POST api/Holdings/GetHoldingsByAccountID
Get holdings by UserInstitutionAccountID
Request Information
URI Parameters
None.
Body Parameters
GetHoldingsByAccountIDParamsName | Description | Type | Additional information |
---|---|---|---|
AccountID |
Guid-type AccountID of a UserInstitutionAccount |
globally unique identifier |
None. |
Request Formats
application/json, text/json
Sample:
{ "AccountID": "ac5b16b4-3c69-45e5-a55b-4322b26e8b6f" }
application/xml, text/xml
Sample:
Coming soon.
Response Information
Resource Description
List of holdings associated with specified UserInstitutionAccount.
Collection of HoldingInformationName | Description | Type | Additional information |
---|---|---|---|
Symbol |
Symbol for this holding. |
string |
None. |
Quantity |
Amount of shares for this holding. |
decimal number |
None. |
LastUpdateDate |
Last updated date for this holding. |
date |
None. |
CurrentValue |
Current market value for this holding. |
decimal number |
None. |
CostBasis |
Cost basis for this holding. |
decimal number |
None. |
LastPrice |
Last unit price by LastUpdateDate |
decimal number |
None. |
TodaysGL |
Today's Gain/Loss with regarding to LastUpdateDate |
decimal number |
None. |
TotalGL |
Total Gain/Loss by LastUpdateDate |
decimal number |
None. |
Description |
Description for this holding. |
string |
None. |
UserInstitutionAccountID |
Guid-type ID of the UserInstitutionAccount from which the holding was downloaded. |
globally unique identifier |
None. |
HoldingID |
Guid-type ID of the Holding. |
globally unique identifier |
None. |
Response Formats
application/json, text/json
Sample:
[ { "UserInstitutionAccountID": "ac0795eb-bb24-46dc-80cb-339b03f048a8", "HoldingID": "316a95c8-02c8-4d27-b565-7c303d4d8b8e", "Symbol": "sample string 1", "Quantity": 1.0, "LastUpdateDate": "2025-08-05T13:22:51.758015+00:00", "CurrentValue": 3.0, "CostBasis": 1.0, "LastPrice": 1.0, "TodaysGL": 1.0, "TotalGL": 1.0, "Description": "sample string 4" }, { "UserInstitutionAccountID": "ac0795eb-bb24-46dc-80cb-339b03f048a8", "HoldingID": "316a95c8-02c8-4d27-b565-7c303d4d8b8e", "Symbol": "sample string 1", "Quantity": 1.0, "LastUpdateDate": "2025-08-05T13:22:51.758015+00:00", "CurrentValue": 3.0, "CostBasis": 1.0, "LastPrice": 1.0, "TodaysGL": 1.0, "TotalGL": 1.0, "Description": "sample string 4" } ]
application/xml, text/xml
Sample:
Coming soon.