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API referenceInvestments
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API referenceInvestments
API reference
POST /v1/investments/holdings/get and /v1/investments/transactions/get — holdings with securities, and investment activity.
All endpoints are POST with a JSON body, authenticated with your secret key (Authentication). Errors use the standard envelope; money is in major units with an iso_currency_code; dates are YYYY-MM-DD strings.
/v1/investments/holdings/getReturns current positions with their securities. Requires the investments product scope.
access_tokenstringrequiredcurl https://api.feelconnect.dev/v1/investments/holdings/get \-H "Authorization: Bearer $FEELCONNECT_SECRET_KEY" \-H "Content-Type: application/json" \-d '{"access_token":"fc_at_…"}'
{"holdings": [{"holding_id": "hold_8cN3vXqW2mK6zT1bYf5j","account_id": "acct_1wE5rT8yU3iO6pA9sD2f","security": {"security_id": "sec_4gH7jK1lZ9xC3vB6nM0q","ticker": "VTI","name": "Vanguard Total Stock Market ETF","type": "etf","close_price": 312.44},"quantity": 41.2054,"cost_basis": 10480.11,"value": 12874.22}],"accounts": [{"account_id": "acct_1wE5rT8yU3iO6pA9sD2f","name": "Brokerage","official_name": "Meridian Invest Individual Brokerage","type": "investment","subtype": "brokerage","mask": "7710","balances": {"current": 23918.4,"available": null,"limit": null,"iso_currency_code": "USD"},"verification_status": "verified"}]}
holding_idstringhold_….account_idstringsecurity.security_idstringsec_….security.tickerstringsecurity.typeenumequity | etf | crypto | cash | bondsecurity.close_pricenumberquantitynumbercost_basisnumber | nullvaluenumber/v1/investments/transactions/getaccess_tokenstringrequiredstart_datestringYYYY-MM-DD. Defaults to 90 days ago.end_datestringYYYY-MM-DD. Defaults to today.curl https://api.feelconnect.dev/v1/investments/transactions/get \-H "Authorization: Bearer $FEELCONNECT_SECRET_KEY" \-H "Content-Type: application/json" \-d '{"access_token":"fc_at_…","start_date":"2026-05-01","end_date":"2026-07-01"}'
{"investment_transactions": [{"investment_transaction_id": "invtxn_6bM9xVqR3nK1wZ8cTj4h","account_id": "acct_1wE5rT8yU3iO6pA9sD2f","ticker": "VTI","type": "buy","quantity": 3.2,"price": 309.87,"amount": 991.58,"date": "2026-06-14","name": "BUY VANGUARD TOTAL STOCK MARKET ETF"}]}
type is one of buy, sell, dividend, deposit, withdrawal, fee. As everywhere, positive amount is money out of the account.