List all investment holdings
curl --request GET \
--url https://prod.truv.com/v1/links/{link_id}/investments/ \
--header 'X-Access-Client-Id: <api-key>' \
--header 'X-Access-Secret: <api-key>'import requests
url = "https://prod.truv.com/v1/links/{link_id}/investments/"
headers = {
"X-Access-Client-Id": "<api-key>",
"X-Access-Secret": "<api-key>"
}
response = requests.get(url, headers=headers)
print(response.text)const options = {
method: 'GET',
headers: {'X-Access-Client-Id': '<api-key>', 'X-Access-Secret': '<api-key>'}
};
fetch('https://prod.truv.com/v1/links/{link_id}/investments/', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));<?php
$curl = curl_init();
curl_setopt_array($curl, [
CURLOPT_URL => "https://prod.truv.com/v1/links/{link_id}/investments/",
CURLOPT_RETURNTRANSFER => true,
CURLOPT_ENCODING => "",
CURLOPT_MAXREDIRS => 10,
CURLOPT_TIMEOUT => 30,
CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
CURLOPT_CUSTOMREQUEST => "GET",
CURLOPT_HTTPHEADER => [
"X-Access-Client-Id: <api-key>",
"X-Access-Secret: <api-key>"
],
]);
$response = curl_exec($curl);
$err = curl_error($curl);
curl_close($curl);
if ($err) {
echo "cURL Error #:" . $err;
} else {
echo $response;
}package main
import (
"fmt"
"net/http"
"io"
)
func main() {
url := "https://prod.truv.com/v1/links/{link_id}/investments/"
req, _ := http.NewRequest("GET", url, nil)
req.Header.Add("X-Access-Client-Id", "<api-key>")
req.Header.Add("X-Access-Secret", "<api-key>")
res, _ := http.DefaultClient.Do(req)
defer res.Body.Close()
body, _ := io.ReadAll(res.Body)
fmt.Println(string(body))
}HttpResponse<String> response = Unirest.get("https://prod.truv.com/v1/links/{link_id}/investments/")
.header("X-Access-Client-Id", "<api-key>")
.header("X-Access-Secret", "<api-key>")
.asString();require 'uri'
require 'net/http'
url = URI("https://prod.truv.com/v1/links/{link_id}/investments/")
http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
request = Net::HTTP::Get.new(url)
request["X-Access-Client-Id"] = '<api-key>'
request["X-Access-Secret"] = '<api-key>'
response = http.request(request)
puts response.read_body{
"next": "<string>",
"previous": "<string>",
"accounts": [
{
"type": "CHECKING",
"subtype": "MONEY_MARKET",
"mask": "6789",
"balances": {
"currency_code": "USD",
"balance": "100.00",
"available_balance": "50.99",
"credit_limit": "200.00"
},
"id": "24d7e80942ce4ad58a93f70ce4115f5c",
"created_at": "2022-05-04T11:30:00Z",
"updated_at": "2022-05-04T12:00:00Z",
"nickname": "My account",
"holdings_value": "145000.00"
}
],
"holdings": [
{
"holding_type": "EXCHANGE_TRADED_FUND",
"id": "24d7e80942ce4ad58a93f70ce4115f5c",
"created_at": "2026-04-01T10:00:00Z",
"updated_at": "2026-04-01T10:00:00Z",
"account_id": "f3e2d1c0b9a8978685746362514e3f2e",
"cost_basis": "10000.00",
"currency_code": "USD",
"current_price": "150.25",
"current_price_as_of": "2026-04-03T16:00:00Z",
"purchase_price": "100.00",
"daily_change": "2.50",
"description": "Vanguard S&P 500 ETF",
"market_value": "15025.00",
"quantity": "100.0",
"symbol": "VOO",
"total_ugl_amount": "5025.00",
"total_ugl_percentage": "0.5025",
"face_value": "10000.00",
"rate": "1.00"
}
],
"count": 123
}{
"error": {
"code": "authentication_failed",
"message": "No such token"
}
}{
"error": {
"code": "not_authenticated",
"message": "Authentication credentials were not provided."
}
}Investments
List all investment holdings
The endpoint returns a paginated list of investment accounts and their associated holdings, including positions, quantities, values, and asset details. Supports optional filtering by account IDs, account subtypes, and holding types.
GET
/
v1
/
links
/
{link_id}
/
investments
/
List all investment holdings
curl --request GET \
--url https://prod.truv.com/v1/links/{link_id}/investments/ \
--header 'X-Access-Client-Id: <api-key>' \
--header 'X-Access-Secret: <api-key>'import requests
url = "https://prod.truv.com/v1/links/{link_id}/investments/"
headers = {
"X-Access-Client-Id": "<api-key>",
"X-Access-Secret": "<api-key>"
}
response = requests.get(url, headers=headers)
print(response.text)const options = {
method: 'GET',
headers: {'X-Access-Client-Id': '<api-key>', 'X-Access-Secret': '<api-key>'}
};
fetch('https://prod.truv.com/v1/links/{link_id}/investments/', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));<?php
$curl = curl_init();
curl_setopt_array($curl, [
CURLOPT_URL => "https://prod.truv.com/v1/links/{link_id}/investments/",
CURLOPT_RETURNTRANSFER => true,
CURLOPT_ENCODING => "",
CURLOPT_MAXREDIRS => 10,
CURLOPT_TIMEOUT => 30,
CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
CURLOPT_CUSTOMREQUEST => "GET",
CURLOPT_HTTPHEADER => [
"X-Access-Client-Id: <api-key>",
"X-Access-Secret: <api-key>"
],
]);
$response = curl_exec($curl);
$err = curl_error($curl);
curl_close($curl);
if ($err) {
echo "cURL Error #:" . $err;
} else {
echo $response;
}package main
import (
"fmt"
"net/http"
"io"
)
func main() {
url := "https://prod.truv.com/v1/links/{link_id}/investments/"
req, _ := http.NewRequest("GET", url, nil)
req.Header.Add("X-Access-Client-Id", "<api-key>")
req.Header.Add("X-Access-Secret", "<api-key>")
res, _ := http.DefaultClient.Do(req)
defer res.Body.Close()
body, _ := io.ReadAll(res.Body)
fmt.Println(string(body))
}HttpResponse<String> response = Unirest.get("https://prod.truv.com/v1/links/{link_id}/investments/")
.header("X-Access-Client-Id", "<api-key>")
.header("X-Access-Secret", "<api-key>")
.asString();require 'uri'
require 'net/http'
url = URI("https://prod.truv.com/v1/links/{link_id}/investments/")
http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
request = Net::HTTP::Get.new(url)
request["X-Access-Client-Id"] = '<api-key>'
request["X-Access-Secret"] = '<api-key>'
response = http.request(request)
puts response.read_body{
"next": "<string>",
"previous": "<string>",
"accounts": [
{
"type": "CHECKING",
"subtype": "MONEY_MARKET",
"mask": "6789",
"balances": {
"currency_code": "USD",
"balance": "100.00",
"available_balance": "50.99",
"credit_limit": "200.00"
},
"id": "24d7e80942ce4ad58a93f70ce4115f5c",
"created_at": "2022-05-04T11:30:00Z",
"updated_at": "2022-05-04T12:00:00Z",
"nickname": "My account",
"holdings_value": "145000.00"
}
],
"holdings": [
{
"holding_type": "EXCHANGE_TRADED_FUND",
"id": "24d7e80942ce4ad58a93f70ce4115f5c",
"created_at": "2026-04-01T10:00:00Z",
"updated_at": "2026-04-01T10:00:00Z",
"account_id": "f3e2d1c0b9a8978685746362514e3f2e",
"cost_basis": "10000.00",
"currency_code": "USD",
"current_price": "150.25",
"current_price_as_of": "2026-04-03T16:00:00Z",
"purchase_price": "100.00",
"daily_change": "2.50",
"description": "Vanguard S&P 500 ETF",
"market_value": "15025.00",
"quantity": "100.0",
"symbol": "VOO",
"total_ugl_amount": "5025.00",
"total_ugl_percentage": "0.5025",
"face_value": "10000.00",
"rate": "1.00"
}
],
"count": 123
}{
"error": {
"code": "authentication_failed",
"message": "No such token"
}
}{
"error": {
"code": "not_authenticated",
"message": "Authentication credentials were not provided."
}
}Authorizations
Client ID
Client Access Key
Path Parameters
Link ID
Query Parameters
Comma-separated list of account IDs to filter holdings
Comma-separated list of account subtypes to filter holdings (e.g., PLAN_401_K, IRA, BROKERAGE)
Comma-separated list of holding types to filter holdings (e.g., EQUITY, MUTUAL_FUND, OPTIONS)
A page number within the paginated result set.
Number of results to return per page. Default is 100, maximum is 500.
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