Portfolio

Use the Customer Portfolio API to retrieve the portfolio for a customer.

GET/v1/customers/{customerId}/portfolio/{portfolioId}

Get Portfolio

Use this endpoint to retrieve the portfolio for a customer.

Path Parameters

Parameter	Description	Type	Input
`customerId`	Unique ID for the customer	UUID	Required
`portfolioId`	Unique ID for the portfolio	UUID	Required

Success Response

JSON

200 OK

{
  "portfolioId": "038af237-836f-4e11-b315-cc76733434d2",
  "settledCash": 0,
  "pendingCash": 0,
  "reservedCash": 0,
  "marginLoan": 0,
  "type": "CASH",
  "accountType": "ROTH_IRA",
  "settledEquity": [],
  "pendingEquity": [],
  "reservedEquity": []
}