API Reference
Returns investment holdings for the specified brokerage account. Only available for providers that support holdings (SnapTrade, MX, Finicity, Pluggy).
Authorization
BearerAuth AuthorizationBearer <token>
Data and portal endpoints: use the access_token returned by POST /users or POST /oauth/token.
In: header
Path Parameters
accountId*string
Response Body
application/json
application/json
application/json
application/json
application/json
application/json
curl -X GET "https://example.com/api/platform/v1/accounts/string/holdings"{
"holdings": [
{
"security": {
"name": "string",
"currency": "string",
"tickerSymbol": "string",
"figi": "string",
"cusp": "string",
"isin": "string"
},
"quantity": 0,
"price": 0,
"value": 0,
"costBasis": 0,
"currency": "string",
"raw": {
"property1": null,
"property2": null
}
}
],
"totalValue": 0,
"currency": "string"
}{
"error": "string",
"message": "string"
}{
"error": "string",
"message": "string"
}{
"error": "string",
"message": "string"
}{
"error": "string",
"message": "string"
}{
"error": "string",
"message": "string"
}