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

Path parameters

  • plan_uuid string Required
  • subAccount_uuid string Required
application/json

Body

  • 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(float) Required

    The units of the holding

  • unit_price integer

    The current price of the units in pennies.

  • unit_price_raw number(float)

    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(uuid)

    Optional UUID of a portfolio to add the holding to.

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
POST /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/holdings 
curl \
 --request POST 'https://api.plannrcrm.com/api/v1/plans/6ff8f7f6-1eb3-3525-be4a-3932c805afed/sub-accounts/6ff8f7f6-1eb3-3525-be4a-3932c805afed/holdings' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: 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":"3be9e8c6-cf8b-41a1-bc59-b194cc4e2921"}'
Request examples 
{
  "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": "3be9e8c6-cf8b-41a1-bc59-b194cc4e2921"
}
Response examples (200) 
[
  {
    "uuid": "83428e06-4def-4868-ba0f-e9793914312e",
    "created_at": "2026-05-19T18:31:18+01:00",
    "updated_at": "2026-05-19T18:31:18+01:00",
    "fund_name": "Fund",
    "reference": "REF123",
    "sector": "Europe",
    "sedol": "ACB123",
    "isin": "ACB123",
    "citi": "ACB123",
    "units": 5,
    "unit_price": {
      "amount": {
        "example": "1000",
        "description": "Money amount at their lowest denominator (for example: pennies)"
      },
      "formatted": {
        "example": "£10.00",
        "description": "Money amount formatted with currency"
      },
      "currency": {
        "example": "GBP",
        "description": "Currency of the money"
      }
    },
    "unit_price_raw": 10,
    "purchase_price": {
      "amount": {
        "example": "4000",
        "description": "Money amount at their lowest denominator (for example: pennies)"
      },
      "formatted": {
        "example": "£40.00",
        "description": "Money amount formatted with currency"
      },
      "currency": {
        "example": "GBP",
        "description": "Currency of the money"
      }
    },
    "is_active": true,
    "value": {
      "amount": {
        "example": "4000",
        "description": "Money amount at their lowest denominator (for example: pennies)"
      },
      "formatted": {
        "example": "£40.00",
        "description": "Money amount formatted with currency"
      },
      "currency": {
        "example": "GBP",
        "description": "Currency of the money"
      }
    },
    "sub_account": {
      "uuid": "3e0bf097-3604-4edf-9223-7f40be80ab88",
      "created_at": "2026-05-19T18:31:18+01:00",
      "updated_at": "2026-05-19T18:31:18+01:00",
      "name": "John's ISA",
      "policy_number": "AVI-4837",
      "latest_valuation": "App\\Http\\Resources\\Plans\\ValuationResource",
      "is_main_account": false,
      "active_portfolio": "App\\Http\\Resources\\Plans\\PortfolioResource",
      "statistics": {
        "recent_growth": 100
      }
    },
    "external_references": {
      "uuid": "55fc0c74-2eba-4f81-9468-1ba4b2eb9235",
      "created_at": "2026-05-19T18:31:18+01:00",
      "updated_at": "2026-05-19T18:31:18+01:00",
      "third_party": "nucleus",
      "reference": "AB123456"
    }
  }
]