Praemium API

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The Praemium API Developer Hub

Welcome to the Praemium API developer hub. If you're planning to build the next-generation app or robo advice offering, this is the place for you. Developer focused documentation to help you start working with Praemium API as quickly as possible, as well as support if you get stuck.

Get Started

Documentation

  • Introduction
  • Authentication
  • Versioning
  • Rate Limiting
  • Response Codes
  • View All 5

API Status

  • getStatus
  • View All 1

Portfolio/Account Endpoints

  • getPortfolios
  • getPortfolio Detail
  • getChild Portfolios
  • getValuation
  • getAsset Class Summary
  • View All 5

Performance Endpoints

  • getPerformance
  • getInvestment Movements
  • getDaily Returns
  • getBenchmarks
  • getBenchmark Performance
  • getHoldings Excluded
  • getAsset Class Performance
  • View All 7

Tax Endpoints

  • getUnrealised CGT
  • getUnrealised CGT Summary
  • getRealised CGT
  • getRealised CGT Summary
  • View All 4

Trading Activity Endpoints

  • getTransactions
  • getCash Transactions
  • getUnsettled Transactions
  • getDividend Reinvestment Details
  • View All 4

Income Endpoints

  • getIncome and Tax Credits
  • getIncome Schedules
  • View All 2

Expense Endpoints

  • getExpenses
  • View All 1

Report/File Endpoints

  • getEvents
  • getPublished Files For Event
  • getDownload File
  • View All 3

SMA, IMA & Robo Endpoints

  • Account Set Up
  • postAccounts
  • postBulk Accounts
  • postRetail Super-Accumulation
  • postRetail Super-Pension
  • postApplicants
  • postBulk Applicants
  • postSMSF - Corporate Trustees
  • postSMSF - Individual Trustees
  • postElectronic Signatures
  • getApp Form
  • getAccount Status
  • postUsers
  • getPDS
  • patchLink a User to an Account
  • getSuper Funds
  • postBeneficiary Nominations
  • getAccount Breakdown by Model
  • postDraft Applications
  • getApplication Status
  • getExclusions
  • postExclusions
  • putExclusions
  • deleteExclusions
  • getModel Subscriptions
  • putModel Subscriptions
  • View All 26

Bulk Endpoints

  • getBulk Valuation
  • getRecalc Date for Service
  • getValuation (Bulk) [DEPRECATED]
  • View All 3

Model Manager Endpoints

  • Model Manager Components
  • getModels
  • getModel FUM
  • getModel Performance
  • getModel Holdings
  • getModel Weight Adjustment
  • putModel Weight Adjustment
  • View All 7

SSO and User Management

  • SSO and User Management for our Application
  • postSSOLogin
  • postSAML
  • View All 3