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Plan

An API for accessing NaviPlan plan data for a client.

64 endpoints financial
📄 Docs 📋 OpenAPI spec 🔬 Try in Swagger UI

No SDKs indexed for this API yet.

curl examples

Retrieve goals
curl \
  /api/Goals
Retrieve family
curl \
  /api/Family
Retrieve Advisors
curl \
  /api/Advisors

Endpoints (64 total)

GET
/api/Goals
Retrieve goals
GET
/api/Family
Retrieve family
GET
/api/Advisors
Retrieve Advisors
GET
/api/NetWorth
Retrieve net worth
GET
/api/Goals/{id}
Retrieve goals
GET
/api/Households
Retrieve all Households associated with the user
GET
/api/Assumptions
Retrieve plan assumptions
GET
/api/Liabilities
Retrieve liabilities
GET
/api/PlanStatuses
Retrieve plan data statuses
GET
/api/StockOptions
Retrieve stock options
GET
/api/Advisors/{id}
Retrieve an Advisor
GET
/api/LivePlan/Goals
Retrieves all goals from the live plan

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Language coverage

No SDKs yet

At a glance

Total SDKs0
Languages0
Endpoints64
Categories1

Other Naviplancentral APIs (1)

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