Envestnet · Schema

NetWorthTrend

Net Worth trend information, broken down by a specific frequency, for a specific date range.

FinancialWealth ManagementOpen BankingAccount Aggregation

Properties

Name	Type	Description
detail	array	Breakdown of income/spending based on a predefined frequency - typically, monthly.
networthTotal	object	Total net worth value.
assetTotal	object	Total asset worth value.
liabilityTotal	object	Total liability worth value.

View JSON Schema on GitHub

JSON Schema

{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "$id": "#/components/schemas/NetWorthTrend",
  "title": "NetWorthTrend",
  "description": "Net Worth trend information, broken down by a specific frequency, for a  specific date range.",
  "properties": {
    "detail": {
      "type": "array",
      "description": "Breakdown of income/spending based on a predefined frequency - typically, monthly.",
      "items": {
        "$ref": "#/components/schemas/NetWorthTrendDetail"
      },
      "readOnly": true
    },
    "networthTotal": {
      "description": "Total net worth value.",
      "allOf": [
        {
          "$ref": "#/components/schemas/Money"
        }
      ],
      "readOnly": true
    },
    "assetTotal": {
      "description": "Total asset worth value.",
      "allOf": [
        {
          "$ref": "#/components/schemas/Money"
        }
      ],
      "readOnly": true
    },
    "liabilityTotal": {
      "description": "Total liability worth value.",
      "allOf": [
        {
          "$ref": "#/components/schemas/Money"
        }
      ],
      "readOnly": true
    }
  }
}