List portfolios

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

Portfolio types

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

TypeDescription

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

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