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

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

get

/api/v1/queries/connections/{token}/investments

Authorizations

Path parameters

tokenstringrequired

The external ID of the connections you want to fetch

Responses

application/json

application/json

application/json

application/json

cURL

JavaScript

Python

HTTP

cURL

curl -L \
  --url 'https://api.finlink.vumi.io/api/v1/queries/connections/{token}/investments' \
  --header 'Authorization: Bearer JWT'

200

401

404

500

200

[
  {
    "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"
  }
]

Successfully retrieved all investments

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 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.

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.