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cobaltpf
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Cobalt API
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Checked 15h ago · Updated 1mo ago
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latest
OpenAPI 3.1.0
2026-07-13
96
74
137.3 KB
8ef0dfb5d23c
Accounts
11
Alerts
1
App Store
1
Brokerage
12
get
Get brokerage overview
get
Get brokerage balances
get
Get brokerage positions
get
Get brokerage activities
get
Get portfolio snapshots
get
Get user brokerages
get
Get user tickers
post
Create a manual holding on a manual investment account
delete
Delete a manual holding
patch
Update a manual holding (sparse patch)
post
Record a SELL against a manual holding
put
Set the uninvested cash sleeve on a manual investment account
Categories
10
Chat
4
Imports
15
Institutions
4
Plaid
4
Research
7
SnapTrade
1
Subscriptions
2
Tags
5
Transactions
10
User
9
Brokerage
Get portfolio snapshots
get
/api/brokerage/portfolio-snapshots
Query parameters
accountId
string
endDate
string
startDate
string
Response
Portfolio snapshots
object
required
snapshots
PortfolioSnapshot[]
required