---
title: "List portfolios"
method: GET
path: "/financial-data/v2beta/portfolios"
tags: ["Investments"]
---

# List portfolios

`GET /financial-data/v2beta/portfolios`

## Request

- Base URL: `https://api.atlar.com`
- URL: `https://api.atlar.com/financial-data/v2beta/portfolios`
- Auth: HTTP basic
- TypeScript: <https://skmtc.dev/atlar/apis/atlar-api-v2/docs/financial-data/v2beta/portfolios/get.ts> (a function with typed inputs; its response is checked against the schema)

List portfolios.

## Query parameters

- `entityId` string
- `limit` integer
- `token` string

## Response `200`

List of portfolios.

- object
  - `items` Portfolio[], required: A list of resources.
    - `id` string, required: Unique resource identifier.
    - `organizationId` string, required: Unique resource identifier for an Organization.
    - `entityId` string, required: Unique resource identifier.
    - `affiliationId` string, required: Unique resource identifier.
    - `thirdPartyId` string, required: Unique resource identifier.
    - `name` string, required: Name of the portfolio automatically populated by Atlar.
    - `alias` string: Alias of the portfolio.
    - `identifiers` unknown[], required
      - unknown
    - `created` string, date-time, required: Time at which the resource was created.
    - `updated` string, date-time, required: Time at which the resource was last updated.
    - `version` integer, required: Resource version. Starts at value `1` when the resource is created and increases by one for each successive update.
    - `metadata` Metadata, nullable: 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.
    - `etag` string, required: [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.
  - `nextToken` string, required: 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.
  - `token` string, required: 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.
  - `limit` integer, required: The page limit that was used for this request.

## Other responses

- `400`: Bad request.

## Changes

- **2026-11-03** `b49df1e4b3e9`: 2 info
  - added the optional property `details/items/metadata` to the response with the `400` status
  - added the required property `allOf[subschema #2]/items/items/name` to the response with the `200` status

[Operation history](https://skmtc.dev/atlar/apis/atlar-api-v2/changes/financial-data/v2beta/portfolios/get.md)

---

[API](https://skmtc.dev/atlar/apis/atlar-api-v2.md) - [All operations](https://skmtc.dev/atlar/apis/atlar-api-v2/llms.txt) - [OpenAPI document](https://skmtc.dev/atlar/apis/atlar-api-v2/revisions/b49df1e4b3e9?raw)