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
get
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
  }
]

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