The Account History Service Group provides access to historical values, performance, and balances of a client and their accounts.
The portfolio endpoints are grouped into several resources , divided as follows:
Total values of a Client entity and its direct children.
Details on closed positions in the provided time range
Overall place for high level historical reporting data with day granularity for the provided time range.
We recommend you use the v4 performance endpoints. Read more about this resource here.
Different structural groupings of the value dated amounts is also available, such as on:
This resource can be especially useful for WLC's and IBs, as it by default sum all children clients and accounts. Read more about this resource here.