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WealthGuard API

Build powerful financial applications with our comprehensive REST API. Manage users, accounts, investments, and real-time portfolio data securely.

Base URL: All API requests should be made to https://api.wealthguard.com/v1

Authentication

WealthGuard uses Bearer Token authentication. You must include your API key in the request header.

Auth

Header Configuration

curl -X GET https://api.wealthguard.com/v1/users/me \\
  -H "Authorization: Bearer wg_live_sk_9f8d7s6a5f4g3h2j1k"

const response = await fetch('https://api.wealthguard.com/v1/users/me', {
  headers: {
    'Authorization': 'Bearer wg_live_sk_9f8d7s6a5f4g3h2j1k',
    'Content-Type': 'application/json'
  }
});

import requests

response = requests.get(
    "https://api.wealthguard.com/v1/users/me",
    headers={"Authorization": "Bearer wg_live_sk_9f8d7s6a5f4g3h2j1k"}
)

Security Warning: Never expose your secret API keys in client-side code. Use environment variables or server-side proxying for production applications.

Core Endpoints

Get Current User

Retrieves the profile of the currently authenticated user.

GET

/users/me

Returns detailed information about the authenticated user including risk profile, account limits, and subscription tier.

Parameter	Type	Description
expandOptional	string	Comma-separated list of fields to expand (e.g., `profile,settings`)

Response Example

{ "id": "usr_8x7k2m9p3q", "email": "john.doe@example.com", "created_at": "2024-01-15T08:30:00Z", "tier": "professional", "profile": { "first_name": "John", "last_name": "Doe", "risk_tolerance": "moderate" } }

List Accounts

Retrieve a list of all accounts linked to the current user.

GET

/accounts

Returns an array of user accounts including checking, savings, investment, and credit accounts with current balances.

Parameter	Type	Description
typeOptional	enum	Filter by account type: `checking`, `savings`, `investment`, `credit`
limitOptional	integer	Number of results to return (max 100, default 20)

Response Example

{ "data": [ { "id": "acc_9m2k5x8p1z", "type": "investment", "name": "WealthGuard Growth Portfolio", "balance": { "amount": 284592.50, "currency": "USD" }, "status": "active" } ] }

Create Investment Order

Place a new investment order within a user's portfolio.

POST

/investments

Creates a pending investment order. The order will be executed during market hours. Requires investments:write scope.

Parameter	Type	Description
account_idRequired	string	The ID of the investment account
symbolRequired	string	Asset ticker symbol (e.g., `AAPL`, `VTSAX`)
quantityRequired	number	Number of shares to purchase
order_typeRequired	enum	Order type: `market`, `limit`, `stop`
limit_priceOptional	number	Required if `order_type` is `limit`

Request Body Example

{ "account_id": "acc_9m2k5x8p1z", "symbol": "VOO", "quantity": 10.5, "order_type": "market" }

Webhooks

WealthGuard sends webhook events to your configured endpoint when specific actions occur in the user's account.

Verification: Always verify webhook signatures using your webhook secret to ensure requests are authentic. We use HMAC-SHA256 for signature generation.

Supported Events

Event	Description
transaction.created	New transaction posted to an account
investment.executed	Investment order successfully executed
alert.threshold_breached	Account balance or risk metric crossed a defined threshold
user.updated	User profile or settings changed

Webhook Payload Example

{ "id": "evt_7h8j9k2m3n", "type": "transaction.created", "created_at": "2024-03-15T14:22:00Z", "data": { "transaction_id": "txn_5f6g7h8j9k", "account_id": "acc_9m2k5x8p1z", "amount": -24.99, "category": "groceries" } }

SDKs & Libraries

We provide official SDKs for popular languages to simplify integration.

JavaScript

npm install @wealthguard/sdk

Python

pip install wealthguard

Java

maven wealthguard-java

go get wealthguard-go