MXmx
investment holdings

Read holding

Changed on

Use this endpoint to read the attributes of a specific holding.

get/users/{user_guid}/investment_holdings/{holding_guid}

Request

Path parameters

holding_guidstring required

The unique id for a holding.

user_guidstring required

The unique identifier for a user, beginning with the prefix USR-.

Response

OK

Example response

{
  "investment_holding": {
    "account_guid": "ACT-06d7f44b-caae-0f6e-1384-01f52e75dcb1",
    "cost_basis": 827,
    "currency_code": "USD",
    "current_price": 15,
    "daily_change": 2.5,
    "description": "Guggenheim Defensive Equity ETF",
    "guid": "HOL-d65683e8-9eab-26bb-bcfd-ced159c9abe2",
    "market_value": 989.5,
    "percentage_change": 0.2,
    "purchase_price": 26.3,
    "quantity": "5000.0",
    "symbol": "DEF",
    "today_ugl_amount": 200,
    "today_ugl_percentage": 0.27,
    "total_ugl_amount": 20000,
    "total_ugl_percentage": 26.67,
    "user_guid": "USR-743e5d7f-1116-28fa-5de1-d3ba02e41d8d",
    "created_at": "2015-04-13T18:01:23.000Z",
    "current_price_as_of": "2023-11-06T00:00:00Z",
    "issue_date": "2015-08-15",
    "holding_type": "MUTUAL_FUND"
  }
}

Changes