v1

latestOpenAPI 3.0.02026-07-2412592575.3 KB
holdings

Retrieve the holdings for an account with matched ISIN codes

Requires accounts:read scope.

get/accounts/{accountId}/holdings-with-matches

Path parameters

accountIdstring uuid required

The Account Id

Response

Successful Holdings Response

metaobject

Example response

{
  "data": [
    {
      "date": "2018-07-11",
      "id": "6a8b01768a50b095a8c0445c1b080900f1096fd0b6e40863c6b82d63607c3bbe",
      "matched": [
        {
          "isin": "GB00B39TQT96",
          "name": "Dynamic Bond Fund Acc",
          "score": 0.8,
          "priceGBP": 12.34,
          "price": {
            "value": 1234,
            "currency": "GBP"
          },
          "date": "2018-07-11"
        }
      ],
      "codes": [
        {
          "code": "GB00B39TQT96",
          "type": "ISIN"
        }
      ],
      "name": "Dynamic Bond Fund",
      "quantity": 100,
      "total": {
        "value": 123400,
        "currency": "GBP"
      },
      "unitPrice": {
        "value": 1234,
        "currency": "GBP"
      },
      "costBasis": 120050,
      "currency": "GBP"
    }
  ]
}