Create Holding
curl --request POST \
--url https://api.example.com/users/{user_id}/members/{member_id}/accounts/{account_id}/holdings \
--header 'Content-Type: application/json' \
--data '
{
"bond_coupon_rate": "<string>",
"bond_maturity_date": "<string>",
"cost_basis": 123,
"currency_code": "<string>",
"cusip": "<string>",
"daily_change": 123,
"description": "<string>",
"equity_classification": "<string>",
"fixed_income_classification": "<string>",
"holding_type": "<string>",
"id": "<string>",
"isin": "<string>",
"market_value": 123,
"metadata": "<string>",
"purchase_price": 123,
"sector": "<string>",
"sedol": "<string>",
"shares": 123
}
'import requests
url = "https://api.example.com/users/{user_id}/members/{member_id}/accounts/{account_id}/holdings"
payload = {
"bond_coupon_rate": "<string>",
"bond_maturity_date": "<string>",
"cost_basis": 123,
"currency_code": "<string>",
"cusip": "<string>",
"daily_change": 123,
"description": "<string>",
"equity_classification": "<string>",
"fixed_income_classification": "<string>",
"holding_type": "<string>",
"id": "<string>",
"isin": "<string>",
"market_value": 123,
"metadata": "<string>",
"purchase_price": 123,
"sector": "<string>",
"sedol": "<string>",
"shares": 123
}
headers = {"Content-Type": "application/json"}
response = requests.post(url, json=payload, headers=headers)
print(response.text)const options = {
method: 'POST',
headers: {'Content-Type': 'application/json'},
body: JSON.stringify({
bond_coupon_rate: '<string>',
bond_maturity_date: '<string>',
cost_basis: 123,
currency_code: '<string>',
cusip: '<string>',
daily_change: 123,
description: '<string>',
equity_classification: '<string>',
fixed_income_classification: '<string>',
holding_type: '<string>',
id: '<string>',
isin: '<string>',
market_value: 123,
metadata: '<string>',
purchase_price: 123,
sector: '<string>',
sedol: '<string>',
shares: 123
})
};
fetch('https://api.example.com/users/{user_id}/members/{member_id}/accounts/{account_id}/holdings', 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://api.example.com/users/{user_id}/members/{member_id}/accounts/{account_id}/holdings",
CURLOPT_RETURNTRANSFER => true,
CURLOPT_ENCODING => "",
CURLOPT_MAXREDIRS => 10,
CURLOPT_TIMEOUT => 30,
CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
CURLOPT_CUSTOMREQUEST => "POST",
CURLOPT_POSTFIELDS => json_encode([
'bond_coupon_rate' => '<string>',
'bond_maturity_date' => '<string>',
'cost_basis' => 123,
'currency_code' => '<string>',
'cusip' => '<string>',
'daily_change' => 123,
'description' => '<string>',
'equity_classification' => '<string>',
'fixed_income_classification' => '<string>',
'holding_type' => '<string>',
'id' => '<string>',
'isin' => '<string>',
'market_value' => 123,
'metadata' => '<string>',
'purchase_price' => 123,
'sector' => '<string>',
'sedol' => '<string>',
'shares' => 123
]),
CURLOPT_HTTPHEADER => [
"Content-Type: application/json"
],
]);
$response = curl_exec($curl);
$err = curl_error($curl);
curl_close($curl);
if ($err) {
echo "cURL Error #:" . $err;
} else {
echo $response;
}package main
import (
"fmt"
"strings"
"net/http"
"io"
)
func main() {
url := "https://api.example.com/users/{user_id}/members/{member_id}/accounts/{account_id}/holdings"
payload := strings.NewReader("{\n \"bond_coupon_rate\": \"<string>\",\n \"bond_maturity_date\": \"<string>\",\n \"cost_basis\": 123,\n \"currency_code\": \"<string>\",\n \"cusip\": \"<string>\",\n \"daily_change\": 123,\n \"description\": \"<string>\",\n \"equity_classification\": \"<string>\",\n \"fixed_income_classification\": \"<string>\",\n \"holding_type\": \"<string>\",\n \"id\": \"<string>\",\n \"isin\": \"<string>\",\n \"market_value\": 123,\n \"metadata\": \"<string>\",\n \"purchase_price\": 123,\n \"sector\": \"<string>\",\n \"sedol\": \"<string>\",\n \"shares\": 123\n}")
req, _ := http.NewRequest("POST", url, payload)
req.Header.Add("Content-Type", "application/json")
res, _ := http.DefaultClient.Do(req)
defer res.Body.Close()
body, _ := io.ReadAll(res.Body)
fmt.Println(string(body))
}HttpResponse<String> response = Unirest.post("https://api.example.com/users/{user_id}/members/{member_id}/accounts/{account_id}/holdings")
.header("Content-Type", "application/json")
.body("{\n \"bond_coupon_rate\": \"<string>\",\n \"bond_maturity_date\": \"<string>\",\n \"cost_basis\": 123,\n \"currency_code\": \"<string>\",\n \"cusip\": \"<string>\",\n \"daily_change\": 123,\n \"description\": \"<string>\",\n \"equity_classification\": \"<string>\",\n \"fixed_income_classification\": \"<string>\",\n \"holding_type\": \"<string>\",\n \"id\": \"<string>\",\n \"isin\": \"<string>\",\n \"market_value\": 123,\n \"metadata\": \"<string>\",\n \"purchase_price\": 123,\n \"sector\": \"<string>\",\n \"sedol\": \"<string>\",\n \"shares\": 123\n}")
.asString();require 'uri'
require 'net/http'
url = URI("https://api.example.com/users/{user_id}/members/{member_id}/accounts/{account_id}/holdings")
http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
request = Net::HTTP::Post.new(url)
request["Content-Type"] = 'application/json'
request.body = "{\n \"bond_coupon_rate\": \"<string>\",\n \"bond_maturity_date\": \"<string>\",\n \"cost_basis\": 123,\n \"currency_code\": \"<string>\",\n \"cusip\": \"<string>\",\n \"daily_change\": 123,\n \"description\": \"<string>\",\n \"equity_classification\": \"<string>\",\n \"fixed_income_classification\": \"<string>\",\n \"holding_type\": \"<string>\",\n \"id\": \"<string>\",\n \"isin\": \"<string>\",\n \"market_value\": 123,\n \"metadata\": \"<string>\",\n \"purchase_price\": 123,\n \"sector\": \"<string>\",\n \"sedol\": \"<string>\",\n \"shares\": 123\n}"
response = http.request(request)
puts response.read_bodyHoldings
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
Create Holding
curl --request POST \
--url https://api.example.com/users/{user_id}/members/{member_id}/accounts/{account_id}/holdings \
--header 'Content-Type: application/json' \
--data '
{
"bond_coupon_rate": "<string>",
"bond_maturity_date": "<string>",
"cost_basis": 123,
"currency_code": "<string>",
"cusip": "<string>",
"daily_change": 123,
"description": "<string>",
"equity_classification": "<string>",
"fixed_income_classification": "<string>",
"holding_type": "<string>",
"id": "<string>",
"isin": "<string>",
"market_value": 123,
"metadata": "<string>",
"purchase_price": 123,
"sector": "<string>",
"sedol": "<string>",
"shares": 123
}
'import requests
url = "https://api.example.com/users/{user_id}/members/{member_id}/accounts/{account_id}/holdings"
payload = {
"bond_coupon_rate": "<string>",
"bond_maturity_date": "<string>",
"cost_basis": 123,
"currency_code": "<string>",
"cusip": "<string>",
"daily_change": 123,
"description": "<string>",
"equity_classification": "<string>",
"fixed_income_classification": "<string>",
"holding_type": "<string>",
"id": "<string>",
"isin": "<string>",
"market_value": 123,
"metadata": "<string>",
"purchase_price": 123,
"sector": "<string>",
"sedol": "<string>",
"shares": 123
}
headers = {"Content-Type": "application/json"}
response = requests.post(url, json=payload, headers=headers)
print(response.text)const options = {
method: 'POST',
headers: {'Content-Type': 'application/json'},
body: JSON.stringify({
bond_coupon_rate: '<string>',
bond_maturity_date: '<string>',
cost_basis: 123,
currency_code: '<string>',
cusip: '<string>',
daily_change: 123,
description: '<string>',
equity_classification: '<string>',
fixed_income_classification: '<string>',
holding_type: '<string>',
id: '<string>',
isin: '<string>',
market_value: 123,
metadata: '<string>',
purchase_price: 123,
sector: '<string>',
sedol: '<string>',
shares: 123
})
};
fetch('https://api.example.com/users/{user_id}/members/{member_id}/accounts/{account_id}/holdings', 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://api.example.com/users/{user_id}/members/{member_id}/accounts/{account_id}/holdings",
CURLOPT_RETURNTRANSFER => true,
CURLOPT_ENCODING => "",
CURLOPT_MAXREDIRS => 10,
CURLOPT_TIMEOUT => 30,
CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
CURLOPT_CUSTOMREQUEST => "POST",
CURLOPT_POSTFIELDS => json_encode([
'bond_coupon_rate' => '<string>',
'bond_maturity_date' => '<string>',
'cost_basis' => 123,
'currency_code' => '<string>',
'cusip' => '<string>',
'daily_change' => 123,
'description' => '<string>',
'equity_classification' => '<string>',
'fixed_income_classification' => '<string>',
'holding_type' => '<string>',
'id' => '<string>',
'isin' => '<string>',
'market_value' => 123,
'metadata' => '<string>',
'purchase_price' => 123,
'sector' => '<string>',
'sedol' => '<string>',
'shares' => 123
]),
CURLOPT_HTTPHEADER => [
"Content-Type: application/json"
],
]);
$response = curl_exec($curl);
$err = curl_error($curl);
curl_close($curl);
if ($err) {
echo "cURL Error #:" . $err;
} else {
echo $response;
}package main
import (
"fmt"
"strings"
"net/http"
"io"
)
func main() {
url := "https://api.example.com/users/{user_id}/members/{member_id}/accounts/{account_id}/holdings"
payload := strings.NewReader("{\n \"bond_coupon_rate\": \"<string>\",\n \"bond_maturity_date\": \"<string>\",\n \"cost_basis\": 123,\n \"currency_code\": \"<string>\",\n \"cusip\": \"<string>\",\n \"daily_change\": 123,\n \"description\": \"<string>\",\n \"equity_classification\": \"<string>\",\n \"fixed_income_classification\": \"<string>\",\n \"holding_type\": \"<string>\",\n \"id\": \"<string>\",\n \"isin\": \"<string>\",\n \"market_value\": 123,\n \"metadata\": \"<string>\",\n \"purchase_price\": 123,\n \"sector\": \"<string>\",\n \"sedol\": \"<string>\",\n \"shares\": 123\n}")
req, _ := http.NewRequest("POST", url, payload)
req.Header.Add("Content-Type", "application/json")
res, _ := http.DefaultClient.Do(req)
defer res.Body.Close()
body, _ := io.ReadAll(res.Body)
fmt.Println(string(body))
}HttpResponse<String> response = Unirest.post("https://api.example.com/users/{user_id}/members/{member_id}/accounts/{account_id}/holdings")
.header("Content-Type", "application/json")
.body("{\n \"bond_coupon_rate\": \"<string>\",\n \"bond_maturity_date\": \"<string>\",\n \"cost_basis\": 123,\n \"currency_code\": \"<string>\",\n \"cusip\": \"<string>\",\n \"daily_change\": 123,\n \"description\": \"<string>\",\n \"equity_classification\": \"<string>\",\n \"fixed_income_classification\": \"<string>\",\n \"holding_type\": \"<string>\",\n \"id\": \"<string>\",\n \"isin\": \"<string>\",\n \"market_value\": 123,\n \"metadata\": \"<string>\",\n \"purchase_price\": 123,\n \"sector\": \"<string>\",\n \"sedol\": \"<string>\",\n \"shares\": 123\n}")
.asString();require 'uri'
require 'net/http'
url = URI("https://api.example.com/users/{user_id}/members/{member_id}/accounts/{account_id}/holdings")
http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
request = Net::HTTP::Post.new(url)
request["Content-Type"] = 'application/json'
request.body = "{\n \"bond_coupon_rate\": \"<string>\",\n \"bond_maturity_date\": \"<string>\",\n \"cost_basis\": 123,\n \"currency_code\": \"<string>\",\n \"cusip\": \"<string>\",\n \"daily_change\": 123,\n \"description\": \"<string>\",\n \"equity_classification\": \"<string>\",\n \"fixed_income_classification\": \"<string>\",\n \"holding_type\": \"<string>\",\n \"id\": \"<string>\",\n \"isin\": \"<string>\",\n \"market_value\": 123,\n \"metadata\": \"<string>\",\n \"purchase_price\": 123,\n \"sector\": \"<string>\",\n \"sedol\": \"<string>\",\n \"shares\": 123\n}"
response = http.request(request)
puts response.read_bodyPath Parameters
Body Parameters
⌘I

