Get investment group

Metadata only — use list_investments for holdings. Pass source: "bank" for attached bank groups (groupId = connectionId).

GET/v1/get_investment_group

Query

Field	Type	Required	Default	Description
budgetId	string	Yes	—	Budget that owns the group.
groupId	string	Yes	—	Manual group id, or bank connectionId when source is bank.
source	string	No	manual	manual (default) or bank for attached bank groups.

Response `data`

Field	Type	Description
id	string	Id of the investment group.
source	string	`manual` or `bank`.
groupKey	string	Stable key used when reordering (manual:).
name	string	Display name.
connectionId	string	Present for bank groups.
institutionLabel	string	Present for bank groups.
linkedByUid	string	Present for bank groups when attached by a collaborator.
holdingCount	number	Present for bank groups (count of synced holdings).
ownerUid	string	Present for manual groups when set.
ownerDisplayName	string	Present for manual groups when set.

Request

curl --request GET \
  --url 'https://api.getliquify.com/v1/get_investment_group?budgetId=bud_01&groupId=grp_01' \
  --header 'Authorization: Bearer <token>'

{
  "ok": true,
  "data": {
    "id": "grp_01",
    "source": "manual",
    "groupKey": "manual:grp_01",
    "name": "Brokerage",
    "ownerUid": "uid_01",
    "ownerDisplayName": "Alex"
  }
}

Query

Response data

Related

Response `data`