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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.

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.

ResourcePurpose
PortfolioA customer-owned investment portfolio.
Trade importA submitted batch of buy, sell, dividend, transfer, or adjustment records.
Performance reportReturns, benchmarks, cash flow, and valuation data for a date range.
Tax reportTax-year reporting data for a granted portfolio.

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.