Skip to main content

API Reference

Point Analytics API — REST endpoints for portfolios, securities, performance, and valuations.

v1.0OpenAPI 3.0
🔒
Network access and CORS configuration required to execute requests. The API is restricted to authorised IP addresses and VPN connections. The Try it out feature works when accessed from the API's own Swagger UI (same origin, no CORS). To enable Try it out from this documentation site, ask your Azure administrator to add https://docs.pointgroup.io to the Function App's CORS allowed origins. Contact support@pointgroup.io for access.
🔑 How to authenticate
  1. Call POST /authenticate with your API username and password. The response contains an accessToken.
  2. Click the Authorize button (🔓) at the top of the explorer below.
  3. In the bearer_auth field, paste your token (without the Bearer prefix). Click Authorize, then Close.
  4. All subsequent requests will include the token automatically.

Tokens expire after 24 hours. Re-authenticate to obtain a fresh token. If you do not have API credentials, contact your Point administrator.

Loading API reference…