Tappengine

Introduction

API Reference

Authentication

Error Codes

Account Management

Overview

Manage Accounts

Deposit / Withdrawals

Account Documents

The Trade Microservice section provides the tools necessary to manage and execute trade operations within the platform. It enables users to create, retrieve, and process trade transactions, facilitating seamless and efficient trading workflows.

Brokerage

Brokerage Overview

Order Management

Positions

Watchlists

The Goal Based Investing Microservice v2 API enables users to create, manage, and monitor personalized investment goals. It provides the tools necessary to design tailored investment strategies, track progress, and adjust plans to align with individual financial objectives.

Goals / Robo Advisor

Goals Overview

Goal Management

Market Data

Market Data Overview

Security Master

Sectors and Industries

Financial and Market Data

The Learn Microservice V2 provides a comprehensive API interface for managing and delivering learning content, tracking progress, and facilitating user engagement within the platform. It enables developers to seamlessly integrate course creation, enrollment, and assessment functionalities, supporting a dynamic and personalized learning experience.

Learning Management System

LMS Overview

Courses

Content

Default

Tappengine Invest API Documentation

Onboarding v1

Production

Development

Sandbox

Add to Watchlist

Alternative Risk Profiles

Asset Classes

Balance Sheet

Calculate Target Amount

Cancel Funding Transaction

Cancel Order

Cash Dividends

Check Goal Feasibility

Close an Account

Closing Account Withdrawal

Company Profile

Completed Lecture

Course Progress

Create Investment Goal

Create Recurring Deposit Rule

Create Robo Account

Create / Update an Account

Create / Update Order

Credit Account

Debit Account

Delete Recurring Deposit Rule

Email document

Geo Tags

Get Account Details

Get All Industries Details

Get All Sector Details

Get Allocation By Risk Profile

Get Bank Account

Get Content

Get Equity Security Master

Get Funding Transactions

Get Goal User Answers

Get Holidays

Get Positions

Get Projection Chart

Get Recurring Deposit Rule

Get Sector Symbols

Get Symbol Details

Get Watchlist

Goal's Progress

Historical Data

List supported documents

List Transactions

Module Progress

News Data

Order Count

Portfolio Summary

Real-Time Data

Remove from Watchlist

Request W9 form

Retrieve Account Details

Retrieve Orders

Retrieves documents based on the specified request parameters.

Robo - Cancel Transaction

Robo - Credit

Robo - Debit

Robo - Get Transactions

Set Bank Account Default

Stock Logos

Update Investment Goal

Update User Disclosure And Sign in Application.

Update user profile picture

User Progress

Validate Symbol

The /api/v2/Funds/Credit section enables authorized users to initiate credit transactions to customer accounts swiftly and securely. By leveraging this API, users can fund accounts, manage transfer details, and automate payment processes to support seamless financial operations within the Transaction Microservice V2.

The /api/v2/Funds/Debit section enables users to initiate fund debits from customer accounts, facilitating seamless disbursements and account management. It provides a streamlined interface for executing debit transactions, ensuring accurate and secure fund transfers within the transaction microservice.

The /api/v2/Funds/GetTransactions section enables users to retrieve a filtered list of financial transactions within the Transaction Microservice V2. It provides detailed transaction information and supports pagination, allowing for efficient management and review of transaction histories.

The CancelTransaction section enables users to revoke or reverse a previously initiated transaction within the Transaction Microservice V2. By utilizing this functionality, users can efficiently manage and rectify transactions, ensuring accurate financial records and customer account integrity.

This section allows users to retrieve detailed information about recurring deposit rules within the Transaction Microservice V2. By utilizing this functionality, users can access comprehensive data on deposit configurations, including account details, funding goals, and scheduling information to facilitate account management and reporting.

The Delete Recurring Deposit Rule endpoint allows users to remove a specific recurring deposit rule from the system. By utilizing this functionality, users can effectively manage and update deposit configurations, ensuring that outdated or unnecessary rules are properly eliminated to maintain accurate and current deposit policies.

The /api/v2/Funds/Robo/Credit section enables users to initiate automatic credit transactions to specified bank accounts, facilitating efficient fund disbursements. It provides a streamlined interface for programmatically requesting credits, ensuring secure and accurate transfer of funds within the Transaction Microservice V2 environment.

The /Funds/Robo/Debit section enables authorized users to initiate electronic debits from specified bank accounts, facilitating seamless fund transfers within the Transaction Microservice V2 environment. It provides a streamlined interface for executing debit requests, ensuring accurate transaction processing and status tracking.

This section enables users to retrieve a comprehensive list of transactions within the Transaction Microservice V2. It provides filtered and paginated transaction data, allowing for effective tracking, analysis, and reconciliation of financial activities.

The CancelTransaction endpoint allows users to revoke or abort a previously initiated transaction within the Transaction Microservice V2. By utilizing this feature, users can effectively manage and control their transaction flow, ensuring accurate and timely cancellation when necessary.

The "Close Account Withdrawal" section enables users to initiate the process of closing and settling pending fund withdrawals for a specified account. It facilitates secure management of account closures by providing the necessary interface to request and process withdrawal finalizations within the Transaction Microservice V2.

Sections