Institutional Reporting, Auditing & Compliance
Statements, confirmations, tax lots, realized gains, reconciliation, reports, and audit evidence.
Product 6 in the Partner API product catalog, covering 16 operations.
Statements, confirmations, tax lots, realized gains, reconciliation, reports, and audit evidence.
Integration guides
reports · daily reconciliation · statements confirms · tax reporting data residency
Endpoint catalog
Paths are relative to https://mystocks.africa/api/v1/partner in production and https://mystocks.africa/api/sandbox/v1/partner in sandbox.
Open the API Reference and search the operation ID for request parameters, schemas, response codes, and examples. Use the API Tester to exercise an operation.
Sandbox availability is taken from each operation's OpenAPI metadata. Production-only operations and unsupported sandbox stubs are explicitly distinguished; account entitlements and instrument eligibility still apply.
| Method and path | Operation ID | Purpose | Sandbox |
|---|---|---|---|
GET /audit | listAudit | Audit log | Available |
GET /client-activity | listClientActivity | Client activity feed | Available |
GET /documents | listPartnerDocuments | List document templates and generation history | Available |
POST /documents | generatePartnerDocument | Generate a partner PDF document | Production only |
GET /gains | getGains | Realized capital gains (master account) | Available |
GET /reconciliation-signoffs | listReconciliationSignoffs | List reconciliation sign-offs | Production only |
POST /reconciliation-signoffs | createReconciliationSignoff | Record a reconciliation sign-off | Production only |
GET /report/aum | listAum | Report — AUM | Available |
GET /report/fees | listFees | Report — Fees | Available |
GET /report/invoice | listInvoice | Report — Invoice | Available |
GET /report/positions | listPositions | Report — Positions | Available |
GET /report/reconciliation | getReconciliationReport | Report - Reconciliation suite | Available |
GET /report/revenue | listRevenue | Report — Revenue | Available |
GET /stream | streamEvents | Real-time event stream (Server-Sent Events) | Available |
GET /tax-lots | getTaxLots | Open tax lots (master account) | Available |
GET /usage | listUsage | Usage analytics | Available |
Shared contracts
auth · errors · rate limits · contract guarantees
Download the September 2026 specification PDF. Read the online clarifications before using the PDF's general examples.
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