GET /api/portfolio/{portfolioId}/position_snapshot/graph?span={n} Example: span=7 for 7 days.
To get historical data for a specific token when asset-level detail is needed, use:
GET /api/portfolio/{portfolioId}/position_snapshot/graph/{ticker}?span={n}
Practical rule: by default, automations/agents should use the aggregated endpoint. Only use per-ticker aggregation when it is explicitly requested (force_by_ticker=true) or when granular asset-level analysis is required.

Authentication

POST /api/auth/external_api

Body:

{ "APIKey": "{{DAXLEDGER_API_KEY}}", "APISecret": "{{DAXLEDGER_API_SECRET}}" }

Response:

{ "token": "your_access_token_here" }

Header for authenticated calls:

Authorization: Bearer {{token}}

Pick Your Endpoint

You need	Endpoint	Ref
Authenticate	POST /api/auth/external_api	references/apis.md
List portfolios	GET /api/portfolios	references/apis.md
Get KPIs	GET /api/portfolio/{portfolioId}/kpis/portfolio	references/apis.md
Get findings (problems in portfolio)	GET /api/portfolio/{portfolioId}/findings?page=1&pageSize=20	references/apis.md
Get finding by rule id	GET /api/portfolio/{portfolioId}/finding/{ruleId}	references/apis.md
Get position snapshot (balances and values)	GET /api/portfolio/{portfolioId}/position_snapshot?page=1&pageSize=20	references/apis.md
Get portfolio position (variation) graph	GET /api/portfolio/{portfolioId}/position_snapshot/graph?span=30	references/apis.md
Get token position graph (variation)	GET /api/portfolio/{portfolioId}/position_snapshot/graph/{ticker}?span=30	references/apis.md
Get DeFi positions	GET /api/portfolio/{portfolioId}/positions_report/defi	references/apis.md
Get capital gains report	GET /api/portfolio/{portfolioId}/capital_gains_report?page=1&pageSize=20	references/apis.md
Get capital gains available filters	GET /api/portfolio/{portfolioId}/capital_gains_report/filters	references/apis.md
Get sanity check report	GET /api/portfolio/{portfolioId}/sanity_check_report?page=1&pageSize=20	references/apis.md
Get calculation summary report	GET /api/portfolio/{portfolioId}/calculation_summary_report?page=1&pageSize=20	references/apis.md
Get fiscal report	GET /api/portfolio/{portfolioId}/fiscal_report?page=1&pageSize=20	references/apis.md
List transactions	GET /api/portfolio/{portfolioId}/transactions?page=1&pageSize=20	references/apis.md
Filter transactions	GET /api/portfolio/{portfolioId}/transactions?filter=	references/apis.md
Get compliance report	GET /api/portfolio/{portfolioId}/compliance?page=1&pageSize=20	references/apis.md

Transactions

Endpoint

GET /api/portfolio/{portfolioId}/transactions

Query params

page
pageSize
filter

Findings

List Findings

Endpoint

GET /api/portfolio/{portfolioId}/findings

Query params

page
pageSize

Use this endpoint when the user asks for problems or findings in a portfolio.

Finding By Rule Id

Endpoint

GET /api/portfolio/{portfolioId}/finding/{ruleId}

Use this endpoint when the user asks for findings tied to a specific rule/identifier returned in findings.

Position Snapshot

Positions Snapshot (balances and values)

Endpoint

GET /api/portfolio/{portfolioId}/position_snapshot

Query params

page
pageSize
filter
sort

Use this endpoint when the user asks about token balance or token value.

Position Snapshot Graph (Overall)

Endpoint

GET /api/portfolio/{portfolioId}/position_snapshot/graph/

Query params

span (7, 30, 365, -1)

Use this endpoint when the user asks about variation in balance over time or on a specific date range.

Position Snapshot Graph By Ticker

Endpoint

GET /api/portfolio/{portfolioId}/position_snapshot/graph/{ticker}

Query params

span (7, 30, 365, -1)

Use this endpoint when the user asks about a specific token holding over time or on a specific date range.

DeFi Positions

Endpoint

GET /api/portfolio/{portfolioId}/positions_report/defi

Use this endpoint when the user asks to retrieve all DeFi positions.

Compliance

Portfolio Compliance

Endpoint

GET /api/portfolio/{portfolioId}/compliance

Query params

page
pageSize
filter

Use this endpoint when the user asks about:

classified addresses
unclassified addresses
compliance issues
compliance status of addresses
blockchain address compliance

Reports

Capital Gains Report

Endpoint

GET /api/portfolio/{portfolioId}/capital_gains_report

Available filters endpoint

GET /api/portfolio/{portfolioId}/capital_gains_report/filters

Query params

page
pageSize
filter
sort

Use this endpoint when the user asks for gains/losses by asset and realized/unrealized values.

Capital gains filters:

digitalAssetTicker (operator: contains_in)
report_year (operator: =)
portfolioConnection (operator: =)

If isSeparateSetting=true in capital gains response, run the endpoint with several filters using the values from /capital_gains_report/filters to retrieve separate results.

Sanity Check Report

Endpoint

GET /api/portfolio/{portfolioId}/sanity_check_report

Query params

page
pageSize

Use this endpoint when the user asks for balance mismatches between calculated and reported balances.

Calculation Summary Report

Endpoint

GET /api/portfolio/{portfolioId}/calculation_summary_report

Query params

page
pageSize
filter
sort

Use this endpoint when the user asks for high-level calculated totals and summary metrics.

Fiscal Report

Endpoint

GET /api/portfolio/{portfolioId}/fiscal_report

Query params

page
pageSize
filter
sort

Use this endpoint when the user asks for fiscal/tax line items with acquisition, sale, and holding details.

Transaction Filters

Filters must be encoded with Base64 before sending.

Transaction Hash

Operator: contains

{"transactionHash":{"operator":"contains","value":"123456789"}}

Transaction Date

Operator: between

{"transactionDate":{"operator":"between","value":{"startDate":"2026-03-01","endDate":"2026-03-02"}}}

Transaction Type

Operator: contains_in

{"transactionType":{"operator":"contains_in","value":["computed-reward"]}}

Available transaction types:

airdrop
bonus
computed-deposit
computed-reward
deposit
other
reward
staking
trade
unknown
unstaking
withdrawal

Combining Multiple Filters

Multiple filters can be applied in the same JSON object.

Example combining:

transaction hash
transaction type
transaction date

Example JSON:

{ "transactionHash": { "operator": "contains", "value": "123456" }, "transactionType": { "operator": "contains_in", "value": ["trade","deposit"] }, "transactionDate": { "operator": "between", "value": { "startDate": "2026-03-01", "endDate": "2026-03-31" } } }

Encode this JSON to Base64 and pass it as:

GET /api/portfolio/{portfolioId}/transactions?filter=&page=1&pageSize=20

Encoding Filters

Browser

btoa(JSON.stringify(filter))

Node

Buffer.from(JSON.stringify(filter)).toString("base64")

Epoch Fields

If an API field is an epoch timestamp, convert it to ISO date before returning it to the user.

Rule:

10 digits -> seconds
13 digits -> milliseconds

Example (Node):

new Date(Number(epoch) < 1e12 ? Number(epoch) * 1000 : Number(epoch)).toISOString()

Pagination

page starts at 1

pageSize default = 20

Continue requesting pages while:

items.length < total

References

references/apis.md

Variable	Description
DAXLEDGER_API_KEY	API key used to authenticate
DAXLEDGER_API_SECRET	API secret used to authenticate

daxledger-api

DAX Ledger API

Environment Variables

TL;DR — Best Practice