Get Account Balance History

Retrieve an account’s historical balance data to analyze changes in value over time. This section enables users to track balance trends and assess performance by accessing detailed records of balances and their corresponding dates.

GET /v1/accounts/{account_id}/historical-balances?period=

Supported period values: WEEK, MONTH, YEAR, YEAR_5, YEAR_10, YTD, ALL

curl -X GET "https://api.tradier.com/v1/accounts/VA000001/historical-balances?period=WEEK" \
  -H "Authorization: Bearer <YOUR_TOKEN>" \
  -H "Accept: application/json"

Example Response:

{
  "historical_balances": {
    "balances": {
      "balance": [
        { "date": "2026-07-06", "value": 15.94 },
        { "date": "2026-07-07", "value": 15.94 },
        { "date": "2026-07-08", "value": 15.94 },
        { "date": "2026-07-09", "value": 15.95 }
      ]
    },
    "delta": 0.01,
    "delta_percent": 0.06
  }
}

Returns a historical_balances object containing a balances.balance array of { date, value } records for the requested period, plus a top-level delta (absolute change) and delta_percent (percentage change) comparing the first and last records. Note: per the API-wide single-element-array behavior, if the period only contains one record, balance may be returned as a single object rather than a one-element array — handle both defensively.