List portfolio positions

Retrieves active investment positions held within the portfolios of the given connection. It includes the necessary information to obtain a full picture of the portfolio positions and valuation. Cash positions are not included here and, if applicable (like in BROKER entities), they can be obtained from the balance of the List accounts endpoint.

List active positions for the given connection

get

Retrieve every active position information for the given connection

Authorizations

Path parameters

tokenstringRequired

Token to identify the connection

Responses

200

Successfully retrieved all active positions

application/json

401

Invalid credentials

application/json

404

Connection not found with the given token for the current app

application/json

500

Internal server error

application/json

get

HTTPcURLJavaScriptPython

GET /api/v1/queries/connections/{token}/portfolios/active-positions HTTP/1.1
Host: api.finlink.vumi.io
Authorization: Bearer JWT
Accept: */*

[
  {
    "portfolio": "123e4567-e89b-12d3-a456-426614174000",
    "investment": "123e4567-e89b-12d3-a456-426614174000",
    "name": "Banco Santander",
    "isin": "ES0113900J37",
    "currency": "EUR",
    "localCurrency": "EUR",
    "exchange": "BMEX",
    "assetType": "STOCK",
    "titles": 1,
    "amount": 1,
    "localAmount": 1,
    "price": 1,
    "localPrice": 1,
    "exchangeRate": 1.1809,
    "weight": 0.45
  }
]