Budgea Wealth API
The investment and wealth data aggregator

Whether you’re a private bank, an insurer, an asset manager, a fintech or insurtech firm, or a management software publisher, the Budgea Wealth API makes it possible to aggregate all life insurance policies, securities accounts, stock funds, retirement and employee savings agreements in order to offer your clients a complete view of their assets and make more informed investment decisions.

DATA
Detailed investment data

  • Access to asset accounts (securities, stock funds, endowment contracts, life insurance, retirement accounts of various types)
  • Automated comprehensive view of the asset portfolio
  • Detailed investment data: ISIN code, quantities of assets, purchase price, etc.
  • Advanced real-time data
  • Payment accounts, card accounts, loans, accessible short-term savings available on Budgea Bank API
Over 0
Institutions in
France and abroad
Over 0
Institutions in
France and abroad

API
Simple integration
Speedy onboarding

Ready For developers!

  • API that meets the REST and OAuth 2.0 standards
  • Data sent in real time to your webhooks
  • Readable, exhaustive data models in JSON format for easier use

Ready to try it out? Documentation

GET /users/me/investments
{
  "investments": [
    {
      "id": 254681,
      "code_type": "ISIN",
      "code": "FR0009061084",
      "label": "TOTAL ACTIONNARIAT FRANCE",
      "valuation": 159123.72,
      "unitprice": 0.0,
      "unitvalue": 22.2613,
      "quantity": 243.9626,
      "portfolio_share": 0.886,
      "diff": -20.648113542,
      "diff_percent": 0.7186,
      "prev_diff": null,
      "vdate": "2020-03-06",
      "prev_vdate": null,
      "detail": {
            "performance_1_year": -0.002847,
            "performance_3_years": 0.012554,
            "performance_5_years": 0.023518,
            "srri": 3,
            "asset_category": "International Stocks",
      },
      "original_valuation":  null,
      "original_unitprice":  0.312,
      "original_unitvalue":  null,
      "original_diff":  null,
      "calculated":  [ "diff_percent" ],
      …
    },
    …
  ]
}

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