List portfolios

Returns the list of every portfolio found in a connection, including inactive portfolios.

List portfolios for the given connection

get

Retrieve every portfolio for the given connection

Authorizations

Path parameters

tokenstringRequired

Token to identify the connection

Responses

200

Successfully retrieved all portfolios

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 HTTP/1.1
Host: api.finlink.vumi.io
Authorization: Bearer JWT
Accept: */*

[
  {
    "id": "123e4567-e89b-12d3-a456-426614174000",
    "type": "STOCK_PORTFOLIO",
    "owners": [
      "CARLOS MATA GARCIA",
      "OSCAR MENDEZ VALLADARES"
    ],
    "balance": 1,
    "currency": "EUR",
    "createdAt": "2025-05-16T11:06:59.416Z",
    "updatedAt": "2025-05-16T11:06:59.416Z"
  }
]

Portfolio types

You will find the following portfolio types when using our API:

Type	Description
MIX	A portfolio with investments of multiple types inside it
STOCK_PORTFOLIO	A portfolio that only invests in stock-related securities, such as stocks, ETFs, CFDs, ... It doesn't hold any FUNDs or Pension Plans
COMPOSITE_ASSETS_PORTFOLIO	A portfolio that only holds investments in Funds or Pension Plans