Streamdata.io API Gallery - Quovo (Report Issue)

Organization(s):

Quovo Get all accounts

Fetches all Accounts accross all Users.

Quovo Get a single account

Provides information on a single account.

Quovo Update an account

Modifies an existing account.

Quovo Get auth for an account

Retrieves all authentication information associated with an account.

Quovo Fetch an Account's Extras Information

Retrieves an Account's Extras Information.

Quovo Get an account's holdings

Fetches all holdings for a specific account.

Quovo Get an account's transactions

Provides information on an account's historical transactions.

Quovo Get all connections

Retrieves all connections across all users.

Quovo Delete a connection

Deletes an existing Quovo connection.

Quovo Get a single connection

Provides information on a specific connection.

Quovo Modify a connection

Modifies an existing connection.

Quovo Fetch the Connection's Accounts

Fetches all of the accounts belonging to the connection. These are automatically created by Quovo after an initial sync. If you have a Postman Environment set up, this request will automatically set the variable `account_id` to the id of the firs...

Quovo Get challenges for a connection

Retrieves any Challenges associated with a connection.

Quovo Answer MFA challenges

Answer available MFA Challenges for a connection.

Quovo Get a connection's holdings

Fetches all holdings for a specific connection.

Quovo Get a connection's manual holdings

Fetches all Manual Assets for an Account.

Quovo Get a connection's sync progress

Check the ongoing Sync progress of an Account.

Quovo Initiate a Sync on the Connection

Initiates a new sync on the connection. Syncs are an ongoing update attempt on a connection. Syncing a newly created connection ensures the connction contains the most recent, available financial data, which includes current holdings and historic...

Quovo Get a connection's transactions

Provides information on a connection's historical transactions.

Quovo Get all holdings

Fetches all holdings across all accounts and connections.

Quovo Get all institutions

Provides information on all of Quovo's supported institutions.

Quovo Get a single institution

Provides information on a single Quovo-supported institution.

Quovo Get all manual accounts

Retrieves all Manual Accounts across all Users.

Quovo Delete a manual account

Deletes a Manual Account.

Quovo Get a single manual account

Returns a single Manual Account.

Quovo Update a manual account

Modifies a Manual Account.

Quovo Delete a manual holding

Deletes an existing Manual Asset for the given Manual Portfolio.

Quovo Get a manual account's holdings

Fetches all of the Portfolio's Manual Assets.

Quovo Create a manual holding

Creates a new Manual Asset for the given Manual Portfolio.

Quovo Update a manual holding

Updates an existing Manual Asset for the given Manual Portfolio.

Quovo Get all manual holdings

Fetches all Manual Holdings accross all users.

Quovo Get info about your API user

Fetch information about your Quovo API user.

Quovo Update your password

Update your API password. All future requests to /v3/tokens must use the new password to properly authenticate. New API passwords have several requirements: * Must be at least 6 characters long * Must contain a letter, a number, and a speci...

Quovo Delete an existing access token

Deletes an Access Token.

Quovo Get all active access tokens

Retrieves all of your current Access Tokens.

Quovo Create a new access token

Creates and returns a new Access Token.

Quovo Get a single transaction

Provides information on a single historical transaction.

Quovo Update a transaction

Update an existing historical transaction. Currently, only used to update a transaction's expense_category.

Quovo Get all users

Fetches all of your Users.

Quovo Create a new Quovo User

Creates a new Quovo User. Users are owners of Accounts, Portfolios, and any related financial data such as Positions and History. If you have a Postman Environment set up, the previous request should have set your Access Token automatically. If ...

Quovo Delete a User

Deletes a Quovo User.

Quovo Get a single user

Provides information on a single User.

Quovo Modify a user

Modifies an existing User.

Quovo Get a user's accounts

Fetches all Accounts for a specific user.

Quovo Get a user's connections

Returns all of a user's connections.

Quovo Create a Connection

Creates a new Quovo Connection.

Quovo Get a user's holdings

Fetches all holdings for a specific user.

Quovo Request a new institution

Requests a new financial institution for Quovo to retrieve data from.

Quovo Get a user's manual accounts

Returns all Manual Portfolios of a given User.

Quovo Create a manual account

Creates a Manual Account.

Quovo Get a user's manual holdings

Fetches all Manual Assets for a User.

Quovo Check a user's TOU status

Check whether or not a User has accepted Quovo’s terms of use.

Quovo Update a user's TOU status

Update whether or not a User has accepted Quovo’s terms of use.

Quovo Get a user's transactions

Provides historical transactions for a specific user.

Quovo Create a UI token

This creates a single use ui token for a user.

Quovo Delete a webhook

Deletes an existing webhook.

Quovo Get all registered webhooks

Retrieve your registered webhooks. Note: secret is intentionally omitted from all GET requests. It is only returned after being updated or after a new webhook is created.

Quovo Register a new webhook

Used to register new webhooks.

Quovo Update an existing webhook

Used to update an existing webhook.

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