Create a holding

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

Headers

Path parameters

application/json

Body Required

  • fund_name string Required

    The name of the fund for the holding.

  • reference string

    The reference of the holding/fund.

  • provider string

    The provider of the holding/fund.

  • sector string

    The sector of the holding/fund.

  • sedol string

    The SEDOL of the holding/fund.

  • isin string

    The ISIN of the holding/fund.

  • citi string

    The CITI of the holding/fund.

  • units number Required

    The units of the holding

  • unit_price integer

    The current price of the units in pennies.

  • unit_price_raw number

    The current price of the units in it's raw format with decimals.

  • purchase_price integer

    The original purchase price of the holding in pennies.

  • currency string

    The currency of the holding.

  • is_active boolean

    Denotes if the holding is active/inactive.

  • portfolio_uuid string

    Optional UUID of a portfolio to add the holding to.

Responses

POST /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/holdings 
curl \
 --request POST 'https://api.plannrcrm.com/api/v1/plans/plan_uuid/sub-accounts/subAccount_uuid/holdings' \
 --header "Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}" \
 --header "Content-Type: application/json" \
 --header "Accept: application/json" \
 --data '{"fund_name":"My Fund","reference":"ABC12345","provider":"Financial Provider","sector":"Europe","sedol":"ABC12345","isin":"ABC12345","citi":"ABC12345","units":10.0,"unit_price":10000,"unit_price_raw":100.2334234,"purchase_price":5000,"currency":"GBP","is_active":true,"portfolio_uuid":"6b953a93-932d-466f-b2db-779e04bb38cd"}'
Request examples 
# Headers
Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}
Content-Type: application/json
Accept: application/json

# Payload
{
  "fund_name": "My Fund",
  "reference": "ABC12345",
  "provider": "Financial Provider",
  "sector": "Europe",
  "sedol": "ABC12345",
  "isin": "ABC12345",
  "citi": "ABC12345",
  "units": 10.0,
  "unit_price": 10000,
  "unit_price_raw": 100.2334234,
  "purchase_price": 5000,
  "currency": "GBP",
  "is_active": true,
  "portfolio_uuid": "6b953a93-932d-466f-b2db-779e04bb38cd"
}
Response examples (200) 
{
  "citi": "ACB123",
  "isin": "ACB123",
  "uuid": "7a4a35d4-beb4-486d-a129-f7522e30e5bb",
  "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": "2025-04-22T13:44:20+01:00",
  "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": "2025-04-22T13:44:20+01:00",
  "sub_account": {
    "name": "John's ISA",
    "uuid": "356e0892-e070-4327-a765-499d94442898",
    "created_at": "2025-04-22T13:44:20+01:00",
    "statistics": {
      "recent_growth": 100
    },
    "updated_at": "2025-04-22T13:44:20+01:00",
    "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": "331d4ec7-4ec5-4151-a7a8-0dd23eeb1e0e",
    "reference": "AB123456",
    "created_at": "2025-04-22T13:44:20+01:00",
    "updated_at": "2025-04-22T13:44:20+01:00",
    "third_party": "nucleus"
  }
}