Update a holding

PUT /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
application/json

Body

  • fund_name string

    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

    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.
PUT /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/holdings/{uuid} 
curl \
 --request PUT '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" \
 --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":"345077d0-fee0-4f4d-8640-72f9c6a89805"}'
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": "345077d0-fee0-4f4d-8640-72f9c6a89805"
}