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GET
Portfolio Holdings

Get All Holdings

Returns all holdings for the current user with current prices and calculated metrics.

Response Example

Add a Holding

Request Body

string
required
Stock ticker symbol (e.g., “AAPL”)
string
required
Type: “stock”, “etf”, or “mutual_fund”
number
required
Number of shares owned
number
required
Average cost per share
string
Optional notes about the holding

Example

Update a Holding

Path Parameters

integer
required
Holding ID to update

Request Body

number
Updated number of shares
number
Updated average cost per share
string
Updated notes

Delete a Holding

Path Parameters

integer
required
Holding ID to delete