Activity

Transactions

GET /api/v1/transactions · scope read

Your account’s history, newest first: money moving in and out, and the stock limit orders you placed. Both share one list and one limit, except for open orders: up to 500 open orders older than the limit newest rows are listed after them, so you can still cancel them.

Query	Type	Description
limit	integer	Max rows. Default 100, max 500. Open orders older than these rows are listed after them, up to 500.

{ "transactions": [ /* Transaction */ ] }

Fields marked order rows only are left out of money rows.

Field	Type	Description
id	string	Transaction ID. On an order row, the order ID.
type	deposit | send | buy | sell	What kind of movement. Order rows are buy or sell.
status	pending | in_progress | completed | failed | canceled	Lifecycle state. (pending_approval is reserved and not returned today.)
rail	bank | chain | internal	How it moved. Order rows are internal.
method	ach | wire | international_wire | stablecoin | null	Bank method, on bank rows.
asset	string	Asset, e.g. USD. On an order row, the ticker.
amountUsd	number	Amount in USD. Never negative. For order rows, see Order rows.
counterparty	string | null	The other party, when there is one.
providerRef	string | null	The banking partner’s reference. On an order row, the broker’s order ID, once the broker accepts the order.
date	string	When it was created.
updatedAt	string	When it last changed.
orderKind	limit	Order rows only. The order type.
timeInForce	day | gtc | gtd	Order rows only. How long the order lasts.
expireDate	string	gtd order rows only. The last day the order works, yyyy-MM-dd.
assetAmount	number	Order rows only. Shares ordered. On an order that ended after filling, the shares filled.
limitPriceUsd	number	Order rows only. The limit price.
filledPercent	number	Order rows only. How much of the order has filled, from 0 to 100. Not rounded.
executionPriceUsd	number	Order rows only. The average fill price. Present once any part has filled.
feeUsd	number	Order rows only. The broker’s fee, on top of amountUsd: the estimate while the order is open, the fee charged once it has ended. Absent when no money moved or the broker reported none.

Order rows

Each limit order you place with POST /api/v1/orders is listed under its order id. That is the id that DELETE /api/v1/orders/{id} takes.

Order	status
Waiting for the broker, or open (even if partly filled)	pending
Filled in full	completed
Rejected by the broker	failed
Canceled, or expired (a day order at the close, a gtd order after its expireDate)	canceled

After you ask to cancel, the order stays pending until the broker confirms the cancel. It can still fill until then.

amountUsd on an order row:

• While the order is open: shares ordered × limit price.
• Once it has ended with fills: shares filled × average fill price. This is the cash that moved.
• Once it has ended with no fills: shares ordered × limit price.

The fee is never folded into amountUsd; it is feeUsd.

REST

curl "$CAPITALAI_API_URL/api/v1/transactions?limit=20" \
  -H "Authorization: Bearer $CAPITALAI_API_KEY"

Brokerage transfers

GET /api/v1/brokerage-transfers · scope read

Transfers of holdings from an outside brokerage into your account. Returns an array of:

Field	Type	Description
id	string	Request ID.
brokerageId	string	The outside brokerage.
brokerageName	string	Its name.
accountLastFour	string	Last four digits of the outside account.
scope	full | partial	Whole account, or selected positions.
positions	array	partial only: securityId, ticker, name, quantity.
status	submitted | validated | transferring | completed | rejected	Progress.
createdAt / updatedAt	string	Timestamps.

REST

curl "$CAPITALAI_API_URL/api/v1/brokerage-transfers" \
  -H "Authorization: Bearer $CAPITALAI_API_KEY"

Start a brokerage transfer

POST /api/v1/brokerage-transfers · scope trade

Moves holdings from an outside brokerage into your account.

Field	Type	Description
brokerageId	string	The outside brokerage: its DTC number as dtc-1234, or the ID from linking it in the app.
brokerageName	string	Its name.
accountLastFour	string	Last four characters of the outside account number. Only these four are sent.
scope	full | partial	The whole account, or selected positions.
positions	array	partial only: securityId, ticker, name, quantity.

201 with the request, as in the list above. 400 with a code when accountLastFour isn’t four letters or digits, or positions doesn’t match scope. 409 with openRequestId when a request for that account is already open.

REST

curl -X POST "$CAPITALAI_API_URL/api/v1/brokerage-transfers" \
  -H "Authorization: Bearer $CAPITALAI_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"brokerageId": "dtc-1234", "brokerageName": "Example Brokerage", "accountLastFour": "5678", "scope": "full"}'