> For the complete documentation index, see [llms.txt](https://heytorus.gitbook.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://heytorus.gitbook.io/holdings-and-portfolio.md).

# Holdings and 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.


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