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Balance Series

GET
/accounts/{account_id}/balance/series
curl --request GET \
--url https://example.com/accounts/2489E9AD-2EE2-8E00-8EC9-32D5F69181C0/balance/series

Balance history for one account over [start, end], one point per transaction that moved it, plus the opening balance carried into the window.

REST is not token-budgeted, so this is the full per-change series — the downsampled, narrated form is MCP balance_history. Both compose on the same service functions, so they can never disagree. truncated is set rather than silently dropping the tail past 5000 points.

account_id
required
Account Id
string format: uuid
start
Any of:
string format: date

Defaults to end - 90d

end
Any of:
string format: date

Defaults to today (UTC)

Successful Response

Media typeapplication/json
BalanceSeries

Full-resolution balance history: one point per stored change, which is the grain the running-balance store keeps and the register shows.

object
account_id
required
Account Id
string format: uuid
currency
required
Currency
string
end
required
End
string format: date
method
required
Method
string
opening
required
Opening
string
path
required
Path
string
points
required
Points
Array<object>
BalancePoint
object
balance
required
Balance
string
date
required
Date
string format: date
delta
required
Delta
string
transaction_id
required
Transaction Id
string format: uuid
start
required
Start
string format: date
truncated
required
Truncated
boolean

Example generated

{
"account_id": "2489E9AD-2EE2-8E00-8EC9-32D5F69181C0",
"currency": "example",
"end": "2026-04-15",
"method": "example",
"opening": "example",
"path": "example",
"points": [
{
"balance": "example",
"date": "2026-04-15",
"delta": "example",
"transaction_id": "2489E9AD-2EE2-8E00-8EC9-32D5F69181C0"
}
],
"start": "2026-04-15",
"truncated": true
}

Validation Error

Media typeapplication/json
HTTPValidationError
object
detail
Detail
Array<object>
ValidationError
object
ctx
Context
object
input
Input
loc
required
Location
Array
msg
required
Message
string
type
required
Error Type
string

Example generated

{
"detail": [
{
"ctx": {},
"input": "example",
"loc": [
"example"
],
"msg": "example",
"type": "example"
}
]
}