---
title: "List"
method: GET
path: "/investments"
tags: ["Investment"]
---

# List

`GET /investments`

Recovers all investments collected for the item provided

## Query parameters

- `itemId` string, uuid, required
- `type` 'COE' | 'EQUITY' | 'ETF' | 'FIXED_INCOME' | 'MUTUAL_FUND' | 'SECURITY' | 'OTHER'
- `pageSize` number, double
- `page` number, double

## Response `200`

Retrieve a list of all investments

- object
  - `page` number, double
  - `total` number, double
  - `totalPages` number, double
  - `results` Investment[] — List of investments
    - `id` string, required — Primary identifier
    - `itemId` string, uuid, required — Identifier of the item linked to the investment
    - `type` 'COE' | 'EQUITY' | 'ETF' | 'FIXED_INCOME' | 'MUTUAL_FUND' | 'SECURITY' | 'OTHER', required — Investment asset class. - `MUTUAL_FUND`: actively managed pooled investment funds (FIM, FIA, FIC). - `EQUITY`: stocks and equity-like assets traded on a stock exchange. - `ETF`: Exchange Traded Funds. - `FIXED_INCOME`: fixed income products such as CDB, LCI, LCA, debentures, Tesouro Direto. - `COE`: Certificado de Operações Estruturadas (structured notes). - `SECURITY`: private pension / previdência products (PGBL, VGBL). - `OTHER`: any asset not covered by the categories above.
    - `subtype` 'STRUCTURED_NOTE' | 'STOCK' | 'ETF' | 'REAL_ESTATE_FUND' | 'BDR' | 'DERIVATIVES' | 'OPTION' | 'TREASURY' | 'LCI' | 'LCA' | 'LF' | 'CDB' | 'CRI' | 'CRA' | 'CORPORATE_DEBT' | 'LC' | 'DEBENTURES' | 'INVESTMENT_FUND' | 'MULTIMARKET_FUND' | 'FIXED_INCOME_FUND' | 'STOCK_FUND' | 'ETF_FUND' | 'OFFSHORE_FUND' | 'FIP_FUND' | 'EXCHANGE_FUND' | 'FI_INFRA' | 'FI_AGRO' | 'RETIREMENT' | 'OTHER' — Specific instrument within a `type`. Possible groupings: **EQUITY**: `STOCK` (ação), `BDR` (Brazilian Depositary Receipt), `REAL_ESTATE_FUND` (FII), `DERIVATIVES`, `OPTION`. **ETF**: `ETF`. **FIXED_INCOME**: `TREASURY` (Tesouro Direto), `CDB`, `LCI`, `LCA`, `LC`, `LF`, `CRI`, `CRA`, `DEBENTURES`, `CORPORATE_DEBT`. **MUTUAL_FUND**: `INVESTMENT_FUND`, `MULTIMARKET_FUND`, `FIXED_INCOME_FUND`, `STOCK_FUND`, `ETF_FUND`, `OFFSHORE_FUND`, `FIP_FUND`, `EXCHANGE_FUND`, `FI_INFRA`, `FI_AGRO`. **COE**: `STRUCTURED_NOTE`. **SECURITY**: `RETIREMENT` (PGBL/VGBL). **OTHER**: `OTHER`.
    - `number` string — Reference number for this holder's asset
    - `balance` number, double, required — The current net balance amount of the investment
    - `name` string, required — Name on the provider
    - `lastMonthRate` number, double — The performance rate of the investment in the last month
    - `lastTwelveMonthsRate` number, double — The performance rate of the investment in the last 12 months
    - `annualRate` number, double — The performance rate of the investment in the last year
    - `currencyCode` string, required — Currency ISO code for the amounts
    - `code` string — Associated Code for the investment. For example, the code for a mutual fund is the CNPJ
    - `isin` string — 12-character ISIN, a globally unique identifier
    - `value` number, double — Quota's current value at "date"
    - `quantity` number, double — Quantity of quota at disposal
    - `amount` number, double — Gross amount of the investment
    - `taxes` number, double — Income taxes applied to the investment
    - `taxes2` number, double — Financial taxes applied to the investment
    - `date` string, date-time, required — Value's quota date
    - `owner` string — Owner/beneficiary associated with the investment
    - `amountProfit` number, double — Profit/Loss to date over the investment
    - `amountWithdrawal` number, double — The amount available to withdraw
    - `amountOriginal` number, double — Amount originally invested
    - `metadata` InvestmentMetadata — Investment metadata for Previdencia migrations
      - `taxRegime` string — Description of the type of tax applied to previdencia
      - `proposalNumber` string — Previdencial proposal number
      - `processNumber` string — Number of the process of a previdencia
      - `fundName` string — Name of the fund associated with the previdencia.
      - `insurer` Company — Company object that holds the company's information
        - `name` string — Name of the company
        - `cnpj` string — CNPJ of the company
      - `anbimaClass` string — Anbima class (CVM 175). Funds.
      - `anbimaSubclass` string — Anbima subclass (CVM 175). Funds.
      - `anbimaCategory` string — Legacy Anbima category (FIXED_INCOME, STOCK, MULTIMARKET, EXCHANGE). Funds.
    - `dueDate` string, date-time — Expiration Date
    - `issuer` string — The entity that issued the investment
    - `issuerCNPJ` string — The entity CNPJ that issued the investment
    - `issueDate` string, date-time — The date that the investment was issued
    - `purchaseDate` string, date-time — The date that the investment was purchased
    - `gracePeriodDate` string, date-time, nullable — The date when the grace period ends (fixed-income investments only)
    - `rate` number, double — Fixed rate percentage applied to the investment
    - `rateType` string — Type of fixed-rate
    - `fixedAnnualRate` number, double — Fixed income annual rate
    - `taxExempt` boolean — Whether the product is tax-exempt (LCI, LCA, CRI, CRA, debêntures incentivadas)
    - `ratePeriodicity` string — Periodicity of the remuneration rate (DAILY, MONTHLY, SEMESTERLY, YEARLY)
    - `indexerAdditionalInfo` string — Free-text indexer description when the indexer is non-standard
    - `priceFactor` number, double — B3 lot/price conversion factor (variable income)
    - `debtor` object — Underlying debtor of receivables-backed paper (CRI / CRA)
      - `name` string — Name of the underlying debtor
    - `couponPayment` object — Coupon-payment schedule for coupon-bearing fixed income / Treasury bonds
      - `hasCoupon` boolean — Whether the paper pays periodic coupons
      - `periodicity` string — Frequency of coupon payments (MONTHLY, QUARTERLY, SEMESTERLY, YEARLY, IRREGULAR)
      - `additionalInfo` string — Free-text detail when periodicity is IRREGULAR
    - `status` 'ACTIVE' | 'PENDING' | 'TOTAL_WITHDRAWAL' — Current lifecycle status of the investment. - `ACTIVE`: the investment is open and currently held by the owner. - `PENDING`: the operation has been requested but is not yet settled (e.g. a fund subscription within the settlement window). - `TOTAL_WITHDRAWAL`: the position has been fully redeemed/withdrawn; balance is zero.

---

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