{
"opencollection": "1.0.0",
"info": {
"name": "Envestnet Aggregation APIs Account Token Holdings API",
"version": "1.1.0"
},
"items": [
{
"info": {
"name": "Holdings",
"type": "folder"
},
"items": [
{
"info": {
"name": "Envestnet Get Security Details",
"type": "http"
},
"http": {
"method": "GET",
"url": "/holdings/securities",
"params": [
{
"name": "holdingId",
"value": "",
"type": "query",
"description": "Comma separated holdingId"
}
]
},
"docs": "The get security details service is used to get all the security information for the holdings
"
},
{
"info": {
"name": "Envestnet Get Holdings",
"type": "http"
},
"http": {
"method": "GET",
"url": "/holdings",
"params": [
{
"name": "accountId",
"value": "",
"type": "query",
"description": "Comma separated accountId"
},
{
"name": "assetClassification.classificationType",
"value": "",
"type": "query",
"description": "e.g. Country, Sector, etc."
},
{
"name": "classificationValue",
"value": "",
"type": "query",
"description": "e.g. US"
},
{
"name": "include",
"value": "",
"type": "query",
"description": "assetClassification"
},
{
"name": "providerAccountId",
"value": "",
"type": "query",
"description": "providerAccountId"
}
]
},
"docs": "The get holdings service is used to get the list of holdings of a user.
Supported holding types can be employeeStockOption, moneyMarketFund, bond, etc. and is obtained using get holding type list service.
Asset classifications for the holdings need to be requested through the \"include\" parameter.
Asset classification information for holdings are not available by default, as it is a premium feature.
"
},
{
"info": {
"name": "Envestnet Add Holding",
"type": "http"
},
"http": {
"method": "POST",
"url": "/holdings",
"body": {
"type": "json",
"data": "{}"
}
},
"docs": "The add manual holding service is used to add manual holdings. The response of add manual holding service includes the Yodlee generated holding id.
Add manual holding can only be added to a manual account of investment type container only."
},
{
"info": {
"name": "Envestnet Get Holding Type List",
"type": "http"
},
"http": {
"method": "GET",
"url": "/holdings/holdingTypeList"
},
"docs": "The get holding types list service is used to get the supported holding types.
The response includes different holding types such as future, moneyMarketFund, stock, etc. and it returns the supported holding types
"
},
{
"info": {
"name": "Envestnet Get Asset Classification List",
"type": "http"
},
"http": {
"method": "GET",
"url": "/holdings/assetClassificationList"
},
"docs": "The get asset classifications list service is used to get the supported asset classifications.
The response includes different classification types like assetClass, country, sector, style, etc. and the values corresponding to each type.
"
}
]
}
],
"bundled": true
}