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GET
/
api
/
v1
/
holdings
/
portfolio
Get aggregated 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": "",
  "errorHash": "4bc4248d",
  "teamCode": "P4",
  "errorType": ""
}

Authorizations

​
X-Client-Secret
string
header
required

Contact Mesh to get client Secret

​
X-Client-Id
string
header
required

Contact Mesh to get client Id

Query Parameters

​
UserId
string
required

End user ID to get the aggregated portfolio for.

​
TimezoneOffset
integer<int64>

Offset in second, used to calculate daily return for cryptocurrencies.

Response

Portfolio obtained

​
status
enum<string>
Available options:
ok,
serverFailure,
permissionDenied,
badRequest,
notFound,
conflict,
tooManyRequest,
locked,
unavailableForLegalReasons
​
message
string | null

A message generated by the API

​
displayMessage
string | null

User-friendly display message that can be presented to the end user

​
errorHash
string | null

An error grouping hash from string components and caller information. Used by bugsnag on FE for correct error grouping

​
teamCode
string | null

Opaque team code for error routing. Resolved from exception origin or caller file path via CODEOWNERS. Format: 2-character code (e.g., "7K", "M2"). Use for alerting/routing, not display.

​
errorType
string | null

Strictly-typed error type that is explaining the reason of an unsuccessful status of the operation. All possible error types are available in the documentation.

​
errorData
unknown
​
content
object