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GET
Get portfolio holdings

Authorizations

Authorization
string
header
required

Auth0-issued access token that includes the scopes listed for the route.

Headers

x-user-id
string
required

MongoDB identifier of the user whose portfolio is being queried.

Pattern: ^[a-f0-9]{24}$

Path Parameters

id
string
required

Portfolio identifier belonging to the authenticated user.

Pattern: ^[a-f0-9]{24}$

Response

Portfolio holdings with asset details.

id
string
required

Portfolio unique identifier.

currency
string
required

ISO currency code for the portfolio (e.g. EUR, GBP, USD).

holdings
object[]
required

Array of holdings with asset details and quantities.

targetAllocation
object[]
required

Target allocation by asset. Weights are persisted with the portfolio. May be an empty array when unset.

createdAt
string<date-time>
required

Portfolio creation timestamp.

updatedAt
string<date-time>
required

Last update timestamp.