Skip to main content
GET
/
portfolios
/
{id}
Get portfolio holdings
curl --request GET \
  --url https://{host}/portfolios/{id} \
  --header 'Authorization: Bearer <token>' \
  --header 'x-user-id: <x-user-id>'
{
  "id": "64f0c51e7fb3fc001234abcd",
  "currency": "EUR",
  "holdings": [
    {
      "isin": "US0378331005",
      "quantity": 12.5
    },
    {
      "isin": "EU0009658145",
      "quantity": 8
    }
  ],
  "createdAt": "2024-03-01T10:00:00.000Z",
  "lastUpdated": "2024-07-10T12:00:00.000Z"
}

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.

Path Parameters

id
string
required

Portfolio identifier belonging to the authenticated user.

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.

createdAt
string<date-time>

Portfolio creation timestamp.

lastUpdated
string<date-time>

Last update timestamp.