DAX Ledger API

Base URL

https://app.daxledger.io

Environment Variables

TL;DR — Best Practice

To get the aggregated portfolio valuation in a fast and canonical way, use:

• GET /api/portfolio/{portfolioId}/position_snapshot/graph?span={n}

Example: span=7 for 7 days.

To get historical data for a specific token when asset-level detail is needed, use:

• GET /api/portfolio/{portfolioId}/position_snapshot/graph/{ticker}?span={n}
• Practical rule: by default, automations/agents should use the aggregated endpoint. Only use per-ticker aggregation when it is explicitly requested (force_by_ticker=true) or when granular asset-level analysis is required.

Authentication

POST /api/auth/external_api

Body:

{

"APIKey": "{{DAXLEDGER_API_KEY}}",

"APISecret": "{{DAXLEDGER_API_SECRET}}"

}

Response:

{

"token": "your_access_token_here"

}

Header for authenticated calls:

Authorization: Bearer {{token}}

Pick Your Endpoint

Transactions

Endpoint

GET /api/portfolio/{portfolioId}/transactions

Query params

page

pageSize

filter

Findings

List Findings

Endpoint

GET /api/portfolio/{portfolioId}/findings

Query params

page

pageSize

Use this endpoint when the user asks for problems or findings in a portfolio.

Finding By Rule Id

Endpoint

GET /api/portfolio/{portfolioId}/finding/{ruleId}

Use this endpoint when the user asks for findings tied to a specific rule/identifier returned in findings.

Position Snapshot

Positions Snapshot (balances and values)

Endpoint

GET /api/portfolio/{portfolioId}/position_snapshot

Query params

page

pageSize

filter

sort

Use this endpoint when the user asks about token balance or token value.

Position Snapshot Graph (Overall)

Endpoint

GET /api/portfolio/{portfolioId}/position_snapshot/graph/

Query params

span (7, 30, 365, -1)

Use this endpoint when the user asks about variation in balance over time or on a specific date range.

Position Snapshot Graph By Ticker

Endpoint

GET /api/portfolio/{portfolioId}/position_snapshot/graph/{ticker}

Query params

span (7, 30, 365, -1)

Use this endpoint when the user asks about a specific token holding over time or on a specific date range.

DeFi Positions

Endpoint

GET /api/portfolio/{portfolioId}/positions_report/defi

Use this endpoint when the user asks to retrieve all DeFi positions.

Compliance

Portfolio Compliance

Endpoint

GET /api/portfolio/{portfolioId}/compliance

Query params

page

pageSize

filter

Use this endpoint when the user asks about:

• classified addresses
• unclassified addresses
• compliance issues
• compliance status of addresses
• blockchain address compliance

Reports

Capital Gains Report

Endpoint

GET /api/portfolio/{portfolioId}/capital_gains_report

Available filters endpoint

GET /api/portfolio/{portfolioId}/capital_gains_report/filters

Query params

page

pageSize

filter

sort

Use this endpoint when the user asks for gains/losses by asset and realized/unrealized values.

Capital gains filters:

• digitalAssetTicker (operator: contains_in)
• report_year (operator: =)
• portfolioConnection (operator: =)

If isSeparateSetting=true in capital gains response, run the endpoint with several filters using the values from /capital_gains_report/filters to retrieve separate results.

Sanity Check Report

Endpoint

GET /api/portfolio/{portfolioId}/sanity_check_report

Query params

page

pageSize

Use this endpoint when the user asks for balance mismatches between calculated and reported balances.

Calculation Summary Report

Endpoint

GET /api/portfolio/{portfolioId}/calculation_summary_report

Query params

page

pageSize

filter

sort

Use this endpoint when the user asks for high-level calculated totals and summary metrics.

Fiscal Report

Endpoint

GET /api/portfolio/{portfolioId}/fiscal_report

Query params

page

pageSize

filter

sort

Use this endpoint when the user asks for fiscal/tax line items with acquisition, sale, and holding details.

Transaction Filters

Filters must be encoded with Base64 before sending.

Transaction Hash

Operator: contains

{"transactionHash":{"operator":"contains","value":"123456789"}}

Transaction Date

Operator: between

{"transactionDate":{"operator":"between","value":{"startDate":"2026-03-01","endDate":"2026-03-02"}}}

Transaction Type

Operator: contains_in

{"transactionType":{"operator":"contains_in","value":["computed-reward"]}}

Available transaction types:

• airdrop
• bonus
• computed-deposit
• computed-reward
• deposit
• other
• reward
• staking
• trade
• unknown
• unstaking
• withdrawal

Combining Multiple Filters

Multiple filters can be applied in the same JSON object.

Example combining:

• transaction hash
• transaction type
• transaction date

Example JSON:

{

"transactionHash": { "operator": "contains", "value": "123456" },

"transactionType": { "operator": "contains_in", "value": ["trade","deposit"] },

"transactionDate": {

"operator": "between",

"value": {

"startDate": "2026-03-01",

"endDate": "2026-03-31"

}

}

}

Encode this JSON to Base64 and pass it as:

GET /api/portfolio/{portfolioId}/transactions?filter=&page=1&pageSize=20

Encoding Filters

Browser

btoa(JSON.stringify(filter))

Node

Buffer.from(JSON.stringify(filter)).toString("base64")

Epoch Fields

If an API field is an epoch timestamp, convert it to ISO date before returning it to the user.

Rule:

• 10 digits -> seconds
• 13 digits -> milliseconds

Example (Node):

new Date(Number(epoch) < 1e12 ? Number(epoch) \* 1000 : Number(epoch)).toISOString()

Pagination

page starts at 1

pageSize default = 20

Continue requesting pages while:

items.length < total

References

references/apis.md