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

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

HTTPcURLJavaScriptPython

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"
  }
]

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.