WealthSignal B2B API

Programmatically manage your white-label investment platform. The WealthSignal B2B API enables Growth and Enterprise clients to automate portfolio management, team operations, model distribution, analytics reporting, and compliance workflows.

REST API JSON Responses Bearer Auth TLS 1.3 Webhooks

Base URL:

base url

https://wealthsignal.net/api/enterprise

Quick Start: Authenticate with POST /api/enterprise/auth/login, then include the returned token in all subsequent requests via the Authorization: Bearer TOKEN header.

Authentication

WealthSignal uses Bearer token authentication. All API requests must include a valid JWT token in the Authorization header.

Obtaining a Token

bash

curl -X POST https://wealthsignal.net/api/enterprise/auth/login \
  -H "Content-Type: application/json" \
  -d '{"email":"you@yourfirm.com","password":"your-password"}'

response

{
  "success": true,
  "token": "eyJhbGciOiJIUzI1NiJ9...",
  "expires_at": "2026-05-07T00:00:00Z",
  "company": {
    "id": "comp_abc123",
    "name": "Apex Wealth",
    "plan": "enterprise"
  }
}

Using the Token

bash

curl -H "Authorization: Bearer YOUR_TOKEN" \
  https://wealthsignal.net/api/enterprise/profile

Token Expiration: Tokens expire after 30 days. Store the token securely (environment variables, secrets manager). Never commit tokens to source control.

Rate Limits

Rate limits are applied per API token, per hour. When you exceed the limit, you receive a 429 Too Many Requests response with a Retry-After header.

Plan	Requests / Hour	Burst	Concurrent
Starter	100	20	5
Growth	1,000	100	20
Enterprise	10,000	500	100

Rate Limit Headers

Every response includes these headers:

X-RateLimit-Limit:     1000
X-RateLimit-Remaining: 987
X-RateLimit-Reset:     1744063200
Retry-After:          3600  // only present on 429

Errors

WealthSignal uses standard HTTP status codes. All error responses follow a consistent JSON schema.

error response

{
  "success": false,
  "error": {
    "code": "UNAUTHORIZED",
    "message": "Invalid or expired token",
    "status": 401
  }
}

Status	Code	Description
400	`BAD_REQUEST`	Missing or invalid request parameters
401	`UNAUTHORIZED`	Invalid, expired, or missing token
403	`FORBIDDEN`	Insufficient plan or permissions
404	`NOT_FOUND`	Resource does not exist
409	`CONFLICT`	Resource already exists
422	`VALIDATION_ERROR`	Business rule violation
429	`RATE_LIMITED`	Too many requests, back off and retry
500	`INTERNAL_ERROR`	Server error — contact support
502	`UPSTREAM_ERROR`	Upstream market data unavailable

Endpoints

POST /api/enterprise/auth/login Obtain a bearer token ▾

Authenticate with email and password to receive a JWT token. Store the token securely and include it in subsequent requests.

Request Body

Field	Type	Description
`email`required	`string`	Your enterprise account email
`password`required	`string`	Account password

Response

200 ok

{ "success": true, "token": "eyJ...", "expires_at": "2026-05-07T00:00:00Z" }

GET /api/enterprise/profile Get enterprise profile ▾

Returns the authenticated enterprise's profile including plan details, AUM, and configuration.

Response

200 ok

{
  "success": true,
  "company": {
    "id": "comp_abc123",
    "name": "Apex Wealth",
    "plan": "enterprise",
    "aum_usd": 48200000,
    "accounts_count": 312,
    "created_at": "2024-06-01"
  }
}

GET /api/enterprise/portfolio/accounts List portfolio accounts ▾

Returns a paginated list of all portfolio accounts managed by this enterprise.

Query Parameters

Param	Type	Default	Description
`page`optional	`integer`	`1`	Page number
`per_page`optional	`integer`	`50`	Results per page (max 100)
`status`optional	`string`	`all`	Filter: `active`, `pending`, `closed`
`model_id`optional	`string`	—	Filter by assigned model portfolio

Response

200 ok

{
  "success": true,
  "accounts": [
    {
      "id": "acc_001",
      "owner_name": "Jane Smith",
      "status": "active",
      "aum_usd": 125000,
      "model_id": "mod_growth",
      "created_at": "2025-01-15"
    }
  ],
  "pagination": { "page": 1, "per_page": 50, "total": 312 }
}

POST /api/enterprise/portfolio/accounts Create a portfolio account ▾

Creates a new portfolio account and optionally assigns a model portfolio.

Request Body

Field	Type	Description
`owner_name`required	`string`	Account owner full name
`owner_email`required	`string`	Account owner email
`model_id`optional	`string`	Model portfolio ID to assign
`initial_deposit_usd`optional	`number`	Initial funding amount in USD
`risk_profile`optional	`string`	`conservative`, `moderate`, `aggressive`

201 created

{ "success": true, "account": { "id": "acc_new123", "status": "pending_kyc", "owner_name": "Bob Jones" } }

GET /api/enterprise/team List team members ▾

Returns all team members with their roles and permissions.

200 ok

{
  "success": true,
  "members": [{
    "id": "usr_1", "name": "Sarah K.",
    "email": "sarah@firm.com",
    "role": "admin", "status": "active"
  }]
}

POST /api/enterprise/team/invite Invite a team member ▾

Sends an email invitation to a new team member. They receive a sign-up link valid for 72 hours.

Request Body

Field	Type	Description
`email`required	`string`	Invitee's email address
`role`required	`string`	`admin`, `advisor`, `viewer`
`name`optional	`string`	Display name for the invite

200 ok

{ "success": true, "invitation": { "id": "inv_xyz", "email": "newadvisor@firm.com", "expires_at": "2026-04-10T12:00:00Z" } }

GET /api/enterprise/models List model portfolios ▾

Returns all model portfolios. Models are rebalancing templates that can be assigned to accounts and pushed in bulk.

200 ok

{
  "success": true,
  "models": [{
    "id": "mod_growth",
    "name": "Growth 80/20",
    "assets": [
      { "ticker": "VTI", "weight": 0.8 },
      { "ticker": "BND", "weight": 0.2 }
    ],
    "assigned_accounts": 89
  }]
}

POST /api/enterprise/models Create a model portfolio ▾

Creates a new model portfolio. Asset weights must sum to exactly 1.0.

Request Body

Field	Type	Description
`name`required	`string`	Display name for the model
`assets`required	`array`	Array of `{ticker, weight}` objects summing to 1.0
`description`optional	`string`	Human-readable model description
`rebalance_threshold`optional	`number`	Drift % that triggers rebalance (default: 0.05)

201 created

{ "success": true, "model": { "id": "mod_new456", "name": "Conservative Income", "status": "active" } }

POST /api/enterprise/models/:id/push Push model to all assigned accounts ▾

Triggers a rebalance of all accounts assigned to this model. Creates rebalance orders asynchronously. Returns a job ID to track progress.

Note: This triggers live trading orders for all assigned accounts. Use with caution in production. Consider dry_run mode first.

Request Body

Field	Type	Description
`dry_run`optional	`boolean`	Simulate orders without executing. Default: `false`
`account_ids`optional	`array`	Subset of account IDs. Omit to push to all assigned

202 accepted

{
  "success": true,
  "job": {
    "id": "job_rebal_789",
    "model_id": "mod_growth",
    "accounts_queued": 89,
    "dry_run": false,
    "status": "processing"
  }
}

GET /api/enterprise/analytics/overview Platform analytics overview ▾

Returns aggregated analytics for the enterprise: AUM trend, account growth, return performance, and fee revenue.

Query Parameters

Param	Type	Description
`period`optional	`string`	`7d`, `30d`, `90d`, `1y`. Default: `30d`

200 ok

{
  "success": true,
  "analytics": {
    "aum_usd": 48200000,
    "aum_change_pct": 2.4,
    "accounts_active": 298,
    "new_accounts_30d": 14,
    "avg_return_ytd_pct": 6.8,
    "fee_revenue_30d_usd": 18420
  }
}

GET /api/enterprise/compliance/audit Compliance audit log Growth+ ▾

Returns a full audit log of all API actions, user logins, and trade events. Available on Growth and Enterprise plans only.

Query Parameters

Param	Type	Description
`start_date`optional	`string`	ISO 8601 date (e.g. `2026-01-01`)
`end_date`optional	`string`	ISO 8601 date
`event_type`optional	`string`	`login`, `trade`, `api_call`, `settings_change`
`actor_id`optional	`string`	Filter by user or API token ID

200 ok

{
  "success": true,
  "events": [{
    "id": "evt_001",
    "type": "api_call",
    "actor": "usr_1",
    "endpoint": "GET /portfolio/accounts",
    "ip": "203.0.113.5",
    "timestamp": "2026-04-07T09:15:00Z"
  }],
  "total": 14820
}

Code Examples

JavaScript / Node.js

javascript

const BASE = 'https://wealthsignal.net/api/enterprise';
const token = process.env.WS_API_TOKEN;
const headers = { 'Authorization': `Bearer ${token}`, 'Content-Type': 'application/json' };

async function getAccounts(page = 1) {
  const res = await fetch(`${BASE}/portfolio/accounts?page=${page}`, { headers });
  const data = await res.json();
  if (!data.success) throw new Error(data.error?.message);
  return data.accounts;
}

async function pushModel(modelId, dryRun = true) {
  const res = await fetch(`${BASE}/models/${modelId}/push`, {
    method: 'POST', headers,
    body: JSON.stringify({ dry_run: dryRun })
  });
  return res.json();
}

Python

python

import os, requests

BASE = 'https://wealthsignal.net/api/enterprise'
TOKEN = os.environ['WS_API_TOKEN']
HEADERS = {'Authorization': f'Bearer {TOKEN}', 'Content-Type': 'application/json'}

def get_analytics(period='30d'):
    r = requests.get(f'{BASE}/analytics/overview',
        params={'period': period}, headers=HEADERS)
    r.raise_for_status()
    return r.json()['analytics']

analytics = get_analytics('90d')
print(f'AUM: ${"{"}analytics["aum_usd"]{"}"}:,.0f}')

API Explorer

Test API endpoints directly from this page. Your token is pre-filled if you're logged in to the enterprise portal.

ENDPOINT

BEARER TOKEN

QUERY / EXTRA PARAMS (JSON)

// Response will appear here…

Changelog

April 7, 2026

v2.1.0 new

Added GET /compliance/audit endpoint for Growth+ plans
Model push now returns async job ID with polling endpoint
New rebalance_threshold field on model portfolios

March 12, 2026

v2.0.5 fix

Fixed pagination returning incorrect total count for archived accounts
Analytics avg_return_ytd_pct now correctly annualizes partial-year data

January 20, 2026

v2.0.0 new breaking

Team invite flow updated — role is now required
All endpoints now under /api/enterprise/ prefix
Token expiry extended from 7 days to 30 days
Rate limit headers added to all responses

November 8, 2025

v1.4.2 fix

Fixed 502 errors from market data provider during pre-market hours
Improved error messages for validation failures