API Reference

The Kora Wealth Management API is organized around REST. It accepts JSON request bodies, returns JSON responses, and uses standard HTTP status codes.

Base URL

https://api.korastratum.com/wealth-management/api/v1

Authentication

All endpoints require two headers:

Authorization: Bearer <your-api-key>
X-Tenant-ID: <your-tenant-id>

See Authentication for details on API key formats and environments.

Endpoints

Portfolios

Method	Endpoint	Description
POST	/portfolios	Create a new portfolio
GET	/portfolios	List portfolios with filtering
GET	/portfolios/{id}	Retrieve a portfolio by ID
PUT	/portfolios/{id}	Update portfolio settings
DELETE	/portfolios/{id}	Close a portfolio
GET	/portfolios/{id}/holdings	List current holdings
GET	/portfolios/{id}/performance	Get performance metrics
POST	/portfolios/{id}/rebalance	Generate or execute rebalancing
GET	/portfolios/{id}/allocation	Get current vs target allocation

Trades

Method	Endpoint	Description
POST	/portfolios/{id}/trades	Record a new trade
GET	/portfolios/{id}/trades	List trades for a portfolio
GET	/trades/{id}	Retrieve a trade by ID
PUT	/trades/{id}	Update trade details
POST	/trades/{id}/settle	Mark a trade as settled

Custody

Method	Endpoint	Description
GET	/custody/positions	List all custody positions
GET	/custody/positions/{id}	Retrieve a position by ID
POST	/custody/corporate-actions	Record a corporate action
GET	/custody/corporate-actions	List corporate actions
POST	/custody/settlements	Process a settlement
GET	/custody/settlements	List settlements

Investment Funds

Method	Endpoint	Description
POST	/funds	Create a new fund
GET	/funds	List funds
GET	/funds/{id}	Retrieve a fund by ID
PUT	/funds/{id}	Update fund details
POST	/funds/{id}/subscriptions	Process a subscription
POST	/funds/{id}/redemptions	Process a redemption
GET	/funds/{id}/nav-history	Get NAV history
POST	/funds/{id}/nav/calculate	Calculate current NAV

Financial Planning

Method	Endpoint	Description
POST	/plans	Create a financial plan
GET	/plans	List financial plans
GET	/plans/{id}	Retrieve a plan by ID
PUT	/plans/{id}	Update plan parameters
POST	/plans/{id}/goals	Add a goal to a plan
GET	/plans/{id}/projections	Get plan projections
POST	/plans/{id}/scenarios	Run scenario analysis

Retirement

Method	Endpoint	Description
POST	/retirement/accounts	Create a retirement account
GET	/retirement/accounts	List retirement accounts
GET	/retirement/accounts/{id}	Retrieve a retirement account
POST	/retirement/accounts/{id}/contributions	Record a contribution
GET	/retirement/accounts/{id}/projections	Get retirement projections

Health

Method	Endpoint	Description
GET	/health	Health check (no auth required)
GET	/ready	Readiness check (no auth required)

Response format

Successful responses return the resource directly or in a paginated wrapper:

{
  "id": "a1b2c3d4-e5f6-7890-abcd-ef1234567890",
  "name": "Growth Portfolio",
  "total_value": 250000.00,
  "currency": "USD",
  "risk_profile": "MODERATE_AGGRESSIVE"
}

Paginated list responses:

{
  "data": [...],
  "next_cursor": "eyJpZCI6Ii4uLiJ9"
}

Error responses follow a consistent structure:

{
  "error": "Bad Request",
  "message": "customer_id is required",
  "status": 400
}