Improved

Portfolio history examples updated for cash movements

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