Getting Started with the Tradier Brokerage Account API

This guide walks you through the Account endpoints available in the Tradier Brokerage API. These endpoints let you retrieve account balances, positions, orders, history, gain/loss data, and manage position groups — everything you need to build a full account management experience.

Prerequisites

Before making any API calls, you'll need:

• A Tradier Brokerage account (sign up at tradier.com)
• An API access token, available at web.tradier.com/user/api
• Your Account ID (e.g. 6YA000001) — found on web.tradier.com of returned by the User Profile endpoint

All requests require the following headers:

Authorization: Bearer <YOUR_TOKEN>
Accept: application/json

Base URLs:

• Production: https://api.tradier.com/v1
• Sandbox (paper trading): https://sandbox.tradier.com/v1

1. Get User Profile

Before querying account-specific endpoints, fetch your user profile to confirm your account ID(s).

GET /v1/user/profile

curl -X GET "https://api.tradier.com/v1/user/profile" \
  -H "Authorization: Bearer <YOUR_TOKEN>" \
  -H "Accept: application/json"

This returns your user ID, name, and a list of account numbers you can use in the endpoints below.

2. Get Account Balance

Retrieve the current balance and margin information for an account, including total equity, buying power, cash, and open/closed P&L.

GET /v1/accounts/{account_id}/balances

curl -X GET "https://api.tradier.com/v1/accounts/6YA000001/balances" \
  -H "Authorization: Bearer <YOUR_TOKEN>" \
  -H "Accept: application/json"

Key response fields include total_equity, total_cash, option_buying_power, stock_buying_power, and open_pl. For margin accounts, a margin object is also returned; cash accounts return a cash object instead.

3. Get Historical Account Balances

Track your account's total value over time with this endpoint. Useful for charting portfolio performance.

GET /v1/accounts/{account_id}/history?period=<PERIOD>

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

curl -X GET "https://api.tradier.com/v1/accounts/6YA000001/history?period=MONTH" \
  -H "Authorization: Bearer <YOUR_TOKEN>" \
  -H "Accept: application/json"

Returns a list of { date, value, delta, delta_percent } records for the requested period.

4. Get Account Positions

Retrieve all open positions currently held in an account.

GET /v1/accounts/{account_id}/positions

curl -X GET "https://api.tradier.com/v1/accounts/6YA000001/positions" \
  -H "Authorization: Bearer <YOUR_TOKEN>" \
  -H "Accept: application/json"

Each position includes the symbol, quantity, cost basis, date acquired, and current market value.

5. Get Account Orders

Retrieve orders placed within an account. This API will return orders placed for the market session of the present calendar day.

GET /v1/accounts/{account_id}/orders

curl -X GET "https://api.tradier.com/v1/accounts/6YA000001/orders" \
  -H "Authorization: Bearer <YOUR_TOKEN>" \
  -H "Accept: application/json"

Each order returns the order ID, symbol, side (buy/sell), quantity, price, order type, status, and creation date. Note that a single order is returned as an object, while multiple orders are returned as an array.

To fetch a specific order by ID:

GET /v1/accounts/{account_id}/orders/{order_id}

6. Get Account History

Get detailed historical transaction activity for an account — including trades, dividends, ACH transfers, fees, interest, and more. (Note: not preasently available for sandbox/paper trading accounts)

GET /v1/accounts/{account_id}/history

curl -X GET "https://api.tradier.com/v1/accounts/6YA000001/history?type=trade&start=2025-01-01&limit=50" \
  -H "Authorization: Bearer <YOUR_TOKEN>" \
  -H "Accept: application/json"

7. Get Account Gain/Loss

Retrieve cost basis and realized gain/loss data for all closed positions in the account. This data is updated nightly through a batch reconciliation process.

GET /v1/accounts/{account_id}/gainloss

curl -X GET "https://api.tradier.com/v1/accounts/6YA000001/gainloss" \
  -H "Authorization: Bearer <YOUR_TOKEN>" \
  -H "Accept: application/json"

Supports optional page and limit parameters for pagination when returning a high volume of results. Results include cost basis, proceeds, and realized P&L for each closed position.

8. Manage Position Groups

Position groups let you logically organize related positions together.

Get All Position Groups

GET /v1/accounts/{account_id}/groups

Create a Position Group

POST /v1/accounts/{account_id}/groups

Update a Position Group

PUT /v1/accounts/{account_id}/groups/{group_id}

Delete a Position Group

DELETE /v1/accounts/{account_id}/groups/{group_id}

# Example: Get all position groups
curl -X GET "https://api.tradier.com/v1/accounts/6YA000001/groups" \
  -H "Authorization: Bearer <YOUR_TOKEN>" \
  -H "Accept: application/json"

Error Handling

All account endpoints return standard HTTP status codes: