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openapi: 3.2.0
info:
title: Envestnet Aggregation APIs Account Token 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 <a href="https://developer.envestnet.com/resources/yodlee/yodlee-api-overview/docs">Yodlee API v1.1 - Overview</a>.<br><br>You will have to set the header before making the API call. The following headers apply to all the APIs:<ul><li>Authorization: This header holds the access token</li> <li> Api-Version: 1.1</li></ul><b>Note</b>: 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:
- name: Holdings
description: Holdings API
paths:
/holdings/securities:
get:
tags:
- Holdings
summary: Envestnet Get Security Details
description: The get security details service is used to get all the security information for the holdings<br>
operationId: getSecurities
parameters:
- name: holdingId
in: query
description: Comma separated holdingId
allowEmptyValue: false
schema:
type: string
responses:
200:
description: OK
content:
application/json;charset=UTF-8:
schema:
$ref: '#/components/schemas/HoldingSecuritiesResponse'
400:
description: 'Y800 : Invalid value for holdingId<br>Y824 : The maximum number of holdingIds permitted is 100'
content:
application/json;charset=UTF-8:
schema:
$ref: '#/components/schemas/YodleeError'
401:
description: Unauthorized
content: {}
404:
description: Not Found
content: {}
deprecated: false
/holdings:
get:
tags:
- Holdings
summary: Envestnet Get Holdings
description: The get holdings service is used to get the list of holdings of a user.<br>Supported holding types can be employeeStockOption, moneyMarketFund, bond, etc. and is obtained using get holding type list service. <br>Asset classifications for the holdings need to be requested through the "include" parameter.<br>Asset classification information for holdings are not available by default, as it is a premium feature.<br>
operationId: getHoldings
parameters:
- name: accountId
in: query
description: Comma separated accountId
allowEmptyValue: false
schema:
type: string
- name: assetClassification.classificationType
in: query
description: e.g. Country, Sector, etc.
allowEmptyValue: false
schema:
type: string
- name: classificationValue
in: query
description: e.g. US
allowEmptyValue: false
schema:
type: string
- name: include
in: query
description: assetClassification
allowEmptyValue: false
schema:
type: string
- name: providerAccountId
in: query
description: providerAccountId
allowEmptyValue: false
schema:
type: string
responses:
200:
description: OK
content:
application/json;charset=UTF-8:
schema:
$ref: '#/components/schemas/HoldingResponse'
400:
description: 'Y800 : Invalid value for accountId<br>Y800 : Invalid value for providerAccountId<br>Y800 : Invalid value for include<br>Y800 : Invalid value for classificationType<br>Y800 : Invalid value for classificationValue<br>Y800 : Invalid value for include<br>Y400 : classificationType mismatch<br>Y400 : classificationValue mismatch<br>Y824 : The maximum number of accountIds permitted is 100'
content:
application/json;charset=UTF-8:
schema:
$ref: '#/components/schemas/YodleeError'
401:
description: Unauthorized
content: {}
404:
description: Not Found
content: {}
deprecated: false
post:
tags:
- Holdings
summary: Envestnet Add Holding
description: The add manual holding service is used to add manual holdings. The response of add manual holding service includes the Yodlee generated holding id.<br><br>Add manual holding can only be added to a manual account of investment type container only.
operationId: addHolding
requestBody:
description: addHoldingRequest
content:
application/json:
schema:
$ref: '#/components/schemas/HoldingRequest'
required: true
responses:
200:
description: OK
content:
application/json;charset=UTF-8:
schema:
$ref: '#/components/schemas/HoldingIdListResponse'
201:
description: Created Successfully
content:
application/json;charset=UTF-8:
schema:
$ref: '#/components/schemas/HoldingIdListResponse'
400:
description: 'Y800 : Invalid value for accountId<br>Y800 : Invalid value for symbol<br>Y800 : Invalid value for exercisedQuantity<br>Y800 : Invalid value for cusipNumber<br>Y800 : Invalid value for vestedQuantity<br>Y800 : Invalid value for unvestedValue<br>Y800 : Invalid value for vestedValue<br>Y800 : Invalid value for option<br>Y800 : Invalid value for holdingType<br>Y800 : Invalid value for maturityDate<br>Y800 : Invalid value for price<br>Y800 : Invalid value for term<br>Y800 : Invalid value for contractQuantity<br>Y800 : Invalid value for isShort<br>Y800 : Invalid value for value<br>Y800 : Invalid value for expirationDate<br>Y800 : Invalid value for interestRate<br>Y800 : Invalid value for quantity<br>Y800 : Invalid value for grantDate<br>Y800 : Invalid value for sedol<br>Y800 : Invalid value for vestedSharesExercisable<br>Y800 : Invalid value for spread<br>Y800 : Invalid value for couponRate<br>Y800 : Invalid value for unvestedQuantity<br>Y800 : Invalid value for costBasis<br>Y800 : Invalid value for vestingDate<br>Y800 : Invalid value for isin<br>Y800 : Invalid value for strikePrice<br>Y801 : Invalid length for symbol<br>Y801 : Invalid length for term<br>Y801 : Invalid length for description<br>Y801 : Required field/value - description missing in the request<br>Y812 : Required field/value - accountId missing in the request<br>'
content:
application/json;charset=UTF-8:
schema:
$ref: '#/components/schemas/YodleeError'
401:
description: Unauthorized
content: {}
404:
description: Not Found
content: {}
deprecated: false
/holdings/holdingTypeList:
get:
tags:
- Holdings
summary: Envestnet Get Holding Type List
description: The get holding types list service is used to get the supported holding types.<br>The response includes different holding types such as future, moneyMarketFund, stock, etc. and it returns the supported holding types <br>
operationId: getHoldingTypeList
responses:
200:
description: OK
content:
application/json;charset=UTF-8:
schema:
$ref: '#/components/schemas/HoldingTypeListResponse'
401:
description: Unauthorized
content: {}
404:
description: Not Found
content: {}
deprecated: false
/holdings/assetClassificationList:
get:
tags:
- Holdings
summary: Envestnet Get Asset Classification List
description: The get asset classifications list service is used to get the supported asset classifications. <br>The response includes different classification types like assetClass, country, sector, style, etc. and the values corresponding to each type.<br>
operationId: getAssetClassificationList
responses:
200:
description: OK
content:
application/json;charset=UTF-8:
schema:
$ref: '#/components/schemas/HoldingAssetClassificationListResponse'
401:
description: Unauthorized
content: {}
404:
description: Not Found
content: {}
deprecated: false
components:
schemas:
Money:
title: Money
type: object
properties:
amount:
type: number
description: Value of amount.
format: double
convertedAmount:
type: number
description: Value of the converted amount.
format: double
currency:
type: string
description: Currency should be a valid three-letter ISO Code.
enum:
- USD
- AUD
- BRL
- CAD
- EUR
- GBP
- HKD
- IDR
- INR
- JPY
- NZD
- SGD
- ZAR
- CNY
- VND
- MYR
- CHF
- AED
- AFA
- ALL
- AMD
- ANG
- AOA
- ARS
- AWG
- AZM
- BAM
- BBD
- BDT
- BGL
- BHD
- BIF
- BMD
- BND
- BOB
- BSD
- BTN
- BWP
- BYR
- BZD
- CDF
- CLP
- COP
- CRC
- CUP
- CVE
- CYP
- CZK
- DJF
- DKK
- DOP
- DZD
- EEK
- EGP
- ERN
- ETB
- FJD
- FKP
- GEL
- GGP
- GHC
- GIP
- GMD
- GNF
- GTQ
- GYD
- HNL
- HRK
- HTG
- HUF
- ILS
- IMP
- IQD
- IRR
- ISK
- JEP
- JMD
- JOD
- KES
- KGS
- KHR
- KMF
- KPW
- KRW
- KWD
- KYD
- KZT
- LAK
- LBP
- LKR
- LRD
- LSL
- LTL
- LVL
- LYD
- MAD
- MDL
- MGF
- MKD
- MMK
- MNT
- MOP
- MRO
- MTL
- MUR
- MVR
- MWK
- MXN
- MZM
- NAD
- NGN
- NIO
- NOK
- NPR
- OMR
- PAB
- PEN
- PGK
- PHP
- PKR
- PLN
- PYG
- QAR
- ROL
- RUR
- RWF
- SAR
- SBD
- SCR
- SDD
- SEK
- SHP
- SIT
- SKK
- SLL
- SOS
- SPL
- SRG
- STD
- SVC
- SYP
- SZL
- THB
- TJR
- TMM
- TND
- TOP
- TRL
- TTD
- TVD
- TWD
- TZS
- UAH
- UGX
- UYU
- UZS
- VEB
- VUV
- WST
- XAF
- XAG
- XAU
- XCD
- XDR
- XOF
- XPD
- XPF
- XPT
- YER
- YUM
- ZMK
- ZWD
- ADP
- ATS
- BEF
- BUK
- CSD
- CSK
- DDM
- DEM
- ECS
- ESP
- FIM
- GRD
- GWP
- IEP
- ITL
- LUF
- MLF
- NLG
- PTE
- SUR
- TPE
- UAK
- XBA
- XBB
- XBC
- XBD
- XEU
- XFO
- XFU
- XGF
- XMK
- XRM
- XTS
- YDD
- YUD
- ZRN
- TJS
- RON
- BGN
- BTC
- XBT
- CNH
- RUB
- TRY
- GHS
- TMT
- ZMW
- VEF
- SSP
- ALK
convertedCurrency:
type: string
description: Currency should be a valid three-letter ISO Code.
enum:
- USD
- AUD
- BRL
- CAD
- EUR
- GBP
- HKD
- IDR
- INR
- JPY
- NZD
- SGD
- ZAR
- CNY
- VND
- MYR
- CHF
- AED
- AFA
- ALL
- AMD
- ANG
- AOA
- ARS
- AWG
- AZM
- BAM
- BBD
- BDT
- BGL
- BHD
- BIF
- BMD
- BND
- BOB
- BSD
- BTN
- BWP
- BYR
- BZD
- CDF
- CLP
- COP
- CRC
- CUP
- CVE
- CYP
- CZK
- DJF
- DKK
- DOP
- DZD
- EEK
- EGP
- ERN
- ETB
- FJD
- FKP
- GEL
- GGP
- GHC
- GIP
- GMD
- GNF
- GTQ
- GYD
- HNL
- HRK
- HTG
- HUF
- ILS
- IMP
- IQD
- IRR
- ISK
- JEP
- JMD
- JOD
- KES
- KGS
- KHR
- KMF
- KPW
- KRW
- KWD
- KYD
- KZT
- LAK
- LBP
- LKR
- LRD
- LSL
- LTL
- LVL
- LYD
- MAD
- MDL
- MGF
- MKD
- MMK
- MNT
- MOP
- MRO
- MTL
- MUR
- MVR
- MWK
- MXN
- MZM
- NAD
- NGN
- NIO
- NOK
- NPR
- OMR
- PAB
- PEN
- PGK
- PHP
- PKR
- PLN
- PYG
- QAR
- ROL
- RUR
- RWF
- SAR
- SBD
- SCR
- SDD
- SEK
- SHP
- SIT
- SKK
- SLL
- SOS
- SPL
- SRG
- STD
- SVC
- SYP
- SZL
- THB
- TJR
- TMM
- TND
- TOP
- TRL
- TTD
- TVD
- TWD
- TZS
- UAH
- UGX
- UYU
- UZS
- VEB
- VUV
- WST
- XAF
- XAG
- XAU
- XCD
- XDR
- XOF
- XPD
- XPF
- XPT
- YER
- YUM
- ZMK
- ZWD
- ADP
- ATS
- BEF
- BUK
- CSD
- CSK
- DDM
- DEM
- ECS
- ESP
- FIM
- GRD
- GWP
- IEP
- ITL
- LUF
- MLF
- NLG
- PTE
- SUR
- TPE
- UAK
- XBA
- XBB
- XBC
- XBD
- XEU
- XFO
- XFU
- XGF
- XMK
- XRM
- XTS
- YDD
- YUD
- ZRN
- TJS
- RON
- BGN
- BTC
- XBT
- CNH
- RUB
- TRY
- GHS
- TMT
- ZMW
- VEF
- SSP
- ALK
HoldingRequest:
title: HoldingRequest
required:
- holding
type: object
properties:
holding:
type: array
items:
$ref: '#/components/schemas/HoldingRequestInfo'
Security:
title: Security
type: object
properties:
stockExchangeDetails:
type: array
description: 'Securities exchange provide the securities information at the corresponding exchanges. <br><br><b>Applicable containers</b>: investment, insurance<br>'
readOnly: true
items:
$ref: '#/components/schemas/StockExchangeDetail'
issueTypeMultiplier:
type: number
description: 'Price units corresponding to the security style. This is used to derive actual price of the security from market value.<br><br><b>Applicable containers</b>: investment, insurance<br>'
format: double
readOnly: true
stateTaxable:
type: boolean
description: 'The state in which the security is taxed.<br><br><b>Applicable containers</b>: investment, insurance<br>'
readOnly: true
callDate:
type: string
description: 'Next call date of the security.<br><br><b>Applicable containers</b>: investment, insurance<br>'
readOnly: true
cdscFundFlag:
type: boolean
description: 'cdsc fund flag of the security.<br><br><b>Applicable containers</b>: investment, insurance<br>'
readOnly: true
cusip:
type: string
description: 'A CUSIP is a nine-character alphanumeric code that identifies a North American financial security for the purposes of facilitating clearing and settlement of trades.<br><br><b>Applicable containers</b>: investment, insurance<br>'
readOnly: true
federalTaxable:
type: boolean
description: 'Flag indicating federal taxable.<br><br><b>Applicable containers</b>: investment, insurance<br>'
readOnly: true
sAndPRating:
type: string
description: 'Unique identifier for S&P rating on Envestnet platform.<br><br><b>Applicable containers</b>: investment, insurance<br>'
readOnly: true
shareClass:
type: string
description: 'Share class of the security.<br><br><b>Applicable containers</b>: investment, insurance<br>'
readOnly: true
isEnvestnetDummySecurity:
type: boolean
description: 'Flag indicating a dummy security.<br><br><b>Applicable containers</b>: investment, insurance<br>'
readOnly: true
description:
type: string
description: 'The description (name) of the security. For example, Cisco Systems.<br><br><b>Applicable containers</b>: investment, insurance<br>'
readOnly: true
minimumPurchase:
type: integer
description: 'Minimum purchase of security.<br><br><b>Applicable containers</b>: investment, insurance<br>'
format: int32
readOnly: true
type:
type: string
description: 'Indicates the type of security like stocks, mutual fund, etc. <br><br><b>Applicable containers</b>: investment, insurance<br>'
readOnly: true
firstCouponDate:
type: string
description: 'First coupon date of security.<br><br><b>Applicable containers</b>: investment, insurance<br>'
readOnly: true
frequency:
type: integer
description: 'Coupon Frequency.<br><br><b>Applicable containers</b>: investment, insurance<br>'
format: int32
readOnly: true
accrualMethod:
type: string
description: 'The method in which interest is accrued or earned.<br><br><b>Applicable containers</b>: investment, insurance<br>'
readOnly: true
incomeCurrency:
type: string
description: 'ISO 4217 currency code indicating income currency of the security.<br><br><b>Applicable containers</b>: investment, insurance<br>'
readOnly: true
maturityDate:
type: string
description: 'Maturity date of the security.<br><br><b>Applicable containers</b>: investment, insurance<br>'
readOnly: true
callPrice:
type: number
description: 'Next call price of the security.<br><br><b>Applicable containers</b>: investment, insurance<br>'
format: double
readOnly: true
id:
type: integer
description: 'The unique identifier of the security.<br><br><b>Applicable containers</b>: investment, insurance<br>'
format: int64
readOnly: true
issueDate:
type: string
description: 'Issue date of the security.<br><br><b>Applicable containers</b>: investment, insurance<br>'
readOnly: true
sector:
type: string
description: 'Identifier of the sector to which the security belongs to.<br><br><b>Applicable containers</b>: investment, insurance<br>'
readOnly: true
agencyFactor:
type: number
description: 'Agency factor of the security.<br><br><b>Applicable containers</b>: investment, insurance<br>'
format: double
readOnly: true
interestRate:
type: number
description: 'The rate of interest paid annually, expressed as a percentage of the bond''s par or face value.<br><br><b>Applicable containers</b>: investment, insurance<br>'
format: double
readOnly: true
lastModifiedDate:
type: string
description: 'The last updated date of the security.<br><br><b>Applicable containers</b>: investment, insurance<br>'
readOnly: true
gicsSector:
type: string
description: 'GICS Sector is a categorization the S&P assigns to all publically traded companies. <br><br><b>Applicable containers</b>: investment, insurance<br>'
readOnly: true
closedFlag:
type: boolean
description: '<b>true</b>:Closed for all investors , <b>false</b>: Open to all investors.<br><br><b>Applicable containers</b>: investment, insurance<br>'
readOnly: true
sedol:
type: string
description: 'The Stock Exchange Daily Official List (SEDOL) is a set of security identifiers used in the United Kingdom and Ireland for clearing purposes.<br><b>Note</b>: The SEDOL field is only applicable to the trade related transactions.<br><br><b>Applicable containers</b>: investment, insurance<br>'
readOnly: true
subSector:
type: string
description: 'GICS sector ID to which the security belongs to.<br><br><b>Applicable containers</b>: investment, insurance<br>'
readOnly: true
lastCouponDate:
type: string
description: 'Last coupon date of security.<br><br><b>Applicable containers</b>: investment, insurance<br>'
readOnly: true
isSyntheticSecurity:
type: boolean
description: 'Indicates whether the security is a simulated security.<br><br><b>Applicable containers</b>: investment, insurance<br>'
readOnly: true
tradeCurrencyCode:
type: string
description: 'ISO 4217 currency code indicating trading currency of the security.<br><br><b>Applicable containers</b>: investment, insurance<br>'
readOnly: true
isDummySecurity:
type: boolean
description: 'Indicates whether the security is a dummy security.<br><br><b>Applicable containers</b>: investment, insurance<br>'
readOnly: true
moodyRating:
type: string
description: 'Unique identifier for Moody rating on Envestnet platform.<br><br><b>Applicable containers</b>: investment, insurance<br>'
readOnly: true
style:
type: string
description: 'Classification of the style for the security.<br><br><b>Applicable containers</b>: investment, insurance<br>'
readOnly: true
firmEligible:
type: string
description: '<b>1</b>- indicates Eligible,<b>0</b>- indicates firm is not eligible.<br><br><b>Applicable containers</b>: investment, insurance<br>'
readOnly: true
fundFamily:
type: string
description: 'Mutual Fund Family Name.<br><br><b>Applicable containers</b>: investment, insurance<br>'
readOnly: true
isin:
type: string
description: 'The International Securities Identification Number (ISIN) is used worldwide to identify specific securities. It is equivalent to CUSIP for international markets.<br><br><b>Applicable containers</b>: investment, insurance<br>'
readOnly: true
YodleeError:
title: YodleeError
type: object
properties:
errorMessage:
type: string
description: The descriptive message that explains the error scenario.
readOnly: true
errorCode:
type: string
description: The error code follows the format YNNN. The error codes do not change. New error codes may be added as we introduce new features and enhance functionalities.
readOnly: true
referenceCode:
type: string
description: Unique Yodlee identifier used to troubleshoot issues at Yodlee's end.
readOnly: true
HoldingRequestInfo:
title: HoldingRequestInfo
required:
- accountId
- description
- value
type: object
properties:
symbol:
type: string
exercisedQuantity:
type: number
format: double
cusipNumber:
type: string
vestedQuantity:
type: number
format: double
description:
maxLength: 2147483647
minLength: 1
type: string
unvestedValue:
$ref: '#/components/schemas/Money'
vestedValue:
$ref: '#/components/schemas/Money'
optionType:
type: string
enum:
- put
- call
- unknown
- other
holdingType:
type: string
enum:
- stock
- mutualFund
- bond
- CD
- option
- moneyMarketFund
- other
- remic
- future
- commodity
- currency
- unitInvestmentTrust
- employeeStockOption
- insuranceAnnuity
- unknown
- preferredStock
- ETF
- warrants
- digitalAsset
maturityDate:
type: string
price:
$ref: '#/components/schemas/Money'
term:
type: string
contractQuantity:
type: number
format: double
isShort:
type: boolean
value:
$ref: '#/components/schemas/Money'
expirationDate:
type: string
interestRate:
type: number
format: double
quantity:
type: number
format: double
grantDate:
type: string
sedol:
type: string
vestedSharesExercisable:
type: number
format: double
spread:
$ref: '#/components/schemas/Money'
accountId:
type: integer
format: int64
couponRate:
type: number
format: double
unvestedQuantity:
type: number
format: double
costBasis:
$ref: '#/components/schemas/Money'
vestingDate:
type: string
isin:
type: string
strikePrice:
$ref: '#/components/schemas/Money'
HoldingSecuritiesResponse:
title: HoldingSecuritiesResponse
type: object
properties:
holding:
type: array
readOnly: true
items:
$ref: '#/components/schemas/SecurityHolding'
HoldingId:
title: HoldingId
type: object
properties:
id:
type: integer
description: 'Unique identifier for the security added in the system. This is the primary key of the holding resource.<br><br><b>Applicable containers</b>: investment, insurance<br>'
format: int64
readOnly: true
AssetClassificationList:
title: AssetClassificationList
type: object
properties:
classificationType:
type: string
description: 'The type of classification to which the investment belongs (assetClass, country, sector, and style).<br><b>Required Feature Enablement</b>: Asset classification feature<br><br><b>Applicable containers</b>: investment<br>'
readOnly: true
classificationValue:
type: array
description: 'The value for each classificationType.<br><b>Required Feature Enablement</b>: Asset classification feature<br><br><b>Applicable containers</b>: investment<br>'
readOnly: true
items:
type: string
SecurityHolding:
title: SecurityHolding
type: object
properties:
security:
$ref: '#/components/schemas/Security'
id:
type: string
readOnly: true
Holding:
title: Holding
type: object
properties:
symbol:
type: string
description: 'The symbol of the security.<br><br><b>Applicable containers</b>: investment<br>'
readOnly: true
exercisedQuantity:
type: number
description: 'The quantity of the employee stock options that are already exercised or bought by the employee.<br><b>Note</b>: Once the employee stock options is exercised, they are either converted to cash value or equity positions depending on the FI. The exercised quantity field is only applicable to employee stock options.<br><br><b>Applicable containers</b>: investment<br>'
format: double
readOnly: true
cusipNumber:
type: string
description: 'The CUSIP (Committee on Uniform Securities Identification Procedures) identifies most the financial instruments in the United States and Canada.<br><br><b>Applicable containers</b>: investment<br>'
readOnly: true
assetClassification:
type: array
description: 'Asset classification applied to the holding. <br><br><b>Applicable containers</b>: investment<br>'
readOnly: true
items:
$ref: '#/components/schemas/AssetClassification'
vestedQuantity:
type: number
description: 'The quantity of units or shares that are already vested on a vest date.<br><b>Note</b>: The vested quantity field is only applicable to employee stock options, restricted stock units/awards, performance units, etc.<br><br><b>Applicable containers</b>: investment<br>'
format: double
readOnly: true
description:
type: string
description: 'The description (name) for the holding (E.g., Cisco Systems)<br>For insurance container, the field is only applicable for insurance annuity and variable life insurance types. <br><br><b>Applicable containers</b>: investment, insurance<br>'
readOnly: true
unvestedValue:
$ref: '#/components/schemas/Money'
securityStyle:
type: string
description: 'Indicates the security style of holding identified through the security service.<br><br><b>Applicable containers</b>: investment, insurance<br>'
readOnly: true
vestedValue:
$ref: '#/components/schemas/Money'
optionType:
type: string
description: 'The type of the option position (i.e., put or call).<br><b>Note</b>: The option type field is only applicable to options.<br><br><b>Applicable containers</b>: investment<br><b>Applicable Values</b><br>'
readOnly: true
enum:
- put
- call
- unknown
- other
lastUpdated:
type: string
# --- truncated at 32 KB (42 KB total) ---
# Full source: https://raw.githubusercontent.com/api-evangelist/envestnet/refs/heads/main/openapi/envestnet-holdings-api-openapi.yml