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GET
/
investment-products
/
{isin}
/
investment-details
curl -X GET 'https://api.wealthyhood.com/investment-products/IE00B4L5Y983/investment-details' \
  -H 'Accept: application/json' \
  -H 'Authorization: Bearer YOUR_ACCESS_TOKEN' \
  -H 'x-user-id: 64f0c51e7fb3fc001234abcd'

{
  "currentValue": "£1,254.18",
  "portfolioAllocation": "12.4%",
  "numberOfShares": "15.2500",
  "performanceValue": "+£154.18",
  "performancePercentage": "Up by 14.0%",
  "isPerformancePositive": true,
  "averagePricePerShare": "$72.50",
  "totalDividends": "£18.40"
}
Retrieve personalised portfolio metrics for the authenticated user and the specified ISIN. The portfolio is validated to ensure the user currently holds the asset; otherwise a 400 Bad Request error is returned.

​
Authentication & headers

​
Authorization
string
required
Bearer token issued by Auth0. Format: Bearer YOUR_ACCESS_TOKEN with the read:users scope.
​
x-user-id
string
required
24-character MongoDB identifier of the authenticated user. Required to resolve the correct portfolio and currency formatting.

​
Path parameters

​
isin
string
required
ISIN of the investment product to inspect.

​
Example request

curl -X GET 'https://api.wealthyhood.com/investment-products/IE00B4L5Y983/investment-details' \
  -H 'Accept: application/json' \
  -H 'Authorization: Bearer YOUR_ACCESS_TOKEN' \
  -H 'x-user-id: 64f0c51e7fb3fc001234abcd'

​
Example response

{
  "currentValue": "£1,254.18",
  "portfolioAllocation": "12.4%",
  "numberOfShares": "15.2500",
  "performanceValue": "+£154.18",
  "performancePercentage": "Up by 14.0%",
  "isPerformancePositive": true,
  "averagePricePerShare": "$72.50",
  "totalDividends": "£18.40"
}

​
Response fields

​
currentValue
string
required
Holding valuation formatted in the user’s base currency.
​
portfolioAllocation
string
required
Portfolio share of the asset, returned as a localised percentage string.
​
numberOfShares
string
required
Quantity held, formatted to up to four decimal places.
​
performanceValue
string
required
Absolute performance with sign and currency formatting.
​
performancePercentage
string
required
Localised summary of percentage performance (e.g. Up by 14.0%).
​
isPerformancePositive
boolean
required
Indicates whether the holding performance is positive.
​
averagePricePerShare
string
required
Average acquisition price in the asset’s traded currency.
​
totalDividends
string
required
Total dividend cashflow received for the asset, formatted in the user’s currency.

Authorizations

​
Authorization
string
header
required

Auth0-issued access token that includes the read:users scope.

Headers

​
x-user-id
string
required

MongoDB identifier of the Wealthyhood user whose subscription context should be applied.

Path Parameters

​
isin
string
required

ISIN of the investment product to retrieve.

Response

User-centric performance metrics for the asset.

​
currentValue
string
required

Holding valuation formatted in the user's base currency.

​
performanceValue
string
required

Absolute performance formatted with sign.

​
performancePercentage
string
required

Localised percentage summarising performance direction.

​
numberOfShares
string
required
​
portfolioAllocation
string
required
​
isPerformancePositive
boolean
required
​
averagePricePerShare
string
required
​
totalDividends
string
required