{"openapi":"3.1.0","info":{"title":"Apex read-only API","version":"1.0.0","description":"Read a member's own Apex data: net worth, accounts, holdings, transactions and proposed rebalancing plans. Read-only: nothing here can move money, place trades or change settings. Members create and revoke keys in Apex → Settings → Agent access."},"servers":[{"url":"https://www.apexfolios.com/api/v1"}],"security":[{"apiKey":[]}],"components":{"securitySchemes":{"apiKey":{"type":"http","scheme":"bearer","description":"A member's read-only key, starting apex_ro_"}}},"paths":{"/summary":{"get":{"operationId":"getSummary","summary":"Net worth, change over 1M/1Y/all, allocation vs targets, spending by category","responses":{"200":{"description":"Summary"},"401":{"description":"Missing or invalid key"}}}},"/accounts":{"get":{"operationId":"listAccounts","summary":"Connected institutions and accounts with signed balances","responses":{"200":{"description":"Accounts"}}}},"/holdings":{"get":{"operationId":"listHoldings","summary":"Investment positions with value, cost basis, unrealized gain and tax status","responses":{"200":{"description":"Holdings"}}}},"/transactions":{"get":{"operationId":"listTransactions","summary":"Transactions from the last ~120 days, newest first. amount > 0 is money out.","parameters":[{"name":"since","in":"query","schema":{"type":"string","format":"date"}},{"name":"until","in":"query","schema":{"type":"string","format":"date"}},{"name":"category","in":"query","schema":{"type":"string"},"description":"Plaid primary category, e.g. FOOD_AND_DRINK"},{"name":"limit","in":"query","schema":{"type":"integer","minimum":1,"maximum":500,"default":100}}],"responses":{"200":{"description":"Transactions"}}}},"/plans":{"get":{"operationId":"getPlans","summary":"Three proposed rebalancing plans (A: route new money, B: tax-aware, C: full). Proposals only.","responses":{"200":{"description":"Plans"}}}}},"x-notes":{"rate_limit":"120 requests per minute per key","amounts":"US dollars"}}