ASP.NET Web API Help Page

Introduction

Provide a general description of your APIs here.

ReportPortfolioHoldingsReconciliation

API	Description
GET api/ReportPortfolioHoldingsReconciliation?Account_Number={Account_Number}&As_Of_Date={As_Of_Date}	No documentation available.

Authentication

API	Description
PUT api/Authentication	No documentation available.
POST api/Authentication	No documentation available.

EULA

API	Description
POST api/EULA	No documentation available.

ChecklistClient

API	Description
GET api/ChecklistClient	No documentation available.
POST api/ChecklistClient	No documentation available.
PUT api/ChecklistClient	No documentation available.

ReportPerformanceDashboard

API	Description
GET api/ReportPerformanceDashboard?Scan={Scan}&Return_Type={Return_Type}&Strategies[0]={Strategies[0]}&Strategies[1]={Strategies[1]}&Models[0]={Models[0]}&Models[1]={Models[1]}	No documentation available.

JournalLog

API	Description
GET api/JournalLog	No documentation available.
POST api/JournalLog	No documentation available.
PUT api/JournalLog	No documentation available.

CRMClientDashboard

API	Description
POST api/CRMClientDashboard	No documentation available.

ReportSecurityDashboard

API	Description
GET api/ReportSecurityDashboard?As_Of_Date={As_Of_Date}&Scan={Scan}&Asset_Classes[0]={Asset_Classes[0]}&Asset_Classes[1]={Asset_Classes[1]}&Strategies[0]={Strategies[0]}&Strategies[1]={Strategies[1]}	No documentation available.

CRMDashboard

API	Description
GET api/CRMDashboard?Account_Number={Account_Number}	No documentation available.
POST api/CRMDashboard	No documentation available.

Version

API	Description
GET api/Version	No documentation available.

ReconciliationDashboardReport

API	Description
POST api/ReconciliationDashboardReport	No documentation available.

ReportPortfolioStatement

API	Description
GET api/ReportPortfolioStatement?Account_Number={Account_Number}&As_Of_Date={As_Of_Date}	No documentation available.

PortfolioReturnsCumulative

API	Description
POST api/PortfolioReturnsCumulative	No documentation available.

Password

API	Description
POST api/Password	No documentation available.
GET api/Password?user={user}	No documentation available.

RiskDashboard

API	Description
GET api/RiskDashboard	No documentation available.
POST api/RiskDashboard	No documentation available.

ComplianceDashboardReport

API	Description
POST api/ComplianceDashboardReport	No documentation available.

RiskDashboardReport

API	Description
POST api/RiskDashboardReport	No documentation available.

BenchmarkReturnsCumulative

API	Description
POST api/BenchmarkReturnsCumulative	No documentation available.

ReportAllAccountsDashboard

API	Description
GET api/ReportAllAccountsDashboard?As_Of_Date={As_Of_Date}	No documentation available.

JournalLogAttachments

API	Description
POST api/JournalLogAttachments	No documentation available.

Disclaimers

API	Description
GET api/Disclaimers?Type={Type}	No documentation available.

BenchmarkReturns

API	Description
POST api/BenchmarkReturns	No documentation available.

AllAccounts

API	Description
GET api/AllAccounts?Type={Type}	No documentation available.
POST api/AllAccounts	No documentation available.

Values

API	Description
GET api/Values	No documentation available.
GET api/Values/{id}	No documentation available.
POST api/Values	No documentation available.
PUT api/Values/{id}	No documentation available.
DELETE api/Values/{id}	No documentation available.

PortfolioReturns

API	Description
POST api/PortfolioReturns	No documentation available.

SecuritiesDashboard

API	Description
GET api/SecuritiesDashboard?type={type}	No documentation available.
POST api/SecuritiesDashboard	No documentation available.

ReportPortfolioDashboardPerformance

API	Description
GET api/ReportPortfolioDashboardPerformance?Account_Number={Account_Number}&Benchmark={Benchmark}	No documentation available.

Checklist

API	Description
GET api/Checklist	No documentation available.
POST api/Checklist	No documentation available.
PUT api/Checklist	No documentation available.

ChecklistClientAttachments

API	Description
POST api/ChecklistClientAttachments	No documentation available.

ReportJournalLog

API	Description
GET api/ReportJournalLog?Start_Date={Start_Date}&End_Date={End_Date}&Account_Number={Account_Number}&Client_Name={Client_Name}&Search={Search}&Author={Author}&Type={Type}	No documentation available.

ComplianceDashboard

API	Description
GET api/ComplianceDashboard	No documentation available.
POST api/ComplianceDashboard	No documentation available.

User

API	Description
GET api/User	No documentation available.
PUT api/User	No documentation available.

RiskReport

API	Description
GET api/RiskReport?Account_Number={Account_Number}	No documentation available.

API	Description
POST api/Login	No documentation available.
DELETE api/Login	No documentation available.

QuickHoldingsReports

API	Description
GET api/QuickHoldingsReports?Account_Number={Account_Number}	No documentation available.

BenchmarkHoldings

API	Description
POST api/BenchmarkHoldings	No documentation available.

JournalLogClientAttachments

API	Description
POST api/JournalLogClientAttachments	No documentation available.

ReportPortfolioHoldings

API	Description
GET api/ReportPortfolioHoldings?Account_Number={Account_Number}&As_Of_Date={As_Of_Date}	No documentation available.

Benchmark

API	Description
GET api/Benchmark	No documentation available.

PortfolioPerformanceDashboard

API	Description
GET api/PortfolioPerformanceDashboard	No documentation available.
POST api/PortfolioPerformanceDashboard	No documentation available.

PortfolioDashboardPerformance

API	Description
GET api/PortfolioDashboardPerformance?Account_Number={Account_Number}&Benchmark={Benchmark}	No documentation available.

PrivacyPolicy

API	Description
GET api/PrivacyPolicy	No documentation available.

QuickPerformanceReports

API	Description
GET api/QuickPerformanceReports?Account_Number={Account_Number}	No documentation available.

FileRetriever

API	Description
GET api/FileRetriever?filename={filename}	No documentation available.

JournalLogReports

API	Description
POST api/JournalLogReports	No documentation available.

AccountDashboard

API	Description
GET api/AccountDashboard?Account_Number={Account_Number}	No documentation available.
POST api/AccountDashboard	No documentation available.

ReconciliationDashboard

API	Description
POST api/ReconciliationDashboard	No documentation available.

ReportRisk

API	Description
GET api/ReportRisk?Account_Number={Account_Number}&Start_Date={Start_Date}&End_Date={End_Date}&Benchmark={Benchmark}	No documentation available.

ReportReconciliationDashboard

API	Description
GET api/ReportReconciliationDashboard?As_Of_Date={As_Of_Date}&Scan={Scan}&Differences={Differences}&Custodians[0]={Custodians[0]}&Custodians[1]={Custodians[1]}	No documentation available.

ComplianceReports

API	Description
POST api/ComplianceReports	No documentation available.

PerformanceReports

API	Description
POST api/PerformanceReports	No documentation available.

Strategies

API	Description
GET api/Strategies	No documentation available.

ReportPortfolioStructure

API	Description
GET api/ReportPortfolioStructure?Account_Number={Account_Number}&As_Of_Date={As_Of_Date}	No documentation available.

ReconciliationReports

API	Description
POST api/ReconciliationReports	No documentation available.

PortfolioPerformance

API	Description
POST api/PortfolioPerformance	No documentation available.

ReportModelComparison

API	Description
GET api/ReportModelComparison?Account_Number={Account_Number}&As_Of_Date={As_Of_Date}&Model={Model}	No documentation available.

ReportCumulativePerformanceRelativeToBenchmark

API	Description
GET api/ReportCumulativePerformanceRelativeToBenchmark?Account_Number={Account_Number}&Start_Date={Start_Date}&End_Date={End_Date}&Benchmark={Benchmark}&Frequency={Frequency}&Reporting_Method={Reporting_Method}	No documentation available.

PerformanceDashboardReport

API	Description
POST api/PerformanceDashboardReport	No documentation available.

ReportComplianceDashboard

API	Description
GET api/ReportComplianceDashboard?Scan={Scan}&Compliant={Compliant}&Strategies[0]={Strategies[0]}&Strategies[1]={Strategies[1]}&Models[0]={Models[0]}&Models[1]={Models[1]}	No documentation available.

MonthlyPortfolioReturns

API	Description
POST api/MonthlyPortfolioReturns	No documentation available.

RiskReports

API	Description
POST api/RiskReports	No documentation available.

ModelReports

API	Description
POST api/ModelReports	No documentation available.

SecuritiesDashboardReport

API	Description
POST api/SecuritiesDashboardReport	No documentation available.

TransactionReports

API	Description
POST api/TransactionReports	No documentation available.

ReportCompliance

API	Description
GET api/ReportCompliance?Account_Number={Account_Number}&As_Of_Date={As_Of_Date}	No documentation available.
GET api/ReportCompliance?Account_Number={Account_Number}	No documentation available.

Custodians

API	Description
GET api/Custodians	No documentation available.

ChecklistAttachments

API	Description
POST api/ChecklistAttachments	No documentation available.

Dashboards

API	Description
GET api/Dashboards	No documentation available.

ReportRiskDashboard

API	Description
GET api/ReportRiskDashboard?Scan={Scan}&Strategies[0]={Strategies[0]}&Strategies[1]={Strategies[1]}&Models[0]={Models[0]}&Models[1]={Models[1]}	No documentation available.

JournalLogClient

API	Description
GET api/JournalLogClient	No documentation available.
POST api/JournalLogClient	No documentation available.
PUT api/JournalLogClient	No documentation available.

BenchmarkPerformance

API	Description
POST api/BenchmarkPerformance	No documentation available.

AsOfDates

API	Description
GET api/AsOfDates?Type={Type}	No documentation available.

HoldingsReports

API	Description
POST api/HoldingsReports	No documentation available.

ClientInformation

API	Description
GET api/ClientInformation	No documentation available.

ReportTransactions

API	Description
GET api/ReportTransactions?Account_Number={Account_Number}&Start_Date={Start_Date}&End_Date={End_Date}	No documentation available.