# Institutional Reporting, Auditing & Compliance

> Statements, confirmations, tax lots, realized gains, reconciliation, reports, and audit evidence.

Product 6 in the [Partner API product catalog](/partners/docs/api-products), covering **17 operations**.

Statements, confirmations, tax lots, realized gains, reconciliation, reports, and audit evidence.

## Integration guides

[reports](/partners/docs/reports) · [daily reconciliation](/partners/docs/daily-reconciliation) · [statements confirms](/partners/docs/statements-confirms) · [tax reporting data residency](/partners/docs/tax-reporting-data-residency)

## Endpoint catalog

Paths are relative to `https://mystocks.africa/api/v1/partner` in production and `https://mystocks.africa/api/sandbox/v1/partner` in sandbox.

Open the [API Reference](/partners/docs/api-reference) and search the operation ID for request parameters, schemas, response codes, and examples. Use the [API Tester](/partners/docs/api-tester) to exercise an operation.

Sandbox availability is taken from each operation's OpenAPI metadata. Production-only operations and unsupported sandbox stubs are explicitly distinguished; account entitlements and instrument eligibility still apply.

| Method and path                 | Operation ID                   | Purpose                                                    | Sandbox         |
| ------------------------------- | ------------------------------ | ---------------------------------------------------------- | --------------- |
| `GET /audit`                    | `listAudit`                    | Audit log                                                  | Available       |
| `GET /client-activity`          | `listClientActivity`           | Client activity feed                                       | Available       |
| `GET /commercial`               | `listPartnerCommercialRecords` | List this partner's commercial and historical cash records | Production only |
| `GET /documents`                | `listPartnerDocuments`         | List document templates and generation history             | Available       |
| `POST /documents`               | `generatePartnerDocument`      | Generate a partner PDF document                            | Production only |
| `GET /gains`                    | `getGains`                     | Realized capital gains (master account)                    | Available       |
| `GET /reconciliation-signoffs`  | `listReconciliationSignoffs`   | List reconciliation sign-offs                              | Production only |
| `POST /reconciliation-signoffs` | `createReconciliationSignoff`  | Record a reconciliation sign-off                           | Production only |
| `GET /report/aum`               | `listAum`                      | Report — AUM                                               | Available       |
| `GET /report/fees`              | `listFees`                     | Report — Fees                                              | Available       |
| `GET /report/invoice`           | `listInvoice`                  | Report — Invoice                                           | Available       |
| `GET /report/positions`         | `listPositions`                | Report — Positions                                         | Available       |
| `GET /report/reconciliation`    | `getReconciliationReport`      | Report - Reconciliation suite                              | Available       |
| `GET /report/revenue`           | `listRevenue`                  | Report — Revenue                                           | Available       |
| `GET /stream`                   | `streamEvents`                 | Real-time event stream (Server-Sent Events)                | Available       |
| `GET /tax-lots`                 | `getTaxLots`                   | Open tax lots (master account)                             | Available       |
| `GET /usage`                    | `listUsage`                    | Usage analytics                                            | Available       |

## Shared contracts

[auth](/partners/docs/auth) · [errors](/partners/docs/errors) · [rate limits](/partners/docs/rate-limits) · [contract guarantees](/partners/docs/contract-guarantees)

[Download the September 2026 specification PDF](/docs/PartnerAPI.pdf). Read the [online clarifications](/partners/docs/partner-specification) before using the PDF's general examples.