API overview

IBviz offers a full REST API covering everything you can do in the app: portfolios, transactions, assets, pricing, analytics, sharing, notes, and reporting. It's built on the same endpoints that power our own web app, so anything you see on screen, you can reach programmatically.

The API is comprehensive enough to support fully custom integrations: syncing portfolios from your own systems, pulling metrics into an internal dashboard, generating reports on a schedule, or building a white-label experience on top of IBviz's analytics engine.

📌 Full endpoint documentation is shared with paying customers. Get in touch to request access.