Accounts API

Manage connected brokerage accounts.

Endpoints

Method	Endpoint	Description
GET	/api/v1/accounts	List all accounts
GET	/api/v1/accounts/:accountId	Get account details
GET	/api/v1/accounts/:accountId/summary	Get account summary
POST	/api/v1/accounts/sync	Sync all accounts
POST	/api/v1/accounts/sync/:brokerId	Sync accounts for a broker
POST	/api/v1/accounts/:accountId/sync	Sync a single account
PUT	/api/v1/accounts/:accountId/primary	Set primary account
POST	/api/v1/accounts/mode	Switch trading mode

List Accounts

GET /api/v1/accounts
Authorization: Bearer <access_token>

Response

{
  "accounts": [
    {
      "id": "uuid",
      "brokerId": "uuid",
      "brokerAccountId": "ABC123456",
      "name": "My Trading Account",
      "type": "MARGIN",
      "currency": "USD",
      "equity": 50000.00,
      "cashBalance": 25000.00,
      "buyingPower": 100000.00,
      "isActive": true,
      "isDemo": false,
      "isPrimary": true,
      "lastSyncedAt": "2026-02-25T10:30:00Z"
    }
  ]
}

Get Account Details

GET /api/v1/accounts/:accountId
Authorization: Bearer <access_token>

Response

{
  "id": "uuid",
  "brokerId": "uuid",
  "brokerAccountId": "ABC123456",
  "name": "My Trading Account",
  "type": "MARGIN",
  "currency": "USD",
  "equity": 50000.00,
  "cashBalance": 25000.00,
  "buyingPower": 100000.00,
  "dayTradingBuyingPower": 200000.00,
  "marketValue": 25000.00,
  "unrealisedPnl": 1250.00,
  "realisedPnl": 3500.00,
  "isActive": true,
  "isDemo": false,
  "isPrimary": true,
  "lastSyncedAt": "2026-02-25T10:30:00Z",
  "broker": {
    "id": "uuid",
    "brokerType": "TRADESTATION",
    "status": "CONNECTED"
  }
}

Sync Account

Manually trigger account data synchronisation.

POST /api/v1/accounts/:accountId/sync
Authorization: Bearer <access_token>

Response

{
  "success": true,
  "message": "Account sync initiated",
  "syncedAt": "2026-02-25T10:35:00Z"
}

Switch Trading Mode

Switch between Paper and Live trading modes.

POST /api/v1/accounts/mode
Authorization: Bearer <access_token>
Content-Type: application/json

{
  "mode": "PAPER"
}

Request Body

Field	Type	Required	Description
mode	string	Yes	PAPER or LIVE

Response

{
  "success": true,
  "mode": "PAPER",
  "message": "Switched to paper trading mode"
}

Account Types

Type	Description
MARGIN	Margin account with leverage
CASH	Cash-only account
IRA	Individual Retirement Account

Error Responses

Account Not Found

{
  "error": "ACCOUNT_NOT_FOUND",
  "message": "Account with ID xyz not found"
}

Sync Failed

{
  "error": "SYNC_FAILED",
  "message": "Failed to sync account: broker connection error"
}