List investments

List every investment that you will encounter when importing a connection. This endpoint includes all the necessary information for you to correctly identify investments.

List investments for the given connection

get

Retrieve every investment for the given connection. It includes basic investment information

Authorizations
Path parameters
tokenstringRequired

Token to identify the connection

Responses
200
Successfully retrieved all investments
application/json
get
GET /api/v1/queries/connections/{token}/investments HTTP/1.1
Host: api.finlink.vumi.io
Authorization: Bearer JWT
Accept: */*

[
  {
    "id": "123e4567-e89b-12d3-a456-426614174000",
    "name": "Banco Santander",
    "isin": "ES0113900J37",
    "currency": "EUR",
    "exchange": "BMEX",
    "assetType": "STOCK",
    "unknown": true,
    "relatedSecurity": "123e4567-e89b-12d3-a456-426614174000",
    "spanishTaxExempt": true,
    "managementCompany": {
      "name": "Vumi Portfolio SL",
      "cif": "A00000000"
    }
  }
]

Dealing with unknown investments

Having unknown investments in your connection is something very unlikely and that can happen in a reduced number of entities. This typically happens because the entity does not directly offer the needed information to correctly and uniquely identify a security, and we have to put in place other internal methods to identify the investment. It is worth mentioning that this can only happen in a very reduced number of financial entities (you can ask for more detailed information to our Customer Support Service if you are an active client of VUMI Finlink), and always for positions that are not currently active in the portfolios of the connection.

We know that missing key information from an investment is a big problem when trying to process transactions for a connection. For that reason, we proactively complete missing information as soon as possible when we encounter an unknown investment, as we have an internal alerts system to be aware of these situations. In that case, information for your connection will be automatically updated and you just need to query for investments again. If for some reason, an investment you need is missing key information and it is critical for you, contact us directly and we'll take care of it as soon as possible.

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