Transactions

The single feed for all member investment activity — orders, dividends, and IRA cash movements.

Transactions are the one feed for everything that moves money or assets in a member's investment accounts. Every record carries a type telling you what kind of activity it is:

`type`	What it covers
`order`	A buy or sell the member placed — one-off or recurring
`dividend`	Dividend income credited to the member
`ira`	An IRA cash movement — a contribution or a distribution

There are no separate orders, dividends, or IRA endpoints — pull /transactions/ and filter by type when you only want one category.

Each record also carries a transaction_name (buy, sell, dividend, contribution, distribution) saying what it actually did. Reach for it whenever direction matters: amount is unsigned, and type: "ira" alone cannot tell a contribution from a distribution. See Enumerated types for how the two fields pair up.

Get transaction list — paginated activity with type, user_account_id, trading_period_id, and transacted_at date-window filters.
Get transaction detail — a single transaction by id.

Every transaction also carries a trading_period_id linking it to the trading period it settles in — filter the list by it to see exactly what a settlement batch contains.

New to the API? Start with the Overview for the authentication, data format, and pagination conventions that apply across every endpoint.