Market-value history for an investment account

GET

/accounts/{id}/value-history

const url = 'https://api.tovarifinancial.com/accounts/2489E9AD-2EE2-8E00-8EC9-32D5F69181C0/value-history';
const options = {method: 'GET', headers: {Authorization: 'Bearer <token>'}};

try {
  const response = await fetch(url, options);
  const data = await response.json();
  console.log(data);
} catch (error) {
  console.error(error);
}

curl --request GET \
  --url https://api.tovarifinancial.com/accounts/2489E9AD-2EE2-8E00-8EC9-32D5F69181C0/value-history \
  --header 'Authorization: Bearer <token>'

Newest-first, keyset-paginated market-value snapshots for a Plaid-linked investment account (balance-only Investments tier). Read-only: it parses no X-Idempotency-Key and this tier adds no write endpoint. changeSincePreviousCents is SERVER-computed across page boundaries and is null on the account’s oldest row; nextCursor is explicitly null (never omitted) on the last page. A non-existent id, an id in another org, and an account that is not an investment account all return the IDENTICAL 404, so account type is not enumerable.

Authorizations

bearerAuth

Parameters

Path Parameters

required

string format: uuid

Account id

Query Parameters

limit

integer

Page size, 1..200 (default 50). Out of range is a 400, never a silent clamp.

cursor

string

Opaque keyset cursor from the previous page.

Responses

200

Value history

application/json

object

data

required

object

accountId

string format: uuid

accountName

string

accountType

string

Allowed values: investment

maskLast4

string

nullable

institution

string

nullable

isPlaidLinked

boolean

currency

string

latest

object

state

string

Allowed values: value awaiting-first-snapshot reconnect-required unsupported-currency unavailable

valueCents

Integer minor units (cents)

integer format: int64

nullable

effectiveAsOf

string format: date-time

nullable

plaidAsOfPresent

boolean

changeSincePreviousCents

Integer minor units (cents)

integer format: int64

nullable

source

string

Allowed values: plaid-holdings

snapshots

Array<object>

object

string format: uuid

valueCents

Integer minor units (cents)

integer format: int64

effectiveAsOf

string format: date-time

plaidAsOfPresent

boolean

capturedAt

string format: date-time

changeSincePreviousCents

Integer minor units (cents)

integer format: int64

nullable

nextCursor

string

nullable

message

string

requestId

required

string

timestamp

required

string format: date-time

Example

{
  "data": {
    "accountType": "investment",
    "latest": {
      "state": "value",
      "source": "plaid-holdings"
    }
  }
}

400

Validation failed — see errorCode / fieldErrors

application/json

object

errorCode

required

Machine-readable error code (AUTH_ERROR_CODES).

string

Allowed values: INVALID_EMAIL_FORMAT USER_ALREADY_EXISTS ORG_NAME_TAKEN INVALID_INVITE_CODE WRONG_PASSWORD USER_NOT_FOUND AUTHENTICATION_FAILED EXPIRED_CODE INVALID_CODE INVALID_PASSWORD VALIDATION_ERROR SIGNUP_FAILED DATABASE_ERROR SERVICE_UNAVAILABLE PLAID_ERROR IDEMPOTENCY_CONFLICT ACCOUNT_ALREADY_LINKED NOT_FOUND

message

required

string

fieldErrors

Optional field-level validation errors, keyed by field name.

object

key

additional properties

Array<string>

requestId

required

string

timestamp

required

string format: date-time

Example

{
  "errorCode": "INVALID_EMAIL_FORMAT"
}

401

Missing, invalid, or expired bearer token

application/json

object

errorCode

required

Machine-readable error code (AUTH_ERROR_CODES).

string

message

required

string

fieldErrors

Optional field-level validation errors, keyed by field name.

object

key

additional properties

Array<string>

requestId

required

string

timestamp

required

string format: date-time

Example

{
  "errorCode": "INVALID_EMAIL_FORMAT"
}

403

Authenticated, but the tenant gate refuses the request until the caller resolves a precondition. errorCode is one of EMAIL_NOT_VERIFIED, POLICY_ACCEPTANCE_REQUIRED, or SUBSCRIPTION_REQUIRED, evaluated in exactly that order (contract term CCR-1: email verification first, then policy acceptance, then subscription — so a subscriber who has merely not re-accepted the current policies always sees POLICY_ACCEPTANCE_REQUIRED). A POLICY_ACCEPTANCE_REQUIRED body additionally carries details.outstanding (the policy versions still to accept) and details.firstAcceptance. The SUBSCRIPTION_REQUIRED arm is INERT unless the server-side BILLING_ENABLED flag is exactly the string true; while it is off, only the first two codes are reachable. Not retryable as sent — resolve the named condition, then resend.

application/json

object

errorCode

required

Which precondition refused the request. Evaluated in this order (CCR-1); SUBSCRIPTION_REQUIRED is unreachable while BILLING_ENABLED is not exactly true.

string

Allowed values: EMAIL_NOT_VERIFIED POLICY_ACCEPTANCE_REQUIRED SUBSCRIPTION_REQUIRED

message

required

string

details

object

outstanding

required

Active policy versions the user has not yet accepted.

Array<object>

object

required

string format: uuid

policyType

required

string

version

required

integer

title

required

string

firstAcceptance

required

True when the user has accepted no policy before — the client renders the new-signup screen rather than the re-acceptance one.

boolean

requestId

required

string

timestamp

required

string format: date-time

Example

{
  "errorCode": "EMAIL_NOT_VERIFIED"
}

404

Resource not found or not owned by the caller org

application/json

object

errorCode

required

Machine-readable error code (AUTH_ERROR_CODES).

string

message

required

string

fieldErrors

Optional field-level validation errors, keyed by field name.

object

key

additional properties

Array<string>

requestId

required

string

timestamp

required

string format: date-time

Example

{
  "errorCode": "INVALID_EMAIL_FORMAT"
}

500

Internal error (no internal detail leaked)

application/json

object

errorCode

required

Machine-readable error code (AUTH_ERROR_CODES).

string

message

required

string

fieldErrors

Optional field-level validation errors, keyed by field name.

object

key

additional properties

Array<string>

requestId

required

string

timestamp

required

string format: date-time

Example

{
  "errorCode": "INVALID_EMAIL_FORMAT"
}

503

Service temporarily unavailable — errorCode is SERVICE_UNAVAILABLE. A TRANSIENT, RETRYABLE condition rather than a defect in the request: a query that exceeded its time budget, a lost or refused database connection, a saturated connection pool, or an outage at an upstream provider the request depends on (the authentication provider, or the bank data provider on a bank-connection operation). The identical request may succeed on retry — back off briefly and, on a write, resend the same X-Idempotency-Key where the operation accepts one.

application/json

object

errorCode

required

Machine-readable error code (AUTH_ERROR_CODES).

string

message

required

string

fieldErrors

Optional field-level validation errors, keyed by field name.

object

key

additional properties

Array<string>

requestId

required

string

timestamp

required

string format: date-time

Example

{
  "errorCode": "INVALID_EMAIL_FORMAT"
}