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Activity log

The activity log records changes to households, accounts, models, rebalances, billing, cash settings and firm settings: what changed, who changed it, and when. An entry can name the household or the account that changed.

To read your firm's whole activity log, call List activity log entries. To read the entries of one household or one account, call List activity log entries for a household or List activity log entries for an account. Each of them can return only one kind of change: create, update, delete, archive or unarchive.