curl --request GET \
--url https://integration-api.meshconnect.com/api/v1/holdings/portfolio \
--header 'X-Client-Id: <api-key>' \
--header 'X-Client-Secret: <api-key>'
{
"content": {
"portfolioCostBasis": 1819.9,
"actualPortfolioPerformance": 6.1,
"equitiesValue": 1934.78,
"cryptocurrenciesValue": 1185.12,
"nftsValue": 0,
"equityPositions": [
{
"portfolioPercentage": 0.44,
"totalReturn": -1.3,
"returnPercentage": -8.67,
"companyName": "Tesla",
"totalDailyReturn": 0.45,
"dailyReturnPercentage": 3.45,
"marketValue": 13.69,
"lastPrice": 214.44,
"symbol": "TSLA",
"amount": 0.063,
"costBasis": 234.8
},
{
"portfolioPercentage": 38.98,
"totalReturn": 144.97,
"returnPercentage": 13.71,
"companyName": "Apple",
"totalDailyReturn": 31.65,
"dailyReturnPercentage": 2.7,
"marketValue": 1201.67,
"lastPrice": 147.27,
"symbol": "AAPL",
"amount": 8.15,
"costBasis": 129.5
}
],
"cryptocurrencyPositions": [
{
"portfolioPercentage": 11.4018,
"totalReturn": -592.6533,
"returnPercentage": -62.7737,
"companyName": "Ethereum",
"totalDailyReturn": -3.6081,
"dailyReturnPercentage": -1.0162,
"marketValue": 351.457,
"lastPrice": 1350.07,
"symbol": "ETH",
"amount": 0.260325,
"costBasis": 3626.66
},
{
"portfolioPercentage": 7.8,
"totalReturn": -85.45,
"returnPercentage": -26.2,
"companyName": "Dogecoin",
"totalDailyReturn": -2.45,
"dailyReturnPercentage": -1.0103,
"marketValue": 240.5754,
"lastPrice": 0.05977,
"symbol": "DOGE",
"amount": 4025.02,
"costBasis": 0.081
}
],
"nftPositions": []
},
"status": "ok",
"message": "",
"errorType": ""
}
Get the aggregated portfolio of the user containing market values.
curl --request GET \
--url https://integration-api.meshconnect.com/api/v1/holdings/portfolio \
--header 'X-Client-Id: <api-key>' \
--header 'X-Client-Secret: <api-key>'
{
"content": {
"portfolioCostBasis": 1819.9,
"actualPortfolioPerformance": 6.1,
"equitiesValue": 1934.78,
"cryptocurrenciesValue": 1185.12,
"nftsValue": 0,
"equityPositions": [
{
"portfolioPercentage": 0.44,
"totalReturn": -1.3,
"returnPercentage": -8.67,
"companyName": "Tesla",
"totalDailyReturn": 0.45,
"dailyReturnPercentage": 3.45,
"marketValue": 13.69,
"lastPrice": 214.44,
"symbol": "TSLA",
"amount": 0.063,
"costBasis": 234.8
},
{
"portfolioPercentage": 38.98,
"totalReturn": 144.97,
"returnPercentage": 13.71,
"companyName": "Apple",
"totalDailyReturn": 31.65,
"dailyReturnPercentage": 2.7,
"marketValue": 1201.67,
"lastPrice": 147.27,
"symbol": "AAPL",
"amount": 8.15,
"costBasis": 129.5
}
],
"cryptocurrencyPositions": [
{
"portfolioPercentage": 11.4018,
"totalReturn": -592.6533,
"returnPercentage": -62.7737,
"companyName": "Ethereum",
"totalDailyReturn": -3.6081,
"dailyReturnPercentage": -1.0162,
"marketValue": 351.457,
"lastPrice": 1350.07,
"symbol": "ETH",
"amount": 0.260325,
"costBasis": 3626.66
},
{
"portfolioPercentage": 7.8,
"totalReturn": -85.45,
"returnPercentage": -26.2,
"companyName": "Dogecoin",
"totalDailyReturn": -2.45,
"dailyReturnPercentage": -1.0103,
"marketValue": 240.5754,
"lastPrice": 0.05977,
"symbol": "DOGE",
"amount": 4025.02,
"costBasis": 0.081
}
],
"nftPositions": []
},
"status": "ok",
"message": "",
"errorType": ""
}
Contact Mesh to get client Secret
Contact Mesh to get client Id
End user ID to get the aggregated portfolio for.
Offset in second, used to calculate daily return for cryptocurrencies.
Portfolio obtained
The response is of type object
.
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