Get Indexa account transactions
indexa_get_transactionsRetrieve transaction history for your Indexa account, including contributions, withdrawals, fund subscriptions, redemptions, dividends, and fees, with optional date filtering.
Instructions
Retrieve the transaction history for an Indexa account: contributions (aportaciones), withdrawals (retiradas), fund subscriptions and redemptions, dividend reinvestments, fees charged, etc.
Use this for questions about money in/out of the account or specific operations on a date.
Args:
account_number (string): Indexa account ID
date_from (string, optional): Lower date bound (YYYY-MM-DD)
date_to (string, optional): Upper date bound (YYYY-MM-DD)
limit (number, default 50, max 500): Maximum transactions to return
offset (number, default 0): Pagination offset
response_format ('markdown' | 'json'): Output format (default: 'markdown')
Returns: For JSON format, an array of transaction objects. The exact shape is not fully published in the Indexa RAML, but transactions typically include: { "date": "YYYY-MM-DD", "amount": number, // EUR; positive = into account "type": string, // e.g. "contribution", "subscription", "redemption", "fee" "description": string, "instrument"?: { "name": string, "identifier": string // ISIN } }
Examples:
Use when: "How much have I contributed to Indexa this year?"
Use when: "Show my last 20 movements on account NK1NUTP1"
Use when: "Did I get charged fees in March?"
Error handling:
404: endpoint not available for this account type or status.
401/403: token invalid.
Note: Date filtering and pagination are applied client-side after the API responds. For very active accounts with many years of history, narrow the date_from / date_to window to keep responses fast and within limits.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| account_number | Yes | Indexa account number (account_number field from indexa_get_me). Example: 'NK1NUTP1'. | |
| date_from | No | Date in YYYY-MM-DD format. Example: '2024-01-15'. | |
| date_to | No | Date in YYYY-MM-DD format. Example: '2024-01-15'. | |
| limit | No | Maximum transactions to return after date filtering. | |
| offset | No | Number of transactions to skip after date filtering. | |
| response_format | No | Output format: 'markdown' for human-readable summary or 'json' for full structured data. | markdown |