DAX Ledger Skills

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

DAX Ledger API

Base URL
https://app.daxledger.io

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Environment Variables

Variable	Description
DAXLEDGER_API_KEY	API key used to authenticate
DAXLEDGER_API_SECRET	API secret used to authenticate

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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.

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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}}

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Pick Your Endpoint

You need	Endpoint	Ref
Authenticate	POST /api/auth/external_api	references/apis.md
List portfolios	GET /api/portfolios	references/apis.md
Get KPIs	GET /api/portfolio/{portfolioId}/kpis/portfolio	references/apis.md
Get findings (problems in portfolio)	GET /api/portfolio/{portfolioId}/findings?page=1&pageSize=20	references/apis.md
Get finding by rule id	GET /api/portfolio/{portfolioId}/finding/{ruleId}	references/apis.md
Get position snapshot (balances and values)	GET /api/portfolio/{portfolioId}/position_snapshot?page=1&pageSize=20	references/apis.md
Get portfolio position (variation) graph	GET /api/portfolio/{portfolioId}/position_snapshot/graph?span=30	references/apis.md
Get token position graph (variation)	GET /api/portfolio/{portfolioId}/position_snapshot/graph/{ticker}?span=30	references/apis.md
Get DeFi positions	GET /api/portfolio/{portfolioId}/positions_report/defi	references/apis.md
Get capital gains report	GET /api/portfolio/{portfolioId}/capital_gains_report?page=1&pageSize=20	references/apis.md
Get capital gains available filters	GET /api/portfolio/{portfolioId}/capital_gains_report/filters	references/apis.md
Get sanity check report	GET /api/portfolio/{portfolioId}/sanity_check_report?page=1&pageSize=20	references/apis.md
Get calculation summary report	GET /api/portfolio/{portfolioId}/calculation_summary_report?page=1&pageSize=20	references/apis.md
Get fiscal report	GET /api/portfolio/{portfolioId}/fiscal_report?page=1&pageSize=20	references/apis.md
List transactions	GET /api/portfolio/{portfolioId}/transactions?page=1&pageSize=20	references/apis.md
Filter transactions	GET /api/portfolio/{portfolioId}/transactions?filter=	references/apis.md
Get compliance report	GET /api/portfolio/{portfolioId}/compliance?page=1&pageSize=20	references/apis.md

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Transactions

Endpoint

GET /api/portfolio/{portfolioId}/transactions

Query params

page
pageSize
filter

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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.

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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.

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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.

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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.

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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.

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DeFi Positions

Endpoint

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

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

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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

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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.

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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.

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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.

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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.

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Transaction Filters

Filters must be encoded with Base64 before sending.

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Transaction Hash

Operator: contains

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

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Transaction Date

Operator: between

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

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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

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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

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Encoding Filters

Browser

btoa(JSON.stringify(filter))

Node

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

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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()

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Pagination

page starts at 1

pageSize default = 20

Continue requesting pages while:

items.length < total

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References

references/apis.md