getPortfolio

Perform various get operations on portfolio records.

Symitar eDocs References: Coming soon.

Operations

getPortfolioSelectFields

post
Authorizations
AuthorizationstringRequired
Bearer authentication header of the form Bearer <token>.
Body
AccountNumberstringOptional
PortfolioIdstringOptional
Responses
200

Successful operation.

application/json
post
/getPortfolioSelectFields
200

Successful operation.

getPortfolioSelectFieldsFilterChildren

post
Authorizations
AuthorizationstringRequired
Bearer authentication header of the form Bearer <token>.
Body
AccountNumberstringOptional
PortfolioIdstringOptional
Responses
200

Successful operation.

application/json
post
/getPortfolioSelectFieldsFilterChildren
200

Successful operation.

getPortfolioPagedListSelectFields

post
Authorizations
AuthorizationstringRequired
Bearer authentication header of the form Bearer <token>.
Body
AccountNumberstringOptional
Responses
200

Successful operation.

application/json
post
/getPortfolioPagedListSelectFields
200

Successful operation.

getPortfolioHoldSelectFields

post
Authorizations
AuthorizationstringRequired
Bearer authentication header of the form Bearer <token>.
Body
AccountNumberstringOptional
PortfolioIdstringOptional
PortfolioHoldLocatorintegerOptional
Responses
200

Successful operation.

application/json
post
/getPortfolioHoldSelectFields
200

Successful operation.

getPortfolioHoldPagedListSelectFields

post
Authorizations
AuthorizationstringRequired
Bearer authentication header of the form Bearer <token>.
Body
AccountNumberstringOptional
PortfolioIdstringOptional
Responses
200

Successful operation.

application/json
post
/getPortfolioHoldPagedListSelectFields
200

Successful operation.

Last updated

Was this helpful?