Improved
Portfolio history examples updated for cash movements
19 days ago
Updates the Get Account Portfolio History examples to describe cash movements. The activity type example now lists JNLC, CSD, and CSW (previously CSD, CSW, and FEE), reflecting that journal cash activity is included in cash movements.
Broker API
GET /v1/trading/accounts/{account_id}/account/portfolio/history
Trading API
GET /v2/account/portfolio/history