---
title: "List all investment holdings"
method: GET
path: "/v1/links/{link_id}/investments/"
tags: ["Investments"]
---

# List all investment holdings

`GET /v1/links/{link_id}/investments/`

The endpoint returns a paginated list of investment accounts and their associated holdings, including positions, quantities, values, and asset details. Supports optional filtering by account IDs, account subtypes, and holding types.

## Query parameters

- `account_ids` string
- `account_subtypes` string
- `holding_types` string
- `page` integer
- `page_size` integer

## Response `200`

- InvestmentsResponse
  - `count` integer
  - `next` string, uri, nullable, required
  - `previous` string, uri, nullable, required
  - `accounts` InvestmentAccount[], required
    - `id` string — Unique ID
    - `created_at` string, date-time — Timestamp when the account was created in Truv
    - `updated_at` string, date-time — Timestamp when the account was updated last time in Truv
    - `type` 'CHECKING' | 'SAVINGS' | 'LOAN' | 'CREDIT_CARD' | 'INVESTMENT' | 'LINE_OF_CREDIT' | 'MORTGAGE' | 'PROPERTY' | 'CASH' | 'INSURANCE' | 'PREPAID' | 'CHECKING_LINE_OF_CREDIT' | 'null', nullable, required — The account's type
    - `subtype` 'MONEY_MARKET' | 'CERTIFICATE_OF_DEPOSIT' | 'AUTO' | 'STUDENT' | 'SMALL_BUSINESS' | 'PERSONAL' | 'PERSONAL_WITH_COLLATERAL' | 'HOME_EQUITY' | 'BOAT' | 'POWERSPORTS' | 'RV' | 'HELOC' | 'PLAN_401_K' | 'PLAN_403_B' | 'PLAN_529' | 'IRA' | 'ROLLOVER_IRA' | 'ROTH_IRA' | 'TAXABLE' | 'NON_TAXABLE' | 'BROKERAGE' | 'TRUST' | 'UNIFORM_GIFTS_TO_MINORS_ACT' | 'PLAN_457' | 'PENSION' | 'EMPLOYEE_STOCK_OWNERSHIP_PLAN' | 'SIMPLIFIED_EMPLOYEE_PENSION' | 'SIMPLE_IRA' | 'PLAN_ROTH_401_K' | 'FIXED_ANNUITY' | 'VARIABLE_ANNUITY' | 'HSA' | 'TAX_FREE_SAVINGS_ACCOUNT' | 'INDIVIDUAL' | 'REGISTERED_RETIREMENT_INCOME_FUND' | 'CASH_MANAGEMENT_ACCOUNT' | 'EMPLOYEE_STOCK_PURCHASE_PLAN' | 'REGISTERED_EDUCATION_SAVINGS_PLAN' | 'PROFIT_SHARING_PLAN' | 'UNIFORM_TRANSFER_TO_MINORS_ACT' | 'PLAN_401_A' | 'SARSEP_IRA' | 'FIXED_ANNUITY_TRADITIONAL_IRA' | 'VARIABLE_ANNUITY_TRADITIONAL_IRA' | 'SEPP_IRA' | 'INHERITED_TRADITIONAL_IRA' | 'FIXED_ANNUITY_ROTH_IRA' | 'VARIABLE_ANNUITY_ROTH_IRA' | 'INHERITED_ROTH_IRA' | 'COVERDELL' | 'ADVISORY_ACCOUNT' | 'BROKERAGE_MARGIN' | 'CHARITABLE_GIFT_ACCOUNT' | 'CHURCH_ACCOUNT' | 'CONSERVATORSHIP' | 'CUSTODIAL' | 'DEFINED_BENEFIT_PLAN' | 'DEFINED_CONTRIBUTION_PLAN' | 'EDUCATIONAL' | 'ESTATE' | 'EXECUTOR' | 'GROUP_RETIREMENT_SAVINGS_PLAN' | 'GUARANTEED_INVESTMENT_CERTIFICATE' | 'HRA' | 'INDEXED_ANNUITY' | 'INVESTMENT_CLUB' | 'IRREVOCABLE_TRUST' | 'JOINT_TENANTS_BY_ENTIRITY' | 'JOINT_TENANTS_COMMUNITY_PROPERTY' | 'JOINT_TENANTS_IN_COMMON' | 'JOINT_TENANTS_WITH_RIGHTS_OF_SURVIVORSHIP' | 'KEOUGH_PLAN' | 'LIFE_INCOME_FUND' | 'LIVING_TRUST' | 'LOCKED_IN_RETIREMENT_ACCOUNT' | 'LOCKED_IN_RETIREMENT_INVESTMENT_FUND' | 'LOCKED_IN_RETIREMENT_SAVINGS_ACCOUNT' | 'MONEY_PURCHASE_PLAN' | 'PARTNERSHIP' | 'PLAN_409_A' | 'PLAN_ROTH_403_B' | 'REGISTERED_DISABILITY_SAVINGS_PLAN' | 'REGISTERED_LOCKED_IN_SAVINGS_PLAN' | 'REGISTERED_PENSION_PLAN' | 'REGISTERED_RETIREMENT_SAVINGS_PLAN' | 'REVOCABLE_TRUST' | 'ROTH_CONVERSION' | 'SOLE_PROPRIETORSHIP' | 'SPOUSAL_IRA' | 'SPOUSAL_ROTH_IRA' | 'TESTAMENTARY_TRUST' | 'THRIFT_SAVINGS_PLAN' | 'INHERITED_ANNUITY' | 'CORPORATE_ACCOUNT' | 'LIMITED_LIABILITY_ACCOUNT' | 'VEHICLE_INSURANCE' | 'DISABILITY' | 'HEALTH' | 'LONG_TERM_CARE' | 'PROPERTY_AND_CASUALTY' | 'UNIVERSAL_LIFE' | 'TERM_LIFE' | 'WHOLE_LIFE' | 'ACCIDENTAL_DEATH_AND_DISMEMBERMENT' | 'VARIABLE_UNIVERSAL_LIFE' | 'ROTH' | 'ROLLOVER' | 'OTHER' | 'ANNUITY' | 'TRANSFERRABLE_ON_DEATH' | 'null', nullable, required — The account's subtype
    - `mask` string, nullable, required — Last 4 digits of account number
    - `nickname` string, nullable — Description of account
    - `balances` AccountBalances, required
      - `currency_code` string, nullable — Currency
      - `balance` string, decimal, nullable — Balance amount
      - `available_balance` string, decimal, nullable — Available balance amount
      - `credit_limit` string, decimal, nullable — Credit limit
    - `holdings_value` string, decimal, nullable — Total market value of long holdings in the account
  - `holdings` Holding[], required
    - `id` string — Unique ID
    - `created_at` string, date-time — Record creation timestamp
    - `updated_at` string, date-time — Last update timestamp
    - `account_id` string — Parent investment account ID
    - `cost_basis` string, decimal, nullable — Original cost basis for tax purposes
    - `currency_code` string, nullable — ISO currency code
    - `current_price` string, decimal, nullable — Current market price per unit
    - `current_price_as_of` string, date-time, nullable — Timestamp when the current price was last updated
    - `purchase_price` string, decimal, nullable — Average purchase price per unit
    - `daily_change` string, decimal, nullable — Change in price since the previous trading day
    - `description` string, nullable — Human-readable name of the security
    - `holding_type` 'UNKNOWN_TYPE' | 'UNKNOWN_SUBTYPE' | 'EQUITY' | 'AMERICAN_DEPOSITARY_RECEIPT' | 'EXCHANGE_TRADED_FUND' | 'MONEY_MARKET' | 'STABLE_VALUE_FUND' | 'MUTUAL_FUND' | 'SEPARATE_ACCOUNT' | 'SEGREGATED_FUND' | 'LABOUR_SPONSORED_INVESTMENT' | 'COLLECTIVE_INVESTMENT_TRUST' | 'COLLEGE_SAVINGS' | 'INCOME_TRUST' | 'HEDGE_FUND' | 'ANNUITY' | 'UNIT_INVESTMENT_TRUST' | 'CASH' | 'FIXED_INCOME' | 'MUNICIPAL_BOND' | 'CORPORATE_BOND' | 'TREASURY_SECURITY' | 'AGENCY_SECURITY' | 'MORTGAGE_BACKED_BOND' | 'INTERNATIONAL_BOND' | 'OPTIONS' | 'EMPLOYEE_STOCK_OPTIONS' | 'RESTRICTED_STOCK_UNITS' | 'RESTRICTED_STOCK' | 'STOCK_APPRECIATION_RIGHT' | 'ALTERNATIVE_INVESTMENTS' | 'LIMITED_PARTNERSHIP_UNITS' | 'STRUCTURED_PRODUCT' | 'GUARANTEED_INVESTMENT_CERTIFICATE' | 'CERTIFICATE_OF_DEPOSIT' | 'LOAN', required — Classification of the holding
    - `market_value` string, decimal, nullable — Current price multiplied by quantity
    - `quantity` string, decimal, nullable — Units owned
    - `symbol` string, nullable — Ticker symbol
    - `total_ugl_amount` string, decimal, nullable — Total unrealized gain/loss amount
    - `total_ugl_percentage` string, decimal, nullable — Total unrealized gain/loss percentage
    - `face_value` string, decimal, nullable — Nominal value for bonds
    - `rate` string, decimal, nullable — Interest rate for bonds

## Other responses

- `401` — HTTP 401 Unauthorized
- `403` — HTTP 403 Forbidden

---

[API](https://skmtc.net/truv/apis/truv-api.md) · [All operations](https://skmtc.net/truv/apis/truv-api/llms.txt) · [OpenAPI document](https://skmtc-service-staging.skmtc.workers.dev/v1/apis/truv/truv-api/revisions/1884c5bfe3a5/schema)