Overview
The Documents API endpoint allows users to manage their financial records and tax documents efficiently. Users can create, retrieve, and manage portfolio statements, transaction summaries, and tax-related documents through this API.
Document Data model
| Field Name | Data Type | Description |
|---|---|---|
id | string, uuid | Unique ID of a document |
type | string, enum | Document type [PORTFOLIO_STATEMENT, TRANSACTION_SUMMARY] |
status | string, enum | Document creation status [FINISHED, PROCESSING, ERROR] |
start_date | string, ISO 8601 | Document start date timestamp |
end_date | string, ISO 8601 | Document end date timestamp |
created_date | string, ISO 8601 | Document creation timestamp |
url | string | Document download URL |