Account API Overview
Account management APIs covering portfolio analysis, price alerts, recurring investment plans, and share lists. Most methods require Trade-level authentication.
PortfolioContext
Portfolio profit/loss analysis and currency exchange rates.
| Method | Description |
|---|---|
| profit_analysis_summary | Overall portfolio P&L summary |
| profit_analysis_detail | Per-position P&L breakdown |
| profit_analysis_by_market | P&L grouped by market |
| capital_flow | Account capital flow history |
| exchange_rates | Current exchange rates for supported currencies |
AlertContext
Create and manage price alerts for securities.
| Method | Description |
|---|---|
| list_alerts | List all active price alerts |
| create_alert | Create a new price alert |
| update_alert | Update an existing alert |
| delete_alert | Delete a price alert |
DCAContext
Manage dollar-cost averaging (recurring investment) plans.
| Method | Description |
|---|---|
| list_dca | List all DCA plans |
| create_dca | Create a new DCA plan |
| dca_history | View execution history for a DCA plan |
| delete_dca | Cancel a DCA plan |
SharelistContext
Create and manage community share lists (watchlists shared with others).
| Method | Description |
|---|---|
| list_sharelist | List all share lists |
| create_sharelist | Create a new share list |
| update_sharelist | Update a share list |
| delete_sharelist | Delete a share list |