Portfolio
Get holdings.
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
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
}'
{
"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
.
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
}'
{
"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": ""
}