PDF and CSV import module

Owned by Wolfram Stacklies
Last updated: May 23, 2024
1 min read

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.

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