What the API covers

Rather than a handful of read-only endpoints, IBviz's API mirrors the full depth of the platform. Here's a sense of what's available, grouped by area:

• Portfolios & transactions: create and manage portfolios, add or import transactions, configure price-source hierarchies, and share or revoke access.
• Assets & pricing: look up public and private assets, retrieve price history and corporate actions, and pull FX rates.
• Metrics & analytics: portfolio-level P&L, position snapshots at any date, customizable dashboard overviews, and VADI recalculation.
• Tags: create and apply tags, then retrieve tag-level analytics.
• Notes: create, search, and link multimedia investment notes to assets or portfolios, including file and image attachments.
• Reporting: generate reports from templates, list available reports, and retrieve generated files.
• Notifications: manage notification preferences and history.

This is a representative sample, not an exhaustive list, the API is as deep as the product itself.

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