Wealth Reader (8.1.3)

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.

Core

API lárnach a theastaítear le haghaidh comhtháthaithe caighdeánacha

Faigheann sé sócmhainní airgeadais agus sonraí a gcomhdhéana

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.

Request Body schema: application/x-www-form-urlencoded

api_key	string Aithníonn sé an cliant sa tseirbhís
code	string Ainm na heintiteas. Tá an liosta iomlán ar fáil le GET
token	string Aithníonn sé na dintiúir choimeádta. Tá an sreabhadh trína bhfuarthas an token tuairiscithe sa doiciméad 'Treoir chomhtháthaithe Widget'. Tá na húsáideoirí Mock seo a leanas ar fáil: MOCKDATA, freagra OK; MOCKOTP, freagra le dúshlán OTP; MOCKLOGINKO, freagra le earráid logáil isteach
product_types	string Enum: "accounts" "portfolios" "cards" "receipts" "loans" "factoring" "confirming" "properties" "invoices" "files" Liosta de chineálacha táirgí óna mbeidh faisnéis le fáil. Glacann sé le luachanna iolracha scartha le camóga.
only_balances	boolean Default: false Léiríonn sé an bhfaightear iarmhéideanna na dtáirgí amháin in ionad na faisnéise uile atá ar fáil. Luach réamhshocraithe: false.
date_from	string <date> Dáta óna n-iarrtar idirbhearta, i bhformáid BBBB-MM-LL. Caithfidh sé a bheith dáta roimh inniu.
date_to	string <date> Níl feidhm leis seo ach chun srian a chur ar dhátaí amach anseo do tháirgí loan agus confirming, i bhformáid BBBB-MM-LL. Caithfidh an dáta a bheith níos déanaí ná inniu
required_products_schema	string Scéimre táirgí riachtanach. Léiríonn sé na cuntais nó na cártaí óna dteastaíonn sonraí, le cumraíochtaí breise.
add_pdf_from_uuids	string Glacann sé le uuid idirbhearta scartha le camóga. Paraiméadar nach dtógtar san áireamh ach amháin má tá product_types ALL nó má chuimsíonn sé accounts. Cuireann sé an doiciméad PDF a bhaineann le gach idirbheart bainc iarrtha.

Responses

Request samples

Payload

Content type

application/x-www-form-urlencoded

api_key=12345678&code=caixabank&token=MOCKDATA&product_types=accounts%2Cportfolios&date_from=2024-01-01

Response samples

Content type

application/json

[{"success": true,
"payload": {"user_information": {"ID": "12345678Z",
"name": "LUIS GARCIA BAQUERO",
"gender": "male",
"birth_date": "1980-09-26",
"birth_place": "Ibiza",
"email": "[email protected]",
"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,
"pending_principal": 5000,
"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": "opening",
"amount": 12000,
"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"
}
}
]

Liosta de chineálacha idirbheart

query Parameters

lang	string Default: "es" Enum: "es" "en" Response language

Responses

Response samples

Content type

application/json

[[{"type": 100,
"literal": "Dividend collection"
}
]
]

Iarr ar chomharthaí a bhaineann le api_key

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.

Request Body schema: application/x-www-form-urlencoded
required

api_key	string api_key chun an cliant a aithint sa tseirbhís
page	number Sonraigh an uimhir leathanaigh a theastaíonn uait a fháil. Tá suas le 500 comhartha ar gach leathanach. Mura soláthraítear, is é `1` an luach réamhshocraithe.

Responses

Request samples

Payload

Content type

application/x-www-form-urlencoded

api_key=12345678&page=1

Response samples

Content type

application/json

[{"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"
}
]

Cealaigh comhartha

Ceadaíonn an modh seo comhartha atá ann cheana a chealú chun iarratais rochtana API amach anseo a dhícheadú.

Request Body schema: application/x-www-form-urlencoded
required

api_key	string Aithníonn sé an cliant sa tseirbhís
token	string Comhartha le cealú.

Responses

Response samples

Content type

application/json

{"success": true,
"message": "Token successfully revoked."
}

Athshannadh comhartha go api_key difriúil

Ceadaíonn an modh seo comhartha a athshannadh ó api_key amháin go ceann eile.

Request Body schema: application/x-www-form-urlencoded
required

api_key_source	string api_key óna ndéanfar athshannadh an chomhartha.
api_key_target	string api_key chuig a ndéanfar athshannadh an chomhartha.
token	string Comhartha le athshannadh.

Responses

Request samples

Payload

Content type

application/x-www-form-urlencoded

api_key_source=12345678&api_key_target=87654321&token=FRJ0mHlaqZwLzu

Response samples

Content type

application/json

{"success": true,
"message": "Token successfully reassigned."
}

Cuir fearann nua leis

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

Request Body schema: application/x-www-form-urlencoded
required

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.

Responses

Request samples

Payload

Content type

application/x-www-form-urlencoded

method=add&api_key=12345678&domain=https%3A%2F%2Fwww.cliente.com&url_callback=https%3A%2F%2Fwww.cliente.com%2Fwebhooks%2Fwealthreader&tokenize=1

Response samples

Content type

application/json

{"success": true,
"message": "string"
}

Liosta de chóid earráide

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.

query Parameters

lang	string Default: "es" Enum: "es" "en" Response language

Responses

Response samples

Content type

application/json

[[{"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

Liosta de chóid rabhaidh.

query Parameters

lang	string Default: "es" Enum: "es" "en" Response language

Responses

Response samples

Content type

application/json

[[{"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\"."
}
]
]

Advanced

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

Faigheann sé liosta na n-eintiteas tacaithe agus an fhaisnéis a theastaíonn chun foirm logáil isteach na heintite a tharraingt.

query Parameters

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.

Responses

Response samples

Content type

application/json

[{"code": "bancamarch",
"name": "Bancamarch",
"logo": "https://cdn.wealthreader.com/bancamarch.svg",
"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"
}
}
]

Fíoraigh úinéireacht cuntas bainc trí IBAN

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.

Request Body schema: application/x-www-form-urlencoded
required

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

Responses

Request samples

Payload

Content type

application/x-www-form-urlencoded

api_key=12345678&iban=ES4914651234561234567890&document_type=NIF&document_number=12345678Z&holder_name=LUIS%20GARCIA%20BAQUERO

Response samples

Content type

application/json

{"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"
}
}

Cláraigh úsáideoir nua

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.

Request Body schema: application/x-www-form-urlencoded
required

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.

Responses

Response samples

Content type

application/json

{"success": true,
"message": "User registered successfully"
}

Seiceáil stádas cláraithe úsáideora

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.

Request Body schema: application/x-www-form-urlencoded
required

api_key required	string Authentication key
user_id required	string User identification document.

Responses

Response samples

Content type

application/json

{"success": true,
"registered": true,
"user_id": "12345",
"links": {"easy-transfer": "https://singularbank.wealthreader.com/...",
"integra": "https://www.acumulas.com/register?..."
}
}

Cealaigh úsáideoir a cláraíodh roimhe seo

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.

Request Body schema: application/x-www-form-urlencoded
required

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.

Responses

Response samples

Content type

application/json

{"success": true,
"message": "User unregistered successfully"
}

Luchtú nasc baisc

Tá an críochphointe seo roghnach agus ní theastaítear le haghaidh comhtháthaithe caighdeánacha. Bain úsáid as ach amháin má thugann Wealth Reader treoir shoiléir. Tábhachtach: Chun bainistiú próisis bhaisc a úsáid ar thaobh Wealthreader, tá timpeallacht tiomnaithe ag teastáil. Níl an críochphointe seo ar fáil ar api.wealthreader.com. 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.

Request Body schema: application/json
required

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

Responses

Request samples

Payload

Content type

application/json

{"api_key": "12345678",
"notification_url": "https://example.com/webhook/batch-complete",
"connections": [{"code": "caixabank",
"token": "token123",
"product_types": "accounts,portfolios"
},
{"code": "BBVA",
"token": "token456",
"product_types": "accounts",
"date_from": "2024-01-01"
}
]
}

Response samples

Content type

application/json

{"success": true,
"batch_id": "batch_20250120_a1b2c3d4",
"total_connections": 5,
"estimated_completion_time": "2025-01-20T10:45:00Z"
}

Faigh staitisticí ginearálta faoi naisc bhaisc

Tá an críochphointe seo roghnach. Faigheann sé staitisticí ginearálta faoi thoradh próiseála na nasc go léir i mbaisc.

Request Body schema: application/json
required

api_key required	string Identifies the client in the service
batch_id required	string Batch ID

Responses

Request samples

Payload

Content type

application/json

{"api_key": "string",
"batch_id": "string"
}

Response samples

Content type

application/json

{"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
}
}

Faigh toradh aonair de nasc sonrach laistigh de bhaisc

Tá an críochphointe seo roghnach. Faigheann sé toradh naisc shonrach ón mbaisc.

Request Body schema: application/json
required

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

Responses

Request samples

Payload

Content type

application/json

{"api_key": "string",
"batch_id": "string",
"credential_id": "string"
}

Response samples

Content type

application/json

{"success": true,
"payload": {"user_information": {"ID": "12345678Z",
"name": "LUIS GARCIA BAQUERO",
"gender": "male",
"birth_date": "1980-09-26",
"birth_place": "Ibiza",
"email": "[email protected]",
"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,
"pending_principal": 5000,
"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": "opening",
"amount": 12000,
"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,
"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"
}
}

Wealth Reader (8.1.3)

Core

Faigheann sé sócmhainní airgeadais agus sonraí a gcomhdhéana

Request Body schema: application/x-www-form-urlencoded

Responses

Request samples

Response samples

Liosta de chineálacha idirbheart

query Parameters

Responses

Response samples

Iarr ar chomharthaí a bhaineann le api_key

Request Body schema: application/x-www-form-urlencodedrequired

Responses

Request samples

Response samples

Cealaigh comhartha

Request Body schema: application/x-www-form-urlencodedrequired

Responses

Response samples

Athshannadh comhartha go api_key difriúil

Request Body schema: application/x-www-form-urlencodedrequired

Responses

Request samples

Response samples

Cuir fearann nua leis

Request Body schema: application/x-www-form-urlencodedrequired

Responses

Request samples

Response samples

Liosta de chóid earráide

query Parameters

Responses

Response samples

Liosta de chóid rabhaidh

query Parameters

Responses

Response samples

Advanced

Faigheann sé liosta na n-eintiteas tacaithe

query Parameters

Responses

Response samples

Fíoraigh úinéireacht cuntas bainc trí IBAN

Request Body schema: application/x-www-form-urlencodedrequired

Responses

Request samples

Response samples

Cláraigh úsáideoir nua

Request Body schema: application/x-www-form-urlencodedrequired

Responses

Response samples

Seiceáil stádas cláraithe úsáideora

Request Body schema: application/x-www-form-urlencodedrequired

Responses

Response samples

Cealaigh úsáideoir a cláraíodh roimhe seo

Request Body schema: application/x-www-form-urlencodedrequired

Responses

Response samples

Luchtú nasc baisc

Request Body schema: application/jsonrequired

Responses

Request samples

Response samples

Faigh staitisticí ginearálta faoi naisc bhaisc

Request Body schema: application/jsonrequired

Responses

Request samples

Response samples

Faigh toradh aonair de nasc sonrach laistigh de bhaisc

Request Body schema: application/jsonrequired

Responses

Request samples

Response samples

Request Body schema: application/x-www-form-urlencoded
required

Request Body schema: application/x-www-form-urlencoded
required

Request Body schema: application/x-www-form-urlencoded
required

Request Body schema: application/x-www-form-urlencoded
required

Request Body schema: application/x-www-form-urlencoded
required

Request Body schema: application/x-www-form-urlencoded
required

Request Body schema: application/x-www-form-urlencoded
required

Request Body schema: application/x-www-form-urlencoded
required

Request Body schema: application/json
required

Request Body schema: application/json
required

Request Body schema: application/json
required