Getting Data
Learn how to retrieve account-scoped balances, orders, positions, transactions, and sync status.
Once the session is initialized and the user has approved read permissions on a financial account grant, you can retrieve accounts, balances, positions, transactions, orders, and lots with a consistent API shape.
Overview
The most common read methods are:
finatic.v1.listAccounts()finatic.v1.listBalances({ accountId })finatic.v1.listPositions({ accountId })finatic.v1.listTransactions({ accountId })finatic.v1.listOrders({ accountId })
Each SDK call returns the standard Finatic response envelope. Store the response trace ID with support logs and user-visible failures.
Get Accounts
Retrieve accounts granted to your company:
Account filters
Account list filters are company/grant scoped. Use resource-specific filters after you choose an accountId.
brokerId(string, optional): Filter by broker (for example,alpacaortastytrade).accountType(string, optional): Filter by account type.status(string, optional): Filter by account status.currency(string, optional): Filter by currency code.limit(number, optional): Number of results to return.offset(number, optional): Number of results to skip.
Get Balances
Retrieve balances for one financial account:
Get Positions
Retrieve positions for one financial account:
Get Orders
Retrieve orders for one financial account:
Transactions and lots
Sync status, pagination, and responses
Sync status (server only)
Pagination — pass limit and offset on list calls.
See Standard Response Object and Error Handling.