# Xpansiv Portfolio API

**Canonical:** https://apis.io/apis/xpansiv/xpansiv-portfolio-api/  
**Provider:** Xpansiv — https://apis.io/providers/xpansiv/  
**Base URL:** https://connect.xpansiv.com/app/api/v1  
**Documentation:** https://developer.xpansiv.com/developer-portal/xpansiv-connect

Xpansiv Portfolio API is one of 43 APIs that [Xpansiv](https://apis.io/providers/xpansiv/) publishes on the [APIs.io](https://apis.io/) network, described by a machine-readable OpenAPI specification. Tagged areas include Portfolio. The published artifact set on APIs.io includes an OpenAPI specification, API documentation, a getting-started guide, authentication docs, a quickstart, and an API reference.

The Portfolio API allows the user to search their credit inventory (tax lot) data on active positions across all registry accounts linked to their Xpansiv Connect account and/or other Xpansiv Connect accounts that have granted their user that access. Note that This call has a number of optional fields that the user needs to include if desired in the output.

## Operations (2)

| Method | Path | Summary |
|---|---|---|
| POST | `/portfolio/account/{AccountIdentifier}/position/action/search` | Search account positions |
| GET | `/portfolio/account/{AccountIdentifier}/actions` | Get portfolio account actions |

## Machine-readable artifacts (15)

- **OpenAPI** — https://raw.githubusercontent.com/api-evangelist/xpansiv/refs/heads/main/openapi/xpansiv-portfolio-api-openapi.yml
- **Documentation** — https://developer.xpansiv.com/developer-portal/xpansiv-connect
- **GettingStarted** — https://developer.xpansiv.com/developer-portal/xpansiv-connect/getting-started
- **Documentation** — https://developer.xpansiv.com/developer-portal/xpansiv-managed-solutions
- **Authentication** — https://developer.xpansiv.com/developer-portal/xpansiv-managed-solutions/authorization
- **Documentation** — https://developer.xpansiv.com/developer-portal/nar-registry
- **Authentication** — https://developer.xpansiv.com/developer-portal/nar-registry/authentication
- **Documentation** — https://developer.xpansiv.com/developer-portal/tigr-registry
- **Authentication** — https://developer.xpansiv.com/developer-portal/tigr-registry/authentication
- **Documentation** — https://developer.xpansiv.com/developer-portal/optimal-outcomes
- **Quickstart** — https://developer.xpansiv.com/developer-portal/optimal-outcomes/quickstart
- **Documentation** — https://developer.xpansiv.com/developer-portal/xpansiv-power/rest_api
- **APIReference** — https://developer.xpansiv.com/developer-portal/xpansiv-power/rest_api/apiendpoints
- **Authentication** — https://developer.xpansiv.com/developer-portal/xpansiv-power/rest_api/authentication
- **Postman** — https://developer.xpansiv.com/developer-portal/xpansiv-power/rest_api/postman

## Other Xpansiv APIs (12)

- [Xpansiv Data API](https://apis.io/apis/xpansiv/xpansiv-data/)
- [Xpansiv Marketplace FIX API](https://apis.io/apis/xpansiv/xpansiv-marketplace-fix/)
- [Xpansiv Account API](https://apis.io/apis/xpansiv/xpansiv-account-api/)
- [Xpansiv Building types API](https://apis.io/apis/xpansiv/xpansiv-building-types-api/)
- [Xpansiv Clean Transportation API](https://apis.io/apis/xpansiv/xpansiv-clean-transportation-api/)
- [Xpansiv Corporate Entity API](https://apis.io/apis/xpansiv/xpansiv-corporateentity-api/)
- [Xpansiv Exchange API](https://apis.io/apis/xpansiv/xpansiv-exchange-api/)
- [Xpansiv Facilities API](https://apis.io/apis/xpansiv/xpansiv-facilities-api/)
- [Xpansiv Facility import error handling API](https://apis.io/apis/xpansiv/xpansiv-facility-import-error-handling-api/)
- [Xpansiv File Type V1 API](https://apis.io/apis/xpansiv/xpansiv-file-type-v1-api/)
- [Xpansiv /file Registry API](https://apis.io/apis/xpansiv/xpansiv-fileregistry-api/)
- [Xpansiv Forward Deals API](https://apis.io/apis/xpansiv/xpansiv-forward-deals-api/)

## Tags

Portfolio

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Profiled by [API Evangelist](https://apievangelist.com) and published on [APIs.io](https://apis.io/apis/xpansiv/xpansiv-portfolio-api/). The API's provider profile, Kin Score and agent-readiness rating are at https://apis.io/providers/xpansiv/.