-09-26",
- "birth_place": "Ibiza",
- "cell_phone": "+34666123456",
- "address": "CALLE BAILEN 41 1A",
- "city": "MADRID",
- "country": "SPAIN",
- "postal_code": "28005",
- "marital_status": "married",
- "job": "CUENTA PROPIA"
}, - "portfolios": [
- {
- "subtype": "funds",
- "uuid": "05e4563f5bbf2d06efd0a29ebe7edbbb4e1bff63",
- "code": "1465010091400123456789",
- "name": "Fondo Dinámico",
- "currency": "EUR",
- "total_value": 3275.6,
- "weighted_return": 8.49,
- "annualized_volatility": 0,
- "yield": 256.27,
- "contributions": 3019.33,
- "withholdings": 0,
- "contracting_date": "2016-04-27",
- "linked_account": "ES4021005321592566566159",
- "owners": [
- {
- "ID": "12345678Z",
- "name": "LUIS GARCIA BAQUERO",
- "role": "owner"
}
], - "composition": {
- "currency": "EUR",
- "weighting": 100,
- "shares": 225.0077,
- "price": 14.5577,
- "total_amount": 3275.6
}, - "transactions": [
- {
- "uuid": "05e4563f5bbf2d06efd0a29ebe7edbbb4e1bff63",
- "operation_pending": false,
- "operation_date": "2020-01-30",
- "value_date": "2020-01-30",
- "operation_type": "purchase",
- "shares": 1076.8273,
- "price": 11.1438,
- "total_amount": 12000,
- "reference_currency": "EUR",
- "currency": "EUR",
- "exchange_rate": 1
}
]
}
], - "bonds": [
- {
- "uuid": "b8e42d60e6e8d3a5efb0b2a8e4e0b1a4b5c5d6e7",
- "name": "Bono del Estado Español 2025",
- "isin": "ES00000123E5",
- "currency": "EUR",
- "total_value": 5000,
- "interest_rate": 1.75,
- "owners": [
- {
- "ID": "12345678Z",
- "name": "LUIS GARCIA BAQUERO",
- "role": "owner"
}
], - "maturity_date": "2025-10-15",
- "issuer": "Gobierno de España",
- "principal": 1000,
- "coupon_payment_dates": [
- "2023-04-15",
- "2023-10-15"
], - "credit_rating": "AAA",
- "yield_to_maturity": 2.5,
- "current_yield": 2,
- "callability": "Callable a partir del 2024-01-01",
- "type_of_bond": "government"
}
], - "accounts": [
- {
- "uuid": "8076932f04f73e27fe608fee4d12fca8708dec8c",
- "subtype": "checking",
- "interest_rate": 0.5,
- "line_of_credit_details": {
- "credit_limit": 50000,
- "interest_rate": 4.5,
- "credit_used": 15000,
- "credit_available": 35000,
- "constitution_date": "2021-05-20",
- "expiration_date": "2031-05-20"
}, - "code": "ES4914651234561234567890",
- "name": "Cuenta NÓMINA",
- "currency": "EUR",
- "owners": [
- {
- "ID": "12345678Z",
- "name": "LUIS GARCIA BAQUERO",
- "role": "owner"
}
], - "balances": {
- "available": 14302.07,
- "current": 14302.07
}, - "additional_info": [
- {
- "key": "string",
- "value": "string"
}
], - "transactions": [
- {
- "uuid": "d0c2ea4c072cf4d7b0fd494d7728260d736e6b25",
- "operation_date": "2022-12-30",
- "value_date": "2022-12-30",
- "amount": -1.1,
- "balance": 14302.07,
- "description": "Pago en TELPARK MADRID ES",
- "pdf_file": "string",
- "pdf_file_final": true,
- "categorization": {
- "type": 1,
- "portfolio-uuid": "1465010091400123456789",
- "ISIN": "US88160R1014"
}, - "transfer_details": {
- "concept": "Pago de factura 12345",
- "sender_receiver": "Juan Pérez",
- "account_number": "ESXX12341234121234567890"
}, - "additional_info": [
- {
- "key": "string",
- "value": "string"
}
]
}
]
}
], - "cards": [
- {
- "status": "active",
- "subtype": "credit",
- "uuid": "aefd89eade0a6a09d9b8eab4c22da6a6a37632e6",
- "code": "516097********1234",
- "name": "Credit Card",
- "currency": "EUR",
- "next_payment_date": "2023-01-05",
- "anual_interest": 17.48,
- "tae": 18.95,
- "balances": {
- "available": 3980,
- "limit": 4000,
- "disposed": 20
}, - "linked_account": "ES4021005321592566566159",
- "owner": {
- "ID": "12345678Z",
- "name": "LUIS GARCIA BAQUERO",
- "role": "owner"
}, - "additional_info": [
- {
- "key": "string",
- "value": "string"
}
], - "transactions": [
- {
- "uuid": "78ceedca9cd9d2f2bfbb2439795ab6a1fcefc12b",
- "settled": false,
- "operation_date": "2022-12-28",
- "value_date": "2022-12-28",
- "amount": -20,
- "currency": "EUR",
- "exchange_rate": 1,
- "description": "Pago en AMZN MKTP ES123CM0ZM4",
- "categorization": {
- "type": 0
}, - "additional_info": [
- {
- "key": "string",
- "value": "string"
}
]
}
]
}
], - "receipts": [
- {
- "last_receipt_date": "2023-07-23",
- "issuer": "Canal de Isabel II",
- "description": "RECIBO CONTRATO 328774628 FACTURA DEL 18 07 23",
- "account": "ES0123456789012345678901",
- "status": "paid",
- "amount": 50.75,
- "pdf_file": "string",
- "pdf_file_settled": true
}
], - "loans": [
- {
- "contract_number": "9620.321-205439-70",
- "loan_type": "Variable rate mortgage",
- "constitution_date": "2022-02-23",
- "currency": "EUR",
- "granted_capital": 207000,
- "pending_amount": 166639.77,
- "next_installment": 1040.3,
- "linked_account": "ES0123456789012345678901",
- "holders": [
- {
- "id": "32945945D",
- "name": "Diego Serrano"
}
], - "interest_rate": 3.768,
- "expiration_date": "2042-03-01",
- "pending_receipts": 223,
- "amortization_made": [
- {
- "date": "2022-12-01",
- "amortized": 515.43,
- "interest": 524.87,
- "total": 1040.3,
- "pending_capital": 166639.77,
- "operation_type": "receipt_paid"
}
], - "amortization_pending": [
- {
- "date": "2030-12-01",
- "amortized": 515.43,
- "interest": 524.87,
- "total": 1040.3,
- "pending_capital": 66639.77,
- "operation_type": "receipt_scheduled"
}
]
}
], - "deposits": [
- {
- "uuid": "0ae4d722b1c82feeafb4b36b2893230444071335",
- "code": "DPZ-1234567890",
- "name": "12-month deposit",
- "currency": "EUR",
- "principal": 10000,
- "start_date": "2024-09-01",
- "maturity_date": "2025-09-01",
- "payment_frequency": "at_maturity",
- "capitalization": "none",
- "rate_type": "fixed",
- "nominal_interest_rate": 3,
- "apr_tae": 3.04,
- "day_count_convention": "ACT/365",
- "linked_account": "ES4021005321592566566159",
- "accrued_interest": 24.58,
- "expected_interest_total": 300,
- "withholding_tax_rate": 19,
- "status": "active",
- "auto_renewal": {
- "enabled": false,
- "renewed_times": 0,
- "next_renewal_date": "2019-08-24",
- "renewal_term_months": 0
}, - "early_withdrawal": {
- "allowed": true,
- "penalty_type": "interest_loss",
- "penalty_value": 100,
- "notes": "Loss of accrued interest for the current period"
}, - "owners": [
- {
- "ID": "12345678Z",
- "name": "LUIS GARCIA BAQUERO",
- "role": "owner"
}
], - "interest_movements": [
- {
- "uuid": "90763109952d4f2ebece8dceca8254078c5384a0",
- "scheduled": false,
- "date": "2025-09-01",
- "period_start": "2024-09-01",
- "period_end": "2025-09-01",
- "currency": "EUR",
- "gross_interest": 300,
- "withholding_tax": 57,
- "net_interest": 243,
- "payment_type": "maturity"
}
], - "principal_movements": [
- {
- "date": "2019-08-24",
- "type": "renewal",
- "amount": 0,
- "currency": "string",
- "target_account": "string"
}
]
}
], - "leases": [
- {
- "subtype": "leasing",
- "uuid": "1f0a0b1c2d3e4f5a6b7c8d9e0f1234567890abcd",
- "contract_number": "L-2024-000123",
- "name": "BMW 3 Series Leasing",
- "provider": {
- "name": "Banco XYZ Renting, S.A.",
- "tax_id": "A12345678"
}, - "currency": "EUR",
- "start_date": "2024-10-01",
- "end_date": "2028-09-30",
- "term_months": 48,
- "payment_frequency": "monthly",
- "status": "active",
- "linked_account": "ES4021005321592566566159",
- "holders": [
- {
- "ID": "12345678Z",
- "name": "LUIS GARCIA BAQUERO",
- "role": "owner"
}
], - "asset": {
- "category": "vehicle",
- "description": "BMW 320d Touring",
- "vin": "WBA8G51040K123456",
- "license_plate": "1234-ABC",
- "brand": "BMW",
- "model": "320d",
- "year": 2024,
- "serial_number": "string",
- "address": "string"
}, - "financials": {
- "capital_financed": 35000,
- "nominal_interest_rate": 4.25,
- "apr_tae": 4.38,
- "discount_rate": 0,
- "initial_fee": 3000,
- "security_deposit": 1000,
- "residual_value": 12000,
- "purchase_option": true,
- "services_included": {
- "maintenance": true,
- "insurance": true,
- "roadside_assistance": true,
- "tires": false
}, - "vat_included": true,
- "mileage_limit_year": 15000,
- "early_termination": {
- "allowed": true,
- "penalty_type": "percentage_of_remaining",
- "penalty_value": 40
}
}, - "totals": {
- "paid_installments": 10,
- "remaining_installments": 38,
- "total_paid": 0,
- "total_pending": 0,
- "principal_outstanding": 0,
- "accrued_interest": 0
}, - "installments": {
- "paid": [
- {
- "uuid": "b07a1a0d3e6f4c2a9e1d0f8b7c6a5e4d3c2b1a0f",
- "date": "2025-01-01",
- "status": "pending",
- "currency": "EUR",
- "total": 625.5,
- "breakdown": {
- "principal": 450,
- "interest": 80,
- "services": 70,
- "taxes": 25.5,
- "fees": 0
}, - "value_date": "2019-08-24",
- "receipt_uuid": "string",
- "additional_info": [
- {
- "key": null,
- "value": null
}
]
}
], - "scheduled": [
- {
- "uuid": "b07a1a0d3e6f4c2a9e1d0f8b7c6a5e4d3c2b1a0f",
- "date": "2025-01-01",
- "status": "pending",
- "currency": "EUR",
- "total": 625.5,
- "breakdown": {
- "principal": 450,
- "interest": 80,
- "services": 70,
- "taxes": 25.5,
- "fees": 0
}, - "value_date": "2019-08-24",
- "receipt_uuid": "string",
- "additional_info": [
- {
- "key": null,
- "value": null
}
]
}
]
}
}
], - "properties": [
- {
- "uuid": "string",
- "code": "string",
- "description": "string",
- "purpose": "string",
- "currency": "string",
- "trading_price": 0,
- "trading_year": 0,
- "historic_prices": [
- {
- "date": "2019-08-24",
- "price": 0
}
]
}
], - "files": [
- {
- "file_date": "2023-07-21",
- "retrieval_type": "repository",
- "file_type": "Norma 43",
- "description": "Monthly account statement",
- "content": "string"
}
], - "contracts": [
- {
- "signing_date": "2003-09-26",
- "type": "loan",
- "subtype": "mortgage",
- "description": "Variable rate mortgage",
- "pdf_file": "string"
}
], - "factoring": [
- {
- "uuid": "a62ae601a424403d0fbe968d335378421006c277",
- "contract_number": "000117001234567",
- "name": "FACTORING PPAL SIN RECURSO",
- "currency": "EUR",
- "balances": {
- "available": 11360.26,
- "disposed": 0,
- "limit": 11360.26
}, - "interest_rate": 5.25,
- "linked_account": "ES0700812345678987654321",
- "next_payment_date": "",
- "number_invoices": 8,
- "total_value": 14495.28,
- "total_advanced_value": 6919.29,
- "providers": [
- {
- "uuid": "2ea19f8f8bcda4fa5e54e139852e0a7459d16b49",
- "company_id": "A12345678",
- "company_name": "EMPRESA 1 SA"
}
], - "invoices": [
- {
- "uuid": "6b556584df0721e5f0b27448247c9682a6470d11",
- "invoice_id": "2023-53",
- "provider_id": "A12345678",
- "operation_date": "2023-10-25",
- "due_date": "2024-01-24",
- "amount": 918.45,
- "status": "advanced",
- "additional_info": [
- {
- "key": "string",
- "value": "string"
}
]
}
]
}
], - "confirming": [
- {
- "uuid": "a62ae601a424403d0fbe968d335378421006c277",
- "contract_number": "000117001234567",
- "name": "CONFIRMING PPAL SIN RECURSO",
- "currency": "EUR",
- "balances": {
- "available": 11360.26,
- "disposed": 0,
- "limit": 11360.26
}, - "interest_rate": 5.25,
- "linked_account": "ES0700812345678987654321",
- "next_payment_date": "",
- "number_invoices": 8,
- "total_value": 14495.28,
- "total_advanced_value": 6919.29,
- "providers": [
- {
- "uuid": "2ea19f8f8bcda4fa5e54e139852e0a7459d16b49",
- "company_id": "A12345678",
- "company_name": "EMPRESA 1 SA"
}
], - "invoices": [
- {
- "uuid": "6b556584df0721e5f0b27448247c9682a6470d11",
- "invoice_id": "2023-53",
- "provider_id": "A12345678",
- "operation_date": "2023-10-25",
- "due_date": "2024-01-24",
- "amount": 918.45,
- "status": "advanced",
- "additional_info": [
- {
- "key": "string",
- "value": "string"
}
]
}
]
}
], - "employment": {
- "summary": {
- "totalDaysRegistered": 8912,
- "daysInMultipleActivity": 130,
- "daysContributedForBenefits": 8782,
- "totalTimeEquivalence": "24 años, 0 meses y 17 días."
}, - "periods": [
- {
- "employer": "TRABAJADOR AUTONOMO",
- "regime": "AUTONOMO",
- "contract": "INDEFINIDO.TIEMPO COMPLETO.ORDINARIO",
- "category": "INGENIEROS LICENCIADOS",
- "actualStartDate": "2022-11-10",
- "startDate": "2022-11-10",
- "endDate": "Actual",
- "contributedDays": 1062
}
]
}, - "guarantees": [
- {
- "uuid": "90763109952d4f2ebece8dceca8254078c5384a0",
- "code": "f2eb8HsfBDSDseBw8HeSccOwJweJ2OfxH2xDw8Ss",
- "name": "Aval Financiero",
- "nickname": "Aval Técnico",
- "subtype": "financial",
- "currency": "EUR",
- "linked_account": "ES1001289462580857003432",
- "issuer": "Bankinter, S.A.",
- "beneficiary": "AYUNTAMIENTO DE MADRID",
- "purpose": "Licitación obra pública expediente 2025/00123",
- "issue_date": "2024-06-12",
- "expiration_date": "2026-06-11",
- "status": "active",
- "balances": {
- "guaranteed_amount": 50000,
- "exposure": 0,
- "available": 50000,
- "euro_equivalent": 50000
}, - "fees_commissions": {
- "periodicity": "quarterly",
- "last_charge_date": "2025-03-31",
- "last_charge_amount": 125
}, - "additional_info": [
- {
- "key": "euroEquivalent",
- "value": "0.00"
}
]
}
]
}, - "statistics": {
- "SESSION": Infinity,
- "execution_time": 0.958119869232178,
- "warnings": [
- {
- "code": 1000,
- "message": "No contracted funds",
- "product_type": "portfolios"
}
], - "operation_id": "1827C79229",
- "token": "FRJ0mHlaqZwLzu"
}
}
]Úsáid an modh seo chun na comharthaí go léir a bhaineann le api_key ar leith a cheistiú. Cuirtear torthaí ar ais i mbloic de 500 comhartha in aghaidh an leathanaigh.
| api_key | string api_key to identify the client in the service |
| page | number Specify the page number you want to retrieve. Each page contains up to 500 tokens. If not provided, the default value is |
[- {
- "token": "string",
- "entity_code": "string",
- "created_at": "2019-08-24T14:15:22Z",
- "accesed_at": "2019-08-24T14:15:22Z",
- "times_accesed": 0,
- "latest_code": 0,
- "latest_session": "string"
}
]Ceadaíonn an modh seo comhartha atá ann cheana a chealú chun iarratais rochtana API amach anseo a dhícheadú.
| api_key | string Identifies the client in the service |
| token | string Token to be revoked. |
{- "success": true,
- "message": "Token successfully revoked."
}Ceadaíonn an modh seo comhartha a athshannadh ó api_key amháin go ceann eile.
| api_key_source | string api_key from which to reassign the token. |
| api_key_target | string api_key to which to reassign the token. |
| token | string Token to be reassigned. |
{- "success": true,
- "message": "Token successfully reassigned."
}Cuireann sé an nasc idir an fearann a óstálfaidh an widget agus an webhook ceann scríbe. Ar chúiseanna slándála, ní féidir oibríochtaí eagarthóireachta agus scriosadh a dhéanamh ach amháin trína n-iarraidh ón tacaíocht
| method required | string Method to execute. |
| api_key required | string User's API key. |
| domain required | string Domain to add. |
| url_callback required | string URL for callback. |
| tokenize required | string Indicates whether to tokenize or not. |
{- "success": true,
- "message": "string"
}Liosta de chóid earráide. Tabhair aird speisialta ar an bhfíric nach bhfuil gach cód earráide le cóir mar an gcéanna ó do fheidhmchlár. I gcás earráid pasfhocail mhícheart, níor cheart duit an glao a aththriail leis na paraiméadair chéanna, ach i gcás earráid a léiríonn go bhfuil an t-aonán faoi chothabháil, is féidir leat aththriail a dhéanamh. Iarr seisiún teicniúil lenár bhfoireann chun aon cheisteanna faoi bhainistíocht earráidí a réiteach.
| lang | string Default: "es" Enum: "es" "en" Response language |
[- [
- {
- "code": 2,
- "description": "Incorrect call",
- "possible_reasons": "Some of the required parameters have not been sent or have been sent in an incorrect format",
- "how_to_proceed": "The text received in \"message\" will detail the reason for the error. For example, \"The parameter \"api_key\" is mandatory\"."
}
]
]Liosta de chóid rabhaidh.
| lang | string Default: "es" Enum: "es" "en" Response language |
[- [
- {
- "code": 2,
- "description": "Incorrect call",
- "possible_reasons": "Some of the required parameters have not been sent or have been sent in an incorrect format",
- "how_to_proceed": "The text received in \"message\" will detail the reason for the error. For example, \"The parameter \"api_key\" is mandatory\"."
}
]
]Críochphointí roghnacha nach dteastaítear le haghaidh comhtháthaithe caighdeánacha. Bain úsáid astu ach amháin má thugann Wealth Reader treoir shoiléir.
Faigheann sé liosta na n-eintiteas tacaithe agus an fhaisnéis a theastaíonn chun foirm logáil isteach na heintite a tharraingt.
| show_only_tested | integer Default: 0 Enum: 0 1 Indicates whether to show only tested entities. Default value is 0. In production environments, always use 1. |
[- {
- "code": "bancamarch",
- "name": "Bancamarch",
- "color": "#e23e4d",
- "inputs": {
- "document_type": {
- "required": false,
- "name": "DNI;Pasaporte"
}, - "user": {
- "required": true,
- "name": "Username"
}, - "password": {
- "required": true,
- "name": "Access key"
}
}, - "statistics": {
- "SESSION": Infinity,
- "execution_time": 0.958119869232178,
- "warnings": [
- {
- "code": 1000,
- "message": "No contracted funds",
- "product_type": "portfolios"
}
], - "operation_id": "1827C79229",
- "token": "FRJ0mHlaqZwLzu"
}
}
]Tá an críochphointe seo roghnach agus ní theastaítear le haghaidh comhtháthaithe caighdeánacha. Bain úsáid as ach amháin má thugann Wealth Reader treoir shoiléir. Ceadaíonn sé fíorú an bhfuil duine nádúrtha nó dlíthiúil ina shealbhóir ar chuntas bainc sonrach ag úsáid an IBAN agus sonraí aitheantais an tsealbhóra líomhnaithe.
| api_key required | string Identifies the client in the service |
| iban required | string IBAN code of the bank account to verify (without spaces) |
| document_type required | string Enum: "NIF" "NIE" "Pasaporte" "CIF" Type of identification document |
| document_number required | string Identification document number |
| holder_name required | string Full name of the natural person or company name |
{- "success": true,
- "result": {
- "code": 1,
- "message": "The IBAN belongs to the indicated holder"
}, - "statistics": {
- "SESSION": Infinity,
- "execution_time": 0.958119869232178,
- "warnings": [
- {
- "code": 1000,
- "message": "No contracted funds",
- "product_type": "portfolios"
}
], - "operation_id": "1827C79229",
- "token": "FRJ0mHlaqZwLzu"
}
}Tá an críochphointe seo roghnach agus ní theastaítear le haghaidh comhtháthaithe caighdeánacha. Bain úsáid as ach amháin má thugann Wealth Reader treoir shoiléir. Ceadaíonn an críochphointe seo úsáideoir a chlárú ar ardán aistrithe punainne Easytransfer nó ar uirlis tuairiscithe Acumulas, bunaithe ar aitheantóir uathúil.
| api_key required | string Authentication key (8 alphanumeric characters) |
| user_id required | string User identification document. |
| service required | string Enum: "integra" "easy-transfer" Service associated with the user. Determines the data flow. |
| email required | string <email> User email, used according to service type. |
{- "success": true,
- "message": "User registered successfully"
}Tá an críochphointe seo roghnach agus ní theastaítear le haghaidh comhtháthaithe caighdeánacha. Bain úsáid as ach amháin má thugann Wealth Reader treoir shoiléir. Seiceálann sé an bhfuil úsáideoir cláraithe sa chóras Easytransfer nó Acumulas agus tugann sé ar ais an nasc rochtana uathúil don úsáideoir.
| api_key required | string Authentication key |
| user_id required | string User identification document. |
{- "success": true,
- "registered": true,
- "user_id": "12345",
- "links": {
}
}Tá an críochphointe seo roghnach agus ní theastaítear le haghaidh comhtháthaithe caighdeánacha. Bain úsáid as ach amháin má thugann Wealth Reader treoir shoiléir. Ceadaíonn an críochphointe seo úsáideoir a dhíchlárú ó sheirbhís ardán Easytransfer nó Acumulas.
| api_key required | string Authentication key (8 alphanumeric characters) |
| user_id required | string User identification document. |
| service required | string Enum: "integra" "easy-transfer" "all" Service from which to unregister the user. 'all' for all services. |
{- "success": true,
- "message": "User unregistered successfully"
}Tá an críochphointe seo roghnach agus ní theastaítear le haghaidh comhtháthaithe caighdeánacha. Bain úsáid as ach amháin má thugann Wealth Reader treoir shoiléir.
Ceadaíonn na críochphointí atá grúpáilte faoin gclib "batch" naisc bainc iolracha a phróiseáil go hasincronach, murab ionann agus an modh sincronach /entities/. Idéalach chun méideanna móra nasc a phróiseáil agus teorainneacha ama a sheachaint.
| api_key required | string Identifies the client in the service |
| notification_url required | string <uri> URL where notification will be sent when batch processing finishes |
required | Array of objects (batch-connection) non-empty List of connections to process |
{- "api_key": "12345678",
- "connections": [
- {
- "credential_id": "cred_001",
- "code": "santander",
- "token": "FRJ0mHlaqZwLzu",
- "user": "string",
- "password": "string",
- "product_types": "accounts,cards,portfolios",
- "only_balances": false,
- "date_from": "2024-01-01"
}
]
}{- "success": true,
- "batch_id": "batch_20250120_a1b2c3d4",
- "total_connections": 5,
- "estimated_completion_time": "2025-01-20T10:45:00Z"
}Tá an críochphointe seo roghnach. Faigheann sé staitisticí ginearálta faoi thoradh próiseála na nasc go léir i mbaisc.
| api_key required | string Identifies the client in the service |
| batch_id required | string Batch ID |
{- "api_key": "string",
- "batch_id": "string"
}{- "success": true,
- "batch_id": "batch_20250120_a1b2c3d4",
- "status": "completed",
- "statistics": {
- "start_time": "2019-08-24T14:15:22Z",
- "end_time": "2019-08-24T14:15:22Z",
- "total_execution_time": 125.5,
- "total_connections": 8,
- "successful_connections": 7,
- "failed_connections": 1
}
}Tá an críochphointe seo roghnach. Faigheann sé toradh naisc shonrach ón mbaisc.
| api_key required | string Identifies the client in the service |
| batch_id required | string Batch ID |
| credential_id required | string Filter by specific credential_id |
{- "api_key": "string",
- "batch_id": "string",
- "credential_id": "string"
}{- "success": true,
- "payload": {
- "user_information": {
- "ID": "12345678Z",
- "name": "LUIS GARCIA BAQUERO",
- "gender": "male",
- "birth_date": "1980-09-26",
- "birth_place": "Ibiza",
- "cell_phone": "+34666123456",
- "address": "CALLE BAILEN 41 1A",
- "city": "MADRID",
- "country": "SPAIN",
- "postal_code": "28005",
- "marital_status": "married",
- "job": "CUENTA PROPIA"
}, - "portfolios": [
- {
- "subtype": "funds",
- "uuid": "05e4563f5bbf2d06efd0a29ebe7edbbb4e1bff63",
- "code": "1465010091400123456789",
- "name": "Fondo Dinámico",
- "currency": "EUR",
- "total_value": 3275.6,
- "weighted_return": 8.49,
- "annualized_volatility": 0,
- "yield": 256.27,
- "contributions": 3019.33,
- "withholdings": 0,
- "contracting_date": "2016-04-27",
- "linked_account": "ES4021005321592566566159",
- "owners": [
- {
- "ID": "12345678Z",
- "name": "LUIS GARCIA BAQUERO",
- "role": "owner"
}
], - "composition": {
- "currency": "EUR",
- "weighting": 100,
- "shares": 225.0077,
- "price": 14.5577,
- "total_amount": 3275.6
}, - "transactions": [
- {
- "uuid": "05e4563f5bbf2d06efd0a29ebe7edbbb4e1bff63",
- "operation_pending": false,
- "operation_date": "2020-01-30",
- "value_date": "2020-01-30",
- "operation_type": "purchase",
- "shares": 1076.8273,
- "price": 11.1438,
- "total_amount": 12000,
- "reference_currency": "EUR",
- "currency": "EUR",
- "exchange_rate": 1
}
]
}
], - "bonds": [
- {
- "uuid": "b8e42d60e6e8d3a5efb0b2a8e4e0b1a4b5c5d6e7",
- "name": "Bono del Estado Español 2025",
- "isin": "ES00000123E5",
- "currency": "EUR",
- "total_value": 5000,
- "interest_rate": 1.75,
- "owners": [
- {
- "ID": "12345678Z",
- "name": "LUIS GARCIA BAQUERO",
- "role": "owner"
}
], - "maturity_date": "2025-10-15",
- "issuer": "Gobierno de España",
- "principal": 1000,
- "coupon_payment_dates": [
- "2023-04-15",
- "2023-10-15"
], - "credit_rating": "AAA",
- "yield_to_maturity": 2.5,
- "current_yield": 2,
- "callability": "Callable a partir del 2024-01-01",
- "type_of_bond": "government"
}
], - "accounts": [
- {
- "uuid": "8076932f04f73e27fe608fee4d12fca8708dec8c",
- "subtype": "checking",
- "interest_rate": 0.5,
- "line_of_credit_details": {
- "credit_limit": 50000,
- "interest_rate": 4.5,
- "credit_used": 15000,
- "credit_available": 35000,
- "constitution_date": "2021-05-20",
- "expiration_date": "2031-05-20"
}, - "code": "ES4914651234561234567890",
- "name": "Cuenta NÓMINA",
- "currency": "EUR",
- "owners": [
- {
- "ID": "12345678Z",
- "name": "LUIS GARCIA BAQUERO",
- "role": "owner"
}
], - "balances": {
- "available": 14302.07,
- "current": 14302.07
}, - "additional_info": [
- {
- "key": "string",
- "value": "string"
}
], - "transactions": [
- {
- "uuid": "d0c2ea4c072cf4d7b0fd494d7728260d736e6b25",
- "operation_date": "2022-12-30",
- "value_date": "2022-12-30",
- "amount": -1.1,
- "balance": 14302.07,
- "description": "Pago en TELPARK MADRID ES",
- "pdf_file": "string",
- "pdf_file_final": true,
- "categorization": {
- "type": 1,
- "portfolio-uuid": "1465010091400123456789",
- "ISIN": "US88160R1014"
}, - "transfer_details": {
- "concept": "Pago de factura 12345",
- "sender_receiver": "Juan Pérez",
- "account_number": "ESXX12341234121234567890"
}, - "additional_info": [
- {
- "key": "string",
- "value": "string"
}
]
}
]
}
], - "cards": [
- {
- "status": "active",
- "subtype": "credit",
- "uuid": "aefd89eade0a6a09d9b8eab4c22da6a6a37632e6",
- "code": "516097********1234",
- "name": "Credit Card",
- "currency": "EUR",
- "next_payment_date": "2023-01-05",
- "anual_interest": 17.48,
- "tae": 18.95,
- "balances": {
- "available": 3980,
- "limit": 4000,
- "disposed": 20
}, - "linked_account": "ES4021005321592566566159",
- "owner": {
- "ID": "12345678Z",
- "name": "LUIS GARCIA BAQUERO",
- "role": "owner"
}, - "additional_info": [
- {
- "key": "string",
- "value": "string"
}
], - "transactions": [
- {
- "uuid": "78ceedca9cd9d2f2bfbb2439795ab6a1fcefc12b",
- "settled": false,
- "operation_date": "2022-12-28",
- "value_date": "2022-12-28",
- "amount": -20,
- "currency": "EUR",
- "exchange_rate": 1,
- "description": "Pago en AMZN MKTP ES123CM0ZM4",
- "categorization": {
- "type": 0
}, - "additional_info": [
- {
- "key": "string",
- "value": "string"
}
]
}
]
}
], - "receipts": [
- {
- "last_receipt_date": "2023-07-23",
- "issuer": "Canal de Isabel II",
- "description": "RECIBO CONTRATO 328774628 FACTURA DEL 18 07 23",
- "account": "ES0123456789012345678901",
- "status": "paid",
- "amount": 50.75,
- "pdf_file": "string",
- "pdf_file_settled": true
}
], - "loans": [
- {
- "contract_number": "9620.321-205439-70",
- "loan_type": "Variable rate mortgage",
- "constitution_date": "2022-02-23",
- "currency": "EUR",
- "granted_capital": 207000,
- "pending_amount": 166639.77,
- "next_installment": 1040.3,
- "linked_account": "ES0123456789012345678901",
- "holders": [
- {
- "id": "32945945D",
- "name": "Diego Serrano"
}
], - "interest_rate": 3.768,
- "expiration_date": "2042-03-01",
- "pending_receipts": 223,
- "amortization_made": [
- {
- "date": "2022-12-01",
- "amortized": 515.43,
- "interest": 524.87,
- "total": 1040.3,
- "pending_capital": 166639.77,
- "operation_type": "receipt_paid"
}
], - "amortization_pending": [
- {
- "date": "2030-12-01",
- "amortized": 515.43,
- "interest": 524.87,
- "total": 1040.3,
- "pending_capital": 66639.77,
- "operation_type": "receipt_scheduled"
}
]
}
], - "deposits": [
- {
- "uuid": "0ae4d722b1c82feeafb4b36b2893230444071335",
- "code": "DPZ-1234567890",
- "name": "12-month deposit",
- "currency": "EUR",
- "principal": 10000,
- "start_date": "2024-09-01",
- "maturity_date": "2025-09-01",
- "payment_frequency": "at_maturity",
- "capitalization": "none",
- "rate_type": "fixed",
- "nominal_interest_rate": 3,
- "apr_tae": 3.04,
- "day_count_convention": "ACT/365",
- "linked_account": "ES4021005321592566566159",
- "accrued_interest": 24.58,
- "expected_interest_total": 300,
- "withholding_tax_rate": 19,
- "status": "active",
- "auto_renewal": {
- "enabled": false,
- "renewed_times": 0,
- "next_renewal_date": "2019-08-24",
- "renewal_term_months": 0
}, - "early_withdrawal": {
- "allowed": true,
- "penalty_type": "interest_loss",
- "penalty_value": 100,
- "notes": "Loss of accrued interest for the current period"
}, - "owners": [
- {
- "ID": "12345678Z",
- "name": "LUIS GARCIA BAQUERO",
- "role": "owner"
}
], - "interest_movements": [
- {
- "uuid": "90763109952d4f2ebece8dceca8254078c5384a0",
- "scheduled": false,
- "date": "2025-09-01",
- "period_start": "2024-09-01",
- "period_end": "2025-09-01",
- "currency": "EUR",
- "gross_interest": 300,
- "withholding_tax": 57,
- "net_interest": 243,
- "payment_type": "maturity"
}
], - "principal_movements": [
- {
- "date": "2019-08-24",
- "type": "renewal",
- "amount": 0,
- "currency": "string",
- "target_account": "string"
}
]
}
], - "leases": [
- {
- "subtype": "leasing",
- "uuid": "1f0a0b1c2d3e4f5a6b7c8d9e0f1234567890abcd",
- "contract_number": "L-2024-000123",
- "name": "BMW 3 Series Leasing",
- "provider": {
- "name": "Banco XYZ Renting, S.A.",
- "tax_id": "A12345678"
}, - "currency": "EUR",
- "start_date": "2024-10-01",
- "end_date": "2028-09-30",
- "term_months": 48,
- "payment_frequency": "monthly",
- "status": "active",
- "linked_account": "ES4021005321592566566159",
- "holders": [
- {
- "ID": "12345678Z",
- "name": "LUIS GARCIA BAQUERO",
- "role": "owner"
}
], - "asset": {
- "category": "vehicle",
- "description": "BMW 320d Touring",
- "vin": "WBA8G51040K123456",
- "license_plate": "1234-ABC",
- "brand": "BMW",
- "model": "320d",
- "year": 2024,
- "serial_number": "string",
- "address": "string"
}, - "financials": {
- "capital_financed": 35000,
- "nominal_interest_rate": 4.25,
- "apr_tae": 4.38,
- "discount_rate": 0,
- "initial_fee": 3000,
- "security_deposit": 1000,
- "residual_value": 12000,
- "purchase_option": true,
- "services_included": {
- "maintenance": true,
- "insurance": true,
- "roadside_assistance": true,
- "tires": false
}, - "vat_included": true,
- "mileage_limit_year": 15000,
- "early_termination": {
- "allowed": true,
- "penalty_type": "percentage_of_remaining",
- "penalty_value": 40
}
}, - "totals": {
- "paid_installments": 10,
- "remaining_installments": 38,
- "total_paid": 0,
- "total_pending": 0,
- "principal_outstanding": 0,
- "accrued_interest": 0
}, - "installments": {
- "paid": [
- {
- "uuid": "b07a1a0d3e6f4c2a9e1d0f8b7c6a5e4d3c2b1a0f",
- "date": "2025-01-01",
- "status": "pending",
- "currency": "EUR",
- "total": 625.5,
- "breakdown": {
- "principal": 450,
- "interest": 80,
- "services": 70,
- "taxes": 25.5,
- "fees": 0
}, - "value_date": "2019-08-24",
- "receipt_uuid": "string",
- "additional_info": [
- {
- "key": "string",
- "value": "string"
}
]
}
], - "scheduled": [
- {
- "uuid": "b07a1a0d3e6f4c2a9e1d0f8b7c6a5e4d3c2b1a0f",
- "date": "2025-01-01",
- "status": "pending",
- "currency": "EUR",
- "total": 625.5,
- "breakdown": {
- "principal": 450,
- "interest": 80,
- "services": 70,
- "taxes": 25.5,
- "fees": 0
}, - "value_date": "2019-08-24",
- "receipt_uuid": "string",
- "additional_info": [
- {
- "key": "string",
- "value": "string"
}
]
}
]
}
}
], - "properties": [
- {
- "uuid": "string",
- "code": "string",
- "description": "string",
- "purpose": "string",
- "currency": "string",
- "trading_price": 0,
- "trading_year": 0,
- "historic_prices": [
- {
- "date": "2019-08-24",
- "price": 0
}
]
}
], - "files": [
- {
- "file_date": "2023-07-21",
- "retrieval_type": "repository",
- "file_type": "Norma 43",
- "description": "Monthly account statement",
- "content": "string"
}
], - "contracts": [
- {
- "signing_date": "2003-09-26",
- "type": "loan",
- "subtype": "mortgage",
- "description": "Variable rate mortgage",
- "pdf_file": "string"
}
], - "factoring": [
- {
- "uuid": "a62ae601a424403d0fbe968d335378421006c277",
- "contract_number": "000117001234567",
- "name": "FACTORING PPAL SIN RECURSO",
- "currency": "EUR",
- "balances": {
- "available": 11360.26,
- "disposed": 0,
- "limit": 11360.26
}, - "interest_rate": 5.25,
- "linked_account": "ES0700812345678987654321",
- "next_payment_date": "",
- "number_invoices": 8,
- "total_value": 14495.28,
- "total_advanced_value": 6919.29,
- "providers": [
- {
- "uuid": "2ea19f8f8bcda4fa5e54e139852e0a7459d16b49",
- "company_id": "A12345678",
- "company_name": "EMPRESA 1 SA"
}
], - "invoices": [
- {
- "uuid": "6b556584df0721e5f0b27448247c9682a6470d11",
- "invoice_id": "2023-53",
- "provider_id": "A12345678",
- "operation_date": "2023-10-25",
- "due_date": "2024-01-24",
- "amount": 918.45,
- "status": "advanced",
- "additional_info": [
- {
- "key": "string",
- "value": "string"
}
]
}
]
}
], - "confirming": [
- {
- "uuid": "a62ae601a424403d0fbe968d335378421006c277",
- "contract_number": "000117001234567",
- "name": "CONFIRMING PPAL SIN RECURSO",
- "currency": "EUR",
- "balances": {
- "available": 11360.26,
- "disposed": 0,
- "limit": 11360.26
}, - "interest_rate": 5.25,
- "linked_account": "ES0700812345678987654321",
- "next_payment_date": "",
- "number_invoices": 8,
- "total_value": 14495.28,
- "total_advanced_value": 6919.29,
- "providers": [
- {
- "uuid": "2ea19f8f8bcda4fa5e54e139852e0a7459d16b49",
- "company_id": "A12345678",
- "company_name": "EMPRESA 1 SA"
}
], - "invoices": [
- {
- "uuid": "6b556584df0721e5f0b27448247c9682a6470d11",
- "invoice_id": "2023-53",
- "provider_id": "A12345678",
- "operation_date": "2023-10-25",
- "due_date": "2024-01-24",
- "amount": 918.45,
- "status": "advanced",
- "additional_info": [
- {
- "key": "string",
- "value": "string"
}
]
}
]
}
], - "employment": {
- "summary": {
- "totalDaysRegistered": 8912,
- "daysInMultipleActivity": 130,
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}, - "statistics": {
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}