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insighta cloud OpenAPI (1.0.0)

Download OpenAPI specification:

E-mail: support@insighta.cloud

insighta cloud public API for portfolio management and trading.

Service: https://insighta.cloud

Authentication

All endpoints require a Bearer API key in the Authorization header:

Authorization: Bearer <your_api_key>

API keys can be issued at https://insighta.cloud/settings

Portfolios

List portfolios

Without query params: returns the caller's portfolios. With search params: searches public portfolios.

Authorizations:
BearerAuth
query Parameters
search
string

Search term for portfolio name

country
string

Filter by country code

sort_by
string

Sort field

last_item
string

Pagination cursor (portfolio ID)

Responses

Response samples

Content type
application/json
{
  • "data": [
    ]
}

Create a portfolio

Authorizations:
BearerAuth
Request Body schema: application/json
required
name
required
string

Portfolio name

type
required
string
Enum: "simulation" "record"

Portfolio type

currency
required
string
Enum: "USD" "KRW" "JPY"

Base currency

budget
required
number

Initial budget amount

description
string
Default: ""
target_return
number
Default: 0
target_date
string
Default: ""
Array of objects
settings
object

Responses

Request samples

Content type
application/json
{
  • "name": "string",
  • "type": "simulation",
  • "currency": "USD",
  • "budget": 0,
  • "description": "",
  • "target_return": 0,
  • "target_date": "",
  • "items": [
    ],
  • "settings": { }
}

Response samples

Content type
application/json
{
  • "data": {
    }
}

Delete a portfolio

Authorizations:
BearerAuth
path Parameters
portfolio_id
required
string

Responses

Response samples

Content type
application/json
{
  • "message": "string"
}

Get NAV history

Returns Net Asset Value history for a portfolio.

Authorizations:
BearerAuth
path Parameters
portfolio_id
required
string

Responses

Response samples

Content type
application/json
{
  • "data": {
    }
}

Get metrics history

Returns performance metrics history. Valid metrics: twr, target_twr, mwr, target_mwr.

Authorizations:
BearerAuth
path Parameters
portfolio_id
required
string
query Parameters
metrics
required
string

Comma-separated metrics (twr,mwr,target_twr,target_mwr)

from_t
integer

Start timestamp (unix epoch)

to_t
integer

End timestamp (unix epoch)

Responses

Response samples

Content type
application/json
{
  • "data": {
    }
}

Orders

Create an order

Submit a trade order to update portfolio holdings.

Authorizations:
BearerAuth
Request Body schema: application/json
required
portfolio_id
required
string (Portfolio Id)
required
Array of objects (Items)
Currency (string) or Currency (null) (Currency)
Default: null
Payment Currency (string) or Payment Currency (null) (Payment Currency)
Default: null
Custom Exchange Rate (number) or Custom Exchange Rate (null) (Custom Exchange Rate)
Default: null
Is Custom Exchange Rate (boolean) or Is Custom Exchange Rate (null) (Is Custom Exchange Rate)
Default: false
Memo (string) or Memo (null) (Memo)
Default: null
Array of Cash Deposits (objects) or Cash Deposits (null) (Cash Deposits)
Default: null

Responses

Request samples

Content type
application/json
{
  • "portfolio_id": "string",
  • "items": [
    ],
  • "currency": null,
  • "payment_currency": null,
  • "custom_exchange_rate": null,
  • "is_custom_exchange_rate": false,
  • "memo": null,
  • "cash_deposits": null
}

Response samples

Content type
application/json
{
  • "message": "string"
}