GET /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/holdings/{uuid}
Personal access token & O auth2

Path parameters

  • plan_uuid string Required
  • subAccount_uuid string Required
  • uuid string Required

Responses

  • 200 application/json
    Hide response attributes Show response attributes object
    • uuid string
    • created_at string
    • updated_at string
    • fund_name string
    • reference string
    • sector string
    • sedol string
    • isin string
    • citi string
    • units integer
    • unit_price object
      Hide unit_price attributes Show unit_price attributes object
      • amount object
        Hide amount attributes Show amount attributes object
        • example string
        • description string
      • formatted object
        Hide formatted attributes Show formatted attributes object
        • example string
        • description string
      • currency object
        Hide currency attributes Show currency attributes object
        • example string
        • description string
    • unit_price_raw integer
    • purchase_price object
      Hide purchase_price attributes Show purchase_price attributes object
      • amount object
        Hide amount attributes Show amount attributes object
        • example string
        • description string
      • formatted object
        Hide formatted attributes Show formatted attributes object
        • example string
        • description string
      • currency object
        Hide currency attributes Show currency attributes object
        • example string
        • description string
    • is_active boolean
    • value object
      Hide value attributes Show value attributes object
      • amount object
        Hide amount attributes Show amount attributes object
        • example string
        • description string
      • formatted object
        Hide formatted attributes Show formatted attributes object
        • example string
        • description string
      • currency object
        Hide currency attributes Show currency attributes object
        • example string
        • description string
    • sub_account object
      Hide sub_account attributes Show sub_account attributes object
      • uuid string
      • created_at string
      • updated_at string
      • name string
      • policy_number string
      • latest_valuation string
      • is_main_account boolean
      • active_portfolio string
      • statistics object
        Hide statistics attribute Show statistics attribute object
        • recent_growth integer
    • external_references object
      Hide external_references attributes Show external_references attributes object
      • uuid string
      • created_at string
      • updated_at string
      • third_party string
      • reference string
GET /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/holdings/{uuid} 
curl \
 --request GET 'https://api.plannrcrm.com/api/v1/plans/6ff8f7f6-1eb3-3525-be4a-3932c805afed/sub-accounts/6ff8f7f6-1eb3-3525-be4a-3932c805afed/holdings/6ff8f7f6-1eb3-3525-be4a-3932c805afed' \
 --header "Authorization: Bearer $ACCESS_TOKEN"
Response examples (200) 
[
  {
    "citi": "ACB123",
    "isin": "ACB123",
    "uuid": "0183c872-5057-4328-8dfb-2eeebb4bca7b",
    "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": "2026-01-24T13:07:54+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": "2026-01-24T13:07:54+00:00",
    "sub_account": {
      "name": "John's ISA",
      "uuid": "a21985ca-af58-47a6-b8d6-08ca91ea1848",
      "created_at": "2026-01-24T13:07:54+00:00",
      "statistics": {
        "recent_growth": 100
      },
      "updated_at": "2026-01-24T13:07:54+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": "fd5a17f3-9b0f-491d-b8e2-f0e8bd642aeb",
      "reference": "AB123456",
      "created_at": "2026-01-24T13:07:54+00:00",
      "updated_at": "2026-01-24T13:07:54+00:00",
      "third_party": "nucleus"
    }
  }
]