Accounts

List account holdings

Returns the current holdings (positions) snapshot for an investment- category financial account. Holdings are replaced on every sync, so the list reflects the user's current portfolio — not history.

GET

/finance/accounts/{accountId}/holdings

curl --request GET \
  --url https://api.synci.io/api/v1/finance/accounts/{accountId}/holdings \
  --header 'Authorization: Bearer <token>'

{
  "data": [
    {
      "asset_class": "<string>",
      "average_purchase_price": "<string>",
      "created_at": "<string>",
      "currency": "<string>",
      "description": "<string>",
      "financial_account_id": "<string>",
      "id": "<string>",
      "integrator": "<string>",
      "last_price": "<string>",
      "market_value": "<string>",
      "quantity": "<string>",
      "symbol": "<string>",
      "synced_at": "<string>",
      "updated_at": "<string>"
    }
  ],
  "links": {
    "first": "<string>",
    "last": "<string>",
    "next": "<string>",
    "prev": "<string>"
  },
  "meta": {
    "current_page": 123,
    "from": 123,
    "last_page": 123,
    "links": [
      {
        "active": true,
        "label": "<string>",
        "url": "<string>"
      }
    ],
    "path": "<string>",
    "per_page": 123,
    "to": 123,
    "total": 123
  }
}

Only SnapTrade-fed accounts (crypto / brokerage) populate holdings; bank-fed accounts will always return an empty list.

Filter by symbol, asset_class, currency, or integrator. Sort by symbol, market_value, quantity, synced_at, created_at, or id. Default sort is largest-by-market-value first.

page[number]integerquery

The page number to start the pagination from.

filter[symbol]stringquery

filter[asset_class]stringquery

filter[currency]stringquery

filter[integrator]stringquery

sortenum<string>[]querydefault:["-market_value","-id"]

Response

Paginated set of AccountHoldingResource

dataobject[]required

Show child attributes

linksobjectrequired

Show child attributes

metaobjectrequired

Show child attributes

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List account holdings

Authorizations

Path Parameters

Query Parameters

Response