Envestnet · Schema

HoldingRequestInfo

FinancialWealth ManagementOpen BankingAccount Aggregation

Properties

Name	Type	Description
symbol	string
exercisedQuantity	number
cusipNumber	string
vestedQuantity	number
description	string
unvestedValue	object
vestedValue	object
optionType	string
holdingType	string
maturityDate	string
price	object
term	string
contractQuantity	number
isShort	boolean
value	object
expirationDate	string
interestRate	number
quantity	number
grantDate	string
sedol	string
vestedSharesExercisable	number
spread	object
accountId	integer
couponRate	number
unvestedQuantity	number
costBasis	object
vestingDate	string
isin	string
strikePrice	object

View JSON Schema on GitHub

JSON Schema

{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "$id": "#/components/schemas/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"
    }
  }
}

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