Transactions module introduces an Investment Transaction Registration and Filtering feature, empowering users to seamlessly record and manage their investment transactions. Whether you are an individual investor or a financial professional, this powerful tool will help you keep track of your investments and analyze their performance with ease. Key functionalities of this feature: Investment Transaction Registration:, Advanced Filtering Options : Date Range, Investment Type, Buyer/Seller Entity, Security Type. Transaction Listing and Export : users have the option to export the transaction data in various formats, such as CSV or PDF. Data Visualization : To enhance the user experience and aid in better decision-making, the application provides visually appealing charts and graphs to represent investment performance trends over time.
Retrieve a list of transactions based on your query parameters.
curl -v -X GET https://api.swfi.com/v1/transactions?before_created_at=2022-10-17&after_created_at=2022-10-12&before_updated_at=2022-10-17&after_updated_at=2022-10-12&before_announced_at=2022-10-17&after_announced_at=2022-10-12&before_closed_at=2022-10-17&after_closed_at=2022-10-12&name=Ingram%20Micro&buyer_entity_id=598cdaa50124e9fd2d05b5f2&buyer_entity_type=Company&seller_entity_id=598cdaa50124e9fd2d05a8be&seller_entity_type=Bank&amount_gte=50000000&amount_lte=70000000&country=Norway®ion=North%20America&aquisition_type=Fund%20Investment&security_type=Convertible%20Preferred%20Stock&investment_type=Convertible§or=Consumer%20Discretionary&industry=Consumer%20Discretionary&limit=10&offset=0&sort_field=created_at&sort_dir=ASC \ -H "Accept: application/json" \ -H "Authorization: $API_KEY"
API Documentation{
"data": [
{
"_id": "5b56702d3936750eee0e4d1c",
"name": "North Sea Midstream Partners Limited",
"aquisition_type": "Deal",
"security_type": "Ordinary Shares",
"investment_type": "Unlisted Equity",
"sector": "Infrastructure",
"industry": "Pipelines",
"amount": 1706070000,
"amount_native": 1300000000,
"currency": "GBP",
"summary": "<p>Wren House Infrastructure Management, the internal infrastructure unit of the Kuwait Investment Authority (KIA), signed an agreement to acquire the oil and gas pipeline firm North Sea Midstream Partners Limited for approximately 1.3 billion GBP. The seller of the firm is ArcLight Capital Partners, LLC. Other bidders for the company include Blackstone Group, KKR and JPMorgan. North Sea Midstream Partners was created in 2012 by affiliates of ArcLight Capital Partners LLC, Mike Wagstaff (the former CEO of Venture Production plc) and the senior management of Teesside Gas Processing Plant Limited (including CEO Andy Heppel) to invest in the midstream sector of the North Sea’s oil and gas industry.</p>\n<p>North Sea Midstream Partners owns a 67% ownership stake in the Shetland Islands Regional Gas Evacuation System (SIRGES) pipeline that transports natural gas from the West of Shetlands basin. The holding company also owns a 100% interest in the FUKA pipeline which transports gas from the SIRGE pipeline and various fields in the Northern and Central North Sea. In addition, North Sea Midstream Partners owns the St. Fergus Gas Terminal and Teesside Gas Processing Plant. North Sea Midstream Partners owns a piece of the Rhum gas field, in the North Sea and which is 50% owned by the Iranian Oil Company.</p>\n<p>The financial advisor for ArcLight Capital was Bank of America Merrill Lynch, while the legal advisor was Freshfields Bruckhaus Deringer was its legal adviser. Wren House Infrastructure was advised by Jefferies and Macquarie Capital. Wren House Infrastructure’s legal advisor was Slaughter and May.</p>",
"country": "United Kingdom",
"region": "Europe",
"announced_at": "2018-07-23T00:00:00.000Z",
"closed_at": "2018-07-23T00:00:00.000Z",
"mandate_closed_at": "",
"buyer_entities": [
{
"name": "Kuwait Investment Authority",
"type": "Sovereign Wealth Fund",
"entity_id": "598cdaa50124e9fd2d05b5f2",
"percentage_post": 1,
"percentage_purchased": "",
"percentage_acquired": ""
}
],
"buyer_subsidiaries": [
{
"name": "Wren House Infrastructure Management",
"type": "Asset Manager",
"subsidiary_id": "59b705ff0124e9fd2d192034",
"parent_entity_id": "598cdaa50124e9fd2d05b5f2"
}
],
"buyer_advisors_legal": [
{
"name": "Slaughter & May",
"advisor_id": "5963b1230124e9fd2dfb32ac",
"advised_entity_id": "598cdaa50124e9fd2d05b5f2"
}
],
"buyer_advisors_financial": [
{
"name": "Macquarie",
"advisor_id": "5963b1230124e9fd2dfb337e",
"advised_entity_id": "598cdaa50124e9fd2d05b5f2"
},
{
"name": "Jefferies",
"advisor_id": "5963b1230124e9fd2dfb3364",
"advised_entity_id": "598cdaa50124e9fd2d05b5f2"
}
],
"seller_entities": [
{
"name": "Arclight Capital Partners LLC",
"type": "Asset Manager",
"entity_id": "598cdaa50124e9fd2d05a8be",
"percentage_post": "",
"percentage_sold": 1,
"percentage_disposed": 1
}
],
"seller_subsidiaries": [],
"seller_advisors_legal": [
{
"name": "Freshfields",
"advisor_id": "5963b1230124e9fd2dfb3252",
"advised_entity_id": "598cdaa50124e9fd2d05a8be"
}
],
"seller_advisors_financial": [
{
"name": "Bank of America Merrill Lynch",
"advisor_id": "5963b1230124e9fd2dfb32df",
"advised_entity_id": "598cdaa50124e9fd2d05a8be"
}
],
"updated_at": "2018-08-02T05:20:35.643Z",
"created_at": "2018-07-24T00:17:49.040Z"
},
{
"_id": "59d98f56e53bd6206ec52b5c",
"name": "8 Canada Square, HSBC Tower",
"aquisition_type": "Deal",
"security_type": "Leasehold Interest",
"investment_type": "Real Estate",
"sector": "Real Estate",
"industry": "Office",
"amount": 1279810000,
"amount_native": 772500000,
"currency": "GBP",
"summary": "<p>HSBC Bank plc, a wholly owned subsidiary of HSBC Holdings plc, has agreed the sale of 8 Canada Square, Canary Wharf , London to the National Pension Service of Korea (NPS), through NPS 8CS Holdings Sarl, for £772.5 million in cash. NPS 8CS Holdings Sarl is buying a 100% in Project Maple II B.V., the sole asset of which is the 998-year leasehold interest in 8 Canada Square. Under the terms of the agreement, HSBC will retain full control of occupancy for the remaining 17.5 years of the existing 20 year leaseback period at a current rent of £46 million per annum. CB Richard Ellis Limited and Linklaters LLP acted for HSBC, and JP Morgan Asset Management and Berwin Leighton Paisner acted for NPS in this transaction.</p>",
"country": "United Kingdom",
"region": "Europe",
"announced_at": "2009-11-13T00:00:00.000Z",
"closed_at": "2009-11-13T00:00:00.000Z",
"mandate_closed_at": "",
"buyer_entities": [
{
"name": "National Pension Service of Korea",
"type": "Public Pension",
"entity_id": "598cdaa60124e9fd2d05b8e6",
"percentage_post": 1,
"percentage_purchased": "",
"percentage_acquired": ""
}
],
"buyer_subsidiaries": [
{
"name": "NPS 8CS Holdings Sarl",
"type": "Company",
"subsidiary_id": "59d98fe759ae3f2b27d64c8f",
"parent_entity_id": "598cdaa60124e9fd2d05b8e6"
}
],
"buyer_advisors_legal": [
{
"name": "Berwin Leighton Paisner",
"advisor_id": "5963b1230124e9fd2dfb3222",
"advised_entity_id": "598cdaa60124e9fd2d05b8e6"
}
],
"buyer_advisors_financial": [
{
"name": "JPMorgan",
"advisor_id": "5963b1230124e9fd2dfb3369",
"advised_entity_id": "598cdaa60124e9fd2d05b8e6"
}
],
"seller_entities": [
{
"name": "HSBC Holdings",
"type": "Bank",
"entity_id": "598cdaa50124e9fd2d05b3cb",
"percentage_post": "",
"percentage_sold": 1,
"percentage_disposed": 1
}
],
"seller_subsidiaries": [
{
"name": "HSBC Bank plc",
"type": "Bank",
"subsidiary_id": "59d98fbdc308792b2d062b5f",
"parent_entity_id": "598cdaa50124e9fd2d05b3cb"
}
],
"seller_advisors_legal": [
{
"name": "Linklaters",
"advisor_id": "5963b1230124e9fd2dfb3279",
"advised_entity_id": "598cdaa50124e9fd2d05b3cb"
}
],
"seller_advisors_financial": [
{
"name": "CBRE",
"advisor_id": "5963b1230124e9fd2dfb32fb",
"advised_entity_id": "598cdaa50124e9fd2d05b3cb"
}
],
"updated_at": "2017-10-08T02:40:51.054Z",
"created_at": "2017-10-08T02:37:10.743Z"
}
],
"total_items": 98269
}{
"errors": [
{
"query_parameter": "sort_field",
"message": "Value not in available options."
}
],
"status": 400
}Retrieve one transaction with links to associated resources.
curl -v -X GET https://api.swfi.com/v1/transactions/:_id \ -H "Accept: application/json" \ -H "Authorization: $API_KEY"
{
"data": {
"_id": "59d98f56e53bd6206ec52b5c",
"name": "8 Canada Square, HSBC Tower",
"aquisition_type": "Deal",
"security_type": "Leasehold Interest",
"investment_type": "Real Estate",
"sector": "Real Estate",
"industry": "Office",
"amount": 1279810000,
"amount_native": 772500000,
"currency": "GBP",
"summary": "<p>HSBC Bank plc, a wholly owned subsidiary of HSBC Holdings plc, has agreed the sale of 8 Canada Square, Canary Wharf , London to the National Pension Service of Korea (NPS), through NPS 8CS Holdings Sarl, for £772.5 million in cash. NPS 8CS Holdings Sarl is buying a 100% in Project Maple II B.V., the sole asset of which is the 998-year leasehold interest in 8 Canada Square. Under the terms of the agreement, HSBC will retain full control of occupancy for the remaining 17.5 years of the existing 20 year leaseback period at a current rent of £46 million per annum. CB Richard Ellis Limited and Linklaters LLP acted for HSBC, and JP Morgan Asset Management and Berwin Leighton Paisner acted for NPS in this transaction.</p>",
"country": "United Kingdom",
"region": "Europe",
"announced_at": "2009-11-13T00:00:00.000Z",
"closed_at": "2009-11-13T00:00:00.000Z",
"mandate_closed_at": "",
"buyer_entities": [
{
"name": "National Pension Service of Korea",
"type": "Public Pension",
"entity_id": "598cdaa60124e9fd2d05b8e6",
"percentage_post": 1,
"percentage_purchased": "",
"percentage_acquired": ""
}
],
"buyer_subsidiaries": [
{
"name": "NPS 8CS Holdings Sarl",
"type": "Company",
"subsidiary_id": "59d98fe759ae3f2b27d64c8f",
"parent_entity_id": "598cdaa60124e9fd2d05b8e6"
}
],
"buyer_advisors_legal": [
{
"name": "Berwin Leighton Paisner",
"advisor_id": "5963b1230124e9fd2dfb3222",
"advised_entity_id": "598cdaa60124e9fd2d05b8e6"
}
],
"buyer_advisors_financial": [
{
"name": "JPMorgan",
"advisor_id": "5963b1230124e9fd2dfb3369",
"advised_entity_id": "598cdaa60124e9fd2d05b8e6"
}
],
"seller_entities": [
{
"name": "HSBC Holdings",
"type": "Bank",
"entity_id": "598cdaa50124e9fd2d05b3cb",
"percentage_post": "",
"percentage_sold": 1,
"percentage_disposed": 1
}
],
"seller_subsidiaries": [
{
"name": "HSBC Bank plc",
"type": "Bank",
"subsidiary_id": "59d98fbdc308792b2d062b5f",
"parent_entity_id": "598cdaa50124e9fd2d05b3cb"
}
],
"seller_advisors_legal": [
{
"name": "Linklaters",
"advisor_id": "5963b1230124e9fd2dfb3279",
"advised_entity_id": "598cdaa50124e9fd2d05b3cb"
}
],
"seller_advisors_financial": [
{
"name": "CBRE",
"advisor_id": "5963b1230124e9fd2dfb32fb",
"advised_entity_id": "598cdaa50124e9fd2d05b3cb"
}
],
"updated_at": "2017-10-08T02:40:51.054Z",
"created_at": "2017-10-08T02:37:10.743Z"
}
}{
"errors": [
{
"path": "/v1/aum/:_id",
"message": "Not Found"
}
],
"status": 404
}