wealthica 1.0.1

Official Wealthica Python SDK for the Investment Data API

Wealthica Investment API Python SDK

Official Python SDK for the Wealthica Investment API.

What is Wealthica?

Wealthica is an API for connecting with Canadian financial institutions and brokerages platforms. Instead of manually integrating with multiple institution APIs - you can simply use Wealthica for them all.

For our updated list of integrations, check out our list of Wealthica Integrations.

Features

• Secure JWT-based token authentication with automatic refresh
• Investment positions with security details
• Transaction history across all connected institutions
• Balance history tracking over time
• Support for 150+ Canadian financial institutions
• Context manager support for automatic cleanup
• Typed exception classes for granular error handling

Requirements

• Python >= 3.8

Installation

pip install wealthica

Configuration

Set your credentials as environment variables:

export WEALTHICA_CLIENT_ID="your_client_id"
export WEALTHICA_CLIENT_SECRET="your_secret"

To obtain API keys, reach out to the team at [e-mail].

Quick Start

from wealthica import Wealthica

# Initialize the client with your API credentials
wealthica = Wealthica(
    client_id="your_client_id",
    secret="your_secret"
)

# Get list of supported providers (no user login required)
providers = wealthica.providers.get_list()
print(f"Wealthica supports {len(providers)} providers")

# Get team information
team = wealthica.get_team()
print(f"Team: {team['name']}")

User Authentication

To access user-specific data like institutions, positions, and transactions, you need to login as a user:

from wealthica import Wealthica

wealthica = Wealthica(
    client_id="your_client_id",
    secret="your_secret"
)

# Login as a specific user (use your internal user ID)
user = wealthica.login("user_123")

# Now you can access user-specific resources
institutions = user.institutions.get_list()
for inst in institutions:
    print(f"Institution: {inst['provider']['display_name']}")
    for balance in inst.get('balances', []):
        print(f"  {balance['ticker']}: {balance['amount']}")

API Reference

Provider APIs

These APIs don't require user authentication:

Get All Providers

providers = wealthica.providers.get_list()

# Each provider includes:
# - name: unique identifier
# - display_name: human-friendly name
# - auth_type: authentication type
# - credentials: required credential types

Get a Specific Provider

provider = wealthica.providers.get_one("questrade")
print(f"Auth type: {provider['auth_type']}")

Institution APIs

These APIs require user authentication:

List All Institutions

user = wealthica.login("user_123")
institutions = user.institutions.get_list()

for inst in institutions:
    print(f"ID: {inst['id']}")
    print(f"Provider: {inst['provider']['display_name']}")

Get a Specific Institution

institution = user.institutions.get_one("603522490d2b02001233a5d6")

Sync an Institution

Trigger a refresh to fetch the latest data from the provider:

institution = user.institutions.sync("603522490d2b02001233a5d6")

Remove an Institution

user.institutions.remove("603522490d2b02001233a5d6")

Position APIs

Get Positions

user = wealthica.login("user_123")

# Get all positions
positions = user.positions.get_list()

# Get positions for specific institutions
positions = user.positions.get_list(
    institutions=["603522490d2b02001233a5d6"]
)

for pos in positions:
    security = pos.get('security', {})
    print(f"{security['name']} ({security['symbol']})")
    print(f"  Quantity: {pos['quantity']}")
    print(f"  Market Value: {pos['market_value']}")
    print(f"  Gain: {pos['gain_percent']}%")

Transaction APIs

List Transactions

user = wealthica.login("user_123")

# Get all transactions
transactions = user.transactions.get_list(
    institutions=["603522490d2b02001233a5d6"]
)

# With filters
transactions = user.transactions.get_list(
    institutions=["603522490d2b02001233a5d6"],
    from_date="2024-01-01",
    to_date="2024-06-30",
    limit=100
)

Get a Specific Transaction

tx = user.transactions.get_one(tx_id="603522490d2b02001233a5d7")

Balance History APIs

Get Balance History

user = wealthica.login("user_123")

history = user.history.get_list(
    institutions=["603522490d2b02001233a5d6"],
    from_date="2024-01-01",
    to_date="2024-06-30"
)

for entry in history:
    print(f"Date: {entry['date']}, Investment: {entry['investment']}")

Error Handling

The SDK provides specific exception classes for different error types:

from wealthica import (
    Wealthica,
    WealthicaError,
    WealthicaAuthenticationError,
    WealthicaAPIError,
    WealthicaValidationError,
    WealthicaNotFoundError,
    WealthicaRateLimitError,
)

try:
    user = wealthica.login("user_123")
    institution = user.institutions.get_one("invalid_id")
except WealthicaNotFoundError as e:
    print(f"Institution not found: {e.message}")
except WealthicaAuthenticationError as e:
    print(f"Authentication failed: {e.message}")
except WealthicaRateLimitError as e:
    print(f"Rate limit exceeded: {e.message}")
except WealthicaAPIError as e:
    print(f"API error [{e.status_code}]: {e.message}")
except WealthicaError as e:
    print(f"Wealthica error: {e.message}")

Context Manager Support

The SDK supports context managers for automatic cleanup:

with Wealthica(client_id="...", secret="...") as wealthica:
    providers = wealthica.providers.get_list()
    # Connection is automatically closed when exiting the block

Configuration Options

wealthica = Wealthica(
    client_id="your_client_id",              # Required
    secret="your_secret",                    # Required
    base_url="https://api.wealthica.com/v1", # Optional, default API URL
    connect_url="https://connect.wealthica.com",  # Optional, Connect widget URL
    timeout=30.0,                            # Optional, request timeout in seconds
)

Connecting Users (Frontend Integration)

To connect user institutions, you'll need to use Wealthica Connect in your frontend. Here's how the flow works:

1. Backend: Generate a user token

user = wealthica.login("user_123")
token = user.get_token()
# Send this token to your frontend

2. Frontend: Use the token with Wealthica Connect (JavaScript)

import Wealthica from 'wealthica-sdk-js';

const wealthica = Wealthica.init({
    clientId: 'YOUR_CLIENT_ID',
    authEndpoint: '/wealthica/auth',
});

const user = wealthica.login();
user.connect()
    .onConnection((institution) => {
        console.log('Connected:', institution);
    })
    .onError((error) => {
        console.error('Error:', error);
    });

3. Backend: Handle the callback to receive the connected institution

For full frontend integration, see the JavaScript SDK.

Publishing to PyPI

To release a new version of the SDK:

1. Update Version

Update the version number in pyproject.toml:

version = "X.Y.Z"

And in src/wealthica/__init__.py:

__version__ = "X.Y.Z"

2. Update Changelog

Add release notes to CHANGELOG.md.

3. Commit and Tag

git add -A
git commit -m "vX.Y.Z: Description of changes"
git tag -a vX.Y.Z -m "Release vX.Y.Z"
git push origin main --tags

4. Build the Package

# Install build tools
pip install build twine

# Clean previous builds
rm -rf dist/ build/ src/*.egg-info

# Build
python3 -m build

5. Upload to PyPI

# Upload using twine (requires PyPI API token)
python3 -m twine upload dist/* -u __token__ -p YOUR_PYPI_TOKEN

To get a PyPI API token:

1. Go to https://pypi.org/manage/account/
2. Create an API token with "Upload packages" scope
3. Use __token__ as username and the token as password

Examples

See the examples directory for complete working examples including a CLI script and a Flask web server.

Documentation & Links

• Wealthica API Documentation
• JavaScript SDK
• Python SDK on PyPI
• GitHub Repository
• Integration Status
• Changelog

Support

• Sales & API keys: [e-mail]
• General inquiries: [e-mail]
• Documentation: https://wealthica.com/docs

License

MIT License - see LICENSE for details.