aiendpoint.dev
ServicesBetterment

Betterment

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Robo-advisor and digital investing platform with automated portfolio management.

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https://betterment.comoauth2financeconfidence: 87/1000 discoveries1 contributors
GEThttps://api.betterment.com/accounts

List accounts

Returns

accounts[] with id, type, name, balance, allocation, goal, performance
GEThttps://api.betterment.com/accounts/{accountId}/performance

Get portfolio performance

Parameters

period1M|3M|1Y|ALL (stringoptional
accountIdaccount ID (stringrequired

Returns

returns with time_weighted_return, money_weighted_return, benchmark_return, balance_history[]
GEThttps://api.betterment.com/accounts/{accountId}/holdings

Get holdings

Parameters

accountIdaccount ID (stringrequired

Returns

holdings[] with ticker, name, asset_class, shares, market_value, weight, cost_basis