List investment groups

Returns manual groups and attached bank investment groups. Use groupKey with reorder.

GET/v1/list_investment_groups

Query

Field	Type	Required	Default	Description
budgetId	string	Yes	—	Budget whose investment groups to list.

Response `data`

Field	Type	Description
items	array	Manual groups + attached bank groups.

Item fields

Field	Type	Description
id	string	Group id (`connectionId` for bank).
source	string	`manual` or `bank`.
groupKey	string	Key for `reorder_investment_groups`.
name	string	Display name (manual name, or bank institution label).
connectionId	string	Present only for bank-linked groups.
institutionLabel	string	Present only for bank-linked groups.
linkedByUid	string	Uid of the collaborator who attached a bank group, when applicable.
holdingCount	number	Present only for bank-linked groups.
ownerUid	string	Owner uid when present on manual groups.
ownerDisplayName	string	Owner display name when present on manual groups.
holdingOrder	string[]	Ordered holding ids when present on manual groups.
updatedAt	string	Last update timestamp when present.

Request

curl --request GET \
  --url 'https://api.getliquify.com/v1/list_investment_groups?budgetId=bud_01' \
  --header 'Authorization: Bearer <token>'

{
  "ok": true,
  "data": {
    "items": [
      {
        "id": "grp_01",
        "source": "manual",
        "groupKey": "manual:grp_01",
        "name": "Brokerage"
      }
    ]
  }
}

Query

Response data

Item fields

Related

Response `data`