List account holdings

GET

/finance/accounts/{accountId}/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.

Request

Authorization

Bearer Token

Provide your bearer token in the

Authorization

header when making requests to protected resources.

Example:

Authorization: Bearer ********************

OAuth 2.0

Authorization Code

Add the parameter

Authorization

to Headers，whose value is to concatenate the Token after the Bearer.

Example:

Authorization: Bearer ********************

Authorize URL: https://api.synci.io/oauth/authorize

Token URL: https://api.synci.io/oauth/token

Path Params

Query Params

Responses

🟢200

application/json

Paginated set of AccountHoldingResource

Bodyapplication/json

🟠401AuthenticationException

🟠403AuthorizationException

🟠404ModelNotFoundException

Request Example

Shell

JavaScript

Java

Swift

curl --location --globoff 'https://api.synci.io/api/v1/finance/accounts//holdings?sort=undefined&page[size]=undefined&page[number]=undefined&filter[symbol]=undefined&filter[asset_class]=undefined&filter[currency]=undefined&filter[integrator]=undefined' \
--header 'Authorization: Bearer <token>'

Response Example

200 - Example 1

{
    "data": [
        {
            "id": "string",
            "financial_account_id": "string",
            "symbol": "string",
            "description": "string",
            "asset_class": "string",
            "quantity": "string",
            "average_purchase_price": "string",
            "last_price": "string",
            "market_value": "string",
            "currency": "string",
            "integrator": "string",
            "synced_at": "string",
            "created_at": "string",
            "updated_at": "string"
        }
    ],
    "links": {
        "first": "string",
        "last": "string",
        "prev": "string",
        "next": "string"
    },
    "meta": {
        "current_page": 0,
        "from": 0,
        "last_page": 0,
        "links": [
            {
                "url": "string",
                "label": "string",
                "active": true
            }
        ],
        "path": "string",
        "per_page": 0,
        "to": 0,
        "total": 0
    }
}

Modified at 2026-07-14 16:18:50

Get account balance entry

Get account holding