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Yodlee Core APIs API

by yodlee.com

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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
Spec updated
2021-06-21

Endpoints

MethodPathWhat it does
GET/accountsGet Accounts
POST/accountsAdd Manual Account
POST/accounts/evaluateAddressEvaluate Address
GET/accounts/historicalBalancesGet Historical Balances
GET/accounts/{accountId}Get Account Details
PUT/accounts/{accountId}Update Account
DELETE/accounts/{accountId}Delete Account
GET/auth/apiKeyGet API Keys
POST/auth/apiKeyGenerate API Key
DELETE/auth/apiKey/{key}Delete API Key
POST/auth/tokenGenerate Access Token
DELETE/auth/tokenDelete Token
GET/cobrand/config/notifications/eventsdeprecatedGet Subscribed Events
POST/cobrand/config/notifications/events/{eventName}deprecatedSubscribe Event
PUT/cobrand/config/notifications/events/{eventName}deprecatedUpdate Subscription
DELETE/cobrand/config/notifications/events/{eventName}deprecatedDelete Subscription
POST/cobrand/loginCobrand Login
POST/cobrand/logoutCobrand Logout
GET/cobrand/publicKeydeprecatedGet Public Key
GET/configs/notifications/eventsGet 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/publicKeyGet Public Key
GET/dataExtracts/eventsGet Events
GET/dataExtracts/userDataGet userData
GET/derived/holdingSummaryGet Holding Summary
GET/derived/networthGet Networth Summary
GET/derived/transactionSummaryGet Transaction Summary
GET/documentsGet Documents
GET/documents/{documentId}Download a Document
DELETE/documents/{documentId}Delete Document
GET/holdingsGet Holdings
GET/holdings/assetClassificationListGet Asset Classification List
GET/holdings/holdingTypeListGet Holding Type List
GET/holdings/securitiesGet Security Details
GET/providerAccountsGet Provider Accounts
PUT/providerAccountsUpdate Account
GET/providerAccounts/profileGet User Profile Details
GET/providerAccounts/{providerAccountId}Get Provider Account Details
DELETE/providerAccounts/{providerAccountId}Delete Provider Account
PUT/providerAccounts/{providerAccountId}/preferencesUpdate Preferences
GET/providersGet Providers
GET/providers/countGet Providers Count
GET/providers/{providerId}Get Provider Details
GET/statementsGet Statements
GET/transactionsGet Transactions
GET/transactions/categoriesGet Transaction Category List
POST/transactions/categoriesCreate Category
PUT/transactions/categoriesUpdate Category
GET/transactions/categories/rulesdeprecatedGet Transaction Categorization Rules
POST/transactions/categories/rulesCreate 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/txnRulesGet Transaction Categorization Rules
DELETE/transactions/categories/{categoryId}Delete Category
GET/transactions/countGet Transactions Count
PUT/transactions/{transactionId}Update Transaction
GET/userGet User Details
PUT/userUpdate User Details
GET/user/accessTokensGet Access Tokens
POST/user/logoutUser Logout
POST/user/registerRegister User
POST/user/samlLoginSaml Login
DELETE/user/unregisterDelete User
GET/verificationGet Verification Status
POST/verificationInitiaite Matching Service and Challenge Deposit
PUT/verificationVerify 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.

Compare alternatives →

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