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GET
/
holdings
List holdings
curl --request GET \
  --url https://api.finta.io/v2/holdings \
  --header 'Authorization: Bearer <token>'
{
  "holdings": [
    {
      "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
      "bankConnectionId": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
      "bankAccountId": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
      "securityId": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
      "quantity": 123,
      "costBasis": 123,
      "currency": "<string>",
      "soldAt": "2023-11-07T05:31:56Z"
    }
  ]
}

Authorizations

Authorization
string
header
required

Finta API key from the dashboard (Bearer token).

Query Parameters

bankConnectionId
string<uuid>

Filter by bank connection ID

bankAccountId
string<uuid>

Filter by bank account ID

securityId
string<uuid>

Filter by Finta security ID

status
enum<string>
default:active

Filter by holding lifecycle. active (default) excludes sold positions.

Available options:
active,
sold,
all

Response

Holdings for the authenticated user

holdings
object[]
required