Investments
Get investment holdings
Get investment holdings grouped by asset class.
get/investments
Query parameters
account_idstring uuid
categorystring
Filter by asset class
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
Investment holdings retrieved.
Example response
{
"meta": {
"request_id": "req_a1b2c3d4-e5f6-7890-abcd-ef1234567890",
"timestamp": "2026-04-10T12:00:00.000Z"
}
}