# Institutional Reporting, Auditing & Compliance

> Statements, confirmations, tax lots, realized gains, reconciliation, reports, and audit evidence.

Product 6 in the [Partner API product catalog](/partners/docs/api-products), covering **16 operations**.

Statements, confirmations, tax lots, realized gains, reconciliation, reports, and audit evidence.

## Integration guides

[reports](/partners/docs/reports) · [daily reconciliation](/partners/docs/daily-reconciliation) · [statements confirms](/partners/docs/statements-confirms) · [tax reporting data residency](/partners/docs/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](/partners/docs/api-reference) and search the operation ID for request parameters, schemas, response codes, and examples. Use the [API Tester](/partners/docs/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](/partners/docs/auth) · [errors](/partners/docs/errors) · [rate limits](/partners/docs/rate-limits) · [contract guarantees](/partners/docs/contract-guarantees)

[Download the September 2026 specification PDF](/docs/PartnerAPI.pdf). Read the [online clarifications](/partners/docs/partner-specification) before using the PDF's general examples.