openapi: 3.2.0
info:
  title: Atlar API (v2) Investments API
  description: Atlar API (v2)
  version: '0.1'
  contact:
    email: support@atlar.com
  license:
    name: Apache 2.0
    url: https://www.apache.org/licenses/LICENSE-2.0.txt
servers:
- url: https://api.atlar.com
tags:
- name: Investments
  description: Investments are financial assets held by your organization.
  x-displayName: Investments
paths:
  /financial-data/v2beta/portfolios:
    get:
      summary: List portfolios
      description: List portfolios.
      tags:
      - Investments
      parameters:
      - name: entityId
        in: query
        description: Include only portfolios associated with the entity identified by this ID.
        schema:
          type: string
          example: 654d7617-1cd3-46ab-921a-56fd92acf4a4
      - $ref: '#/components/parameters/QueryLimit'
      - $ref: '#/components/parameters/PaginationToken'
      responses:
        '200':
          description: List of portfolios.
          content:
            application/json:
              schema:
                allOf:
                - $ref: '#/components/schemas/ListResponse'
                - properties:
                    items:
                      items:
                        $ref: '#/components/schemas/Portfolio'
                      type: array
                  type: object
        '400':
          $ref: '#/components/responses/BadRequest'
      security:
      - basicAuth:
        - portfolios:read
      operationId: getFinancialDataV2betaPortfolios
      x-operation-id-source: derived
  /financial-data/v2beta/portfolios/{id}:
    get:
      summary: Get portfolio
      description: Get portfolio.
      tags:
      - Investments
      parameters:
      - $ref: '#/components/parameters/ResourceID'
        description: Account ID
      responses:
        '200':
          description: An portfolio.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Portfolio'
        '400':
          $ref: '#/components/responses/BadRequest'
        '404':
          $ref: '#/components/responses/NotFound'
      security:
      - basicAuth:
        - portfolios:read
      operationId: getFinancialDataV2betaPortfoliosById
      x-operation-id-source: derived
  /financial-data/v2beta/portfolios/{id}/holdings:
    get:
      summary: List holdings
      description: Returns a list of holdings. For further details on Pagination, see general section above.
      tags:
      - Investments
      parameters:
      - description: Include only holding associated with the portfolio identified by `id`. If value `-` is specified, holdings across all portfolios will be queried
        in: path
        name: id
        required: true
        schema:
          type: string
        example: 654d7617-1cd3-46ab-921a-56fd92acf4a4
      - $ref: '#/components/parameters/QueryLimit'
      - $ref: '#/components/parameters/PaginationToken'
      responses:
        '200':
          description: List of holdings.
          content:
            application/json:
              schema:
                allOf:
                - $ref: '#/components/schemas/ListResponse'
                - properties:
                    items:
                      items:
                        $ref: '#/components/schemas/Holding'
                      type: array
                  type: object
        '400':
          $ref: '#/components/responses/BadRequest'
        '404':
          $ref: '#/components/responses/NotFound'
      security:
      - basicAuth:
        - portfolios:read
        - holdings:read
      operationId: getFinancialDataV2betaPortfoliosByIdHoldings
      x-operation-id-source: derived
  /financial-data/v2beta/portfolios/{pid}/holdings/{hid}/activities:
    get:
      summary: List holding activities
      description: 'Holding activities are the individual transactions on an investment holding: purchases (`PURCHASE`), redemptions (`REDEEM`) and dividend payouts (`DIVIDEND`). Each activity carries the traded amount, the number of shares, the NAV per share, the trade date and the settlement date.'
      tags:
      - Investments
      parameters:
      - description: Include only activity on holdings in the portfolio identified by `pid`. If value `-` is specified, activity across all portfolios will be queried
        in: path
        name: pid
        required: true
        schema:
          type: string
          example: 654d7617-1cd3-46ab-921a-56fd92acf4a4
      - description: Include only activity on the holding identified by `hid`. If value `-` is specified, activity across all holdings will be queried
        in: path
        name: hid
        required: true
        schema:
          type: string
          example: b1c629e2-6463-4c76-9ddc-58aab54340c3
      - description: Include only activity with property `date` matching the given value. The parameter value may be either a string for equality matching, or an object for range-like matching criteria.
        in: query
        name: date
        explode: true
        style: deepObject
        schema:
          oneOf:
          - type: string
            format: date
            example: '2022-01-15'
            description: Include only activity with `date` equal to the given value.
          - type: object
            properties:
              gte:
                type: string
                format: date
                example: '2022-01-01'
                description: Include only activity with `date` after or equal to given date.
              lte:
                type: string
                format: date
                example: '2022-01-31'
                description: Include only activity with `date` before or equal to given date.
              eq:
                type: string
                format: date
                example: '2022-01-15'
                description: Include only activity with `date` equal to given date.
      - $ref: '#/components/parameters/QueryLimit'
      - $ref: '#/components/parameters/PaginationToken'
      responses:
        '200':
          description: List of holding activities.
          content:
            application/json:
              schema:
                allOf:
                - $ref: '#/components/schemas/ListResponse'
                - properties:
                    items:
                      items:
                        $ref: '#/components/schemas/HoldingActivity'
                      type: array
                  type: object
        '400':
          $ref: '#/components/responses/BadRequest'
      security:
      - basicAuth:
        - portfolios:read
        - holdings:read
      operationId: getFinancialDataV2betaPortfoliosByPidHoldingsByHidActivities
      x-operation-id-source: derived
  /financial-data/v2beta/portfolios/{pid}/holdings/{hid}/activities/{id}:
    get:
      summary: Get holding activity
      description: Retrieve a specific holding activity.
      tags:
      - Investments
      parameters:
      - description: ID of the portfolio
        in: path
        name: pid
        required: true
        schema:
          type: string
          example: 654d7617-1cd3-46ab-921a-56fd92acf4a4
      - description: ID of the holding
        in: path
        name: hid
        required: true
        schema:
          type: string
          example: b1c629e2-6463-4c76-9ddc-58aab54340c3
      - description: Holding activity ID.
        in: path
        name: id
        required: true
        schema:
          type: string
          example: 84efb834-3524-4030-a524-237019264f93
      responses:
        '200':
          description: Holding activity.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HoldingActivity'
        '400':
          $ref: '#/components/responses/BadRequest'
        '404':
          $ref: '#/components/responses/NotFound'
      security:
      - basicAuth:
        - portfolios:read
        - holdings:read
      operationId: getFinancialDataV2betaPortfoliosByPidHoldingsByHidActivitiesById
      x-operation-id-source: derived
  /financial-data/v2beta/portfolios/{pid}/holdings/{hid}/positions:
    get:
      summary: List positions
      description: Returns a list of positions for a specific holding. For further details on Pagination, see general section above.
      tags:
      - Investments
      parameters:
      - description: ID of the portfolio which the holding is associated with.
        in: path
        name: pid
        required: true
        schema:
          type: string
          example: 654d7617-1cd3-46ab-921a-56fd92acf4a4
      - description: The ID of the holding
        in: path
        name: hid
        required: true
        schema:
          type: string
          example: b1c629e2-6463-4c76-9ddc-58aab54340c3
      - $ref: '#/components/parameters/QueryLimit'
      - $ref: '#/components/parameters/PaginationToken'
      responses:
        '200':
          description: List of positions.
          content:
            application/json:
              schema:
                allOf:
                - $ref: '#/components/schemas/ListResponse'
                - properties:
                    items:
                      items:
                        $ref: '#/components/schemas/Position'
                      type: array
                  type: object
        '400':
          $ref: '#/components/responses/BadRequest'
        '404':
          $ref: '#/components/responses/NotFound'
      security:
      - basicAuth:
        - portfolios:read
        - holdings:read
      operationId: getFinancialDataV2betaPortfoliosByPidHoldingsByHidPositions
      x-operation-id-source: derived
  /financial-data/v2beta/portfolios/{pid}/holdings/{hid}/positions/{id}:
    get:
      summary: Get position
      description: Retrieve a specific position.
      tags:
      - Investments
      parameters:
      - description: ID of the portfolio which the holding is associated with.
        in: path
        name: pid
        required: true
        schema:
          type: string
          example: 654d7617-1cd3-46ab-921a-56fd92acf4a4
      - description: The ID of the holding.
        in: path
        name: hid
        required: true
        schema:
          type: string
          example: b1c629e2-6463-4c76-9ddc-58aab54340c3
      - description: The ID of the position.
        in: path
        name: id
        required: true
        schema:
          type: string
      responses:
        '200':
          description: A position.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Position'
        '400':
          $ref: '#/components/responses/BadRequest'
        '404':
          $ref: '#/components/responses/NotFound'
      security:
      - basicAuth:
        - portfolios:read
        - holdings:read
      operationId: getFinancialDataV2betaPortfoliosByPidHoldingsByHidPositionsById
      x-operation-id-source: derived
  /financial-data/v2beta/portfolios/{pid}/holdings/{id}:
    get:
      summary: Get holding
      description: Retrieve a specific holding.
      tags:
      - Investments
      parameters:
      - description: ID of the portfolio which the holding is associated with.
        in: path
        name: pid
        required: true
        schema:
          type: string
          example: 654d7617-1cd3-46ab-921a-56fd92acf4a4
      - description: The ID of the holding.
        in: path
        name: id
        required: true
        schema:
          type: string
      responses:
        '200':
          description: An holding.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Holding'
        '400':
          $ref: '#/components/responses/BadRequest'
        '404':
          $ref: '#/components/responses/NotFound'
      security:
      - basicAuth:
        - portfolios:read
        - holdings:read
      operationId: getFinancialDataV2betaPortfoliosByPidHoldingsById
      x-operation-id-source: derived
components:
  responses:
    BadRequest:
      description: Bad request.
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ErrorResponse'
          example:
            status: 400
            message: There is some problem with the data you submitted.
    NotFound:
      description: Resource not found.
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ErrorResponse'
          example:
            status: 404
            message: Resource not found.
  schemas:
    Position:
      type: object
      properties:
        id:
          $ref: '#/components/schemas/ResourceID'
          readOnly: true
        holdingId:
          $ref: '#/components/schemas/ResourceID'
          readOnly: true
        organizationId:
          $ref: '#/components/schemas/OrganizationID'
          readOnly: true
        timestamp:
          description: Timestamp of when the position was recorded. This timestamp is reported in UTC and thus the date component of this timestamp may be different than `localDate`.
          example: '2023-04-25T15:01:13.738861011Z'
          type: string
          format: date-time
          readOnly: true
        localDate:
          description: Local date in the timezone associated with the account/bank.
          $ref: '#/components/schemas/Date'
          readOnly: true
        maturityDate:
          description: Maturity date in the timezone associated with the account/bank.
          $ref: '#/components/schemas/Date'
          readOnly: true
        type:
          $ref: '#/components/schemas/HoldingType'
          readOnly: true
        nav:
          $ref: '#/components/schemas/Amount'
          description: Net Asset Value per share
        scaledNav:
          $ref: '#/components/schemas/ScaledAmount'
          description: Net Asset Value per share with full decimal precision. Unlike `nav`, this field preserves the original precision from the data source rather than rounding to currency standard decimals.
        shares:
          type: number
          format: double
          description: Number of shares held
        totalValue:
          $ref: '#/components/schemas/Amount'
          description: Total value (shares * nav)
        yield:
          type: number
          format: double
          description: Annualized yield of the fund
        wam:
          type: number
          format: double
          description: Weighted Average Maturity in days
        wal:
          type: number
          format: double
          description: Weighted Average Life in days
        wla:
          type: number
          format: double
          description: Weekly Liquid Assets (%)
        nominal:
          $ref: '#/components/schemas/Amount'
          description: Bond face / principal amount
          readOnly: true
        fundAum:
          $ref: '#/components/schemas/Amount'
          description: Total assets under management of the fund
          readOnly: true
        rate:
          type: number
          format: double
          description: Bond coupon rate expressed as a decimal fraction, e.g. 0.0425 for 4.25%
          readOnly: true
        totalPurchasePrice:
          $ref: '#/components/schemas/Amount'
          description: Total purchase price paid for the position
          readOnly: true
        version:
          $ref: '#/components/schemas/ResourceVersion'
          readOnly: true
        etag:
          $ref: '#/components/schemas/ETag'
          readOnly: true
      required:
      - id
      - holdingId
      - organizationId
      - timestamp
      - localDate
      - totalValue
      - type
      - version
      - etag
    HoldingType:
      type: string
      description: The type of holding.
      enum:
      - MONEY_MARKET_FUND
      - FIXED_TERM_FUND
      - EXCHANGE_TRADED_FUND
      - GOVERNMENT_BOND
      - CORPORATE_BOND
      - MUTUAL_FUND
      example: MONEY_MARKET_FUND
    Amount:
      type: object
      properties:
        currency:
          $ref: '#/components/schemas/CurrencyCode'
        stringValue:
          description: 'A string representation of the amount value. This will be

            a decimal number if the currency has decimals. The number

            is not formatted for display purposes (e.g. with locale

            specific thousand separator) and always contains the dot

            `.` character as decimal separator.'
          example: '15.02'
          type: string
        value:
          description: 'The amount value as an integer (int64) represented in

            currency minor units (e.g. 15.02 EUR is represented as the

            value 1502).'
          example: 1502
          type: integer
          format: int64
      required:
      - currency
      - stringValue
      - value
    UpdatedTimestamp:
      type: string
      format: date-time
      description: Time at which the resource was last updated.
      example: '2022-05-04T18:47:32.213842599Z'
      readOnly: true
    ETag:
      type: string
      description: '[ETag](https://en.wikipedia.org/wiki/HTTP_ETag) based on the

        resource version. This can be passed along in `If-Match` HTTP

        header when updating a resource to perform a conditional

        update.'
      pattern: ^version:\d{1,4}$
      example: version:3
      readOnly: true
      externalDocs:
        url: https://en.wikipedia.org/wiki/HTTP_ETag
    ScaledAmount:
      type: object
      properties:
        currency:
          $ref: '#/components/schemas/CurrencyCode'
        value:
          description: 'The amount value as a scaled integer (int64). The number of

            decimal places is given by the `decimals` field, not by the

            currency. E.g. value=10004 with decimals=4 represents 1.0004.'
          type: integer
          format: int64
        decimals:
          description: The number of decimal places in `value`.
          type: integer
          format: int32
        stringValue:
          description: A string representation of the amount value as a decimal number.
          type: string
      required:
      - currency
      - value
      - decimals
      - stringValue
    ListResponse:
      type: object
      properties:
        items:
          description: A list of resources.
        nextToken:
          description: 'Pagination token for next page.

            The value will be a non-empty string if there are more resources to be fetched.

            The value will be an empty string if there are no more resources to be fetched.'
          type: string
          example: eyIxIjogIlRoaXMgaXMgYSBkdW1teSBwYWdpbmF0aW9uIHRva2VuLiJ9
        token:
          description: 'The pagination token that was used for this request.

            The value will be an empty string if no `token` query parameter was provided with the request.'
          type: string
          example: eyIwIjogIlRoaXMgaXMgYSBkdW1teSBwYWdpbmF0aW9uIHRva2VuLiJ9
        limit:
          description: The page limit that was used for this request.
          example: 100
          type: integer
      required:
      - items
      - nextToken
      - token
      - limit
    ResourceID:
      type: string
      description: Unique resource identifier.
      minLength: 32
      maxLength: 64
      examples:
      - 2ed9a3ee-60aa-4f9f-a858-2eed4eefbbc8
    MarketCode:
      type: string
      description: Two-letter ISO 3166-1 alpha2 country code.
      example: DE
      minLength: 2
      maxLength: 2
      pattern: ^[A-Z]{2,2}$
    Date:
      type: string
      format: date
      description: '`full-date` notation as defined by [RFC 3339, section 5.6](https://datatracker.ietf.org/doc/html/rfc3339#section-5.6), for example, `2017-07-21`.'
      example: '2022-05-07'
    ErrorDetails:
      type: object
      description: Error detail.
      properties:
        code:
          description: An error code for this error. Not always present.
          example: invalid_value
          type: string
        error:
          description: A description of this specific error.
          example: Must be one of [direct_debits mandates payments]
          type: string
        field:
          description: The field which has an error. This only set if the error has to do with a specific field, such as for validation errors. Nested fields are concatenated with `.`, as well as indexed fields in lists.
          example: filter.0.resource
          type: string
    CreatedTimestamp:
      type: string
      format: date-time
      description: Time at which the resource was created.
      example: '2022-05-04T18:31:12.889104898Z'
      readOnly: true
    ResourceVersion:
      type: integer
      description: 'Resource version. Starts at value `1` when the resource is

        created and increases by one for each successive update.'
      example: 1
      minimum: 1
      readOnly: true
    Holding:
      type: object
      properties:
        id:
          $ref: '#/components/schemas/ResourceID'
          readOnly: true
        organizationId:
          $ref: '#/components/schemas/OrganizationID'
          readOnly: true
        portfolioId:
          $ref: '#/components/schemas/ResourceID'
          readOnly: true
        identifiers:
          type: array
          minItems: 1
          uniqueItems: true
          readOnly: true
        name:
          type: string
          description: Name of the holding.
          example: JPMorgan Prime Money Market Fund
          readOnly: true
        taxId:
          type: string
          description: Tax ID of the holding.
          example: EXMPL0001
          readOnly: true
        type:
          $ref: '#/components/schemas/HoldingType'
        market:
          $ref: '#/components/schemas/MarketCode'
          readOnly: true
        currency:
          $ref: '#/components/schemas/CurrencyCode'
          readOnly: true
        position:
          readOnly: true
          allOf:
          - $ref: '#/components/schemas/Position'
        created:
          $ref: '#/components/schemas/CreatedTimestamp'
          readOnly: true
        updated:
          $ref: '#/components/schemas/UpdatedTimestamp'
          readOnly: true
        version:
          $ref: '#/components/schemas/ResourceVersion'
          readOnly: true
        metadata:
          $ref: '#/components/schemas/Metadata'
          readOnly: true
        etag:
          $ref: '#/components/schemas/ETag'
          readOnly: true
      required:
      - id
      - organizationId
      - identifiers
      - type
      - created
      - updated
      - version
      - etag
    CurrencyCode:
      type: string
      description: Three-letter ISO 4217 currency code.
      example: EUR
      minLength: 3
      maxLength: 3
      pattern: ^[A-Z]{3,3}$
    HoldingActivityType:
      type: string
      description: The type of the activity on the holding.
      enum:
      - PURCHASE
      - REDEEM
      - DIVIDEND
      example: PURCHASE
    ErrorResponse:
      type: object
      description: Error response.
      properties:
        status:
          description: The HTTP status code.
          example: 400
          type: integer
          readOnly: true
        message:
          description: A top-level message describing the error(s).
          example: There is some problem with the data you submitted.
          type: string
          readOnly: true
        details:
          description: A list of details for each error that occurred.
          items:
            $ref: '#/components/schemas/ErrorDetails'
          type: array
          readOnly: true
          x-omitempty: true
    Portfolio:
      type: object
      properties:
        id:
          $ref: '#/components/schemas/ResourceID'
          readOnly: true
        organizationId:
          $ref: '#/components/schemas/OrganizationID'
          readOnly: true
        entityId:
          $ref: '#/components/schemas/ResourceID'
          readOnly: true
        affiliationId:
          $ref: '#/components/schemas/ResourceID'
          readOnly: true
        thirdPartyId:
          $ref: '#/components/schemas/ResourceID'
          readOnly: true
        name:
          description: Name of the portfolio automatically populated by Atlar.
          type: string
          maxLength: 255
          readOnly: true
          examples:
          - My Portfolio
          - '123456789'
        alias:
          type: string
          description: Alias of the portfolio.
          example: My Portfolio
          readOnly: true
        identifiers:
          type: array
          minItems: 1
          uniqueItems: true
          readOnly: true
        created:
          $ref: '#/components/schemas/CreatedTimestamp'
          readOnly: true
        updated:
          $ref: '#/components/schemas/UpdatedTimestamp'
          readOnly: true
        version:
          $ref: '#/components/schemas/ResourceVersion'
          readOnly: true
        metadata:
          $ref: '#/components/schemas/Metadata'
          readOnly: true
        etag:
          $ref: '#/components/schemas/ETag'
          readOnly: true
      required:
      - id
      - organizationId
      - entityId
      - affiliationId
      - thirdPartyId
      - name
      - identifiers
      - created
      - updated
      - version
      - etag
    OrganizationID:
      type: string
      description: Unique resource identifier for an Organization.
      examples:
      - 0160f6ab-5741-49e1-af46-9138927e547e
    Metadata:
      type:
      - object
      - 'null'
      additionalProperties:
        type: string
      description: 'Metadata is a `string-string` key-value container that

        can be used to store information known at the time of resource

        creation. This can be retrieved later on, for instance when a

        payment or expected transaction is reconciled with the booked

        transaction on the bank statement.


        Metadata can have at most 20 entries. Keys may have a

        maximum length of 64 chars and values a maximum length of 512

        chars.


        By default, this field is optional. It is possible to make it

        required in the Atlar Dashboard by visiting the [Metadata keys

        page](https://app.atlar.com/metadata-keys). Requirement rules

        can be specified per API resource. Both the Dashboard and the

        API will then enforce these rules and give validation errors

        when the required fields are not set.'
      maxProperties: 20
      example:
        my_metadata_key: 2a9a79b9-601c-449b-aa05-432f41dbbc4a
      x-omitempty: true
    HoldingActivity:
      type: object
      properties:
        id:
          $ref: '#/components/schemas/ResourceID'
          example: d4aeae90-511d-49ac-a0da-bd9545edf6dc
          readOnly: true
        organizationId:
          $ref: '#/components/schemas/OrganizationID'
          readOnly: true
        portfolioId:
          $ref: '#/components/schemas/ResourceID'
          readOnly: true
        holdingId:
          $ref: '#/components/schemas/ResourceID'
          readOnly: true
        date:
          description: Settlement date — when cash and securities are exchanged to finalize the trade.
          $ref: '#/components/schemas/Date'
          example: '2025-05-01'
          readOnly: true
        tradeDate:
          description: Trade date — when the transaction was executed and agreed upon.
          $ref: '#/components/schemas/Date'
          example: '2025-05-01'
          readOnly: true
        amount:
          $ref: '#/components/schemas/Amount'
          readOnly: true
        nav:
          $ref: '#/components/schemas/Amount'
          readOnly: true
        scaledNav:
          $ref: '#/components/schemas/ScaledAmount'
          readOnly: true
        shares:
          type: number
          format: double
          description: Number of shares traded
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          readOnly: true
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        version:
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          readOnly: true
        etag:
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          readOnly: true
        metadata:
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      required:
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      - organizationId
      - portfolioId
      - holdingId
      - date
      - amount
      - type
      - created
      - updated
      - version
      - etag
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      in: query
      name: token
      description: If a query response contains a non-empty `nextToken`, use that value as `token` query parameter to continue pagination.
      schema:
        type: string
    ResourceID:
      in: path
      name: id
      description: Atlar resource ID.
      schema:
        type: string
        pattern: ^[a-zA-Z0-9\-]{1,256}$
      required: true
    QueryLimit:
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      name: limit
      description: Limit the number of items in resulting query response.
      schema:
        type: integer
        default: 100
        minimum: 1
        maximum: 500
  securitySchemes:
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      type: http
      scheme: basic
x-tagGroups:
- name: Atlar Accounting API
  tags:
  - Documents
  - GL Entities
  - GL Accounts
- name: Atlar Analytics API
  tags:
  - Forecasted Transactions
- name: Atlar Connectivity API
  tags:
  - Connections
- name: Atlar Payments API
  tags:
  - Credit Transfers
  - Direct Debits
  - External Accounts
  - Counterparties
  - Mandates
  - Events (webhooks)
  - Regulatory Reporting
- name: Atlar Financial Data API
  tags:
  - Accounts
  - Transactions
  - Pending Transactions
  - Entities
  - Investments
- name: Atlar IAM API
  tags:
  - OAuth
  - Audit logs
- name: Atlar Platform API
  tags:
  - Webhooks
x-provenance:
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  source: https://docs.atlar.com/reference
  harvested: '2026-10-14'
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