---
title: "Get investment holdings"
method: GET
path: "/investments"
tags: ["Investments"]
---

# Get investment holdings

`GET /investments`

Get investment holdings grouped by asset class.

## Query parameters

- `account_id` string, uuid
- `category` string — Filter by asset class
- `sort_by` 'symbol' | 'last_price' | 'day_change' | 'total_gain_loss' | 'current_value' | 'quantity' | 'cost_basis_total'
- `sort_dir` 'asc' | 'desc'

## Response `200`

Investment holdings retrieved.

- object
  - `data` object, required
    - `groups` object[], required
      - `asset_class` string, nullable, required
      - `holdings` object[], required
        - `security_id` string, required
        - `symbol` string, nullable, required
        - `name` string, nullable, required
        - `security_type` string, nullable, required
        - `asset_class` string, nullable, required
        - `category` string, nullable, required
        - `last_price` number, nullable, required
        - `last_price_at` string, nullable, required
        - `day_change` number, nullable, required
        - `day_change_percent` number, nullable, required
        - `total_gain_loss` number, nullable, required
        - `total_gain_loss_percent` number, nullable, required
        - `current_value` number, required
        - `percent_of_account` number, required
        - `quantity` number, required
        - `average_cost_basis` number, nullable, required
        - `cost_basis_total` number, nullable, required
    - `account_total` object, required
      - `current_value` number, required
      - `day_change` number, required
      - `day_change_percent` number, nullable, required
      - `total_gain_loss` number, required
      - `total_gain_loss_percent` number, nullable, required
      - `cost_basis_total` number, required
  - `meta` object, required
    - `request_id` string, required
    - `timestamp` string, date-time, required

---

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