Holdings and Portfolio

This API also lets you retrieve holdings in your portfolio.

Holdings

1. Retrieve Holdings:

   • Access a detailed list of your current holdings, including instrument type, quantity, purchase price, and market value.

2. 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.

3. Historical Data:

   • Access transaction history, dividend payouts, and corporate actions.

4. 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.