daxledger-api

Use the DAX Ledger API to authenticate, list portfolios, retrieve portfolio KPIs, list findings, retrieve position snapshots, and list/filter transactions with pagination.

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Install skill "daxledger-api" with this command: npx skills add daxledger/skills/daxledger-skills-daxledger-api

DAX Ledger API

Base URL
https://app.daxledger.io


Environment Variables

VariableDescription
DAXLEDGER_API_KEYAPI key used to authenticate
DAXLEDGER_API_SECRETAPI secret used to authenticate

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

You needEndpointRef
AuthenticatePOST /api/auth/external_apireferences/apis.md
List portfoliosGET /api/portfoliosreferences/apis.md
Get KPIsGET /api/portfolio/{portfolioId}/kpis/portfolioreferences/apis.md
Get findings (problems in portfolio)GET /api/portfolio/{portfolioId}/findings?page=1&pageSize=20references/apis.md
Get finding by rule idGET /api/portfolio/{portfolioId}/finding/{ruleId}references/apis.md
Get position snapshot (balances and values)GET /api/portfolio/{portfolioId}/position_snapshot?page=1&pageSize=20references/apis.md
Get token position graphGET /api/portfolio/{portfolioId}/position_snapshot/graph/{ticker}?span=30references/apis.md
Get DeFi positionsGET /api/portfolio/{portfolioId}/positions_report/defireferences/apis.md
Get capital gains reportGET /api/portfolio/{portfolioId}/capital_gains_report?page=1&pageSize=20references/apis.md
Get capital gains available filtersGET /api/portfolio/{portfolioId}/capital_gains_report/filtersreferences/apis.md
Get sanity check reportGET /api/portfolio/{portfolioId}/sanity_check_report?page=1&pageSize=20references/apis.md
Get calculation summary reportGET /api/portfolio/{portfolioId}/calculation_summary_report?page=1&pageSize=20references/apis.md
Get fiscal reportGET /api/portfolio/{portfolioId}/fiscal_report?page=1&pageSize=20references/apis.md
List transactionsGET /api/portfolio/{portfolioId}/transactions?page=1&pageSize=20references/apis.md
Filter transactionsGET /api/portfolio/{portfolioId}/transactions?filter=<BASE64>references/apis.md

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 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.


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":"2026-03-01T00:00:00Z","endDate":"2026-03-02T23:59:59Z"}}}


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": "2026-03-01T00:00:00Z", "endDate": "2026-03-31T23:59:59Z" } } }

Encode this JSON to Base64 and pass it as:

GET /api/portfolio/{portfolioId}/transactions?filter=<BASE64>&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

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