GET /v1/Positions

Return

Returns details of user's investment positions. This includes the quantity of each asset in a specific account and its current value.

Endpoint URL

https://api.wealthtechs.com/v1/Positions

Authorization

// Authorization via JWT Token.

Authorization: Bearer <YourToken>

Learn how to get your API v1.0 Token by clicking here.

Parameters

	Type	Format	Required
CustodianId	integer($int32)		Required
Date	string($date-time)	format: yyyy-MM-dd	Required

Responses

Code	Type
200	Success
204	No Content
400	Bad Request
401	Unauthorized

Example Code

// JavaScript example using fetch() API

// Store your JWT token in a variable
let token = 'eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJVc2VySW5mbyI6IntcIklkXCI6OTM0LFwiSWRlbnRpdHlJZFwiOlwiNDI5NmIyMzItZGUxYy00YWZhLWFlYmItNDY5ZDYxZWU0NzJjXCIsXCJVc2VyTmFtZVwiOlwiTUFaT1o0NFwiLFwiRW1haWxcIjpcIm1hdGlhc3pvQHdlYWx0aHRlY2hzLmNvbVwiLFwiRmlyc3ROYW1lXCI6XCJNYXRpYXNcIixcIkxhc3ROYW1lXCI6XCJab3pheWFcIixcIklzQ2xpZW50VXNlclwiOmZhbHNlfSIsIm5iZiI6MTY5NDU0NDM2MiwiZXhwIjoxNjk0NjMwNzYyLCJpc3MiOiJXZWFsdGhUZWNocyIsImF1ZCI6IkFQSVVzZXJzIn0.6auZH-83ML_cDo2bqbgECvKcsvXOefbVg68xq-0di2g';

// Set your desired parameters
let custodianId = '16';
let date = '2023-01-30'; //yyyy-MM-dd

// Make the request and log the response
fetch(`https://api.wealthtechs.com/v1/Positions?CustodianId=${custodianId}&Date=${date}`, {
  headers: new Headers({
    "Authorization": "Bearer " + token,
  }),
})
.then(response => response.json())
.then(data => console.log(data));

Example Response

[
  {
    "portfolioCode": "string",
    "transactionCode": "string",
    "comment": "string",
    "type": "string",
    "symbol": "string",
    "tradeDate": "string",
    "settlementDate": "string",
    "origCostDate": "string",
    "quantity": "string",
    "tradeAmount": "string",
    "originalCost": "string",
    "originalFace": "string"
  }
]