List portfolios

Returns the list of every portfolio found in a connection, including inactive portfolios (if available at the financial entity).

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
get
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",
      "MARTIN RICO MARTINEZ"
    ],
    "balance": 1,
    "currency": "EUR",
    "createdAt": "2025-07-05T21:12:23.892Z",
    "updatedAt": "2025-07-05T21:12:23.892Z"
  }
]

Portfolio types

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

Type
Description

MIX

A portfolio with investments of multiple types inside it

STOCK_PORTFOLIO

This portfolio holds only stock-related and fixed-income instruments (stocks, ETFs, bonds, and CFDs) and does not include any Funds or Pension Plans.

COMPOSITE_ASSETS_PORTFOLIO

A portfolio that only holds investments in Funds or Pension Plans. This can mean that it is a portfolio that only exist for a specific Fund or Pension Plan (some financial entities separate them that way), or that it can have multiple positions at the same type, but those positions can only be Funds or Pension Plans.

MANAGED

A portfolio which positions are managed by the financial institution. These types of portfolios might have limited information available.

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