POST api/Holdings/GetHoldingsByAccountID

Get holdings by UserInstitutionAccountID

Request Information

URI Parameters

None.

Body Parameters

Name	Description	Type	Additional information
AccountID	Guid-type AccountID of a UserInstitutionAccount	globally unique identifier	None.

Request Formats

application/json, text/json

Sample:

{
  "AccountID": "caaa991c-e9a6-4e57-814d-162ddc7c64df"
}

application/xml, text/xml

Sample:

Coming soon.

Response Information

Resource Description

List of holdings associated with specified UserInstitutionAccount.

Collection of HoldingInformation

Name	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": "19af8177-2a51-45c4-8a6d-3ef92835eacd",
    "HoldingID": "b2ba5297-0358-4045-a0cc-a6bb287246f2",
    "Symbol": "sample string 1",
    "Quantity": 1.0,
    "LastUpdateDate": "2025-11-29T08:58:44.9752228+00:00",
    "CurrentValue": 3.0,
    "CostBasis": 1.0,
    "LastPrice": 1.0,
    "TodaysGL": 1.0,
    "TotalGL": 1.0,
    "Description": "sample string 4"
  },
  {
    "UserInstitutionAccountID": "19af8177-2a51-45c4-8a6d-3ef92835eacd",
    "HoldingID": "b2ba5297-0358-4045-a0cc-a6bb287246f2",
    "Symbol": "sample string 1",
    "Quantity": 1.0,
    "LastUpdateDate": "2025-11-29T08:58:44.9752228+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.