SYsynci
Accounts

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.

get/finance/accounts/{accountId}/holdings

Request

  • Base URL
    https://api.synci.io/api/v1
  • Auth
    • OAuth 2
      Authorization code: https://api.synci.io/oauth/authorize
      Token URL: https://api.synci.io/oauth/token
    • or HTTP bearer

Path parameters

accountIdinteger required

The financial account ID

Query parameters

page[size]integer

The number of results that will be returned per page.

page[number]integer

The page number to start the pagination from.

filter[symbol]string
filter[asset_class]string
filter[currency]string
filter[integrator]string
sortstring[]

Response

Paginated set of AccountHoldingResource

Changes

No recorded changes to this operation across all 7 revisions of this API.