betteroff-finance Holdings API
The holdings API from betteroff-finance — 3 operation(s) for holdings.
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OpenAPI Specification
openapi: 3.2.0
info:
title: BetterOff Holdings API
version: 0.5.0+cd65185c
servers:
- url: https://api.betteroff.finance
tags:
- name: Holdings
paths:
/holdings/manual/{id}:
patch:
operationId: patchHoldingsManualId
tags:
- Holdings
security:
- session: []
parameters:
- name: id
in: path
required: true
schema:
type: string
requestBody:
required: true
content:
application/json:
schema:
$schema: https://json-schema.org/draft/2020-12/schema
type: object
properties:
type:
type: string
name:
type: string
symbol:
type:
- string
- 'null'
value:
type: number
minimum: 0
maximum: 999999999
costBasis:
anyOf:
- type: number
minimum: 0
maximum: 999999999
- type: 'null'
purchaseDate:
type:
- string
- 'null'
notes:
type:
- string
- 'null'
quantity:
type: number
exclusiveMinimum: 0
maximum: 999999999
responses:
'200':
description: Success
default:
description: Problem details
content:
application/problem+json:
schema:
$ref: '#/components/schemas/ProblemDetails'
summary: Patch holdings manual id
x-summary-source: derived
delete:
operationId: deleteHoldingsManualId
tags:
- Holdings
security:
- session: []
parameters:
- name: id
in: path
required: true
schema:
type: string
responses:
'200':
description: Success
default:
description: Problem details
content:
application/problem+json:
schema:
$ref: '#/components/schemas/ProblemDetails'
summary: Delete holdings manual id
x-summary-source: derived
/holdings/manual:
post:
operationId: postHoldingsManual
tags:
- Holdings
security:
- session: []
requestBody:
required: true
content:
application/json:
schema:
$schema: https://json-schema.org/draft/2020-12/schema
type: object
properties:
name:
type: string
symbol:
type: string
type:
type: string
value:
type: number
minimum: 0
maximum: 999999999
costBasis:
type: number
minimum: 0
maximum: 999999999
purchaseDate:
type: string
notes:
type: string
quantity:
type: number
exclusiveMinimum: 0
maximum: 999999999
accountId:
type: string
format: uuid
pattern: ^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$
required:
- type
- value
- accountId
responses:
'200':
description: Success
default:
description: Problem details
content:
application/problem+json:
schema:
$ref: '#/components/schemas/ProblemDetails'
summary: Post holdings manual
x-summary-source: derived
/holdings/{id}/opening-basis:
post:
operationId: postHoldingsIdOpeningBasis
tags:
- Holdings
security:
- session: []
parameters:
- name: id
in: path
required: true
schema:
type: string
requestBody:
required: true
content:
application/json:
schema:
$schema: https://json-schema.org/draft/2020-12/schema
type: object
properties:
costBasis:
type: number
exclusiveMinimum: 0
maximum: 999999999
acquiredDate:
type: string
required:
- costBasis
- acquiredDate
responses:
'200':
description: Success
default:
description: Problem details
content:
application/problem+json:
schema:
$ref: '#/components/schemas/ProblemDetails'
summary: Post holdings id opening basis
x-summary-source: derived
components:
schemas:
ProblemDetails:
$schema: https://json-schema.org/draft/2020-12/schema
type: object
properties:
type:
type: string
description: Always "about:blank"; branch on `code`.
title:
type: string
status:
type: integer
minimum: -9007199254740991
maximum: 9007199254740991
detail:
type: string
code:
type: string
description: Stable UPPER_SNAKE code.
error:
type: string
description: Older clients' copy of `detail`.
message:
type: string
description: Older clients' copy of `detail`.
requestId:
description: Diagnostic only; quote it to support.
type: string
instance:
type: string
details:
type: object
propertyNames:
type: string
additionalProperties: {}
required:
- type
- title
- status
- detail
- code
- error
- message
additionalProperties: {}
description: RFC 9457 problem details. Some refusals add fields; ignore ones you don't know.
securitySchemes:
session:
type: http
scheme: bearer
description: 'The BetterOff app acting for its signed-in user. Not available to integrations: Better Auth session tokens and browser session cookies are rejected. Use an API token or agent OAuth.'
apiToken:
type: http
scheme: bearer
description: Personal API token (bo_pat_), created in BetterOff settings with the scopes it may use.
agentOAuth:
type: openIdConnect
openIdConnectUrl: https://app.betteroff.finance/api/auth/.well-known/openid-configuration
description: Agent OAuth grant; the same token and scopes as /mcp.