PDF import service API documentation
The API documentation is available at https://wealthapi.eu/pdf-parser-v2
You can see a working version of the CSV import in https://depotcheck.ai.
Supported banks / brokers
The API provides a list of supported banks and brokers using the GET banks operation. Each banks may have a set of capabilities that defines what kind of PDF files is supported; see the API documentation for details on the capabilities.
CSV import service API documentation
As the CSV import does heavily rely on existing bank import components, the CSV API is provided as part of our multi-brokerage API. Please refer to the endpoints
which are provided as part of our multi-brokerage API.
A CSV import typically does encompass the following steps
upload and parse the CSV
return the parsed data in a bank-independent format
allow the user to do corrections via the UX (optional)
persist the corrected data
Note that only updates will be persisted, thus allowing users to regularly perform CSV imports without caring to much about data cutoffs.
You can see a working version of the CSV import in https://depotcheck.ai.