Portfolios

Also known as investment accounts for financial entities, portfolios are a collection of financial investments owned by an individual, institution, or managed by an entity such as a financial advisor or fund manager. Portfolios can also have multiple owners.

Portfolios are a central part of our data model. Investments and transactions are organized into portfolios, in order to mimic the actual structure that can be found in the connection for the financial entity which information you are requesting.

These are the endpoints related to portfolios:

Endpoint	Method
List portfolios	GET	Returns every portfolio for the given connection
List portfolio transactions	GET	Returns transactions for the portfolios of the given connection
List portfolio positions	GET	Returns a list of active investments in the portfolio (not including cash positions)