Powder API Overview

Welcome to Powder! This guide provides an overview of our API endpoints and answers to frequently asked questions. For detailed information on individual endpoints, please refer to our endpoint-specific documentation.

Core Processing Endpoints

Powder’s API supports document upload and processing for financial documents. The following endpoints enable uploading, monitoring, and retrieving processed documents.

1. POST /file_uploads

Upload documents in supported formats such as PDF, PNG, JPEG, and XLSX. The portfolio_id can be optionally passed as a query parameter to associate the document with a specific portfolio.

Query Parameters:

• portfolio_id (optional): Links the document to the specified portfolio.

Key Features:

• Direct file uploads without external hosting requirements.
• Supports multiple document types.

2. GET /file_uploads/{:id}

Retrieve the status of an uploaded document using its unique identifier. Use this endpoint to track whether the file is still processing or completed.

Key Features:

• Check processing progress in real time.
• Provides the latest status of the document.

3. GET /file_uploads/{:id}/data

Fetch detailed data from a processed file. This endpoint returns structured information such as holdings extracted from the document.

Key Features:

• Access extracted document information.
• Ideal for further analysis and reporting.

Supporting Endpoints

• /configure_webhook: Set up webhooks to receive real-time updates on file processing status.