Get a holding
Headers
-
Content-Type string
-
Accept string
GET
/api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/holdings/{uuid}
curl \
-X GET https://api.plannrcrm.com/api/v1/plans/plan_uuid/sub-accounts/subAccount_uuid/holdings/uuid \
-H "Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}" \
-H "Content-Type: application/json" \
-H "Accept: application/json"
Response examples (200)
{
"citi": "ACB123",
"isin": "ACB123",
"uuid": "c6922193-cf4d-4e14-ba03-57afd6f24598",
"sedol": "ACB123",
"units": 5,
"value": {
"amount": {
"example": "4000",
"description": "Money amount at their lowest denominator (for example: pennies)"
},
"currency": {
"example": "GBP",
"description": "Currency of the money"
},
"formatted": {
"example": "£40.00",
"description": "Money amount formatted with currency"
}
},
"sector": "Europe",
"fund_name": "Fund",
"is_active": true,
"reference": "REF123",
"created_at": "2025-01-12T12:55:59+00:00",
"unit_price": {
"amount": {
"example": "1000",
"description": "Money amount at their lowest denominator (for example: pennies)"
},
"currency": {
"example": "GBP",
"description": "Currency of the money"
},
"formatted": {
"example": "£10.00",
"description": "Money amount formatted with currency"
}
},
"updated_at": "2025-01-12T12:55:59+00:00",
"sub_account": {
"name": "John's ISA",
"uuid": "11182c98-b853-4196-bf08-ce9a59bec29c",
"created_at": "2025-01-12T12:55:59+00:00",
"statistics": {
"recent_growth": 100
},
"updated_at": "2025-01-12T12:55:59+00:00",
"policy_number": "AVI-4837",
"is_main_account": false,
"active_portfolio": "App\\Http\\Resources\\Plans\\PortfolioResource",
"latest_valuation": "App\\Http\\Resources\\Plans\\ValuationResource"
},
"purchase_price": {
"amount": {
"example": "4000",
"description": "Money amount at their lowest denominator (for example: pennies)"
},
"currency": {
"example": "GBP",
"description": "Currency of the money"
},
"formatted": {
"example": "£40.00",
"description": "Money amount formatted with currency"
}
},
"unit_price_raw": 10,
"external_references": {
"uuid": "e9b8c6ea-bef6-4255-b2a7-9220359e083d",
"reference": "AB123456",
"created_at": "2025-01-12T12:55:59+00:00",
"updated_at": "2025-01-12T12:55:59+00:00",
"third_party": "nucleus"
}
}