GET
/
links
/
{id}
/
investments
/
holdings
curl --request GET \
  --url http://localhost:8080/links/{id}/investments/holdings \
  --header 'Authorization: Bearer <token>'
{
  "holdings": [
    {
      "account_id": "acc_6Tef269B6ZArSVpYrxtjBV",
      "security_id": "sec_bb6fi893jxdfNxyAjnb784",
      "quantity": 10,
      "price": 98.12,
      "price_datetime": "2023-02-16T09:14:11",
      "value": 987.15,
      "cost_basis": 781.38
    }
  ],
  "securities": [
    {
      "security_id": "sec_bb6fi893jxdfNxyAjnb784",
      "name": "Microsoft",
      "type": "equity",
      "currency": "USD",
      "ticker": "MSFT",
      "isin": "US5949181045",
      "sedol": "<string>",
      "close_price": 98.12,
      "close_datetime": "2023-02-16T09:14:11"
    }
  ],
  "accounts": [
    {
      "account_id": "acc_6Tef269B6ZArSVpYrxtjBV",
      "account_type": "depository.checking",
      "name": "Premier Checking",
      "account_mask": "3748",
      "balances": {
        "currency": "USD",
        "available": 340.12,
        "current": 445.89,
        "limit": 500
      }
    }
  ],
  "link": {
    "link_id": "mk_eqkWN34UEoa2NxyALG8pcV",
    "institution_id": "chase",
    "institution_name": "Chase",
    "provider": "mx",
    "state": "connected",
    "last_synced_at": "2023-02-16T09:14:11",
    "tags": [
      "user_type:admin"
    ],
    "products": {
      "accounts": {
        "refreshed_at": "2023-02-16T09:14:11",
        "last_attempted_at": "2023-02-16T09:14:11"
      },
      "identity": {
        "refreshed_at": "2023-02-16T09:14:11",
        "last_attempted_at": "2023-02-16T09:14:11",
        "settings": {
          "required": true,
          "prefetch": false
        }
      }
    }
  }
}

Note that this endpoint does not trigger a fetch of holdings from the institution; it merely returns holdings that have already been fetched.

To force a check for new/updated owner information, you must use the products endpoint.

If you have requested prefetch or an on-demand update, you should check the refreshed_at date for this product in the returned response and compare that against the previous refreshed_at date, which you can get from any previous response for this or any other account or link request.

If the refreshed_at date has not increased, then updated data is not yet available.

Authorizations

​
Authorization
string
header
required

The access token received from the authorization server in the OAuth 2.0 flow.

Headers

​
moneykit-version
string
default:2023-02-18

Path Parameters

​
id
string
required

The unique ID for this link.

Query Parameters

​
account_ids
string[]

An optional list of account IDs to filter the results.

Response

200
application/json

Successful Response

The response is of type object.