v1
latestOpenAPI 3.0.02026-07-245018.3 KBRetrieve Data
Get processed transaction and portfolio data from an uploaded file.
The response structure in the data field varies by statement_type:
| Statement Type | Data Structure |
|---|---|
| brokerage | data.ownerships[] — array of holdings with ticker, value, cost basis, asset class, etc. |
| tax_forms | data.forms[] — array of tax form extractions with form type and reviewed data |
| trust | data.extracted_data — trust document fields (grantors, trustees, distribution, etc.) |
| balance_sheet | data.ownerships[] — array of $cash holdings, one per balance sheet line item (account name, value, account type) |
Bounding Box Citations
When enable_bbox_citations is enabled for your firm and include_bbox=true is passed as a query parameter, each ownership includes a bounding_boxes field containing PDF coordinates for audited fields.
Response values:
- null — Feature not enabled for your firm
- {} — Feature enabled, but no citation data available for this holding
- {field: {page, x1, y1, x2, y2}} — Citation coordinates for each audited field
Coordinate system: Values are percentages (0–100) of page dimensions. Format is XYXY — x1,y1 is the top-left corner and x2,y2 is the bottom-right corner.
Available fields in bounding_boxes:
| Field | Description |
|---|---|
| statement_asset_value | Market value |
| quantity | Share/unit quantity |
| statement_price | Price per share/unit |
| statement_cost_basis | Cost basis |
| statement_gain_loss | Unrealized gain/loss |
| name | Holding name |
| ticker | Ticker symbol |
Only fields with citation data are included. Fields without bounding box data are omitted from the object.
Path parameters
File upload ID
Query parameters
Set to "true" or "1" to include per-field bounding box citations in the ownership response. Requires enable_bbox_citations to be enabled for your firm.
Response
Processed data retrieved