Networth Resource - v1.0

Entity: networth

Attribute Name Container Type Description
date bank
creditCard
investment
insurance
realEstate
loan
date The date as of when the networth information is provided.
asset bank
creditCard
investment
insurance
realEstate
loan
money The asset value that the user owns.
liability bank
creditCard
investment
insurance
realEstate
loan
money The liability amount that the user owes.
networth bank
creditCard
investment
insurance
realEstate
loan
money Networth of the user.
historicalBalances bank
creditCard
investment
insurance
realEstate
loan
entity[] Balances of the accounts over the period of time.

Entity: historicalBalances

Attribute Name Container Type Aggregated/Manual Description Endpoints
date  bank
creditCard
investment
insurance
realEstate
loan
date Both Date for which the account balance was provided.  This balance could be a carryforward, calculated or a scraped balance.
AdditIonal Details: scraped: Balance shown in the provider site. This balance gets stored in Yodlee system during system/user account updates.
carryForward : Balance carried forward from the scraped balance to the days for which the balance was not available in the system. Balance may not be available for all the days in the system due to MFA information required, error in the site, credential changes, etc.
calculated: Balances that gets calculated for the days that are prior to the account added date.
GET accounts/historicalBalances
GET derived/networth
asOfDate  bank
creditCard
investment
insurance
realEstate
loan
date Both Date as of when the balance is last  updated due to the auto account updates or user triggered updates. This balance will be carry forward for the days where there is no balance available in the system.  GET accounts/historicalBalances
balance  bank
creditCard
investment
insurance
realEstate
loan
money Both Balance amount of the account. GET accounts/historicalBalances
isAsset  bank
creditCard
investment
insurance
realEstate
loan
boolean Both Indicates whether the balance is an asset or liability. GET accounts/historicalBalances
dataSourceType  bank
creditCard
investment
insurance
realEstate
loan
string Both The source of balance information. GET accounts/historicalBalances

Enums: Balances Data Source Type

DataSourceType Description
Scraped balance from the provider site.
Calculated balance by the system.
CF Last available balance that was carry forwarded for the days when account was not updated.