> ## Documentation Index > Fetch the complete documentation index at: https://docs.truv.com/llms.txt > Use this file to discover all available pages before exploring further. # 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. ## OpenAPI ````yaml GET /v1/links/{link_id}/investments/ openapi: 3.0.1 info: title: Truv API description: Truv API Documentation termsOfService: https://www.truv.com/legal/terms-of-use contact: email: support@truv.com version: v1 servers: - url: https://prod.truv.com security: - ClientID: [] AccessKey: [] tags: - name: Users - name: Bridge Token - name: Companies and Data Providers - name: Key Management - name: Account Links - name: Data Refresh - name: Customization Templates - name: Webhooks - name: Orders - name: Tasks - name: VOIE Reports - name: VOA Reports - name: Income Insights Reports - name: DDS Reports - name: Employment - name: Identity - name: Shifts - name: Pay Statements - name: Tax Documents - name: Parsed Documents - name: Reports - name: Uploaded Documents - name: Bank Accounts - name: Bank Statements - name: Deposit Switch Reports - name: Insurance Reports - name: Income Report - name: Scoring Attributes - name: Accounts - name: Transactions - name: Recurring Transactions - name: Document Collections paths: /v1/links/{link_id}/investments/: parameters: - name: link_id in: path description: Link ID required: true schema: type: string example: 24d7e80942ce4ad58a93f70ce4115f5c get: tags: - Investments summary: List all investment holdings description: >- 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. operationId: link-investments-list parameters: - name: account_ids in: query description: Comma-separated list of account IDs to filter holdings required: false schema: type: string - name: account_subtypes in: query description: >- Comma-separated list of account subtypes to filter holdings (e.g., PLAN_401_K, IRA, BROKERAGE) required: false schema: type: string - name: holding_types in: query description: >- Comma-separated list of holding types to filter holdings (e.g., EQUITY, MUTUAL_FUND, OPTIONS) required: false schema: type: string - name: page in: query description: A page number within the paginated result set. required: false schema: type: integer - name: page_size in: query description: >- Number of results to return per page. Default is 100, maximum is 500. required: false schema: type: integer responses: '200': description: '' content: application/json: schema: $ref: '#/components/schemas/InvestmentsResponse' '401': description: HTTP 401 Unauthorized content: application/json: schema: $ref: '#/components/schemas/Error401' '403': description: HTTP 403 Forbidden content: application/json: schema: $ref: '#/components/schemas/Error403' components: schemas: InvestmentsResponse: required: - next - previous - accounts - holdings type: object properties: count: title: Count type: integer next: title: Next type: string format: uri minLength: 1 nullable: true previous: title: Previous type: string format: uri minLength: 1 nullable: true accounts: type: array items: $ref: '#/components/schemas/InvestmentAccount' holdings: type: array items: $ref: '#/components/schemas/Holding' Error401: description: '' type: object properties: error: description: '' type: object properties: code: description: '' type: string example: authentication_failed message: description: '' type: string example: No such token Error403: description: '' type: object properties: error: description: '' type: object properties: code: description: '' type: string example: not_authenticated message: description: '' type: string example: Authentication credentials were not provided. InvestmentAccount: allOf: - $ref: '#/components/schemas/Account' - type: object properties: holdings_value: description: Total market value of long holdings in the account type: string format: decimal readOnly: true example: '145000.00' nullable: true Holding: required: - holding_type type: object properties: id: description: Unique ID type: string readOnly: true example: 24d7e80942ce4ad58a93f70ce4115f5c created_at: description: Record creation timestamp type: string format: date-time readOnly: true example: '2026-04-01T10:00:00Z' updated_at: description: Last update timestamp type: string format: date-time readOnly: true example: '2026-04-01T10:00:00Z' account_id: description: Parent investment account ID type: string readOnly: true example: f3e2d1c0b9a8978685746362514e3f2e cost_basis: description: Original cost basis for tax purposes type: string format: decimal readOnly: true example: '10000.00' nullable: true currency_code: description: ISO currency code type: string readOnly: true example: USD nullable: true current_price: description: Current market price per unit type: string format: decimal readOnly: true example: '150.25' nullable: true current_price_as_of: description: Timestamp when the current price was last updated type: string format: date-time readOnly: true example: '2026-04-03T16:00:00Z' nullable: true purchase_price: description: Average purchase price per unit type: string format: decimal readOnly: true example: '100.00' nullable: true daily_change: description: Change in price since the previous trading day type: string format: decimal readOnly: true example: '2.50' nullable: true description: description: Human-readable name of the security type: string readOnly: true example: Vanguard S&P 500 ETF nullable: true holding_type: description: Classification of the holding type: string enum: - UNKNOWN_TYPE - UNKNOWN_SUBTYPE - EQUITY - AMERICAN_DEPOSITARY_RECEIPT - EXCHANGE_TRADED_FUND - MONEY_MARKET - STABLE_VALUE_FUND - MUTUAL_FUND - SEPARATE_ACCOUNT - SEGREGATED_FUND - LABOUR_SPONSORED_INVESTMENT - COLLECTIVE_INVESTMENT_TRUST - COLLEGE_SAVINGS - INCOME_TRUST - HEDGE_FUND - ANNUITY - UNIT_INVESTMENT_TRUST - CASH - FIXED_INCOME - MUNICIPAL_BOND - CORPORATE_BOND - TREASURY_SECURITY - AGENCY_SECURITY - MORTGAGE_BACKED_BOND - INTERNATIONAL_BOND - OPTIONS - EMPLOYEE_STOCK_OPTIONS - RESTRICTED_STOCK_UNITS - RESTRICTED_STOCK - STOCK_APPRECIATION_RIGHT - ALTERNATIVE_INVESTMENTS - LIMITED_PARTNERSHIP_UNITS - STRUCTURED_PRODUCT - GUARANTEED_INVESTMENT_CERTIFICATE - CERTIFICATE_OF_DEPOSIT - LOAN readOnly: true example: EXCHANGE_TRADED_FUND market_value: description: Current price multiplied by quantity type: string format: decimal readOnly: true example: '15025.00' nullable: true quantity: description: Units owned type: string format: decimal readOnly: true example: '100.0' nullable: true symbol: description: Ticker symbol type: string readOnly: true example: VOO nullable: true total_ugl_amount: description: Total unrealized gain/loss amount type: string format: decimal readOnly: true example: '5025.00' nullable: true total_ugl_percentage: description: Total unrealized gain/loss percentage type: string format: decimal readOnly: true example: '0.5025' nullable: true face_value: description: Nominal value for bonds type: string format: decimal readOnly: true example: '10000.00' nullable: true rate: description: Interest rate for bonds type: string format: decimal readOnly: true example: '1.00' nullable: true Account: required: - type - subtype - mask - balances type: object properties: id: description: Unique ID type: string readOnly: true example: 24d7e80942ce4ad58a93f70ce4115f5c created_at: description: Timestamp when the account was created in Truv type: string format: date-time readOnly: true example: '2022-05-04T11:30:00Z' updated_at: description: Timestamp when the account was updated last time in Truv type: string format: date-time readOnly: true example: '2022-05-04T12:00:00Z' type: description: The account's type type: string enum: - CHECKING - SAVINGS - LOAN - CREDIT_CARD - INVESTMENT - LINE_OF_CREDIT - MORTGAGE - PROPERTY - CASH - INSURANCE - PREPAID - CHECKING_LINE_OF_CREDIT - null readOnly: true example: CHECKING nullable: true subtype: description: The account's subtype type: string enum: - MONEY_MARKET - CERTIFICATE_OF_DEPOSIT - AUTO - STUDENT - SMALL_BUSINESS - PERSONAL - PERSONAL_WITH_COLLATERAL - HOME_EQUITY - BOAT - POWERSPORTS - RV - HELOC - PLAN_401_K - PLAN_403_B - PLAN_529 - IRA - ROLLOVER_IRA - ROTH_IRA - TAXABLE - NON_TAXABLE - BROKERAGE - TRUST - UNIFORM_GIFTS_TO_MINORS_ACT - PLAN_457 - PENSION - EMPLOYEE_STOCK_OWNERSHIP_PLAN - SIMPLIFIED_EMPLOYEE_PENSION - SIMPLE_IRA - PLAN_ROTH_401_K - FIXED_ANNUITY - VARIABLE_ANNUITY - HSA - TAX_FREE_SAVINGS_ACCOUNT - INDIVIDUAL - REGISTERED_RETIREMENT_INCOME_FUND - CASH_MANAGEMENT_ACCOUNT - EMPLOYEE_STOCK_PURCHASE_PLAN - REGISTERED_EDUCATION_SAVINGS_PLAN - PROFIT_SHARING_PLAN - UNIFORM_TRANSFER_TO_MINORS_ACT - PLAN_401_A - SARSEP_IRA - FIXED_ANNUITY_TRADITIONAL_IRA - VARIABLE_ANNUITY_TRADITIONAL_IRA - SEPP_IRA - INHERITED_TRADITIONAL_IRA - FIXED_ANNUITY_ROTH_IRA - VARIABLE_ANNUITY_ROTH_IRA - INHERITED_ROTH_IRA - COVERDELL - ADVISORY_ACCOUNT - BROKERAGE_MARGIN - CHARITABLE_GIFT_ACCOUNT - CHURCH_ACCOUNT - CONSERVATORSHIP - CUSTODIAL - DEFINED_BENEFIT_PLAN - DEFINED_CONTRIBUTION_PLAN - EDUCATIONAL - ESTATE - EXECUTOR - GROUP_RETIREMENT_SAVINGS_PLAN - GUARANTEED_INVESTMENT_CERTIFICATE - HRA - INDEXED_ANNUITY - INVESTMENT_CLUB - IRREVOCABLE_TRUST - JOINT_TENANTS_BY_ENTIRITY - JOINT_TENANTS_COMMUNITY_PROPERTY - JOINT_TENANTS_IN_COMMON - JOINT_TENANTS_WITH_RIGHTS_OF_SURVIVORSHIP - KEOUGH_PLAN - LIFE_INCOME_FUND - LIVING_TRUST - LOCKED_IN_RETIREMENT_ACCOUNT - LOCKED_IN_RETIREMENT_INVESTMENT_FUND - LOCKED_IN_RETIREMENT_SAVINGS_ACCOUNT - MONEY_PURCHASE_PLAN - PARTNERSHIP - PLAN_409_A - PLAN_ROTH_403_B - REGISTERED_DISABILITY_SAVINGS_PLAN - REGISTERED_LOCKED_IN_SAVINGS_PLAN - REGISTERED_PENSION_PLAN - REGISTERED_RETIREMENT_SAVINGS_PLAN - REVOCABLE_TRUST - ROTH_CONVERSION - SOLE_PROPRIETORSHIP - SPOUSAL_IRA - SPOUSAL_ROTH_IRA - TESTAMENTARY_TRUST - THRIFT_SAVINGS_PLAN - INHERITED_ANNUITY - CORPORATE_ACCOUNT - LIMITED_LIABILITY_ACCOUNT - VEHICLE_INSURANCE - DISABILITY - HEALTH - LONG_TERM_CARE - PROPERTY_AND_CASUALTY - UNIVERSAL_LIFE - TERM_LIFE - WHOLE_LIFE - ACCIDENTAL_DEATH_AND_DISMEMBERMENT - VARIABLE_UNIVERSAL_LIFE - ROTH - ROLLOVER - OTHER - ANNUITY - TRANSFERRABLE_ON_DEATH - null readOnly: true example: MONEY_MARKET nullable: true mask: description: Last 4 digits of account number type: string readOnly: true example: '6789' nullable: true nickname: description: Description of account type: string readOnly: true example: My account nullable: true balances: $ref: '#/components/schemas/AccountBalances' AccountBalances: type: object properties: currency_code: description: Currency type: string readOnly: true example: USD balance: description: Balance amount type: string format: decimal readOnly: true example: '100.00' nullable: true available_balance: description: Available balance amount type: string format: decimal readOnly: true example: '50.99' nullable: true credit_limit: description: Credit limit type: string format: decimal readOnly: true example: '200.00' nullable: true securitySchemes: ClientID: type: apiKey description: Client ID name: X-Access-Client-Id in: header AccessKey: type: apiKey description: Client Access Key name: X-Access-Secret in: header ````