Deltalytix

API documentation.

Authenticate with OAuth or personal access tokens, then read and write trades, accounts, connections, imports, and metrics through the Deltalytix Public API v1.

OpenAPI JSON

Try it

Call real /api/v1 endpoints with a personal access token. Logged-in visitors can generate a short-lived docs token; everyone can paste an existing PAT.

…

Bearer token

Endpoint

Method

Path

Overview

What the Deltalytix Public API offers, the base URL, versioning, and shared conventions.

Overview

The Deltalytix Public API lets you read and write trading data, manage broker connections, import files, and compute performance metrics programmatically. It is designed for personal scripts, third-party integrations, and first-party OAuth apps.

Base URL

All REST endpoints are served from:

https://www.deltalytix.app

Examples in this documentation use that host. Relative paths such as /api/v1/trades are always rooted at the same origin.

Versioning

The current stable surface is API v1, mounted under /api/v1/*. Breaking changes ship under a new major version path. Additive fields may appear within v1 without a version bump.

Machine-readable discovery:

OpenAPI 3.1: /openapi.json
OAuth metadata: /.well-known/openid-configuration
Protected resource metadata: /.well-known/oauth-protected-resource

What you can do

Area	Capabilities
Profile	Read the authenticated user (`GET /api/v1/me`)
Trades	List and create trades
Accounts	List accounts, optionally with performance metrics
Connections	List connections, create IBKR Flex connections, trigger sync
Imports	Upload CSV/XLSX files with AI or platform-specific parsers
Metrics	Summary statistics, equity curves, per-account metrics

Authentication

Every /api/v1/* request requires a Bearer token:

Authorization: Bearer dltx_at_…

Tokens are either:

OAuth access tokens from the authorization code flow (dltx_at_…)
Personal access tokens created in the dashboard (dltx_pat_…)

See Authentication for scopes, OAuth, and PATs.

Shared conventions

Pagination

List endpoints accept:

Parameter	Default	Max	Description
`limit`	`100`	`500`	Page size
`cursor`	—	—	Opaque cursor from a previous response

Responses use:

{
  "data": [],
  "nextCursor": null
}

When nextCursor is a string, pass it as cursor on the next request. When it is null, you have reached the last page.

Dates

Timestamps and date filters are ISO 8601 strings (for example 2026-03-15T14:30:00.000Z).

Errors

Failed requests return:

{
  "error": "machine_code",
  "message": "Human-readable explanation",
  "details": {}
}

See Errors for status codes and OAuth-specific error shapes.

Quick start

curl https://www.deltalytix.app/api/v1/me \
  -H "Authorization: Bearer dltx_pat_YOUR_TOKEN"

const res = await fetch("https://www.deltalytix.app/api/v1/me", {
  headers: {
    Authorization: "Bearer dltx_pat_YOUR_TOKEN",
  },
});
const me = await res.json();

Next: Authentication.

Authentication

OAuth 2.0 authorization code with PKCE, personal access tokens, scopes, and token formats.

Authentication

Deltalytix is its own OAuth 2.0 authorization server. Humans still sign in with Supabase; API tokens are minted and validated by Deltalytix.

Token formats

Tokens are opaque strings. Deltalytix stores only SHA-256 hashes.

Kind	Prefix	Lifetime
Access token	`dltx_at_<48 hex chars>`	3600 seconds
Refresh token	`dltx_rt_<48 hex chars>`	30 days (rotated on use)
Personal access token (PAT)	`dltx_pat_<48 hex chars>`	No expiry until revoked
Client ID	`dltx_app_<24 hex chars>`	—
Client secret	`dltx_secret_<48 hex chars>`	Shown once at creation

Scopes

Request only the scopes your integration needs. Space-separate them in OAuth scope parameters.

Scope	Access
`profile:read`	Read the authenticated user profile
`trades:read`	List trades
`trades:write`	Create trades
`accounts:read`	List accounts and related metrics
`connections:read`	List broker connections
`connections:write`	Create connections and trigger sync
`imports:write`	Upload import files
`metrics:read`	Read summary, equity, and account metrics

Personal access tokens

PATs are ideal for scripts and private tools. Create and revoke them from the dashboard developer settings, choosing the scopes you need. The token value is shown once.

curl https://www.deltalytix.app/api/v1/me \
  -H "Authorization: Bearer dltx_pat_YOUR_TOKEN"

OAuth 2.0 authorization code + PKCE

1. Authorize

Send the user to the consent page (HTML). Unauthenticated users are redirected to /authentication?next=….

GET /oauth/authorize
  ?client_id=dltx_app_…
  &redirect_uri=https%3A%2F%2Fyour-app.example%2Fcallback
  &response_type=code
  &scope=profile%3Aread%20trades%3Aread
  &state=csrf-token
  &code_challenge=BASE64URL_SHA256_OF_VERIFIER
  &code_challenge_method=S256

Query	Required	Notes
`client_id`	Yes	Registered OAuth app
`redirect_uri`	Yes	Must exactly match a registered URI
`response_type`	Yes	Must be `code`
`scope`	Yes	Space-separated scopes
`state`	Recommended	CSRF protection; echoed on redirect
`code_challenge`	Recommended	PKCE S256 challenge
`code_challenge_method`	With challenge	Must be `S256`

On approve, Deltalytix issues a single-use authorization code (10 minute TTL) and redirects:

https://your-app.example/callback?code=…&state=…

On deny:

https://your-app.example/callback?error=access_denied&state=…

2. Exchange the code for tokens

POST /api/oauth/token accepts form-urlencoded or JSON.

curl -X POST https://www.deltalytix.app/api/oauth/token \
  -H "Content-Type: application/x-www-form-urlencoded" \
  -d "grant_type=authorization_code" \
  -d "code=AUTHORIZATION_CODE" \
  -d "redirect_uri=https://your-app.example/callback" \
  -d "client_id=dltx_app_…" \
  -d "code_verifier=PKCE_VERIFIER"

Confidential clients may send client_secret instead of (or in addition to) PKCE, depending on how the app was registered.

Successful response:

{
  "access_token": "dltx_at_…",
  "token_type": "Bearer",
  "expires_in": 3600,
  "refresh_token": "dltx_rt_…",
  "scope": "profile:read trades:read"
}

OAuth errors follow RFC 6749:

{
  "error": "invalid_grant",
  "error_description": "Authorization code is invalid or expired"
}

3. Call the API

curl https://www.deltalytix.app/api/v1/trades?limit=10 \
  -H "Authorization: Bearer dltx_at_…"

const res = await fetch("https://www.deltalytix.app/api/v1/trades?limit=10", {
  headers: {
    Authorization: `Bearer ${accessToken}`,
  },
});

4. Refresh the access token

curl -X POST https://www.deltalytix.app/api/oauth/token \
  -H "Content-Type: application/json" \
  -d '{
    "grant_type": "refresh_token",
    "refresh_token": "dltx_rt_…",
    "client_id": "dltx_app_…",
    "client_secret": "dltx_secret_…"
  }'

Refresh tokens rotate on use. Store the new refresh_token from each successful response.

Public clients that obtained tokens via PKCE may refresh without a client secret when that was how the original token was issued.

5. Revoke a token

curl -X POST https://www.deltalytix.app/api/oauth/revoke \
  -H "Content-Type: application/json" \
  -d '{
    "token": "dltx_at_…",
    "client_id": "dltx_app_…",
    "client_secret": "dltx_secret_…"
  }'

Revocation always returns 200, whether or not the token was found.

Resource-server failures

Missing or invalid Bearer tokens return 401:

{
  "error": "unauthorized",
  "message": "…"
}

with a WWW-Authenticate header pointing at protected-resource metadata.

Valid tokens without the required scope return 403:

{
  "error": "insufficient_scope",
  "message": "…"
}

Managing apps and tokens

In the dashboard developer settings you can:

Create OAuth apps (name, redirect URIs, allowed scopes) — client_id is always visible; client_secret is shown once
Create and revoke personal access tokens with chosen scopes — the PAT value is shown once

Trades

List and create trades with filters, pagination, and the shared import/dedupe pipeline.

Trades

Manage the authenticated user’s trade history.

List trades

GET /api/v1/trades

Scope: trades:read

Query parameters

Parameter	Description
`accountNumber`	Filter by account number
`instrument`	Filter by instrument symbol
`side`	Filter by side
`from`	Inclusive lower bound on `entryDate` (ISO 8601)
`to`	Inclusive upper bound on `entryDate` (ISO 8601)
`cursor`	Opaque pagination cursor
`limit`	Page size (default `100`, max `500`)

Example

curl "https://www.deltalytix.app/api/v1/trades?accountNumber=SIM-001&limit=50" \
  -H "Authorization: Bearer dltx_at_…"

const params = new URLSearchParams({
  accountNumber: "SIM-001",
  from: "2026-01-01T00:00:00.000Z",
  limit: "50",
});
 
const res = await fetch(`https://www.deltalytix.app/api/v1/trades?${params}`, {
  headers: { Authorization: `Bearer ${accessToken}` },
});
const page = await res.json();

Response `200`

{
  "data": [
    {
      "id": "trade_01HZX…",
      "accountNumber": "SIM-001",
      "instrument": "ES",
      "side": "long",
      "quantity": 2,
      "entryPrice": 5120.25,
      "closePrice": 5128.5,
      "entryDate": "2026-03-15T14:30:00.000Z",
      "closeDate": "2026-03-15T15:10:00.000Z",
      "pnl": 825,
      "commission": 8.64,
      "timeInPosition": 2400,
      "tags": ["breakout"],
      "comment": "Morning continuation",
      "createdAt": "2026-03-15T15:12:01.000Z"
    }
  ],
  "nextCursor": null
}

Create trades

POST /api/v1/trades

Scope: trades:write

Creates one or more trades using the same dedupe pipeline as the dashboard (UUID v5 identity + createMany with skipDuplicates). Duplicate payloads are counted, not treated as hard failures.

Request body

{
  "trades": [
    {
      "accountNumber": "SIM-001",
      "instrument": "ES",
      "quantity": 2,
      "entryPrice": 5120.25,
      "closePrice": 5128.5,
      "entryDate": "2026-03-15T14:30:00.000Z",
      "closeDate": "2026-03-15T15:10:00.000Z",
      "pnl": 825,
      "side": "long",
      "commission": 8.64,
      "entryId": "optional-broker-entry-id",
      "closeId": "optional-broker-close-id",
      "timeInPosition": 2400,
      "tags": ["breakout"],
      "comment": "Morning continuation"
    }
  ]
}

Field	Required	Notes
`accountNumber`	Yes	Target account
`instrument`	Yes	Symbol / contract
`quantity`	Yes	Size
`entryPrice`	Yes	Entry price
`closePrice`	Yes	Exit price
`entryDate`	Yes	ISO 8601
`closeDate`	Yes	ISO 8601
`pnl`	Yes	Realized P&L
`side`	No	e.g. `long` / `short`
`commission`	No	Fees
`entryId`	No	Broker entry identifier
`closeId`	No	Broker exit identifier
`timeInPosition`	No	Duration in seconds
`tags`	No	String array
`comment`	No	Free text

Example

curl -X POST https://www.deltalytix.app/api/v1/trades \
  -H "Authorization: Bearer dltx_at_…" \
  -H "Content-Type: application/json" \
  -d '{
    "trades": [
      {
        "accountNumber": "SIM-001",
        "instrument": "ES",
        "quantity": 2,
        "entryPrice": 5120.25,
        "closePrice": 5128.5,
        "entryDate": "2026-03-15T14:30:00.000Z",
        "closeDate": "2026-03-15T15:10:00.000Z",
        "pnl": 825,
        "side": "long",
        "commission": 8.64
      }
    ]
  }'

Response `201`

{
  "imported": 1,
  "duplicates": 0,
  "total": 1
}

If every row is a duplicate, the response still returns success with counts (for example "imported": 0, "duplicates": 3, "total": 3), not an error status.

Accounts

List trading accounts, payouts, and optional per-account performance metrics.

Accounts

Read the authenticated user’s accounts and related payout information.

List accounts

GET /api/v1/accounts

Scope: accounts:read

Query parameters

Parameter	Description
`includeMetrics`	When `true`, attaches per-account metrics from `computeMetricsForAccounts`

Example

curl "https://www.deltalytix.app/api/v1/accounts?includeMetrics=true" \
  -H "Authorization: Bearer dltx_at_…"

const res = await fetch(
  "https://www.deltalytix.app/api/v1/accounts?includeMetrics=true",
  {
    headers: { Authorization: `Bearer ${accessToken}` },
  },
);
const payload = await res.json();

Response `200`

{
  "data": [
    {
      "id": "acc_01HZX…",
      "accountNumber": "SIM-001",
      "name": "Evaluation A",
      "payouts": [
        {
          "id": "pay_01HZX…",
          "amount": 2500,
          "date": "2026-02-01T00:00:00.000Z",
          "status": "paid"
        }
      ],
      "metrics": {
        "balance": 52480.12,
        "drawdown": 3.4,
        "consistency": 0.82,
        "progress": 0.61
      }
    }
  ],
  "nextCursor": null
}

metrics is present only when includeMetrics=true. Metric fields include balance, drawdown, consistency, and progress toward account targets.

For portfolio-level analytics across all accounts, prefer the Metrics endpoints.

Connections

List broker connections, create IBKR Flex connections, and trigger server-side sync.

Connections

Broker connections sync trades into Deltalytix. Raw broker tokens are never returned by the API.

List connections

GET /api/v1/connections

Scope: connections:read

Example

curl https://www.deltalytix.app/api/v1/connections \
  -H "Authorization: Bearer dltx_at_…"

Response `200`

{
  "data": [
    {
      "id": "conn_01HZX…",
      "service": "ibkr",
      "externalId": "flex-query-123",
      "lastSyncedAt": "2026-03-15T16:00:00.000Z",
      "environment": "live",
      "accountNumbers": ["U1234567"]
    }
  ],
  "nextCursor": null
}

Field	Description
`id`	Connection identifier
`service`	Provider key (`ibkr`, …)
`externalId`	Provider-side identifier (never a secret token)
`lastSyncedAt`	Last successful sync timestamp, or `null`
`environment`	e.g. live / demo when applicable
`accountNumbers`	Linked Deltalytix account numbers

Create an IBKR Flex connection

POST /api/v1/connections

Scope: connections:write

MVP supported service: IBKR Flex.

Request body

{
  "service": "ibkr",
  "token": "<flex token>",
  "queryId": "<flex query id>"
}

Example

curl -X POST https://www.deltalytix.app/api/v1/connections \
  -H "Authorization: Bearer dltx_at_…" \
  -H "Content-Type: application/json" \
  -d '{
    "service": "ibkr",
    "token": "YOUR_FLEX_TOKEN",
    "queryId": "YOUR_FLEX_QUERY_ID"
  }'

const res = await fetch("https://www.deltalytix.app/api/v1/connections", {
  method: "POST",
  headers: {
    Authorization: `Bearer ${accessToken}`,
    "Content-Type": "application/json",
  },
  body: JSON.stringify({
    service: "ibkr",
    token: process.env.IBKR_FLEX_TOKEN,
    queryId: process.env.IBKR_FLEX_QUERY_ID,
  }),
});

On success the API creates the connection and linked accounts, runs an initial sync, and returns the connection object (without the Flex token).

Unsupported service → `422`

{
  "error": "unsupported_service",
  "message": "Only IBKR Flex is supported in this API version",
  "details": {
    "supported": ["ibkr"]
  }
}

Trigger a sync

POST /api/v1/connections/{id}/sync

Scope: connections:write

Triggers a sync for services with importable server sync logic. IBKR is supported at minimum; additional services such as tradovate, dxfeed, and rithmic-protocol may be available when their sync actions are reusable.

Example

curl -X POST https://www.deltalytix.app/api/v1/connections/conn_01HZX…/sync \
  -H "Authorization: Bearer dltx_at_…"

Response `200` (completed)

{
  "status": "completed",
  "imported": 42,
  "duplicates": 3
}

Response `202` (async)

{
  "status": "started"
}

Imports

Upload CSV or XLSX trade files with AI mapping or platform-specific parsers.

Imports

Import trades from files without going through the dashboard UI.

Upload a file

POST /api/v1/imports

Scope: imports:write

Content-Type: multipart/form-data

Form fields

Field	Required	Description
`file`	Yes	`.csv` or `.xlsx` file
`type`	Yes	`"ai"` or a platform name
`accountNumber`	Yes	Destination account number

AI import (`type=ai`)

The server parses the file (Papa Parse for CSV, read-excel-file for XLSX), runs the same AI mapping and formatting pipeline used by the dashboard, then saves trades through the shared trades-save core.

curl -X POST https://www.deltalytix.app/api/v1/imports \
  -H "Authorization: Bearer dltx_at_…" \
  -F "file=@./trades.csv" \
  -F "type=ai" \
  -F "accountNumber=SIM-001"

const form = new FormData();
form.append("file", fileInput.files[0]);
form.append("type", "ai");
form.append("accountNumber", "SIM-001");
 
const res = await fetch("https://www.deltalytix.app/api/v1/imports", {
  method: "POST",
  headers: { Authorization: `Bearer ${accessToken}` },
  body: form,
});
const result = await res.json();

Platform import (`type=<platform>`)

When type is a platform key, the server uses a registered parser extracted from the dashboard import flow. Supported platforms depend on which parsers are available as pure functions (candidates include tradezella, tradovate, quantower, topstep, ftmo, atas, and others).

curl -X POST https://www.deltalytix.app/api/v1/imports \
  -H "Authorization: Bearer dltx_at_…" \
  -F "file=@./export.xlsx" \
  -F "type=tradovate" \
  -F "accountNumber=SIM-001"

Success response

{
  "imported": 128,
  "duplicates": 4,
  "total": 132,
  "accountNumber": "SIM-001"
}

Unsupported platform → `422`

{
  "error": "unsupported_service",
  "message": "Unknown import type",
  "details": {
    "supported": ["ai", "tradovate", "tradezella", "quantower"]
  }
}

The exact details.supported list reflects the live parser registry.

Metrics

Summary statistics, equity curves, and per-account performance metrics.

Metrics

Compute performance analytics from the authenticated user’s trades.

All metrics endpoints require the metrics:read scope.

Summary

GET /api/v1/metrics/summary

Uses the same filters as GET /api/v1/trades. Statistics come from calculateStatistics plus the dashboard profit-factor formula (gross wins and losses net of commission).

Query parameters

Parameter	Description
`accountNumber`	Filter by account
`instrument`	Filter by instrument
`side`	Filter by side
`from` / `to`	Bounds on `entryDate`
`cursor` / `limit`	Accepted for consistency with trades filters where applicable

Example

curl "https://www.deltalytix.app/api/v1/metrics/summary?from=2026-01-01T00:00:00.000Z" \
  -H "Authorization: Bearer dltx_at_…"

Response `200`

{
  "totalPnl": 12450.5,
  "totalCommission": 312.4,
  "tradeCount": 186,
  "winCount": 102,
  "lossCount": 78,
  "breakevenCount": 6,
  "winRate": 0.5484,
  "profitFactor": 1.62,
  "averageWin": 215.3,
  "averageLoss": -142.1,
  "longCount": 110,
  "shortCount": 76,
  "tradingDays": 48
}

Equity curve

GET /api/v1/metrics/equity

Builds daily equity points via computeEquityChartData.

Query parameters

Parameter	Description
`from`	Start date (ISO 8601)
`to`	End date (ISO 8601)
`accountNumbers`	Comma-separated account numbers; when provided, also returns per-account series

Example

curl "https://www.deltalytix.app/api/v1/metrics/equity?accountNumbers=SIM-001,SIM-002&from=2026-01-01T00:00:00.000Z" \
  -H "Authorization: Bearer dltx_at_…"

const params = new URLSearchParams({
  accountNumbers: "SIM-001,SIM-002",
  from: "2026-01-01T00:00:00.000Z",
});
 
const res = await fetch(
  `https://www.deltalytix.app/api/v1/metrics/equity?${params}`,
  { headers: { Authorization: `Bearer ${accessToken}` } },
);
const equity = await res.json();

Response `200`

{
  "points": [
    {
      "date": "2026-01-02",
      "equity": 50120.5
    },
    {
      "date": "2026-01-03",
      "equity": 50385.25
    }
  ],
  "accounts": {
    "SIM-001": [
      { "date": "2026-01-02", "equity": 25050.0 },
      { "date": "2026-01-03", "equity": 25210.75 }
    ],
    "SIM-002": [
      { "date": "2026-01-02", "equity": 25070.5 },
      { "date": "2026-01-03", "equity": 25174.5 }
    ]
  }
}

The accounts object is included when accountNumbers is requested.

Account metrics

GET /api/v1/metrics/accounts

Runs computeMetricsForAccounts for all of the user’s accounts.

Example

curl https://www.deltalytix.app/api/v1/metrics/accounts \
  -H "Authorization: Bearer dltx_at_…"

Response `200`

{
  "data": [
    {
      "accountNumber": "SIM-001",
      "balance": 52480.12,
      "drawdown": 3.4,
      "consistency": 0.82,
      "progress": 0.61
    }
  ]
}

Errors

REST error envelope, HTTP status codes, and OAuth error responses.

Errors

REST error envelope

API v1 errors use a consistent JSON body:

{
  "error": "machine_code",
  "message": "Human-readable explanation",
  "details": {}
}

Field	Description
`error`	Stable machine-readable code
`message`	Human-readable explanation
`details`	Optional structured context (validation issues, supported values, …)

HTTP status codes

Status	Typical cause
`400`	Validation error (malformed query/body)
`401`	Missing, expired, revoked, or invalid Bearer token
`403`	Authenticated but missing required scope
`404`	Resource not found
`422`	Semantically invalid request (unsupported service/type)
`500`	Unexpected server error

Unauthorized (`401`)

{
  "error": "unauthorized",
  "message": "Missing or invalid access token"
}

Responses include:

WWW-Authenticate: Bearer resource_metadata="https://www.deltalytix.app/.well-known/oauth-protected-resource"

Insufficient scope (`403`)

{
  "error": "insufficient_scope",
  "message": "Token is missing required scope trades:write"
}

Unsupported service (`422`)

{
  "error": "unsupported_service",
  "message": "Only IBKR Flex is supported in this API version",
  "details": {
    "supported": ["ibkr"]
  }
}

OAuth errors

Token endpoint failures use the RFC 6749 shape (not the REST envelope):

{
  "error": "invalid_grant",
  "error_description": "Authorization code is invalid or expired"
}

Common OAuth error values include invalid_request, invalid_client, invalid_grant, unauthorized_client, unsupported_grant_type, and invalid_scope.

Authorization endpoint denials redirect to the registered redirect_uri with error=access_denied (and the original state when provided).

Non-error counts

Some write endpoints report duplicate or zero-import outcomes with HTTP success and count fields instead of an error body. For example, POST /api/v1/trades returns 201 with "imported": 0 when every row already exists.

Handling tips

Branch first on HTTP status, then on error.
Surface message to developers; use error for programmatic handling.
Treat details.supported as the authoritative allow-list when present.
On 401, refresh the OAuth access token or prompt for a new PAT; do not retry indefinitely.

OpenAPI reference

OpenAPI JSON

Paths, methods, parameters, and response codes from the live OpenAPI document.

Download openapi.json

Loading OpenAPI document…

Deltalytix

API documentation.

Authenticate with OAuth or personal access tokens, then read and write trades, accounts, connections, imports, and metrics through the Deltalytix Public API v1.

OpenAPI JSON

Try it

Call real /api/v1 endpoints with a personal access token. Logged-in visitors can generate a short-lived docs token; everyone can paste an existing PAT.

…

Bearer token

Endpoint

Method

Path

Overview

What the Deltalytix Public API offers, the base URL, versioning, and shared conventions.

Overview

Base URL

All REST endpoints are served from:

https://www.deltalytix.app

Examples in this documentation use that host. Relative paths such as /api/v1/trades are always rooted at the same origin.

Versioning

The current stable surface is API v1, mounted under /api/v1/*. Breaking changes ship under a new major version path. Additive fields may appear within v1 without a version bump.

Machine-readable discovery:

OpenAPI 3.1: /openapi.json
OAuth metadata: /.well-known/openid-configuration
Protected resource metadata: /.well-known/oauth-protected-resource

What you can do

Area	Capabilities
Profile	Read the authenticated user (`GET /api/v1/me`)
Trades	List and create trades
Accounts	List accounts, optionally with performance metrics
Connections	List connections, create IBKR Flex connections, trigger sync
Imports	Upload CSV/XLSX files with AI or platform-specific parsers
Metrics	Summary statistics, equity curves, per-account metrics

Authentication

Every /api/v1/* request requires a Bearer token:

Authorization: Bearer dltx_at_…

Tokens are either:

OAuth access tokens from the authorization code flow (dltx_at_…)
Personal access tokens created in the dashboard (dltx_pat_…)

See Authentication for scopes, OAuth, and PATs.

Shared conventions

Pagination

List endpoints accept:

Parameter	Default	Max	Description
`limit`	`100`	`500`	Page size
`cursor`	—	—	Opaque cursor from a previous response

Responses use:

{
  "data": [],
  "nextCursor": null
}

When nextCursor is a string, pass it as cursor on the next request. When it is null, you have reached the last page.

Dates

Timestamps and date filters are ISO 8601 strings (for example 2026-03-15T14:30:00.000Z).

Errors

Failed requests return:

{
  "error": "machine_code",
  "message": "Human-readable explanation",
  "details": {}
}

See Errors for status codes and OAuth-specific error shapes.

Quick start

curl https://www.deltalytix.app/api/v1/me \
  -H "Authorization: Bearer dltx_pat_YOUR_TOKEN"

const res = await fetch("https://www.deltalytix.app/api/v1/me", {
  headers: {
    Authorization: "Bearer dltx_pat_YOUR_TOKEN",
  },
});
const me = await res.json();

Next: Authentication.

Authentication

OAuth 2.0 authorization code with PKCE, personal access tokens, scopes, and token formats.

Authentication

Deltalytix is its own OAuth 2.0 authorization server. Humans still sign in with Supabase; API tokens are minted and validated by Deltalytix.

Token formats

Tokens are opaque strings. Deltalytix stores only SHA-256 hashes.

Kind	Prefix	Lifetime
Access token	`dltx_at_<48 hex chars>`	3600 seconds
Refresh token	`dltx_rt_<48 hex chars>`	30 days (rotated on use)
Personal access token (PAT)	`dltx_pat_<48 hex chars>`	No expiry until revoked
Client ID	`dltx_app_<24 hex chars>`	—
Client secret	`dltx_secret_<48 hex chars>`	Shown once at creation

Scopes

Request only the scopes your integration needs. Space-separate them in OAuth scope parameters.

Scope	Access
`profile:read`	Read the authenticated user profile
`trades:read`	List trades
`trades:write`	Create trades
`accounts:read`	List accounts and related metrics
`connections:read`	List broker connections
`connections:write`	Create connections and trigger sync
`imports:write`	Upload import files
`metrics:read`	Read summary, equity, and account metrics

Personal access tokens

PATs are ideal for scripts and private tools. Create and revoke them from the dashboard developer settings, choosing the scopes you need. The token value is shown once.

curl https://www.deltalytix.app/api/v1/me \
  -H "Authorization: Bearer dltx_pat_YOUR_TOKEN"

OAuth 2.0 authorization code + PKCE

1. Authorize

Send the user to the consent page (HTML). Unauthenticated users are redirected to /authentication?next=….

GET /oauth/authorize
  ?client_id=dltx_app_…
  &redirect_uri=https%3A%2F%2Fyour-app.example%2Fcallback
  &response_type=code
  &scope=profile%3Aread%20trades%3Aread
  &state=csrf-token
  &code_challenge=BASE64URL_SHA256_OF_VERIFIER
  &code_challenge_method=S256

Query	Required	Notes
`client_id`	Yes	Registered OAuth app
`redirect_uri`	Yes	Must exactly match a registered URI
`response_type`	Yes	Must be `code`
`scope`	Yes	Space-separated scopes
`state`	Recommended	CSRF protection; echoed on redirect
`code_challenge`	Recommended	PKCE S256 challenge
`code_challenge_method`	With challenge	Must be `S256`

On approve, Deltalytix issues a single-use authorization code (10 minute TTL) and redirects:

https://your-app.example/callback?code=…&state=…

On deny:

https://your-app.example/callback?error=access_denied&state=…

2. Exchange the code for tokens

POST /api/oauth/token accepts form-urlencoded or JSON.

curl -X POST https://www.deltalytix.app/api/oauth/token \
  -H "Content-Type: application/x-www-form-urlencoded" \
  -d "grant_type=authorization_code" \
  -d "code=AUTHORIZATION_CODE" \
  -d "redirect_uri=https://your-app.example/callback" \
  -d "client_id=dltx_app_…" \
  -d "code_verifier=PKCE_VERIFIER"

Confidential clients may send client_secret instead of (or in addition to) PKCE, depending on how the app was registered.

Successful response:

{
  "access_token": "dltx_at_…",
  "token_type": "Bearer",
  "expires_in": 3600,
  "refresh_token": "dltx_rt_…",
  "scope": "profile:read trades:read"
}

OAuth errors follow RFC 6749:

{
  "error": "invalid_grant",
  "error_description": "Authorization code is invalid or expired"
}

3. Call the API

curl https://www.deltalytix.app/api/v1/trades?limit=10 \
  -H "Authorization: Bearer dltx_at_…"

const res = await fetch("https://www.deltalytix.app/api/v1/trades?limit=10", {
  headers: {
    Authorization: `Bearer ${accessToken}`,
  },
});

4. Refresh the access token

curl -X POST https://www.deltalytix.app/api/oauth/token \
  -H "Content-Type: application/json" \
  -d '{
    "grant_type": "refresh_token",
    "refresh_token": "dltx_rt_…",
    "client_id": "dltx_app_…",
    "client_secret": "dltx_secret_…"
  }'

Refresh tokens rotate on use. Store the new refresh_token from each successful response.

Public clients that obtained tokens via PKCE may refresh without a client secret when that was how the original token was issued.

5. Revoke a token

curl -X POST https://www.deltalytix.app/api/oauth/revoke \
  -H "Content-Type: application/json" \
  -d '{
    "token": "dltx_at_…",
    "client_id": "dltx_app_…",
    "client_secret": "dltx_secret_…"
  }'

Revocation always returns 200, whether or not the token was found.

Resource-server failures

Missing or invalid Bearer tokens return 401:

{
  "error": "unauthorized",
  "message": "…"
}

with a WWW-Authenticate header pointing at protected-resource metadata.

Valid tokens without the required scope return 403:

{
  "error": "insufficient_scope",
  "message": "…"
}

Managing apps and tokens

In the dashboard developer settings you can:

Create OAuth apps (name, redirect URIs, allowed scopes) — client_id is always visible; client_secret is shown once
Create and revoke personal access tokens with chosen scopes — the PAT value is shown once

Trades

List and create trades with filters, pagination, and the shared import/dedupe pipeline.

Trades

Manage the authenticated user’s trade history.

List trades

GET /api/v1/trades

Scope: trades:read

Query parameters

Parameter	Description
`accountNumber`	Filter by account number
`instrument`	Filter by instrument symbol
`side`	Filter by side
`from`	Inclusive lower bound on `entryDate` (ISO 8601)
`to`	Inclusive upper bound on `entryDate` (ISO 8601)
`cursor`	Opaque pagination cursor
`limit`	Page size (default `100`, max `500`)

Example

curl "https://www.deltalytix.app/api/v1/trades?accountNumber=SIM-001&limit=50" \
  -H "Authorization: Bearer dltx_at_…"

const params = new URLSearchParams({
  accountNumber: "SIM-001",
  from: "2026-01-01T00:00:00.000Z",
  limit: "50",
});
 
const res = await fetch(`https://www.deltalytix.app/api/v1/trades?${params}`, {
  headers: { Authorization: `Bearer ${accessToken}` },
});
const page = await res.json();

Response `200`

{
  "data": [
    {
      "id": "trade_01HZX…",
      "accountNumber": "SIM-001",
      "instrument": "ES",
      "side": "long",
      "quantity": 2,
      "entryPrice": 5120.25,
      "closePrice": 5128.5,
      "entryDate": "2026-03-15T14:30:00.000Z",
      "closeDate": "2026-03-15T15:10:00.000Z",
      "pnl": 825,
      "commission": 8.64,
      "timeInPosition": 2400,
      "tags": ["breakout"],
      "comment": "Morning continuation",
      "createdAt": "2026-03-15T15:12:01.000Z"
    }
  ],
  "nextCursor": null
}

Create trades

POST /api/v1/trades

Scope: trades:write

Creates one or more trades using the same dedupe pipeline as the dashboard (UUID v5 identity + createMany with skipDuplicates). Duplicate payloads are counted, not treated as hard failures.

Request body

{
  "trades": [
    {
      "accountNumber": "SIM-001",
      "instrument": "ES",
      "quantity": 2,
      "entryPrice": 5120.25,
      "closePrice": 5128.5,
      "entryDate": "2026-03-15T14:30:00.000Z",
      "closeDate": "2026-03-15T15:10:00.000Z",
      "pnl": 825,
      "side": "long",
      "commission": 8.64,
      "entryId": "optional-broker-entry-id",
      "closeId": "optional-broker-close-id",
      "timeInPosition": 2400,
      "tags": ["breakout"],
      "comment": "Morning continuation"
    }
  ]
}

Field	Required	Notes
`accountNumber`	Yes	Target account
`instrument`	Yes	Symbol / contract
`quantity`	Yes	Size
`entryPrice`	Yes	Entry price
`closePrice`	Yes	Exit price
`entryDate`	Yes	ISO 8601
`closeDate`	Yes	ISO 8601
`pnl`	Yes	Realized P&L
`side`	No	e.g. `long` / `short`
`commission`	No	Fees
`entryId`	No	Broker entry identifier
`closeId`	No	Broker exit identifier
`timeInPosition`	No	Duration in seconds
`tags`	No	String array
`comment`	No	Free text

Example

curl -X POST https://www.deltalytix.app/api/v1/trades \
  -H "Authorization: Bearer dltx_at_…" \
  -H "Content-Type: application/json" \
  -d '{
    "trades": [
      {
        "accountNumber": "SIM-001",
        "instrument": "ES",
        "quantity": 2,
        "entryPrice": 5120.25,
        "closePrice": 5128.5,
        "entryDate": "2026-03-15T14:30:00.000Z",
        "closeDate": "2026-03-15T15:10:00.000Z",
        "pnl": 825,
        "side": "long",
        "commission": 8.64
      }
    ]
  }'

Response `201`

{
  "imported": 1,
  "duplicates": 0,
  "total": 1
}

If every row is a duplicate, the response still returns success with counts (for example "imported": 0, "duplicates": 3, "total": 3), not an error status.

Accounts

List trading accounts, payouts, and optional per-account performance metrics.

Accounts

Read the authenticated user’s accounts and related payout information.

List accounts

GET /api/v1/accounts

Scope: accounts:read

Query parameters

Parameter	Description
`includeMetrics`	When `true`, attaches per-account metrics from `computeMetricsForAccounts`

Example

curl "https://www.deltalytix.app/api/v1/accounts?includeMetrics=true" \
  -H "Authorization: Bearer dltx_at_…"

const res = await fetch(
  "https://www.deltalytix.app/api/v1/accounts?includeMetrics=true",
  {
    headers: { Authorization: `Bearer ${accessToken}` },
  },
);
const payload = await res.json();

Response `200`

{
  "data": [
    {
      "id": "acc_01HZX…",
      "accountNumber": "SIM-001",
      "name": "Evaluation A",
      "payouts": [
        {
          "id": "pay_01HZX…",
          "amount": 2500,
          "date": "2026-02-01T00:00:00.000Z",
          "status": "paid"
        }
      ],
      "metrics": {
        "balance": 52480.12,
        "drawdown": 3.4,
        "consistency": 0.82,
        "progress": 0.61
      }
    }
  ],
  "nextCursor": null
}

metrics is present only when includeMetrics=true. Metric fields include balance, drawdown, consistency, and progress toward account targets.

For portfolio-level analytics across all accounts, prefer the Metrics endpoints.

Connections

List broker connections, create IBKR Flex connections, and trigger server-side sync.

Connections

Broker connections sync trades into Deltalytix. Raw broker tokens are never returned by the API.

List connections

GET /api/v1/connections

Scope: connections:read

Example

curl https://www.deltalytix.app/api/v1/connections \
  -H "Authorization: Bearer dltx_at_…"

Response `200`

{
  "data": [
    {
      "id": "conn_01HZX…",
      "service": "ibkr",
      "externalId": "flex-query-123",
      "lastSyncedAt": "2026-03-15T16:00:00.000Z",
      "environment": "live",
      "accountNumbers": ["U1234567"]
    }
  ],
  "nextCursor": null
}

Field	Description
`id`	Connection identifier
`service`	Provider key (`ibkr`, …)
`externalId`	Provider-side identifier (never a secret token)
`lastSyncedAt`	Last successful sync timestamp, or `null`
`environment`	e.g. live / demo when applicable
`accountNumbers`	Linked Deltalytix account numbers

Create an IBKR Flex connection

POST /api/v1/connections

Scope: connections:write

MVP supported service: IBKR Flex.

Request body

{
  "service": "ibkr",
  "token": "<flex token>",
  "queryId": "<flex query id>"
}

Example

curl -X POST https://www.deltalytix.app/api/v1/connections \
  -H "Authorization: Bearer dltx_at_…" \
  -H "Content-Type: application/json" \
  -d '{
    "service": "ibkr",
    "token": "YOUR_FLEX_TOKEN",
    "queryId": "YOUR_FLEX_QUERY_ID"
  }'

const res = await fetch("https://www.deltalytix.app/api/v1/connections", {
  method: "POST",
  headers: {
    Authorization: `Bearer ${accessToken}`,
    "Content-Type": "application/json",
  },
  body: JSON.stringify({
    service: "ibkr",
    token: process.env.IBKR_FLEX_TOKEN,
    queryId: process.env.IBKR_FLEX_QUERY_ID,
  }),
});

On success the API creates the connection and linked accounts, runs an initial sync, and returns the connection object (without the Flex token).

Unsupported service → `422`

{
  "error": "unsupported_service",
  "message": "Only IBKR Flex is supported in this API version",
  "details": {
    "supported": ["ibkr"]
  }
}

Trigger a sync

POST /api/v1/connections/{id}/sync

Scope: connections:write

Example

curl -X POST https://www.deltalytix.app/api/v1/connections/conn_01HZX…/sync \
  -H "Authorization: Bearer dltx_at_…"

Response `200` (completed)

{
  "status": "completed",
  "imported": 42,
  "duplicates": 3
}

Response `202` (async)

{
  "status": "started"
}

Imports

Upload CSV or XLSX trade files with AI mapping or platform-specific parsers.

Imports

Import trades from files without going through the dashboard UI.

Upload a file

POST /api/v1/imports

Scope: imports:write

Content-Type: multipart/form-data

Form fields

Field	Required	Description
`file`	Yes	`.csv` or `.xlsx` file
`type`	Yes	`"ai"` or a platform name
`accountNumber`	Yes	Destination account number

AI import (`type=ai`)

curl -X POST https://www.deltalytix.app/api/v1/imports \
  -H "Authorization: Bearer dltx_at_…" \
  -F "file=@./trades.csv" \
  -F "type=ai" \
  -F "accountNumber=SIM-001"

const form = new FormData();
form.append("file", fileInput.files[0]);
form.append("type", "ai");
form.append("accountNumber", "SIM-001");
 
const res = await fetch("https://www.deltalytix.app/api/v1/imports", {
  method: "POST",
  headers: { Authorization: `Bearer ${accessToken}` },
  body: form,
});
const result = await res.json();

Platform import (`type=<platform>`)

curl -X POST https://www.deltalytix.app/api/v1/imports \
  -H "Authorization: Bearer dltx_at_…" \
  -F "file=@./export.xlsx" \
  -F "type=tradovate" \
  -F "accountNumber=SIM-001"

Success response

{
  "imported": 128,
  "duplicates": 4,
  "total": 132,
  "accountNumber": "SIM-001"
}

Unsupported platform → `422`

{
  "error": "unsupported_service",
  "message": "Unknown import type",
  "details": {
    "supported": ["ai", "tradovate", "tradezella", "quantower"]
  }
}

The exact details.supported list reflects the live parser registry.

Metrics

Summary statistics, equity curves, and per-account performance metrics.

Metrics

Compute performance analytics from the authenticated user’s trades.

All metrics endpoints require the metrics:read scope.

Summary

GET /api/v1/metrics/summary

Uses the same filters as GET /api/v1/trades. Statistics come from calculateStatistics plus the dashboard profit-factor formula (gross wins and losses net of commission).

Query parameters

Parameter	Description
`accountNumber`	Filter by account
`instrument`	Filter by instrument
`side`	Filter by side
`from` / `to`	Bounds on `entryDate`
`cursor` / `limit`	Accepted for consistency with trades filters where applicable

Example

curl "https://www.deltalytix.app/api/v1/metrics/summary?from=2026-01-01T00:00:00.000Z" \
  -H "Authorization: Bearer dltx_at_…"

Response `200`

{
  "totalPnl": 12450.5,
  "totalCommission": 312.4,
  "tradeCount": 186,
  "winCount": 102,
  "lossCount": 78,
  "breakevenCount": 6,
  "winRate": 0.5484,
  "profitFactor": 1.62,
  "averageWin": 215.3,
  "averageLoss": -142.1,
  "longCount": 110,
  "shortCount": 76,
  "tradingDays": 48
}

Equity curve

GET /api/v1/metrics/equity

Builds daily equity points via computeEquityChartData.

Query parameters

Parameter	Description
`from`	Start date (ISO 8601)
`to`	End date (ISO 8601)
`accountNumbers`	Comma-separated account numbers; when provided, also returns per-account series

Example

curl "https://www.deltalytix.app/api/v1/metrics/equity?accountNumbers=SIM-001,SIM-002&from=2026-01-01T00:00:00.000Z" \
  -H "Authorization: Bearer dltx_at_…"

const params = new URLSearchParams({
  accountNumbers: "SIM-001,SIM-002",
  from: "2026-01-01T00:00:00.000Z",
});
 
const res = await fetch(
  `https://www.deltalytix.app/api/v1/metrics/equity?${params}`,
  { headers: { Authorization: `Bearer ${accessToken}` } },
);
const equity = await res.json();

Response `200`

{
  "points": [
    {
      "date": "2026-01-02",
      "equity": 50120.5
    },
    {
      "date": "2026-01-03",
      "equity": 50385.25
    }
  ],
  "accounts": {
    "SIM-001": [
      { "date": "2026-01-02", "equity": 25050.0 },
      { "date": "2026-01-03", "equity": 25210.75 }
    ],
    "SIM-002": [
      { "date": "2026-01-02", "equity": 25070.5 },
      { "date": "2026-01-03", "equity": 25174.5 }
    ]
  }
}

The accounts object is included when accountNumbers is requested.

Account metrics

GET /api/v1/metrics/accounts

Runs computeMetricsForAccounts for all of the user’s accounts.

Example

curl https://www.deltalytix.app/api/v1/metrics/accounts \
  -H "Authorization: Bearer dltx_at_…"

Response `200`

{
  "data": [
    {
      "accountNumber": "SIM-001",
      "balance": 52480.12,
      "drawdown": 3.4,
      "consistency": 0.82,
      "progress": 0.61
    }
  ]
}

Errors

REST error envelope, HTTP status codes, and OAuth error responses.

Errors

REST error envelope

API v1 errors use a consistent JSON body:

{
  "error": "machine_code",
  "message": "Human-readable explanation",
  "details": {}
}

Field	Description
`error`	Stable machine-readable code
`message`	Human-readable explanation
`details`	Optional structured context (validation issues, supported values, …)

HTTP status codes

Status	Typical cause
`400`	Validation error (malformed query/body)
`401`	Missing, expired, revoked, or invalid Bearer token
`403`	Authenticated but missing required scope
`404`	Resource not found
`422`	Semantically invalid request (unsupported service/type)
`500`	Unexpected server error

Unauthorized (`401`)

{
  "error": "unauthorized",
  "message": "Missing or invalid access token"
}

Responses include:

WWW-Authenticate: Bearer resource_metadata="https://www.deltalytix.app/.well-known/oauth-protected-resource"

Insufficient scope (`403`)

{
  "error": "insufficient_scope",
  "message": "Token is missing required scope trades:write"
}

Unsupported service (`422`)

{
  "error": "unsupported_service",
  "message": "Only IBKR Flex is supported in this API version",
  "details": {
    "supported": ["ibkr"]
  }
}

OAuth errors

Token endpoint failures use the RFC 6749 shape (not the REST envelope):

{
  "error": "invalid_grant",
  "error_description": "Authorization code is invalid or expired"
}

Common OAuth error values include invalid_request, invalid_client, invalid_grant, unauthorized_client, unsupported_grant_type, and invalid_scope.

Authorization endpoint denials redirect to the registered redirect_uri with error=access_denied (and the original state when provided).

Non-error counts

Handling tips

Branch first on HTTP status, then on error.
Surface message to developers; use error for programmatic handling.
Treat details.supported as the authoritative allow-list when present.
On 401, refresh the OAuth access token or prompt for a new PAT; do not retry indefinitely.

OpenAPI reference

OpenAPI JSON

Paths, methods, parameters, and response codes from the live OpenAPI document.

Download openapi.json

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