ETF Insights

3 endpoints · WealthSync API

POST

/pfm/api/v2/etf/user-linked-accounts

Get user linked accounts for ETFs.

docs.signcare.io/wealthsync/api/etf-insights/#post-pfm-api-v2-etf-user-linked-accounts

This API returns all linked ETF (Exchange Traded Fund) demat accounts for a user. Each linked account includes details like demat ID, broker name, holder info, consent status, and current value.

Request Body Parameters:

→ uniqueIdentifier (required): The primary identifier added at the time of subscription. It must be the exact same value used during the initial subscription and MUST never change for this user.

→ filterZeroValueAccounts (optional): Set to "true" to exclude accounts with zero balance. Default: "false".

→ filterZeroValueHoldings (optional): Set to "true" to exclude holdings with zero value. Default: "false".

Headers

X-API-KEY
stringrequired
Your secret API key for the environment you are calling (Stage and Live use different keys).
X-API-APP-ID
stringrequired
The App ID issued together with the key.
Content-Type
stringrequired
application/json

Body parameters

application/json

uniqueIdentifier
stringrequired
Required. Your identifier for the user, exactly as sent when the user was subscribed. Never changes for a user. Non-empty string.
minLength 1default user-12345
filterZeroValueAccounts
stringoptional
Optional. Send "true" to exclude accounts with zero current value. String "true" or "false". Default: "false".
nullabledefault false
filterZeroValueHoldings
stringoptional
Optional. Send "true" to exclude holdings with zero current value. String "true" or "false". Default: "false".
nullabledefault false

Sample request body

{ "uniqueIdentifier": "user-12345", "filterZeroValueAccounts": "false", "filterZeroValueHoldings": "false" }

Responses

200OK

totalFiData
integer (int32)optional
No description.
nullable
totalFiDataToBeFetched
integer (int32)optional
No description.
nullable
lastFetchDate
stringoptional
No description.
nullable
fipData
array<object>optional
No description.
nullable
Each item: 6 fields
- fipId
  stringoptional
  No description.
  nullable
- fipName
  stringoptional
  No description.
  nullable
- totalFiData
  integer (int32)optional
  No description.
  nullable
- totalFiDataToBeFetched
  integer (int32)optional
  No description.
  nullable
- linkedAccounts
  array<object>optional
  No description.
  nullable
  Each item: 27 fields
  fiDataId
  stringoptional
  No description.
  nullable
  accountRefNumber
  stringoptional
  No description.
  nullable
  dataFetched
  stringoptional
  No description.
  nullable
  lastFetchDateTime
  string (date-time)optional
  No description.
  nullable
  fiRequestCountOfCurrentMonth
  integer (int32)optional
  No description.
  nullable
  fipId
  stringoptional
  No description.
  nullable
  fipName
  stringoptional
  No description.
  nullable
  latestConsentPurposeText
  stringoptional
  No description.
  nullable
  latestConsentExpiryTime
  string (date-time)optional
  No description.
  nullable
  consentPurposeVersion
  stringoptional
  No description.
  nullable
  maskedDematId
  stringoptional
  No description.
  nullable
  linkedAccountType
  stringoptional
  No description.
  nullable
  holderName
  stringoptional
  No description.
  nullable
  holderDob
  string (date-time)optional
  No description.
  nullable
  holderMobile
  stringoptional
  No description.
  nullable
  holderNominee
  stringoptional
  No description.
  nullable
  holderDematId
  integer (int64)optional
  No description.
  nullable
  holderLandline
  stringoptional
  No description.
  nullable
  holderAddress
  stringoptional
  No description.
  nullable
  holderEmail
  stringoptional
  No description.
  nullable
  holderPan
  stringoptional
  No description.
  nullable
  holderCkycCompliance
  stringoptional
  No description.
  nullable
  equityHoldingsCount
  integer (int32)optional
  No description.
  nullable
  accountCurrentValue
  number (double)optional
  No description.
  nullable
  brokerId
  integer (int32)optional
  No description.
  nullable
  brokerName
  stringoptional
  No description.
  nullable
  brandName
  stringoptional
  No description.
  nullable
- currentValue
  number (double)optional
  No description.
  nullable
currentValue
number (double)optional
No description.
nullable
totalBrokers
number (double)optional
No description.
nullable

Example

{ "totalFiData": 0, "totalFiDataToBeFetched": 0, "lastFetchDate": "string", "fipData": [ { "fipId": "string", "fipName": "string", "totalFiData": 0, "totalFiDataToBeFetched": 0, "linkedAccounts": [ { "fiDataId": "string", "accountRefNumber": "string", "dataFetched": "string", "lastFetchDateTime": "2026-01-01T00:00:00Z", "fiRequestCountOfCurrentMonth": 0, "fipId": "string", "fipName": "string", "latestConsentPurposeText": "string", "latestConsentExpiryTime": "2026-01-01T00:00:00Z", "consentPurposeVersion": "string", "maskedDematId": "string", "linkedAccountType": "string", "holderName": "string", "holderDob": "2026-01-01T00:00:00Z", "holderMobile": "string", "holderNominee": "string", "holderDematId": 0, "holderLandline": "string", "holderAddress": "string", "holderEmail": "string", "holderPan": "string", "holderCkycCompliance": "string", "equityHoldingsCount": 0, "accountCurrentValue": 0, "brokerId": 0, "brokerName": "string", "brandName": "string" } ], "currentValue": 0 } ], "currentValue": 0, "totalBrokers": 0 }

400Bad Request

data
objectoptional
No description.
messages
array<string>optional
No description.
nullable
request_id
stringoptional
No description.
nullable
success
booleanoptional
No description.
default false
message
stringoptional
No description.
nullabledefault XXXXX
isBillable
booleanoptional
No description.
statusCode
integer (int32)optional
No description.
default 400

Example

{ "data": {}, "messages": [ "string" ], "request_id": "string", "success": false, "message": "XXXXX", "isBillable": false, "statusCode": 400 }

401Unauthorized

data
objectoptional
No description.
messages
array<string>optional
No description.
nullable
request_id
stringoptional
No description.
nullable
success
booleanoptional
No description.
default false
message
stringoptional
No description.
nullabledefault XXXXX
isBillable
booleanoptional
No description.
statusCode
integer (int32)optional
No description.
default 401

Example

{ "data": {}, "messages": [ "string" ], "request_id": "string", "success": false, "message": "XXXXX", "isBillable": false, "statusCode": 401 }

500Internal Server Error

data
objectoptional
No description.
messages
array<string>optional
No description.
nullable
request_id
stringoptional
No description.
nullable
success
booleanoptional
No description.
default false
message
stringoptional
No description.
nullabledefault XXXXX
isBillable
booleanoptional
No description.
statusCode
integer (int32)optional
No description.
default 500

Example

{ "data": {}, "messages": [ "string" ], "request_id": "string", "success": false, "message": "XXXXX", "isBillable": false, "statusCode": 500 }

Code samplescurl · Node.js · Python

Stage: uat-ext.signcare.io

curl -X POST 'https://uat-ext.signcare.io/pfm/api/v2/etf/user-linked-accounts' \ -H 'X-API-KEY: YOUR_API_KEY' \ -H 'X-API-APP-ID: YOUR_APP_ID' \ -H 'Content-Type: application/json' \ -d '{ "uniqueIdentifier": "user-12345", "filterZeroValueAccounts": "false", "filterZeroValueHoldings": "false" }'

POST

/pfm/api/v2/etf/user-account-statement

Get user account statement for ETFs.

docs.signcare.io/wealthsync/api/etf-insights/#post-pfm-api-v2-etf-user-account-statement

This API returns the transaction history for a specific ETF account. Each transaction includes ISIN, units, type (BUY/SELL), NAV, trade value, and broker details.

Prerequisites:

→ First call POST etf/user-linked-accounts to get the list of linked ETF accounts.

→ From the response, pick the fiDataId of the desired account.

→ Pass that fiDataId as the "accountId" parameter in this API.

Request Body Parameters:

→ accountId (required): The fiDataId of the specific account.

→ dateRangeFrom (optional): Start date for filtering transactions. Format: yyyy-MM-dd.

→ dateRangeTo (optional): End date for filtering transactions. Format: yyyy-MM-dd.

Headers

X-API-KEY
stringrequired
Your secret API key for the environment you are calling (Stage and Live use different keys).
X-API-APP-ID
stringrequired
The App ID issued together with the key.
Content-Type
stringrequired
application/json

Body parameters

application/json

uniqueIdentifier
stringrequired
Required. Your identifier for the user, exactly as sent when the user was subscribed. Never changes for a user. Non-empty string.
minLength 1default user-12345
accountId
stringrequired
Required. The fiDataId of the linked ETF account, taken from the linked-accounts response.
minLength 1default YOUR_FI_DATA_ID
dateRangeFrom
stringoptional
Optional. Start date to filter transactions, in yyyy-MM-dd format.
nullabledefault 2024-01-01
dateRangeTo
stringoptional
Optional. End date to filter transactions, in yyyy-MM-dd format.
nullabledefault 2024-12-31

Sample request body

{ "uniqueIdentifier": "user-12345", "accountId": "YOUR_FI_DATA_ID", "dateRangeFrom": "2024-01-01", "dateRangeTo": "2024-12-31" }

Responses

200OK

transactions
array<object>optional
No description.
nullable
Each item: 13 fields
- accountId
  stringoptional
  No description.
  nullable
- brokerId
  integer (int32)optional
  No description.
  nullable
- txnId
  integer (int64)optional
  No description.
  nullable
- isin
  stringoptional
  No description.
  nullable
- isinDescription
  stringoptional
  No description.
  nullable
- bseSymbol
  stringoptional
  No description.
  nullable
- nseSymbol
  stringoptional
  No description.
  nullable
- marketCapCategory
  stringoptional
  No description.
  nullable
- transactionDateTime
  string (date-time)optional
  No description.
  nullable
- units
  number (double)optional
  No description.
  nullable
- type
  stringoptional
  No description.
  nullable
- narration
  stringoptional
  No description.
  nullable
- nav
  number (double)optional
  No description.
  nullable

Example

{ "transactions": [ { "accountId": "string", "brokerId": 0, "txnId": 0, "isin": "string", "isinDescription": "string", "bseSymbol": "string", "nseSymbol": "string", "marketCapCategory": "string", "transactionDateTime": "2026-01-01T00:00:00Z", "units": 0, "type": "string", "narration": "string", "nav": 0 } ] }

400Bad Request

data
objectoptional
No description.
messages
array<string>optional
No description.
nullable
request_id
stringoptional
No description.
nullable
success
booleanoptional
No description.
default false
message
stringoptional
No description.
nullabledefault XXXXX
isBillable
booleanoptional
No description.
statusCode
integer (int32)optional
No description.
default 400

Example

{ "data": {}, "messages": [ "string" ], "request_id": "string", "success": false, "message": "XXXXX", "isBillable": false, "statusCode": 400 }

401Unauthorized

data
objectoptional
No description.
messages
array<string>optional
No description.
nullable
request_id
stringoptional
No description.
nullable
success
booleanoptional
No description.
default false
message
stringoptional
No description.
nullabledefault XXXXX
isBillable
booleanoptional
No description.
statusCode
integer (int32)optional
No description.
default 401

Example

{ "data": {}, "messages": [ "string" ], "request_id": "string", "success": false, "message": "XXXXX", "isBillable": false, "statusCode": 401 }

500Internal Server Error

data
objectoptional
No description.
messages
array<string>optional
No description.
nullable
request_id
stringoptional
No description.
nullable
success
booleanoptional
No description.
default false
message
stringoptional
No description.
nullabledefault XXXXX
isBillable
booleanoptional
No description.
statusCode
integer (int32)optional
No description.
default 500

Example

{ "data": {}, "messages": [ "string" ], "request_id": "string", "success": false, "message": "XXXXX", "isBillable": false, "statusCode": 500 }

Code samplescurl · Node.js · Python

Stage: uat-ext.signcare.io

curl -X POST 'https://uat-ext.signcare.io/pfm/api/v2/etf/user-account-statement' \ -H 'X-API-KEY: YOUR_API_KEY' \ -H 'X-API-APP-ID: YOUR_APP_ID' \ -H 'Content-Type: application/json' \ -d '{ "uniqueIdentifier": "user-12345", "accountId": "YOUR_FI_DATA_ID", "dateRangeFrom": "2024-01-01", "dateRangeTo": "2024-12-31" }'

POST

/pfm/api/v2/etf/insights

Get ETF insights.

docs.signcare.io/wealthsync/api/etf-insights/#post-pfm-api-v2-etf-insights

This API returns ETF portfolio insights including current value, total holdings, returns summary (daily returns, absolute return, XIRR), and demat-wise distribution with category/AMC/sector breakdowns.

Request Body Parameters:

Headers

X-API-KEY
stringrequired
Your secret API key for the environment you are calling (Stage and Live use different keys).
X-API-APP-ID
stringrequired
The App ID issued together with the key.
Content-Type
stringrequired
application/json

Body parameters

application/json

uniqueIdentifier
stringrequired
Required. Your identifier for the user, exactly as sent when the user was subscribed. Never changes for a user. Non-empty string.
minLength 1default user-12345

Sample request body

{ "uniqueIdentifier": "user-12345" }

Responses

200OK

currentValue
number (double)optional
No description.
nullable
totalHoldings
integer (int32)optional
No description.
nullable
returnsSummary
objectoptional
No description.
5 fields
- dailyReturns
  number (double)optional
  No description.
  nullable
- dailyReturnsPercentage
  number (double)optional
  No description.
  nullable
- absoluteReturn
  number (double)optional
  No description.
  nullable
- absoluteReturnPercentage
  number (double)optional
  No description.
  nullable
- xirr
  number (double)optional
  No description.
  nullable
totalDemats
integer (int32)optional
No description.
nullable
dematWiseDistribution
array<object>optional
No description.
nullable
Each item: 14 fields
- dematId
  integer (int64)optional
  No description.
  nullable
- brokerName
  stringoptional
  No description.
  nullable
- brandName
  stringoptional
  No description.
  nullable
- brokerCode
  integer (int32)optional
  No description.
  nullable
- totalHoldings
  integer (int32)optional
  No description.
  nullable
- currentValue
  number (double)optional
  No description.
  nullable
- dematValuePercentage
  number (double)optional
  No description.
  nullable
- returnsSummary
  objectoptional
  No description.
  5 fields
  dailyReturns
  number (double)optional
  No description.
  nullable
  dailyReturnsPercentage
  number (double)optional
  No description.
  nullable
  absoluteReturn
  number (double)optional
  No description.
  nullable
  absoluteReturnPercentage
  number (double)optional
  No description.
  nullable
  xirr
  number (double)optional
  No description.
  nullable
- holdingsInsights
  array<object>optional
  No description.
  nullable
  Each item: 11 fields
  schemeName
  stringoptional
  No description.
  nullable
  isin
  stringoptional
  No description.
  nullable
  currentValue
  number (double)optional
  No description.
  nullable
  investedValue
  number (double)optional
  No description.
  nullable
  totalUnits
  number (double)optional
  No description.
  nullable
  currentNAV
  number (double)optional
  No description.
  nullable
  currentNAVDate
  string (date-time)optional
  No description.
  nullable
  returnsSummary
  objectoptional
  No description.
  5 fields
  dailyReturns
  number (double)optional
  No description.
  nullable
  dailyReturnsPercentage
  number (double)optional
  No description.
  nullable
  absoluteReturn
  number (double)optional
  No description.
  nullable
  absoluteReturnPercentage
  number (double)optional
  No description.
  nullable
  xirr
  number (double)optional
  No description.
  nullable
  trailingReturns
  objectoptional
  No description.
  12 fields
  asOfDate
  string (date-time)optional
  No description.
  nullable
  oneDay
  number (double)optional
  No description.
  nullable
  oneMonth
  number (double)optional
  No description.
  nullable
  threeMonths
  number (double)optional
  No description.
  nullable
  sixMonths
  number (double)optional
  No description.
  nullable
  nineMonths
  number (double)optional
  No description.
  nullable
  oneYear
  number (double)optional
  No description.
  nullable
  twoYears
  number (double)optional
  No description.
  nullable
  threeYears
  number (double)optional
  No description.
  nullable
  fiveYears
  number (double)optional
  No description.
  nullable
  sevenYears
  number (double)optional
  No description.
  nullable
  tenYears
  number (double)optional
  No description.
  nullable
  benchmark
  objectoptional
  No description.
  2 fields
  benchmarkName
  stringoptional
  No description.
  nullable
  benchmarkReturnPercentage
  number (double)optional
  No description.
  nullable
  fundHoldings
  objectoptional
  No description.
  2 fields
  totalHoldings
  integer (int32)optional
  No description.
  nullable
  holdings
  array<object>optional
  No description.
  nullable
  Each item: 9 fields
  holdingName
  stringoptional
  No description.
  nullable
  holdingType
  stringoptional
  No description.
  nullable
  name
  stringoptional
  No description.
  nullable
  holdingIsin
  stringoptional
  No description.
  nullable
  weighting
  number (double)optional
  No description.
  nullable
  numberOfShare
  number (double)optional
  No description.
  nullable
  marketValue
  number (double)optional
  No description.
  nullable
  sector
  stringoptional
  No description.
  nullable
  coupon
  number (double)optional
  No description.
  nullable
- etfCategoryDistribution
  array<object>optional
  No description.
  nullable
  Each item: 4 fields
  category
  stringoptional
  No description.
  nullable
  totalFunds
  integer (int32)optional
  No description.
  nullable
  totalCurrentValue
  number (double)optional
  No description.
  nullable
  percentage
  number (double)optional
  No description.
  nullable
- etfSubCategoryDistribution
  array<object>optional
  No description.
  nullable
  Each item: 4 fields
  category
  stringoptional
  No description.
  nullable
  totalFunds
  integer (int32)optional
  No description.
  nullable
  totalCurrentValue
  number (double)optional
  No description.
  nullable
  percentage
  number (double)optional
  No description.
  nullable
- etfMarketCapDistribution
  array<object>optional
  No description.
  nullable
  Each item: 4 fields
  category
  stringoptional
  No description.
  nullable
  totalFunds
  integer (int32)optional
  No description.
  nullable
  totalCurrentValue
  number (double)optional
  No description.
  nullable
  percentage
  number (double)optional
  No description.
  nullable
- etfAmcDistribution
  array<object>optional
  No description.
  nullable
  Each item: 4 fields
  category
  stringoptional
  No description.
  nullable
  totalFunds
  integer (int32)optional
  No description.
  nullable
  totalCurrentValue
  number (double)optional
  No description.
  nullable
  percentage
  number (double)optional
  No description.
  nullable
- etfSectorDistribution
  array<object>optional
  No description.
  nullable
  Each item: 4 fields
  category
  stringoptional
  No description.
  nullable
  totalFunds
  integer (int32)optional
  No description.
  nullable
  totalCurrentValue
  number (double)optional
  No description.
  nullable
  percentage
  number (double)optional
  No description.
  nullable

Example

{ "currentValue": 0, "totalHoldings": 0, "returnsSummary": { "dailyReturns": 0, "dailyReturnsPercentage": 0, "absoluteReturn": 0, "absoluteReturnPercentage": 0, "xirr": 0 }, "totalDemats": 0, "dematWiseDistribution": [ { "dematId": 0, "brokerName": "string", "brandName": "string", "brokerCode": 0, "totalHoldings": 0, "currentValue": 0, "dematValuePercentage": 0, "returnsSummary": { "dailyReturns": 0, "dailyReturnsPercentage": 0, "absoluteReturn": 0, "absoluteReturnPercentage": 0, "xirr": 0 }, "holdingsInsights": [ { "schemeName": "string", "isin": "string", "currentValue": 0, "investedValue": 0, "totalUnits": 0, "currentNAV": 0, "currentNAVDate": "2026-01-01T00:00:00Z", "returnsSummary": { "dailyReturns": 0, "dailyReturnsPercentage": 0, "absoluteReturn": 0, "absoluteReturnPercentage": 0, "xirr": 0 }, "trailingReturns": { "asOfDate": "2026-01-01T00:00:00Z", "oneDay": 0, "oneMonth": 0, "threeMonths": 0, "sixMonths": 0, "nineMonths": 0, "oneYear": 0, "twoYears": 0, "threeYears": 0, "fiveYears": 0, "sevenYears": 0, "tenYears": 0 }, "benchmark": { "benchmarkName": "string", "benchmarkReturnPercentage": 0 }, "fundHoldings": { "totalHoldings": 0, "holdings": [] } } ], "etfCategoryDistribution": [ { "category": "string", "totalFunds": 0, "totalCurrentValue": 0, "percentage": 0 } ], "etfSubCategoryDistribution": [ { "category": "string", "totalFunds": 0, "totalCurrentValue": 0, "percentage": 0 } ], "etfMarketCapDistribution": [ { "category": "string", "totalFunds": 0, "totalCurrentValue": 0, "percentage": 0 } ], "etfAmcDistribution": [ { "category": "string", "totalFunds": 0, "totalCurrentValue": 0, "percentage": 0 } ], "etfSectorDistribution": [ { "category": "string", "totalFunds": 0, "totalCurrentValue": 0, "percentage": 0 } ] } ] }

400Bad Request

data
objectoptional
No description.
messages
array<string>optional
No description.
nullable
request_id
stringoptional
No description.
nullable
success
booleanoptional
No description.
default false
message
stringoptional
No description.
nullabledefault XXXXX
isBillable
booleanoptional
No description.
statusCode
integer (int32)optional
No description.
default 400

Example

{ "data": {}, "messages": [ "string" ], "request_id": "string", "success": false, "message": "XXXXX", "isBillable": false, "statusCode": 400 }

401Unauthorized

data
objectoptional
No description.
messages
array<string>optional
No description.
nullable
request_id
stringoptional
No description.
nullable
success
booleanoptional
No description.
default false
message
stringoptional
No description.
nullabledefault XXXXX
isBillable
booleanoptional
No description.
statusCode
integer (int32)optional
No description.
default 401

Example

{ "data": {}, "messages": [ "string" ], "request_id": "string", "success": false, "message": "XXXXX", "isBillable": false, "statusCode": 401 }

500Internal Server Error

data
objectoptional
No description.
messages
array<string>optional
No description.
nullable
request_id
stringoptional
No description.
nullable
success
booleanoptional
No description.
default false
message
stringoptional
No description.
nullabledefault XXXXX
isBillable
booleanoptional
No description.
statusCode
integer (int32)optional
No description.
default 500

Example

{ "data": {}, "messages": [ "string" ], "request_id": "string", "success": false, "message": "XXXXX", "isBillable": false, "statusCode": 500 }

Code samplescurl · Node.js · Python

Stage: uat-ext.signcare.io

curl -X POST 'https://uat-ext.signcare.io/pfm/api/v2/etf/insights' \ -H 'X-API-KEY: YOUR_API_KEY' \ -H 'X-API-APP-ID: YOUR_APP_ID' \ -H 'Content-Type: application/json' \ -d '{ "uniqueIdentifier": "user-12345" }'