> ## Documentation Index > Fetch the complete documentation index at: https://docs.synci.io/llms.txt > Use this file to discover all available pages before exploring further. # 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. 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. ## OpenAPI ````yaml /openapi/v1.json get /finance/accounts/{accountId}/holdings openapi: 3.2.0 info: title: Synci version: '1.0' description: >- Synci is a platform for integrating financial accounts with your favorite apps. servers: - url: https://api.synci.io/api/v1 security: - oauth2: [] - http: [] tags: - name: Finance kind: nav - name: Connections parent: Finance - name: Accounts parent: Finance - name: Transactions parent: Finance - name: Institutions parent: Finance - name: Destinations kind: nav - name: YNAB parent: Destinations - name: Lunch Money parent: Destinations - name: Google Sheets parent: Destinations - name: SimpleFIN parent: Destinations - name: Notion parent: Destinations - name: Account kind: nav - name: Webhooks parent: Account - name: User parent: Account - name: rule-engine summary: Rules kind: nav - name: Rules parent: rule-engine - name: Rule Logs parent: rule-engine - name: Transfers kind: nav - name: Transfer Links parent: Transfers - name: Transfer Logs parent: Transfers paths: /finance/accounts/{accountId}/holdings: get: tags: - Accounts summary: List account holdings description: |- 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. 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. operationId: financial.accounts.holdings.index parameters: - name: accountId in: path required: true description: The financial account ID schema: type: integer - name: page[size] in: query description: The number of results that will be returned per page. schema: type: integer default: 25 - name: page[number] in: query description: The page number to start the pagination from. schema: type: integer - name: filter[symbol] in: query schema: type: string - name: filter[asset_class] in: query schema: type: string - name: filter[currency] in: query schema: type: string - name: filter[integrator] in: query schema: type: string - name: sort in: query schema: type: array default: - '-market_value' - '-id' items: type: string enum: - symbol - '-symbol' - market_value - '-market_value' - quantity - '-quantity' - synced_at - '-synced_at' - created_at - '-created_at' - id - '-id' explode: false responses: '200': description: Paginated set of `AccountHoldingResource` content: application/json: schema: type: object properties: data: type: array items: $ref: '#/components/schemas/AccountHoldingResource' links: type: object properties: first: type: - string - 'null' last: type: - string - 'null' prev: type: - string - 'null' next: type: - string - 'null' required: - first - last - prev - next meta: type: object properties: current_page: type: integer minimum: 1 from: type: - integer - 'null' minimum: 1 last_page: type: integer minimum: 1 links: type: array description: Generated paginator links. items: type: object properties: url: type: - string - 'null' label: type: string active: type: boolean required: - url - label - active path: type: - string - 'null' description: Base path for paginator generated URLs. per_page: type: integer description: Number of items shown per page. minimum: 0 to: type: - integer - 'null' description: Number of the last item in the slice. minimum: 1 total: type: integer description: Total number of items being paginated. minimum: 0 required: - current_page - from - last_page - links - path - per_page - to - total required: - data - links - meta '401': $ref: '#/components/responses/AuthenticationException' '403': $ref: '#/components/responses/AuthorizationException' '404': $ref: '#/components/responses/ModelNotFoundException' components: schemas: AccountHoldingResource: type: object properties: id: type: string financial_account_id: type: string symbol: type: string description: Ticker / asset symbol (e.g. BTC, AAPL). description: type: string description: Friendly description, when the provider surfaces one. asset_class: type: - string - 'null' description: |- Asset class — one of STOCK | ETF | OPTION | CRYPTOCURRENCY | FIXED_INCOME | MUTUAL_FUND | OTHER. quantity: type: string description: Quantity held. Serialized as a decimal-precision string (8 dp). average_purchase_price: type: string description: Cost basis where the provider exposes one. Null otherwise. last_price: type: string description: Latest market price for the symbol, in `currency`. market_value: type: string description: last_price × quantity, denominated in `currency`. currency: type: string description: ISO 4217 currency code that prices/values are denominated in. integrator: type: string description: Source provider — currently always `SNAPTRADE`. synced_at: type: string description: When this holding snapshot was last refreshed. created_at: type: string updated_at: type: string required: - id - financial_account_id - symbol - description - asset_class - quantity - average_purchase_price - last_price - market_value - currency - integrator - synced_at - created_at - updated_at title: AccountHoldingResource responses: AuthenticationException: description: Unauthenticated content: application/json: schema: type: object properties: message: type: string description: Error overview. required: - message AuthorizationException: description: Authorization error content: application/json: schema: type: object properties: message: type: string description: Error overview. required: - message ModelNotFoundException: description: Not found content: application/json: schema: type: object properties: message: type: string description: Error overview. required: - message securitySchemes: oauth2: type: oauth2 flows: authorizationCode: authorizationUrl: https://api.synci.io/oauth/authorize tokenUrl: https://api.synci.io/oauth/token scopes: profile:read: View your name, email, and profile details accounts:read: View your connected financial accounts and balances accounts:write: >- Update, sync, and remove your financial accounts, and change their settings transactions:read: View your transactions transactions:write: Create, update, and delete your transactions sensitive:read: >- See sensitive identifiers like account numbers and account holder names transfer-links:read: View your transfer links and their transfer history transfer-links:write: Create, update, and delete transfer links, and undo transfers rules:read: View your rules and rule activity rules:write: Create, update, and delete rules, and undo rule actions webhooks:read: View your webhook endpoints webhooks:write: >- Create, update, and delete webhook endpoints, and rotate their secrets destinations:read: View your connected destinations destinations:write: Connect, update, and remove destinations financial-connections:read: View your connected institutions financial-connections:write: Manage your connected institutions http: type: http description: Bearer token (personal access token or OAuth access token) scheme: bearer ```` This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.