Create Holding

Use this endpoint to create a holding. This endpoint accepts the optional MX-SKIP-WEBHOOK header.

POST

/users/{user_id}/members/{member_id}/accounts/{account_id}/holdings

Path Parameters

Field	Required	Type

user_id	Required	String

member_id	Required	String

Request Body

Field	Required	Type

bond_coupon_rate	Optional	String

bond_maturity_date	Optional	String

cost_basis	Optional	Decimal

currency_code	Optional	String

cusip	Optional	String

daily_change	Optional	Decimal

description	Required	String

equity_classification	Optional	String

fixed_income_classification	Optional	String

holding_type	Optional	String

id	Required	String

isin	Optional	String

market_value	Required	Decimal

metadata	Optional	String

purchase_price	Optional	Decimal

sector	Optional	String

sedol	Optional	String

shares	Optional	Decimal

Request sample

Language:


_10// Check back soon for more sample code

Response sample

200

Language:json


_29{
_29  "holding": {
_29    "account_guid": "ACT-a341b026-635c-8318-002c-9f3a58b0eff8",
_29    "bond_coupon_rate": null,
_29    "bond_maturity_date": null,
_29    "cost_basis": 0,
_29    "currency_code": "USD",
_29    "cusip": "921908885",
_29    "daily_change": 0,
_29    "description": "Vanguard Health Care Fund - Admiral Class",
_29    "equity_classification": "LARGE_GROWTH",
_29    "fixed_income_classification": "UNKNOWN_FIXED_INCOME_CLASSIFICATION",
_29    "guid": "HOL-92d99db8-b377-bbc1-b912-65f161870578",
_29    "holding_type": "MUTUAL_FUND",
_29    "id": "H-4GD8LZ",
_29    "isin": null,
_29    "market_value": 1746.13,
_29    "member_guid": "MBR-3e4f6897-06ae-e08a-29b2-27d62e574978",
_29    "member_id": "M-39XBF7",
_29    "metadata": "Additional Information",
_29    "purchase_price": 90.54,
_29    "sector": "UNKNOWN_SECTOR",
_29    "sedol": null,
_29    "shares": 22.6,
_29    "symbol": "VGHAX",
_29    "user_guid": "USR-fe9bb059-67c4-0e6b-e8cd-3fa00b2b5735",
_29    "user_id": "U-39XBF7"
_29  }
_29}