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  1. General API Resources
  2. Investments

List investments

Last updated 11 months ago

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

Dealing with unknown investments

We know that missing key information from an investment is a big problem when importing a connection. For that reason, we proactively complete missing information as soon as possible when we encounter an unknown investment. 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 after a day, contact us directly and we'll take care of it.

Having unknown investments in your connection is something very unlikely and that can happen in a reduced number of . This typically happens because the entity does not directly offer the information, and we have to put in place other methods to identify the investment. Also, this information is typically missing for positions that are not active in the account.

entities

List investments for the given connection

get

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

Authorizations
Path parameters
tokenstringRequired

The external ID of the connections you want to fetch

Responses
200
Successfully retrieved all investments
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
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": "Apple Inc.",
    "isin": "ES0113900J37",
    "currency": "EUR",
    "exchange": "BMEX",
    "assetType": "STOCK",
    "unknown": true,
    "relatedSecurity": "123e4567-e89b-12d3-a456-426614174000"
  }
]
  • GETList investments for the given connection
  • Dealing with unknown investments