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Sophic Engine home page

Support

Topics

Overview
Authentication
Idempotency
Errors

Authentication

POST
Issue an OAuth token
GET
Me

Catalog

GET
Retrieve an instrument
GET
List instruments
GET
Retrieve prices

Customers & Accounts

GET
Retrieve a customer
GET
Retrieve an account
GET
List account transactions

Holdings

GET
Retrieve a position
GET
List positions
GET
List cash balances

Payments

POST
Create a deposit

Valuation

GET
Retrieve current valuation
GET
Retrieve valuation history

Performance

GET
Retrieve earnings (P&L)

Billing

GET
Retrieve a fee charge

Sophic Engine

This API enables financial institutions, fintechs, and partners to seamlessly integrate with the Sophic platform

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