This space provides you with documentation, walkthroughs and background information about wealthAPI’s software-as-a-service platform.

Where to get started

The best place to get started is our “Getting started with wealthAPI” tutorial.

If you are confused what the banking API providers finAPI and wealthAPI are, then see our background article.

As our API has grown large, looking at our “API call shortlist” may provide orientation.

Also, we recommend to read about user management and secure password storage before going live.

Need some successful implementation examples?

Several large services use our API. To see it in action, use one of the following

• Finanzfluss Copilot - https://www.finanzfluss.de/copilot

• depotcheck.ai - a service provided by wealthAPI

• extraETF portfolio manager: https://extraetf.com/de/offer/overview

How to test the bank import flow?

We provide a wealthAPI mock bank that can be used to test the import workflow. It does however not create any data but is for flow testing only.

Interested in PDF’s and CSV?

We provide a fairly powerful PDF and CSV import module. Please check out our dedicated page for more information. You may also see a live-version by using the “Add PDF” and “Add CSV” options on depotcheck.ai.