Update a holding | PlannrCRM API documentation

Update a holding Run in API Explorer

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MCP server URL


        
          
            https://apidocs.plannrcrm.com/mcp

Standard setup for AI tools providing an mcp.json file

{
  "PlannrCRM MCP server": {
    "url": "https://apidocs.plannrcrm.com/mcp"
  }
}

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(float)

The units of the holding

Minimum value is 0.0, maximum value is 999999.999999.
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
  
  The UUID of the resource.
- created_at string
  
  The timestamp of when the resource was created.
- updated_at string
  
  The timestamp of when the resource was created.
- fund_name string
  
  The name of the fund.
- reference string
  
  The reference of the holding.
- sector string
  
  The sector of the holding.
- sedol string
  
  The SEDOL of the holding.
- isin string
  
  The ISIN of the holding.
- citi string
  
  The CITI of the holding.
- units integer
  
  Holding units as a decimal.
- unit_price object
  
  The unit price of the holding.
  
  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
  
  The raw unit price of the holding.
- purchase_price object
  
  The purchase price of the holding.
  
  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
  
  Denotes if the holding is active or not.
- value object
  
  The current value of the holding.
  
  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
  
  The holdings sub account.
  
  Hide sub_account attributes Show sub_account attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  name string
  
  policy_number string
  
  latest_valuation object
  
  Hide latest_valuation attributes Show latest_valuation attributes object
  
  uuid
  
  The UUID of the resource.
  
  created_at
  
  The timestamp of when the resource was created.
  
  updated_at
  
  The timestamp of when the resource was updated.
  
  valued_at
  
  Valued at
  
  value
  
  Valuation
  
  is_main_account boolean
  
  active_portfolio object
  
  Hide active_portfolio attributes Show active_portfolio attributes object
  
  uuid
  
  The UUID of the resource.
  
  created_at
  
  The timestamp of when the resource was created.
  
  updated_at
  
  The timestamp of when the resource was updated.
  
  is_proposed
  
  Denotes if the portfolio is proposed
  
  proposed_at
  
  The date the portfolio was proposed.
  
  name
  
  The name of the portfolio.
  
  statistics object
  
  Hide statistics attribute Show statistics attribute object
  
  recent_growth integer
- external_references object
  
  The external references of the holding.
  
  Hide external_references attributes Show external_references attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  third_party string
  
  reference string
409 application/json

Plan is being deleted
Hide response attributes Show response attributes object
- uuid string
  
  The UUID of the resource.
- created_at string
  
  The timestamp of when the resource was created.
- updated_at string
  
  The timestamp of when the resource was created.
- fund_name string
  
  The name of the fund.
- reference string
  
  The reference of the holding.
- sector string
  
  The sector of the holding.
- sedol string
  
  The SEDOL of the holding.
- isin string
  
  The ISIN of the holding.
- citi string
  
  The CITI of the holding.
- units integer
  
  Holding units as a decimal.
- unit_price object
  
  The unit price of the holding.
  
  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
  
  The raw unit price of the holding.
- purchase_price object
  
  The purchase price of the holding.
  
  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
  
  Denotes if the holding is active or not.
- value object
  
  The current value of the holding.
  
  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
  
  The holdings sub account.
  
  Hide sub_account attributes Show sub_account attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  name string
  
  policy_number string
  
  latest_valuation object
  
  Hide latest_valuation attributes Show latest_valuation attributes object
  
  uuid
  
  The UUID of the resource.
  
  created_at
  
  The timestamp of when the resource was created.
  
  updated_at
  
  The timestamp of when the resource was updated.
  
  valued_at
  
  Valued at
  
  value
  
  Valuation
  
  is_main_account boolean
  
  active_portfolio object
  
  Hide active_portfolio attributes Show active_portfolio attributes object
  
  uuid
  
  The UUID of the resource.
  
  created_at
  
  The timestamp of when the resource was created.
  
  updated_at
  
  The timestamp of when the resource was updated.
  
  is_proposed
  
  Denotes if the portfolio is proposed
  
  proposed_at
  
  The date the portfolio was proposed.
  
  name
  
  The name of the portfolio.
  
  statistics object
  
  Hide statistics attribute Show statistics attribute object
  
  recent_growth integer
- external_references object
  
  The external references of the holding.
  
  Hide external_references attributes Show external_references attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  third_party string
  
  reference string

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":"9bddd6f7-8e96-4bf4-a77a-1f682fb4e168"}'

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": "9bddd6f7-8e96-4bf4-a77a-1f682fb4e168"
}

Response examples (200)

{
  "uuid": "cacf114b-3bd0-4f17-b51f-dd8407410540",
  "created_at": "2026-07-22T14:08:41+01:00",
  "updated_at": "2026-07-22T14:08:41+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": "7573e4fe-4023-4b95-ab90-712038f90ea9",
    "created_at": "2026-07-22T14:08:41+01:00",
    "updated_at": "2026-07-22T14:08:41+01:00",
    "name": "John's ISA",
    "policy_number": "AVI-4837",
    "latest_valuation": {
      "uuid": "dad1e2ac-c370-474f-8927-61045e72e8a0",
      "created_at": "2026-07-22T14:08:48+01:00",
      "updated_at": "2026-07-22T14:08:48+01:00",
      "valued_at": "2026-07-22T14:08:48+01:00",
      "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": null,
          "description": "Currency of the money"
        }
      }
    },
    "is_main_account": false,
    "active_portfolio": {
      "uuid": "e7d1cc53-cbfa-40fb-912d-b5f38b586156",
      "created_at": "2026-07-22T14:08:48+01:00",
      "updated_at": "2026-07-22T14:08:48+01:00",
      "is_proposed": true,
      "proposed_at": "2026-07-22T00:00:00+01:00",
      "name": "Risky Portfolio"
    },
    "statistics": {
      "recent_growth": 100
    }
  },
  "external_references": {
    "uuid": "378dd219-eb7a-4fa3-8e9d-44a6f5744da7",
    "created_at": "2026-07-22T14:08:41+01:00",
    "updated_at": "2026-07-22T14:08:41+01:00",
    "third_party": "nucleus",
    "reference": "AB123456"
  }
}

Response examples (409)

{
  "uuid": "cacf114b-3bd0-4f17-b51f-dd8407410540",
  "created_at": "2026-07-22T14:08:41+01:00",
  "updated_at": "2026-07-22T14:08:41+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": "7573e4fe-4023-4b95-ab90-712038f90ea9",
    "created_at": "2026-07-22T14:08:41+01:00",
    "updated_at": "2026-07-22T14:08:41+01:00",
    "name": "John's ISA",
    "policy_number": "AVI-4837",
    "latest_valuation": {
      "uuid": "dad1e2ac-c370-474f-8927-61045e72e8a0",
      "created_at": "2026-07-22T14:08:48+01:00",
      "updated_at": "2026-07-22T14:08:48+01:00",
      "valued_at": "2026-07-22T14:08:48+01:00",
      "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": null,
          "description": "Currency of the money"
        }
      }
    },
    "is_main_account": false,
    "active_portfolio": {
      "uuid": "e7d1cc53-cbfa-40fb-912d-b5f38b586156",
      "created_at": "2026-07-22T14:08:48+01:00",
      "updated_at": "2026-07-22T14:08:48+01:00",
      "is_proposed": true,
      "proposed_at": "2026-07-22T00:00:00+01:00",
      "name": "Risky Portfolio"
    },
    "statistics": {
      "recent_growth": 100
    }
  },
  "external_references": {
    "uuid": "378dd219-eb7a-4fa3-8e9d-44a6f5744da7",
    "created_at": "2026-07-22T14:08:41+01:00",
    "updated_at": "2026-07-22T14:08:41+01:00",
    "third_party": "nucleus",
    "reference": "AB123456"
  }
}