Documentation
Documentation
https://developer.yodlee.com/resources/yodlee/yodlee-api-overview/docs/overview
GettingStarted
https://developer.yodlee.com/docs/getting-started
OpenAPI Specification
swagger: '2.0'
info:
license:
name: Yodlee Developer License
url: https://developer.yodlee.com/terms/condition#_Services_1
contact:
email: developer@yodlee.com
description: 'This file describes the Yodlee Platform APIs using the swagger notation. You can use this swagger file to generate client side SDKs to the Yodlee Platform APIs for many different programming languages. 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
title: Yodlee Core APIs Account Token Holdings API
version: 1.1.0
basePath: /
tags:
- name: Holdings
description: Holdings API
paths:
/holdings/assetClassificationList:
get:
summary: Get Asset Classification List
deprecated: false
produces:
- application/json;charset=UTF-8
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:
schema:
$ref: '#/definitions/HoldingAssetClassificationListResponse'
description: OK
401:
description: Unauthorized
404:
description: Not Found
tags:
- Holdings
/holdings/securities:
get:
summary: Get Security Details
deprecated: false
produces:
- application/json;charset=UTF-8
description: The get security details service is used to get all the security information for the holdings<br>
operationId: getSecurities
responses:
200:
schema:
$ref: '#/definitions/HoldingSecuritiesResponse'
description: OK
400:
schema:
$ref: '#/definitions/YodleeError'
description: 'Y800 : Invalid value for holdingId<br>Y824 : The maximum number of holdingIds permitted is 100'
401:
description: Unauthorized
404:
description: Not Found
parameters:
- in: query
allowEmptyValue: false
name: holdingId
description: Comma separated holdingId
type: string
required: false
tags:
- Holdings
/holdings:
post:
summary: Add Holding
deprecated: false
produces:
- application/json;charset=UTF-8
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
responses:
200:
schema:
$ref: '#/definitions/HoldingIdListResponse'
description: OK
201:
schema:
$ref: '#/definitions/HoldingIdListResponse'
description: Created Successfully
400:
schema:
$ref: '#/definitions/YodleeError'
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>'
401:
description: Unauthorized
404:
description: Not Found
parameters:
- schema:
$ref: '#/definitions/HoldingRequest'
in: body
name: addHoldingRequest
description: addHoldingRequest
required: true
tags:
- Holdings
consumes:
- application/json
get:
summary: Get Holdings
deprecated: false
produces:
- application/json;charset=UTF-8
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
responses:
200:
schema:
$ref: '#/definitions/HoldingResponse'
description: OK
400:
schema:
$ref: '#/definitions/YodleeError'
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'
401:
description: Unauthorized
404:
description: Not Found
parameters:
- in: query
allowEmptyValue: false
name: accountId
description: Comma separated accountId
type: string
required: false
- in: query
allowEmptyValue: false
name: assetClassification.classificationType
description: e.g. Country, Sector, etc.
type: string
required: false
- in: query
allowEmptyValue: false
name: classificationValue
description: e.g. US
type: string
required: false
- in: query
allowEmptyValue: false
name: include
description: assetClassification
type: string
required: false
- in: query
allowEmptyValue: false
name: providerAccountId
description: providerAccountId
type: string
required: false
tags:
- Holdings
/holdings/holdingTypeList:
get:
summary: Get Holding Type List
deprecated: false
produces:
- application/json;charset=UTF-8
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:
schema:
$ref: '#/definitions/HoldingTypeListResponse'
description: OK
401:
description: Unauthorized
404:
description: Not Found
tags:
- Holdings
definitions:
Holding:
type: object
title: Holding
properties:
symbol:
description: 'The symbol of the security.<br><br><b>Applicable containers</b>: investment<br>'
readOnly: true
type: string
exercisedQuantity:
format: double
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>'
readOnly: true
type: number
cusipNumber:
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
type: string
assetClassification:
description: 'Asset classification applied to the holding. <br><br><b>Applicable containers</b>: investment<br>'
readOnly: true
type: array
items:
$ref: '#/definitions/AssetClassification'
vestedQuantity:
format: double
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>'
readOnly: true
type: number
description:
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
type: string
unvestedValue:
description: 'Indicates the estimated market value of the unvested units.<br><b>Note</b>: FIs usually calculates the unvested value as the market price unvested quantity. The unvested value field is only applicable to employee stock options, restricted stock units/awards, performance units, etc.<br><br><b>Applicable containers</b>: investment<br>'
readOnly: true
$ref: '#/definitions/Money'
securityStyle:
description: 'Indicates the security style of holding identified through the security service.<br><br><b>Applicable containers</b>: investment, insurance<br>'
readOnly: true
type: string
vestedValue:
description: 'Indicates the estimated market value of the vested units.<br><b>Note</b>: FIs usually calculates the vested value as the market price vested quantity. The vested value field is only applicable to employee stock options, restricted stock units/awards, performance units, etc.<br><br><b>Applicable containers</b>: investment<br>'
readOnly: true
$ref: '#/definitions/Money'
optionType:
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
type: string
enum:
- put
- call
- unknown
- other
lastUpdated:
description: 'The date when the information was last updated in the system.<br><br><b>Applicable containers</b>: investment, insurance<br>'
readOnly: true
type: string
matchStatus:
description: 'Indicates the security match status id of the investment option identified during security normalization.<br><br><b>Applicable containers</b>: investment<br>'
readOnly: true
type: string
holdingType:
description: 'Type of holding<br><br><b>Applicable containers</b>: investment, insurance<br>'
readOnly: true
type: string
enum:
- stock
- mutualFund
- bond
- CD
- option
- moneyMarketFund
- other
- remic
- future
- commodity
- currency
- unitInvestmentTrust
- employeeStockOption
- insuranceAnnuity
- unknown
- preferredStock
- ETF
- warrants
- digitalAsset
maturityDate:
description: 'The stated maturity date of a bond or CD.<br><br><b>Applicable containers</b>: investment<br>'
readOnly: true
type: string
price:
description: 'The current price of the security.<br><b>Note</b>: Only for bonds the price field indicates the normalized price and not the price aggregated from the site. 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
$ref: '#/definitions/Money'
term:
description: 'The fixed duration for which the bond or CD is issued.<br><b>Note</b>: The term field is only applicable to CD.<br><br><b>Applicable containers</b>: investment<br>'
readOnly: true
type: string
contractQuantity:
format: double
description: 'The quantity of tradeable units in a contract.<br><b>Note</b>: The contract quantity field is only applicable to commodity and currency.<br><br><b>Applicable containers</b>: investment<br>'
readOnly: true
type: number
id:
format: int64
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>'
readOnly: true
type: integer
isShort:
description: 'Indicates that the holding is a short trading.<br><br><b>Applicable containers</b>: investment<br>'
readOnly: true
type: boolean
value:
description: 'The total market value of the security. 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
$ref: '#/definitions/Money'
expirationDate:
description: 'The date on which an option, right or warrant expires.<br><b>Note</b>: The expiration date field is only applicable to options and employee stock options.<br><br><b>Applicable containers</b>: investment<br>'
readOnly: true
type: string
interestRate:
format: double
description: 'The interest rate on a CD.<br><b>Note</b>: The interest rate field is only applicable to CD.<br><br><b>Applicable containers</b>: investment<br>'
readOnly: true
type: number
quantity:
format: double
description: 'The quantity held for the holding.<br><b>Note</b>: Only for bonds the quantity field indicates the normalized quantity and not the quantity aggregated from the site. The quantity field is only applicable to restricted stock units/awards, performance units, currency, and commodity.<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
type: number
isManual:
description: Indicates if a holding is aggregated from a site or it is a manual holding i.e. holding information manually provided by the user.
readOnly: true
type: boolean
accruedInterest:
description: 'The accruedInterest of the holding.<br><br><b>Applicable containers</b>: investment<br>'
readOnly: true
$ref: '#/definitions/Money'
grantDate:
description: 'The date on which equity awards like ESOP, RSU, etc., are issued or granted.<br><b>Note</b>: The grant date field is only applicable to employee stock options, restricted stock units/awards, performance units, etc.<br><br><b>Applicable containers</b>: investment<br>'
readOnly: true
type: string
sedol:
description: 'The SEDOL (Stock Exchange Daily Official List) 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<br>'
readOnly: true
type: string
vestedSharesExercisable:
format: double
description: 'The number of vested shares that can be exercised by the employee. It is usually equal to the vested quantity.<br><b>Note</b>: The vested shares exercisable field is only applicable to employee stock options, restricted stock units/awards, performance units, etc.<br><br><b>Applicable containers</b>: investment<br>'
readOnly: true
type: number
spread:
description: 'The difference between the current market value of a stock and the strike price of the employee stock option, when the market value of the shares are greater than the stock price.<br><b>Note</b>: The spread field is only applicable to employee stock options.<br><br><b>Applicable containers</b>: investment<br>'
readOnly: true
$ref: '#/definitions/Money'
accountId:
format: int64
description: 'Unique identifier of the account to which the security is linked.<br><br><b>Applicable containers</b>: investment, insurance<br>'
readOnly: true
type: integer
enrichedDescription:
description: 'The enrichedDescription is the security description of the normalized holding<br><br><b>Applicable containers</b>: investment, insurance<br>'
readOnly: true
type: string
couponRate:
format: double
description: 'The stated interest rate for a bond.<br><br><b>Applicable containers</b>: investment<br>'
readOnly: true
type: number
createdDate:
description: 'The date on which the holding is created in the Yodlee system.<br><br><b>Applicable containers</b>: investment, insurance<br>'
readOnly: true
type: string
accruedIncome:
description: 'The accruedIncome of the holding.<br><br><b>Applicable containers</b>: investment<br>'
readOnly: true
$ref: '#/definitions/Money'
securityType:
description: 'Indicates the security type of holding identified through the security service.<br><br><b>Applicable containers</b>: investment, insurance<br>'
readOnly: true
type: string
providerAccountId:
format: int64
description: 'Unique identifier for the user''s association with the provider.<br><br><b>Applicable containers</b>: investment, insurance<br>'
readOnly: true
type: integer
unvestedQuantity:
format: double
description: 'Indicates the number of unvested quantity or units.<br><b>Note</b>: The unvested quantity field is only applicable to employee stock options, restricted stock units/awards, performance units, etc.<br><br><b>Applicable containers</b>: investment<br>'
readOnly: true
type: number
costBasis:
description: 'In a one-off security purchase, the cost basis is the quantity acquired multiplied by the price per unit paid plus any commission paid. In case, the same position is acquired in different lots on different days at different prices, the sum total of the cost incurred is divided by the total units acquired to arrive at the average cost basis.<br><br><b>Applicable containers</b>: investment<br>'
readOnly: true
$ref: '#/definitions/Money'
vestingDate:
description: 'The date on which a RSU, RSA, or an employee stock options become vested.<br><b>Note</b>: The vesting date field is only applicable to employee stock options, restricted stock units/awards, performance units, etc.<br><br><b>Applicable containers</b>: investment<br>'
readOnly: true
type: string
isin:
description: 'The ISIN (International Securities Identification Number) is used worldwide to identify specific securities. It is equivalent to CUSIP for international markets.<br><br><b>Note</b>: The ISIN field is only applicable to the trade related transactions<br><br><b>Applicable containers</b>: investment<br>'
readOnly: true
type: string
strikePrice:
description: 'The strike (exercise) price for the option position.<br><b>Note</b>: The strike price field is only applicable to options and employee stock options.<br><br><b>Applicable containers</b>: investment<br>'
readOnly: true
$ref: '#/definitions/Money'
YodleeError:
type: object
title: YodleeError
properties:
errorMessage:
description: The descriptive message that explains the error scenario.
readOnly: true
type: string
errorCode:
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
type: string
referenceCode:
description: Unique Yodlee identifier used to troubleshoot issues at Yodlee's end.
readOnly: true
type: string
SecurityHolding:
type: object
title: SecurityHolding
properties:
security:
readOnly: true
$ref: '#/definitions/Security'
id:
readOnly: true
type: string
StockExchangeDetail:
type: object
title: StockExchangeDetail
properties:
symbol:
description: 'Ticker symbol representing particular securities listed on an exchange.<br><br><b>Applicable containers</b>: investment, insurance<br>'
readOnly: true
type: string
countryCode:
description: 'Country codes are geocodes developed to represent countries and dependent areas.<br><br><b>Applicable containers</b>: investment, insurance<br>'
readOnly: true
type: string
currencyCode:
description: 'ISO codes of currency.<br><br><b>Applicable containers</b>: investment, insurance<br>'
readOnly: true
type: string
exchangeCode:
description: 'An Exchange code is a four-character code used to identify stock markets and other trading exchanges within global trading.<br><br><b>Applicable containers</b>: investment, insurance<br>'
readOnly: true
type: string
HoldingResponse:
type: object
title: HoldingResponse
properties:
holding:
readOnly: true
type: array
items:
$ref: '#/definitions/Holding'
HoldingAssetClassificationListResponse:
type: object
title: HoldingAssetClassificationListResponse
properties:
assetClassificationList:
readOnly: true
type: array
items:
$ref: '#/definitions/AssetClassificationList'
HoldingSecuritiesResponse:
type: object
title: HoldingSecuritiesResponse
properties:
holding:
readOnly: true
type: array
items:
$ref: '#/definitions/SecurityHolding'
HoldingRequest:
type: object
title: HoldingRequest
required:
- holding
properties:
holding:
type: array
items:
$ref: '#/definitions/HoldingRequestInfo'
AssetClassification:
type: object
title: AssetClassification
properties:
allocation:
format: double
description: 'The allocation percentage of the holding.<br><br><b>Required Feature Enablement</b>: Asset classification feature<br><br><b>Applicable containers</b>: investment<br>'
readOnly: true
type: number
classificationType:
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
type: string
classificationValue:
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
type: string
Money:
type: object
title: Money
properties:
amount:
format: double
description: Value of amount.
type: number
convertedAmount:
format: double
description: Value of the converted amount.
type: number
currency:
description: Currency should be a valid three-letter ISO Code.
type: string
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:
description: Currency should be a valid three-letter ISO Code.
type: string
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
AssetClassificationList:
type: object
title: AssetClassificationList
properties:
classificationType:
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
type: string
classificationValue:
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
type: array
items:
type: string
HoldingRequestInfo:
type: object
title: HoldingRequestInfo
required:
- accountId
- description
- value
properties:
symbol:
type: string
exercisedQuantity:
format: double
type: number
cusipNumber:
type: string
vestedQuantity:
format: double
type: number
description:
minLength: 1
type: string
maxLength: 2147483647
unvestedValue:
$ref: '#/definitions/Money'
vestedValue:
$ref: '#/definitions/Money'
optionType:
type: string
enum:
- put
- call
- unknown
- other
holdingType:
type: string
enum:
- stock
- mutualFund
- bond
- CD
- option
- moneyMarketFund
- othe
# --- truncated at 32 KB (42 KB total) ---
# Full source: https://raw.githubusercontent.com/api-evangelist/yodlee/refs/heads/main/openapi/yodlee-holdings-api-openapi.yml