PERIODICITY WISE BALANCE
This API returns the periodicity-wise fund balances of the user. These balances are categorized into different fund types such as cash deposits, adhoc deposits, miscellaneous deposits, overdraft limits, and other ledger components.
🔍 Query Parameters
| Parameter | Type | Required | Description | Example |
|---|
| userId | string | Yes | User ID (UCC) | "{{user_id}}" |
| periodicity | integer | No | Periodicity ID. Available from Margin Info API where type is returned as list. | 30847 |
| Header | Type | Description | Example |
|---|
| Content-Type | string | Request payload format | application/json |
| Authorization | string | Access token for authenticated requests | {{access_token}} |
| x-api-key | string | API key used to authorize request | {{x-api-key}} |
🟢 Success Response - 200 OK
Content-Type: application/json
| Field | Type | Description | Example |
|---|
| status | string | Status of API call | "success" |
| code | string | Response code | "s-101" |
| message | string | Success message | "Balance information fetched successfully" |
| data | array | List of periodicity-wise balance details | Refer Data Object Fields |
📦 Data Object Fields
| Field | Type | Description | Example |
|---|
| id | string | Periodicity identifier | "30847" |
| name | string | Periodicity name | "Daily" |
| data | array | Balance breakup details | Refer Balance Fields |
📘 Balance Fields
| Field | Type | Description | Example |
|---|
| sSign | string | Sign indicator for amount | "+", "-" |
| sDescription | string | Balance description | "Cash Deposit" |
| nTrading | integer | Trading balance amount | 50000 |
| nIPO | integer | IPO balance amount | 10000 |
| nMF | integer | Mutual Fund balance amount | 5000 |
| nTotal | integer | Total balance amount | 65000 |
| sIndicator | string | Balance category indicator | "CR", "DR" |
📝 Notes
- Provides a detailed breakup of funds available under different balance categories.
- Balances may include:
- Cash Deposits
- Adhoc Deposits
- Miscellaneous Deposits
- Overdraft Limits
- Other Ledger Components
periodicity is optional:
- If provided, returns balance details for the specified periodicity.
- If omitted, the default periodicity balance is returned.
- Periodicity IDs can be obtained from the Margin Info API.