This API also lets you retrieve holdings in your portfolio.
Holdings
Retrieve Holdings:
Access a detailed list of your current holdings, including instrument type, quantity, purchase price, and market value.
Portfolio Summary:
View a summary of your holdings, including overall performance and asset allocation.
Analyze key metrics such as total value, profit and loss, and return on investment.
Historical Data:
Access transaction history, dividend payouts, and corporate actions.
Custom Views and Reports:
Customize views based on asset class or sector.
Generate detailed reports for performance review and decision-making.
By leveraging the capabilities of the holding management features provided by the API, investors and financial professionals can effectively manage their portfolios, make informed decisions, and achieve their investment objectives.
