List investments

Manual holdings by optional groupId. Bank: source=bank and groupId = connectionId.

GET/v1/list_investments

Query

Field	Type	Required	Default	Description
budgetId	string	Yes	—	Budget whose holdings to list.
groupId	string	Conditional	—	Manual group filter, or required connectionId when source is bank.
source	string	No	manual	manual (default) or bank.

Response `data`

Field	Type	Description
items	array	Array of investment holdings in this result.

Item fields

Field	Type	Description
id	string	Id of the investment holding.
source	string	`manual` or `bank`.
groupId	string	Parent manual group id, or bank connectionId when bank-scoped.
connectionId	string	Present on bank holdings (same as groupId for bank lists).
name	string	Human-readable name shown in the app.
balance	number	Current balance or marked market value of the holding.
currency	string	ISO 4217 currency code.
type	string	Holding type when set (manual).
subtype	string	Holding subtype when set (manual).
code	string	Ticker / code when set (manual).
isin	string	ISIN when set (manual).
quantity	number	Share/unit quantity when set (manual).
unitValue	number	Per-unit value when set (manual).
budgetId	string	Owning budget id when present on manual holdings.
isDeleted	boolean	Soft-delete flag when present.
updatedAt	string	Last update timestamp when present.

Request

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

{
  "ok": true,
  "data": {
    "items": [
      {
        "id": "inv_01",
        "source": "manual",
        "groupId": "grp_01",
        "name": "VWCE",
        "balance": 1200,
        "currency": "EUR",
        "code": "VWCE"
      }
    ]
  }
}

Query

Response data

Item fields

Related

Response `data`