WealthMgr Docs

WealthMgr exposes a REST API that allows you to automate actions and read data programmatically. All API endpoints are available to authenticated users.

Info

The WealthMgr API is currently in beta. Endpoint signatures may change before a stable v1 release.

Base URL

https://wealthmgr.app/api

All paths in this documentation are relative to this base URL.

Authentication

The API uses API key authentication. Each request must include a Authorization header with your key as a Bearer token.

Authorization: Bearer wm_your_api_key_here

Generating an API key

  1. Go to Settings → API Keys in the app.
  2. Enter a name for the key (e.g. "Home automation", "n8n workflow").
  3. Click Create key.
  4. Copy the token immediately — it is shown only once.

Warning

API keys are shown in full only when first created. After that, only the key name and creation date are visible. Store the token securely in a password manager or secret manager.

Managing API keys

The API Keys settings page lists all your keys with their names and creation dates. You can have multiple keys — for example one per integration. To revoke a key, click the delete icon. Deletion is immediate and cannot be undone.

Key scope

API keys are scoped to your user account. A key can access and modify all data in your account. There is no per-resource or read-only scope currently.

Rate limits

See Rate Limits & Errors for limits and retry guidance.

Request format

  • All request bodies must be JSON. Set Content-Type: application/json.
  • All responses are JSON.
  • Dates are ISO 8601 strings (2024-03-15).
  • Amounts are numbers (not strings). Use your account’s currency for the value.

Example request

curl https://wealthmgr.app/api/users/me \
  -H "Authorization: Bearer wm_your_api_key_here"

Response:

{
  "id": "usr_abc123",
  "email": "you@example.com"
}