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POST
cURL

How to Use

  1. Copy any of the JSON examples below.
  2. Go to the API playground by clicking on the โ€œTry itโ€ button.
  3. Paste the JSON into the request body field.
  4. Click โ€œSendโ€ button to execute the request.

Examples

Count Investment Holding Records

List All Investment Holdings

List Investment Holdings with Specific Fields

Filter Holdings by Account ID

Filter Holdings by Asset Class

Filter Holdings by Date Modified (Date Range)

Filter Holdings by Fund Balance Greater Than

Authorizations

Oauth-Token
string
header
required

Get the OAuth token by calling the /oauth2 authentication API. Use the access_token from the response to authorize your API requests.

Body

text/plain

Copy any of the JSON examples and paste it into the request body field.