Source: https://trybeaver.app/docs

API documentation

Beaver for partners

# Investing, built into the everyday.

Turn card transactions into investments. One simple layer for roundups, stocks, wallets, and everything in between.

[Explore endpoints ↓](https://trybeaver.app/#spending) [Get in touch ↗](mailto:hello@trybeaver.app)

Multichain · proposed partner model

## Your product. Your preferred network.

Choose where your customers hold tokenized stocks: Solana, Ethereum, or Robinhood Chain. Set a partner default, then request a different enabled network for an individual investment.

Solana Existing execution foundation Ethereum Proposed integration Robinhood Chain Proposed integration

Solana investment flow Existing execution foundation

- 0 1 Partner preference →
- 0 2 Solana asset + quote →
- 0 3 Solana wallet {
"enabledNetworks": [
"solana",
"ethereum",
"robinhood"
],
"defaultNetwork": "solana"
}

Solana has an existing Beaver execution foundation. Ethereum and Robinhood Chain require additional adapters before partner availability. Funding and wallets must match the selected network; automatic bridging is not included.

## Explore the API

## Spending & roundups

From a card purchase to a little more invested.

POST /transactions

Submit a purchase, update, refund, or reversal.

- 0 1 Purchase or update →
- 0 2 Normalize & deduplicate →
- 0 3 Recorded transaction

POST /roundups/preview

Calculate a roundup without investing.

- 0 1 Purchase + rule →
- 0 2 Calculate contribution →
- 0 3 Amount · no investment

POST /roundups

Create a roundup from a transaction.

- 0 1 Transaction ID →
- 0 2 Apply saved rule →
- 0 3 Roundup created

GET /roundups/{id}

Get a roundup’s amount and status.

- 0 1 Roundup ID →
- 0 2 Read lifecycle →
- 0 3 Amount + status

PUT /users/{id}/roundup-rules

Set multipliers, limits, categories, and investment preferences.

- 0 1 User preferences →
- 0 2 Validate & save →
- 0 3 Rules for future purchases

## Merchant matching

Make the connection between spending and investing.

POST /merchants/enrich

Read and normalize merchant names, categories, and available metadata from connected transaction sources. Return source and confidence; missing details remain unknown.

- 0 1 Connected-source data →
- 0 2 Normalize merchant fields →
- 0 3 Merchant + source + confidence

POST /merchants/match

Find a matching public company and available investment options.

- 0 1 Merchant identity →
- 0 2 Check verified mappings →
- 0 3 Company match or unmatched

PUT /users/{id}/match-preferences

Choose what happens when no reliable company match exists.

- 0 1 Fallback preference →
- 0 2 Save investment choice →
- 0 3 Unmatched purchases handled

## Stocks & execution

One connection to a configurable world of assets.

GET /assets

List available tokenized stocks across configured providers and chains.

- 0 1 Enabled networks →
- 0 2 Filter available instruments →
- 0 3 Assets by network

PUT /partners/{id}/asset-config

Choose enabled networks, a default network, providers, and assets. Integrators can prefer Solana, Ethereum, or Robinhood Chain, subject to route availability.

- 0 1 Network + asset choices →
- 0 2 Save partner configuration →
- 0 3 Default investment network

POST /investments/quote

Quote an asset on the integrator’s selected network, using a compatible funding asset and destination wallet.

- 0 1 Asset + amount + network →
- 0 2 Find eligible route →
- 0 3 Quote on selected network

POST /investments

Execute the quoted investment on its selected network and deliver tokens to the matching wallet.

- 0 1 Quote + authorization →
- 0 2 Execute on quoted network →
- 0 3 Tokens in destination wallet

GET /investments/{id}

Get investment status and settlement details.

- 0 1 Investment ID →
- 0 2 Track settlement →
- 0 3 Status + network reference

## Wallets & gas

Bring your own wallet. Make the experience feel seamless.

POST /users/{id}/wallets

Link a partner-managed or user-controlled wallet with its network and supported authorization method.

- 0 1 Wallet + network →
- 0 2 Verify ownership & authority →
- 0 3 Linked wallet

POST /transactions/prepare

Prepare a transaction for wallet authorization.

- 0 1 Investment + wallet →
- 0 2 Build for selected network →
- 0 3 Payload ready to authorize

PUT /partners/{id}/gas-policy

Configure sponsorship provider, eligible actions, and budgets.

- 0 1 Actions + budget →
- 0 2 Configure sponsorship →
- 0 3 Saved partner policy

GET /partners/{id}/gas-usage

Report sponsorship spending.

- 0 1 Partner + period →
- 0 2 Aggregate attributed costs →
- 0 3 Sponsorship usage

## Portfolio & rewards

Bring holdings, activity, and rewards together.

GET /users/{id}/portfolio

Return tokenized-stock holdings by network and asset, with an aggregate view across enabled networks.

- 0 1 User + enabled networks →
- 0 2 Read holdings by asset →
- 0 3 Portfolio by network

GET /users/{id}/activity

Return roundups, investments, and rewards.

- 0 1 User + cursor →
- 0 2 Read account events →
- 0 3 Paginated activity

POST /rewards

Fund an investment reward, cashback conversion, or roundup match.

- 0 1 Funded reward request →
- 0 2 Reserve & invest →
- 0 3 Reward investment

POST /campaigns

Configure partner-funded investment campaigns.

- 0 1 Campaign + funding →
- 0 2 Save eligibility & budget →
- 0 3 Configured campaign

## Notifications & insights

Timely moments, shaped by the way people spend.

PUT /users/{id}/notification-rules

Set roundup thresholds, milestones, and spending triggers.

- 0 1 Thresholds + preferences →
- 0 2 Save event triggers →
- 0 3 Notification rules

GET /users/{id}/insights

Return personalized spending and investment insights.

- 0 1 Spending + investments →
- 0 2 Calculate summaries →
- 0 3 Totals + forecasts

POST /webhooks

Subscribe to roundup, threshold, and investment events.

- 0 1 URL + event selection →
- 0 2 Register subscription →
- 0 3 Signed event deliveries

## Yield

A future layer for eligible yield products.

Coming soon

GET /yield/strategies

List available yield products and their terms.

- 0 1 Product request →
- 0 2 Filter eligible strategies →
- 0 3 Strategies + terms

POST /users/{id}/yield-positions

Opt a user into an eligible strategy.

- 0 1 User + strategy →
- 0 2 Deposit or read positions →
- 0 3 Position + rewards

GET /users/{id}/yield-positions

Return positions and accrued rewards.

- 0 1 User ID →
- 0 2 Read strategy positions →
- 0 3 Balances + accrued rewards

POST /users/{id}/yield-positions/{id}/withdraw

Request withdrawal from a strategy.

- 0 1 Position + amount →
- 0 2 Request provider withdrawal →
- 0 3 Withdrawal status