Financial DataRead-only
Get Trades
get_tradesGet investment transactions (buys, sells, dividends) for an investment account over a date range.
Parameters
| Parameter | Type | Required | Description |
|---|---|---|---|
workspaceId | string | required | Workspace ID — get from list_workspaces |
bankId | string | required | Bank connection ID — get from list_banks |
accountId | string | required | Account ID — get from list_accounts or get_bank |
from | string | optional | Start date YYYY-MM-DD |
to | string | optional | End date YYYY-MM-DD |