Managed Account Authentication
Managed Transfers
Transactions
Self Managed Account Authentication
Portfolio
Get holdings.
Obtain assets from the connected investment account. Performs realtime API call to the underlying integration.
POST
/
api
/
v1
/
holdings
/
get
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Ask AI
curl --request POST \
--url https://integration-api.meshconnect.com/api/v1/holdings/get \
--header 'Content-Type: application/json' \
--header 'X-Client-Id: <api-key>' \
--header 'X-Client-Secret: <api-key>' \
--data '{
"authToken": "<string>",
"type": "robinhood",
"includeMarketValue": true
}'
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{
"content": {
"equityPositions": [
{
"symbol": "AAPL",
"amount": 3,
"costBasis": 109
},
{
"symbol": "F",
"amount": 27,
"costBasis": 7.05791
}
],
"cryptocurrencyPositions": [
{
"marketValue": 75.15,
"lastPrice": 0.05,
"symbol": "DOGE",
"amount": 1503,
"costBasis": 0.033
},
{
"symbol": "BTC",
"amount": 3.0001672,
"costBasis": 18000
}
],
"status": "succeeded",
"errorMessage": "",
"displayMessage": "",
"notSupportedEquityPositions": [
{
"symbol": "CUSIP38259P508",
"amount": 1
}
],
"notSupportedCryptocurrencyPositions": [],
"nftPositions": [],
"optionPositions": [],
"type": "robinhood",
"accountId": "5FUVPB0",
"institutionName": "Robinhood",
"accountName": "Margin account"
},
"status": "ok",
"message": "",
"errorType": ""
}
Authorizations
Contact Mesh to get client Secret
Contact Mesh to get client Id
Body
application/json
Request containing authentication token
The body is of type object
.
Response
200
application/json
Holdings obtained
The response is of type object
.
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Ask AI
curl --request POST \
--url https://integration-api.meshconnect.com/api/v1/holdings/get \
--header 'Content-Type: application/json' \
--header 'X-Client-Id: <api-key>' \
--header 'X-Client-Secret: <api-key>' \
--data '{
"authToken": "<string>",
"type": "robinhood",
"includeMarketValue": true
}'
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Ask AI
{
"content": {
"equityPositions": [
{
"symbol": "AAPL",
"amount": 3,
"costBasis": 109
},
{
"symbol": "F",
"amount": 27,
"costBasis": 7.05791
}
],
"cryptocurrencyPositions": [
{
"marketValue": 75.15,
"lastPrice": 0.05,
"symbol": "DOGE",
"amount": 1503,
"costBasis": 0.033
},
{
"symbol": "BTC",
"amount": 3.0001672,
"costBasis": 18000
}
],
"status": "succeeded",
"errorMessage": "",
"displayMessage": "",
"notSupportedEquityPositions": [
{
"symbol": "CUSIP38259P508",
"amount": 1
}
],
"notSupportedCryptocurrencyPositions": [],
"nftPositions": [],
"optionPositions": [],
"type": "robinhood",
"accountId": "5FUVPB0",
"institutionName": "Robinhood",
"accountName": "Margin account"
},
"status": "ok",
"message": "",
"errorType": ""
}
Assistant
Responses are generated using AI and may contain mistakes.