MX Technologies investment holdings API
The investment holdings API from MX Technologies — 5 operation(s) for investment holdings.
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OpenAPI Specification
openapi: 3.2.0
info:
title: Mx Technologies investment holdings API
contact:
name: MX Platform API
url: https://www.mx.com/products/platform-api
version: '1.0'
description: 'Operations tagged investment holdings across 2 of this provider''s published API definitions: mx-technologies-platform-openapi.yml, mx-technologies-platform-v20250224-openapi.yml. Each path carries the servers of the definition it was published in.'
servers:
- url: https://int-api.mx.com
- url: https://api.mx.com
security:
- basicAuth: []
tags:
- name: investment holdings
paths:
/users/{user_guid}/members/{member_guid}/investment_holdings:
get:
description: This endpoint lists all holdings associated with the specified member.
operationId: listHoldingsByMember
parameters:
- $ref: '#/components/parameters/memberGuid'
- $ref: '#/components/parameters/page'
- $ref: '#/components/parameters/recordsPerPageMax1000'
- $ref: '#/components/parameters/userGuid'
responses:
'200':
content:
application/vnd.mx.api.v1+json:
schema:
$ref: '#/components/schemas/InvestmentHoldingsResponseBody'
description: OK
summary: List holdings by member
tags:
- investment holdings
servers:
- url: https://int-api.mx.com
- url: https://api.mx.com
/users/{user_guid}/investment_holdings:
get:
description: This endpoint lists all holdings associated with the user across all accounts.
operationId: listHoldings
parameters:
- $ref: '#/components/parameters/page'
- $ref: '#/components/parameters/recordsPerPageMax1000'
- $ref: '#/components/parameters/userGuid'
responses:
'200':
content:
application/vnd.mx.api.v1+json:
schema:
$ref: '#/components/schemas/InvestmentHoldingsResponseBody'
description: OK
summary: List holdings by user
tags:
- investment holdings
servers:
- url: https://int-api.mx.com
- url: https://api.mx.com
/users/{user_guid}/investment_holdings/{holding_guid}:
get:
description: Use this endpoint to read the attributes of a specific `holding`.
operationId: readHolding
parameters:
- $ref: '#/components/parameters/holdingGuid'
- $ref: '#/components/parameters/userGuid'
responses:
'200':
content:
application/vnd.mx.api.v1+json:
schema:
$ref: '#/components/schemas/InvestmentHoldingResponseBody'
description: OK
summary: Read holding
tags:
- investment holdings
servers:
- url: https://int-api.mx.com
- url: https://api.mx.com
/users/{user_guid}/accounts/{account_guid}/investment_holdings:
get:
description: This endpoint lists all holdings associated with the particular account defined.
operationId: listHoldingsByAccount
parameters:
- $ref: '#/components/parameters/accountGuid'
- $ref: '#/components/parameters/page'
- $ref: '#/components/parameters/recordsPerPageMax1000'
- $ref: '#/components/parameters/userGuid'
responses:
'200':
content:
application/vnd.mx.api.v1+json:
schema:
$ref: '#/components/schemas/InvestmentHoldingsResponseBody'
description: OK
summary: List holdings by account
tags:
- investment holdings
servers:
- url: https://int-api.mx.com
- url: https://api.mx.com
/users/{user_guid}/investment_holdings_deactivate:
get:
description: This endpoint deactivates the specific user from the `/investment_holdings` product. To reactivate a user, use any of the current `/investment_holding` endpoints.
operationId: deactivateUser
parameters:
- $ref: '#/components/parameters/userGuid'
responses:
'200':
content:
application/vnd.mx.api.v1+json:
schema:
$ref: '#/components/schemas/InvestmentHoldingsDeactivation'
description: OK
summary: Deactivate user from Investment Holdings
tags:
- investment holdings
servers:
- url: https://int-api.mx.com
- url: https://api.mx.com
components:
schemas:
InvestmentHoldingResponse:
properties:
account_guid:
example: ACT-06d7f44b-caae-0f6e-1384-01f52e75dcb1
type:
- string
- 'null'
cost_basis:
example: 827
type:
- number
- 'null'
coupon_yield:
example: null
type:
- string
- 'null'
currency_code:
example: USD
type:
- string
- 'null'
current_price:
example: 15
type:
- number
- 'null'
daily_change:
example: 2.5
type:
- number
- 'null'
description:
example: Guggenheim Defensive Equity ETF
type:
- string
- 'null'
expiration:
example: null
type:
- string
- 'null'
face_value:
example: null
type:
- number
- 'null'
frequency:
example: null
type:
- string
- 'null'
guid:
example: HOL-d65683e8-9eab-26bb-bcfd-ced159c9abe2
type:
- string
- 'null'
market_value:
example: 989.5
type:
- number
- 'null'
maturity_date:
example: null
type:
- string
- 'null'
percentage_change:
example: 0.2
type:
- number
- 'null'
purchase_price:
example: 26.3
type:
- number
- 'null'
quantity:
example: '5000.0'
type:
- string
- 'null'
rate:
example: null
type:
- number
- 'null'
strike_price:
example: null
type:
- number
- 'null'
symbol:
example: DEF
type:
- string
- 'null'
term:
example: null
type:
- string
- 'null'
today_ugl_amount:
example: 200
type:
- number
- 'null'
today_ugl_percentage:
example: 0.27
type:
- number
- 'null'
total_ugl_amount:
example: 20000
type:
- number
- 'null'
total_ugl_percentage:
example: 26.67
type:
- number
- 'null'
unvested_quantity:
example: null
type:
- number
- 'null'
unvested_value:
example: null
type:
- number
- 'null'
user_guid:
example: USR-743e5d7f-1116-28fa-5de1-d3ba02e41d8d
type:
- string
- 'null'
vested_quantity:
example: null
type:
- number
- 'null'
vested_value:
example: null
type:
- number
- 'null'
created_at:
example: '2015-04-13T18:01:23.000Z'
type:
- string
- 'null'
current_price_as_of:
example: '2023-11-06T00:00:00Z'
type:
- string
- 'null'
issue_date:
example: '2015-08-15'
type:
- string
- 'null'
vesting_start_date:
example: null
type:
- string
- 'null'
vesting_end_date:
example: null
type:
- string
- 'null'
put_or_call:
example: null
type:
- string
- 'null'
holding_type:
example: MUTUAL_FUND
type:
- string
- 'null'
term_unit:
example: null
type:
- string
- 'null'
type: object
PaginationResponse:
properties:
current_page:
example: 1
type: integer
per_page:
example: 25
type: integer
total_entries:
example: 1
type: integer
total_pages:
example: 1
type: integer
type: object
InvestmentHoldingsResponseBody:
properties:
investment_holdings:
items:
$ref: '#/components/schemas/InvestmentHoldingResponse'
type: array
pagination:
$ref: '#/components/schemas/PaginationResponse'
type: object
InvestmentHoldingsDeactivation:
properties:
message:
example: Successfully deactivated user from billing
status:
example: 200
InvestmentHoldingResponseBody:
properties:
investment_holding:
$ref: '#/components/schemas/InvestmentHoldingResponse'
type: object
InvestmentHoldingResponse_2:
properties:
account_guid:
description: The unique identifier for an account. Defined by MX.
example: ACT-06d7f44b-caae-0f6e-1384-01f52e75dcb1
type: string
cost_basis:
description: The original value of an asset for tax purposes, usually the purchase price, used to calculate capital gains or losses. Accumulated price.
example: 827
type:
- number
- 'null'
coupon_yield:
description: The rate of return the bonds coupon rate generates.
example: null
type:
- string
- 'null'
currency_code:
description: The three-character ISO 4217 currency code, for example, `USD`.
example: USD
type:
- string
- 'null'
current_price:
description: The present market price of a single unit of the holding (for example, stock price per share).
example: 15
type:
- number
- 'null'
daily_change:
description: The daily change in the `current_price` of the holding since the previous trading day.
example: 2.5
type:
- number
- 'null'
description:
description: A brief description of the holding, such as the company name for stocks or the bond type for bonds.
example: Guggenheim Defensive Equity ETF
type:
- string
- 'null'
expiration:
description: The expiration date associated with the holding.
example: null
type:
- string
- 'null'
face_value:
description: The nominal value of a bond or fixed-income security, paid to the holder at maturity.
example: 1000
type:
- number
- 'null'
frequency:
description: The frequency of the interest paid on the bond (i.e. Annually, Monthly, etc.)
example: ANNUALLY
type:
- string
- 'null'
guid:
description: The unique identifier for the holding. Defined by MX.
example: HOL-d65683e8-9eab-26bb-bcfd-ced159c9abe2
type:
- string
- 'null'
market_value:
description: The current market value of the holding, calculated as the current price times the number of units (shares) owned.
example: 989.5
type:
- number
- 'null'
maturity_date:
description: The maturity date associated with the holding.
example: null
type:
- string
- 'null'
percentage_change:
description: The percent change in the `current_price` of the holding compared to a previous time period. It is the percentage change that reflects the `daily_change`.
example: 0.2
type:
- number
- 'null'
purchase_price:
description: The average price paid for the holding.
example: 26.3
type:
- number
- 'null'
quantity:
description: The number of units of the holding owned (for example, number of shares of stock).
example: '5000.0'
type:
- string
- 'null'
rate:
description: The interest on the bond, subject to determining the payout amount of the bond.
example: null
type:
- number
- 'null'
strike_price:
description: The strike price associated to the option.
example: null
type:
- number
- 'null'
symbol:
description: The ticker symbol or unique identifier of the holding, used in stock exchanges.
example: DEF
type:
- string
- 'null'
term:
description: The length of time until the bond's principal amount is due to be repaid. It is the period from when the bond is issued until it reaches its maturity date.
example: null
type:
- string
- 'null'
today_ugl_amount:
description: The unrealized gain/loss amount for today.
example: 200
type:
- number
- 'null'
today_ugl_percentage:
description: The unrealized gain/loss percentage for today.
example: 0.27
type:
- number
- 'null'
total_ugl_amount:
description: The total unrealized gain/loss amount for an investment.
example: 20000
type:
- number
- 'null'
total_ugl_percentage:
description: The total unrealized gain/loss for the holding since it was acquired.
example: 26.67
type:
- number
- 'null'
unvested_quantity:
description: The number of units (for example, shares) of the holding that are not yet vested or owned outright by the holder.
example: null
type:
- number
- 'null'
unvested_value:
description: The value of the portion of the holding that is unvested.
example: null
type:
- number
- 'null'
user_guid:
description: The unique identifier for the user. Defined by MX.
example: USR-fa7537f3-48aa-a683-a02a-b18940482f54
type:
- string
- 'null'
vested_quantity:
description: The number of units (for example, shares) of the holding that are vested and fully owned by the holder.
example: null
type:
- number
- 'null'
vested_value:
description: The value of the portion of the holding that is vested and fully owned by the holder.
example: null
type:
- number
- 'null'
created_at:
description: The date and time the investment holding was created, represented in ISO 8601 format with a timestamp.
example: '2025-02-13T18:08:00+00:00'
type:
- string
- 'null'
current_price_as_of:
description: The date and time when the current price was last updated, represented in ISO 8601 format with a timestamp.
example: '2023-11-06T00:00:00Z'
type:
- string
- 'null'
issue_date:
description: The date on which a security was issued or made available for sale.
example: '2015-08-15'
type:
- string
- 'null'
vesting_start_date:
description: The date from which the vesting schedule for a holding begins.
example: null
type:
- string
- 'null'
vesting_end_date:
description: The date from which the vesting schedule for a holding ends.
example: null
type:
- string
- 'null'
put_or_call:
description: States whether the option is a `PUT` or `CALL`.
example: null
type:
- string
- 'null'
holding_type:
description: The type of investment (e.g., equity, fixed income, mutual fund, etc.)
example: MUTUAL_FUND
type:
- string
- 'null'
term_unit:
description: The unit type of the term associated to the bond. (Year, Month, etc.)
example: null
type:
- string
- 'null'
type: object
PaginationResponse_2:
properties:
current_page:
description: The page delivered by the current response.
example: 1
type: integer
per_page:
description: The number of records delivered with each page.
example: 25
type: integer
total_entries:
description: The total number of records available.
example: 1
type: integer
total_pages:
description: The total number of pages available.
example: 1
type: integer
type: object
parameters:
recordsPerPageMax1000:
description: This specifies the number of records to be returned on each page. Defaults to `25`. The valid range is from `10` to `1000`. If the value exceeds `1000`, the default value of `25` will be used instead.
example: 10
in: query
name: records_per_page
schema:
type: integer
holdingGuid:
description: The unique id for a `holding`.
example: HOL-d65683e8-9eab-26bb-bcfd-ced159c9abe2
in: path
name: holding_guid
required: true
schema:
type: string
page:
description: Results are paginated. Specify current page.
example: 1
in: query
name: page
schema:
type: integer
memberGuid:
description: The unique id for a `member`.
example: MBR-7c6f361b-e582-15b6-60c0-358f12466b4b
in: path
name: member_guid
required: true
schema:
type: string
userGuid:
description: The unique identifier for a `user`, beginning with the prefix `USR-`.
example: USR-fa7537f3-48aa-a683-a02a-b18940482f54
in: path
name: user_guid
required: true
schema:
type: string
accountGuid:
description: The unique id for an `account`.
example: ACT-06d7f44b-caae-0f6e-1384-01f52e75dcb1
in: path
name: account_guid
required: true
schema:
type: string
acceptVersion:
name: Accept-Version
in: header
required: true
schema:
type: string
default: v20250224
example: v20250224
description: MX Platform API version.
securitySchemes:
bearerAuth:
type: http
scheme: bearer
basicAuth:
scheme: basic
type: http
x-refined-from:
- mx-technologies-platform-openapi.yml
- mx-technologies-platform-v20250224-openapi.yml