v1

latestOpenAPI 3.0.1Yodlee Developer License2026-07-1370179438.8 KB
Holdings

Get Holdings

The get holdings service is used to get the list of holdings of a user.<br>Supported holding types can be employeeStockOption, moneyMarketFund, bond, etc. and is obtained using get holding type list service. <br>Asset classifications for the holdings need to be requested through the "include" parameter.<br>Asset classification information for holdings are not available by default, as it is a premium feature.<br>

get/holdings

Query parameters

accountIdstring

Comma separated accountId

assetClassification.classificationTypestring

e.g. Country, Sector, etc.

classificationValuestring

e.g. US

includestring

assetClassification

providerAccountIdstring

providerAccountId

Response

OK