API overview
The Metrifly public API lets approved partners push trades into a customer portfolio and read portfolio, performance, and tax-report data that the customer has granted.
Base URL
Section titled “Base URL”https://api.metrifly.com/v1/Use HTTPS for every request. The v1 prefix is part of the contract and should be kept in client configuration rather than hard-coded throughout your integration.
Common resources
Section titled “Common resources”| Resource | Purpose |
|---|---|
| Portfolio | A customer-owned investment portfolio. |
| Trade import | A submitted batch of buy, sell, dividend, transfer, or adjustment records. |
| Performance report | Returns, benchmarks, cash flow, and valuation data for a date range. |
| Tax report | Tax-year reporting data for a granted portfolio. |
Response shape
Section titled “Response shape”Successful responses return JSON. List endpoints may include pagination metadata.
{ "data": [], "pagination": { "nextCursor": null }}Error responses use a stable machine-readable code; see errors and operations.