Akoya

Akoya Investments API

Provides FDX-aligned investment and brokerage account data for consumer-permissioned accounts, including holdings/positions and tax lots for wealth-management and investing use cases. The taxlots endpoint returns cost-basis lot detail for permissioned investment accounts. Data supports wealth aggregation, portfolio analysis, and advisor tooling. OAuth 2.0 consumer-permissioned access at the data provider's authorization server.

Documentation GitHub

Documentation

📖

Documentation

https://docs.akoya.com/reference/get-investments

Other Resources

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DeveloperPortal

https://docs.akoya.com/

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FDX Standard

https://financialdataexchange.org/

API entry from apis.yml

aid: akoya:investments-api
name: Akoya Investments API
tags:
- Investments
- Holdings
- Tax Lots
- Wealth
- FDX
- United States
image: https://kinlane-images.s3.amazonaws.com/shared/apis-json/apis-json-logo.jpg
baseURL: https://api.akoya.com
humanURL: https://akoya.com/products/investments
description: Provides FDX-aligned investment and brokerage account data for consumer-permissioned accounts,
  including holdings/positions and tax lots for wealth-management and investing use cases. The taxlots
  endpoint returns cost-basis lot detail for permissioned investment accounts. Data supports wealth aggregation,
  portfolio analysis, and advisor tooling. OAuth 2.0 consumer-permissioned access at the data provider's
  authorization server.
properties:
- type: Documentation
  url: https://docs.akoya.com/reference/get-investments
- type: DeveloperPortal
  url: https://docs.akoya.com/
- type: FDX Standard
  url: https://financialdataexchange.org/
x-features:
- FDX-aligned holdings and positions
- Tax lots / cost-basis detail
- Consumer-permissioned OAuth 2.0 access
x-use-cases:
- Wealth management and investing
- Portfolio aggregation and analysis