Get Account Portfolio History

Returns timeseries data about equity and profit/loss (P/L) of the account in requested timespan.

Usage for equity-traders

By default, for timeframes less than 1D, the API returns the data points during market open times, to change this behavior the intraday_reporting query can be set to extended_hours, to include the premarket and after-hours trading prices.

Usage for crypto-traders

The API can be used both for crypto and equities trading accounts. By default the API is aiming at the equities trading use-case, however, it can be configured to return data more suited for visualizing crypto portfolios.

For crypto, we recommend setting the following flags:

  • intraday_reporting=continuous so that 24/7 graphs are returned
  • pnl_reset=no_reset so that the Profit And Loss calculation is continuous over the given period of time.

The timeframe can only be set to less than 1 day, when the requested period is less than 30 days.


In the case of continuous mode (intraday_reporting), the current price of the equities is calculated in the following way:

4:00 am ET - 9:30 am ET - Last trade based on the premarket in the specific time bucket
9:30 am ET - 4pm ET - Last trade in the specific time bucket
4:00 pm ET - 10:00 pm ET - Last trade based on after-hours trading in the specific time bucket
10 pm ET - 4:00 am ET next trading day - Official closing price from the primary exchange at 4 pm ET.

Regardless of the intraday_reporting's value the 1D chart only contains data for days when the market was open.

Click Try It! to start a request and see the response here!