Portfolio
Get aggregated portfolio
Managed Account Authentication
Managed Transfers
Transactions
Self Managed Account Authentication
Portfolio
Get aggregated portfolio
Get the aggregated portfolio of the user containing market values.
GET
/
api
/
v1
/
holdings
/
portfolio
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": ""
}
Authorizations
Contact Mesh to get client Secret
Contact Mesh to get client Id
Query Parameters
End user ID to get the aggregated portfolio for.
Offset in second, used to calculate daily return for cryptocurrencies.
Response
200
application/json
Portfolio obtained
The response is of type object
.
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": ""
}