Overview
This file describes the Yodlee Platform APIs using the swagger notation. You can use this swagger file to generate client side SDKs to the Yodlee Platform APIs for many different programming languages. Yodlee supports the Java SDK and it is available <a href="https://developer.yodlee.com/java-sdk-overview ">here</a>. You can generate a client SDK for Python, Java, JavaScript, PHP or other languages according to your development needs. For more details about the APIs, refer to <a href="https://developer.yodlee.com/docs/api/1.1/Overview">Yodlee API v1.1 - Overview</a>.
Yodlee Core APIs is a finance API from yodlee.com. It needs no API key. It is served over HTTPS. Its OpenAPI description documents 70 endpoints.
At a glance
- Authentication
- No auth
- HTTPS
- Yes
- CORS
- Unknown
- Category
- Finance
- Version
- 1.1.0
- Endpoints
- 70
- OpenAPI
- Specification ↗
- Spec updated
- 2021-06-21
Endpoints
| Method | Path | What it does |
|---|---|---|
| GET | /accounts | Get Accounts |
| POST | /accounts | Add Manual Account |
| POST | /accounts/evaluateAddress | Evaluate Address |
| GET | /accounts/historicalBalances | Get Historical Balances |
| GET | /accounts/{accountId} | Get Account Details |
| PUT | /accounts/{accountId} | Update Account |
| DELETE | /accounts/{accountId} | Delete Account |
| GET | /auth/apiKey | Get API Keys |
| POST | /auth/apiKey | Generate API Key |
| DELETE | /auth/apiKey/{key} | Delete API Key |
| POST | /auth/token | Generate Access Token |
| DELETE | /auth/token | Delete Token |
| GET | /cobrand/config/notifications/eventsdeprecated | Get Subscribed Events |
| POST | /cobrand/config/notifications/events/{eventName}deprecated | Subscribe Event |
| PUT | /cobrand/config/notifications/events/{eventName}deprecated | Update Subscription |
| DELETE | /cobrand/config/notifications/events/{eventName}deprecated | Delete Subscription |
| POST | /cobrand/login | Cobrand Login |
| POST | /cobrand/logout | Cobrand Logout |
| GET | /cobrand/publicKeydeprecated | Get Public Key |
| GET | /configs/notifications/events | Get Subscribed Notification Events |
| POST | /configs/notifications/events/{eventName} | Subscribe For Notification Event |
| PUT | /configs/notifications/events/{eventName} | Update Notification Subscription |
| DELETE | /configs/notifications/events/{eventName} | Delete Notification Subscription |
| GET | /configs/publicKey | Get Public Key |
| GET | /dataExtracts/events | Get Events |
| GET | /dataExtracts/userData | Get userData |
| GET | /derived/holdingSummary | Get Holding Summary |
| GET | /derived/networth | Get Networth Summary |
| GET | /derived/transactionSummary | Get Transaction Summary |
| GET | /documents | Get Documents |
| GET | /documents/{documentId} | Download a Document |
| DELETE | /documents/{documentId} | Delete Document |
| GET | /holdings | Get Holdings |
| GET | /holdings/assetClassificationList | Get Asset Classification List |
| GET | /holdings/holdingTypeList | Get Holding Type List |
| GET | /holdings/securities | Get Security Details |
| GET | /providerAccounts | Get Provider Accounts |
| PUT | /providerAccounts | Update Account |
| GET | /providerAccounts/profile | Get User Profile Details |
| GET | /providerAccounts/{providerAccountId} | Get Provider Account Details |
| DELETE | /providerAccounts/{providerAccountId} | Delete Provider Account |
| PUT | /providerAccounts/{providerAccountId}/preferences | Update Preferences |
| GET | /providers | Get Providers |
| GET | /providers/count | Get Providers Count |
| GET | /providers/{providerId} | Get Provider Details |
| GET | /statements | Get Statements |
| GET | /transactions | Get Transactions |
| GET | /transactions/categories | Get Transaction Category List |
| POST | /transactions/categories | Create Category |
| PUT | /transactions/categories | Update Category |
| GET | /transactions/categories/rulesdeprecated | Get Transaction Categorization Rules |
| POST | /transactions/categories/rules | Create or Run Transaction Categorization Rule |
| POST | /transactions/categories/rules/{ruleId} | Run Transaction Categorization Rule |
| PUT | /transactions/categories/rules/{ruleId} | Update Transaction Categorization Rule |
| DELETE | /transactions/categories/rules/{ruleId} | Delete Transaction Categorization Rule |
| GET | /transactions/categories/txnRules | Get Transaction Categorization Rules |
| DELETE | /transactions/categories/{categoryId} | Delete Category |
| GET | /transactions/count | Get Transactions Count |
| PUT | /transactions/{transactionId} | Update Transaction |
| GET | /user | Get User Details |
| PUT | /user | Update User Details |
| GET | /user/accessTokens | Get Access Tokens |
| POST | /user/logout | User Logout |
| POST | /user/register | Register User |
| POST | /user/samlLogin | Saml Login |
| DELETE | /user/unregister | Delete User |
| GET | /verification | Get Verification Status |
| POST | /verification | Initiaite Matching Service and Challenge Deposit |
| PUT | /verification | Verify Challenge Deposit |
| POST | /verifyAccount/{providerAccountId} | Verify Accounts Using Transactions |
Questions
Does the Yodlee Core APIs API need an API key?
No. The Yodlee Core APIs API can be called without an API key or sign-up, which makes it handy for prototypes and front-end demos.
Does the Yodlee Core APIs API support HTTPS?
Yes, the Yodlee Core APIs API is served over HTTPS.
How many endpoints does the Yodlee Core APIs API have?
Its OpenAPI description lists 70 endpoints in version 1.1.0. All of them are shown on this page.
What are alternatives to the Yodlee Core APIs API?
Other Finance APIs include Stripe, SEC EDGAR Data, Plaid, Fed Treasury, Razorpay IFSC.
Similar finance APIs
Compare alternatives →Stripe
FinancePayment processing, subscriptions, and financial management
SEC EDGAR Data
FinanceAPI to access annual reports of public US companies
Plaid
FinanceConnect with user's bank accounts and access transaction data
Fed Treasury
FinanceU.S. Department of the Treasury Data
Razorpay IFSC
FinanceIndian Financial Systems Code (Bank Branch Codes)
Klarna
FinanceKlarna payment and shopping service
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