> ## Documentation Index
> Fetch the complete documentation index at: https://developer.uphold.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Fetching data
This guide covers how to set a period and denomination, fetch portfolio holdings and transactions, and pull it all together into a multi-month report.
## Prerequisites
* The user is onboarded and verified (KYC is complete).
## Set the period
All statements are scoped to a specific period, defined by three required query parameters:
* `period` — the period type. Currently only `one-month` is supported.
* `year` — the calendar year (e.g. `2025`).
* `month` — the calendar month as a number from `1` to `12`.
The `period` object in the response reflects the exact UTC start and end timestamps of the requested period:
```json theme={null}
{
"period": {
"from": "2025-03-01T00:00:00.000Z",
"to": "2025-03-31T23:59:59.999Z"
}
}
```
Valid periods range from the month the user's account was created to the last fully completed calendar month. Requests outside this range, or with an unsupported denomination asset, return a `409` error. A valid period with no user activity still returns a successful response — holdings and transactions will have no entries.
## Set the denomination
The `denomination` query parameter accepts a single asset code (e.g. `denomination=GBP`). If not provided, `USD` is used by default. Exchange rates use USD as the base pair. When the denomination is not USD, the response also includes a `USD-{denomination}` rate to complete the conversion.
Supported assets include some of the major fiat currencies and BTC. If you need a particular asset added to this list, please reach out to your Account Manager.
For a more detailed explanation of the denomination concept, check the [Core Concepts](/rest-apis/core-api/concepts#denomination) page.
## Fetch portfolio statements
Call [Get portfolio statement](/rest-apis/core-api/statements/get-portfolio-statement) to retrieve the user's holdings at the end of the requested period, along with exchange rates in the requested denomination. Rates are a period-end snapshot.
```http theme={null}
GET /core/statements/portfolio?period=one-month&year=2025&month=3&denomination=GBP
```
Holdings are returned per asset. Assets already held in the denomination currency (GBP in this case) have no rate entry — their value is their amount directly.
```json theme={null}
{
"statement": {
"holdings": [
{ "asset": "BTC", "total": "0.02" },
{ "asset": "ETH", "total": "0.5" },
{ "asset": "GBP", "total": "250.00" }
],
"period": {
"from": "2025-03-01T00:00:00.000Z",
"to": "2025-03-31T23:59:59.999Z"
},
"rates": {
"BTC-USD": "68106.26",
"ETH-USD": "2094.45",
"USD-GBP": "0.75629"
}
}
}
```
## Fetch transaction statements
Call [Get transactions statement](/rest-apis/core-api/statements/get-transactions-statement) to retrieve a paginated list of completed transactions during the period, each with exchange rates captured at the time they completed.
```http theme={null}
GET /core/statements/transactions?period=one-month&year=2025&month=3&denomination=GBP&page=1&perPage=50
```
Each entry contains the transaction details and a `rates` object with exchange rates captured at the time that transaction completed.
```json theme={null}
{
"statement": {
"period": {
"from": "2025-03-01T00:00:00.000Z",
"to": "2025-03-31T23:59:59.999Z"
},
"transactions": [
{
"rates": {
"BTC-USD": "68106.26",
"USD-GBP": "0.75629"
},
"transaction": {
"id": "8daa6dbd-21a0-4305-93c3-bd1d04bc575c",
"status": "completed",
"completedAt": "2025-03-23T12:06:55.116Z",
"denomination": {
"amount": "100",
"asset": "GBP",
"target": "origin"
},
"origin": {
"amount": "100",
"asset": "GBP"
},
"destination": {
"amount": "0.00186036",
"asset": "BTC",
"rate": "0.00001869711794070723"
},
"fees": [
{ "amount": "0.5", "asset": "GBP", "type": "deposit" }
]
}
}
]
},
"pagination": {
"first": "https://api.enterprise.uphold.com/core/statements/transactions?period=one-month&year=2025&month=3&denomination=GBP&page=1&perPage=50",
"next": "https://api.enterprise.uphold.com/core/statements/transactions?period=one-month&year=2025&month=3&denomination=GBP&page=2&perPage=50"
}
}
```
### Handling pagination
The response includes a `pagination` object with `first` and `next` URL links. `next` points to the next page and is absent on the last page. For a full overview of how pagination works across the API, see [Pagination in responses](/rest-apis/pagination#pagination-in-responses).
To retrieve all transactions, request each page in sequence and follow `next` until it's absent. The following helper collects all pages upfront:
```javascript theme={null}
async function fetchAllTransactions({ token, userId, year, month, denomination }) {
const transactions = [];
let page = 1;
const perPage = 50;
while (true) {
const params = new URLSearchParams({ period: 'one-month', year, month, denomination, page, perPage });
const response = await fetch(
`https://api.enterprise.uphold.com/core/statements/transactions?${params}`,
{ headers: { Authorization: `Bearer ${token}`, 'X-On-Behalf-Of': userId } }
);
if (!response.ok) {
throw new Error(`Failed to fetch transactions: ${response.status}`);
}
const { statement, pagination } = await response.json();
transactions.push(...statement.transactions);
if (!pagination.next) break;
page++;
}
return transactions;
}
```
## Build a quarterly statement
To generate a quarterly report, use the helpers above: fetch the portfolio snapshot at the end of the last month of the quarter and aggregate transactions across all three months.
```javascript theme={null}
const QUARTER_MONTHS = {
Q1: [1, 2, 3],
Q2: [4, 5, 6],
Q3: [7, 8, 9],
Q4: [10, 11, 12]
};
async function fetchQuarterlyData({ token, userId, year, quarter, denomination }) {
const months = QUARTER_MONTHS[quarter];
const { statement: portfolio } = await fetchPortfolioStatement({ token, userId, year, month: months[2], denomination });
const allTransactions = [];
for (const month of months) {
const monthTransactions = await fetchAllTransactions({ token, userId, year, month, denomination });
allTransactions.push(...monthTransactions);
}
return { portfolio, transactions: allTransactions };
}
```
## Next steps
Compute denominated values for holdings and transactions and build the report payload.
Build a PDF from the processed data and run the generation pipeline in a background worker.