v1

latestOpenAPI 3.0.1Yodlee Developer License2026-07-1370179438.8 KB
Derived

Get Holding Summary

The get holding summary service is used to get the summary of asset classifications for the user.<br>By default, accounts with status as ACTIVE and TO BE CLOSED will be considered.<br>If the include parameter value is passed as details then a summary with holdings and account information is returned.<br>

get/derived/holdingSummary

Query parameters

accountIdsstring

Comma separated accountIds

classificationTypestring

e.g. Country, Sector, etc.

includestring

details

Response

OK