Envestnet

Envestnet Holdings API

Holdings API

GitHub OpenAPI

Operations 5

GET /holdings/securities Envestnet Get Security Details #
GET /holdings Envestnet Get Holdings #
POST /holdings Envestnet Add Holding #
GET /holdings/holdingTypeList Envestnet Get Holding Type List #
GET /holdings/assetClassificationList Envestnet Get Asset Classification List #

Specifications

⚙
OpenAPI
https://artifacts.apis.io/envestnet/openapi/envestnet-holdings-api-openapi.yml

Schemas & Data

📊
JSONSchema
https://artifacts.apis.io/envestnet/json-schema/envestnet-holding-type-list-response-schema.json
📊
JSONSchema
https://artifacts.apis.io/envestnet/json-schema/envestnet-holding-asset-classification-list-response-schema.json
📊
JSONSchema
https://artifacts.apis.io/envestnet/json-schema/envestnet-holding-securities-response-schema.json
📊
JSONSchema
https://artifacts.apis.io/envestnet/json-schema/envestnet-holding-request-schema.json
📊
JSONSchema
https://artifacts.apis.io/envestnet/json-schema/envestnet-holding-id-list-response-schema.json
📊
JSONSchema
https://artifacts.apis.io/envestnet/json-schema/envestnet-holding-response-schema.json

Work with this as data

Every API here is available over the APIs.io API and to AI agents over MCP.

MCP server

One button, every client — Claude, Cursor, VS Code and the rest.

https://apis.io/mcp

Tools for apis

7 MCP tools reach this
  • find_apisBrowse and filter every API in the catalog.
  • get_api_artifactsOne API's artifacts, grouped by type.
  • get_openapiThe primary OpenAPI for this API.
  • find_similar_apisAPIs that look like this one.
  • apis_io_searchSTART HERE — APIs, providers and tags for one query, each with its total.
  • resolveTurn a domain, URL or GitHub org into the provider it belongs to.
  • find_cohortsEvery scored population of providers in the catalog.
All 92 tools →

Call it yourself

curl for this page
This API 
curl "https://apis.io/api/v1/apis/envestnet:envestnet-holdings-api"
All apis 
curl "https://apis.io/api/v1/apis?limit=25"

Calls without X-API-Key need no key. Calls with it need a paid plan — get a key.

Get an API key

Free tier, no form to fill in. Signing in shares your email address with us — we store it to create your key and to recognise you if you sign in with another provider. See our Privacy Policy and Terms.

GitHub Google LinkedIn

A second provider on the same verified email joins the account you already have.

OpenAPI Specification

envestnet-holdings-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  title: Envestnet Aggregation Holdings API
  description: 'This file describes the Yodlee Aggregation product APIs using the swagger notation that you can use to build your financial application. You can generate the client SDK in Python, JavaScript, PHP, or any other languages according to your development needs. For more details about the APIs, refer to Yodlee API v1.1 - Overview.


    You will have to set the header before making the API call. The following headers apply to all the APIs:


    Authorization: This header holds the access token


    Api-Version: 1.1


    Note: If there are any API-specific headers, they are mentioned explicitly in the respective API''s description.'
  termsOfService: https://developer.yodlee.com/terms/condition
  contact:
    email: developer@yodlee.com
  license:
    name: Yodlee Developer License
    url: https://developer.yodlee.com/terms/condition#_Services_1
  version: 1.1.0
servers:
- url: /
tags:


# --- truncated at 32 KB (42 KB total) ---
# Full source: https://artifacts.apis.io/envestnet/openapi/envestnet-holdings-api-openapi.yml