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Developer Docs

Here you will find guides, references and resources to build investment experience with smallcase Gateway

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Securities Transaction

Enable securities transaction on your platform to allow smooth buy and sell of one or more stocks, ETFs & REITs at once.

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smallcase Transaction

Allow users to discover, invest, rebalance & track their smallcase investments.

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Holdings Import

Import stock, ETF & smallcase holdings of users to build a holistic view of a user’s equity investments.

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Integration Guides

Introduction

Features

SDKs (client-side integration)

APIs (server-side integration)

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API Reference

Securities Transactions

smallcase Investments

Connect Broker Account

Transaction Details API

Stock Holdings Import

Mutual Fund Holdings Import