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For the complete documentation index, see llms.txt. This page is also available as Markdown.

getPortfolio

Perform various get operations on portfolio records.

Symitar eDocs References: Coming soon.

Operations

getPortfolio

post
Authorizations
Body
AccountNumberstringOptional
PortfolioIdstringOptional
Responses
200

Successful operation.

application/json
post/getPortfolio
POST /nexum/627/2022.01/account/getPortfolio HTTP/1.1
Host: naas.ymcu.libum.io
Content-Type: application/json
Accept: */*
Content-Length: 185

{
  "Credentials": {
    "AdministrativeCredentials": {
      "Password": "suwn37834b91&"
    }
  },
  "AccountNumber": "0000015812",
  "PortfolioId": "0002",
  "nxAttributes": {
    "customFields": {
      "appId": "{application-id}"
    }
  }
}
200

Successful operation.

{
  "Portfolio": {
    "AvailableBalance": "0.00",
    "Balance": "0.00",
    "CloseDate": "2025-09-09",
    "Description": "EQUITY",
    "Id": "0002",
    "RecordChangeDate": "2010-05-08"
  },
  "MessageId": "getPortfolio"
}

getPortfolioSelectFields

post
Authorizations
Body
AccountNumberstringOptional
PortfolioIdstringOptional
Responses
200

Successful operation.

application/json
post/getPortfolioSelectFields
POST /nexum/627/2022.01/account/getPortfolioSelectFields HTTP/1.1
Host: naas.ymcu.libum.io
Content-Type: application/json
Accept: */*
Content-Length: 304

{
  "Credentials": {
    "AdministrativeCredentials": {
      "Password": "suwn37834b91&"
    }
  },
  "AccountNumber": "0000015812",
  "PortfolioId": "0002",
  "SelectableFields": {
    "IncludeAllPortfolioFields": false,
    "PortfolioFields": {
      "Id": true,
      "Description": true,
      "Balance": true
    }
  },
  "nxAttributes": {
    "customFields": {
      "appId": "{application-id}"
    }
  }
}
200

Successful operation.

{
  "Portfolio": {
    "Balance": "0.00",
    "Description": "EQUITY",
    "Id": "0002"
  },
  "MessageId": "getPortfolioSelectFields"
}

getPortfolioSelectFieldsFilterChildren

post
Authorizations
Body
AccountNumberstringOptional
PortfolioIdstringOptional
Responses
200

Successful operation.

application/json
post/getPortfolioSelectFieldsFilterChildren
POST /nexum/627/2022.01/account/getPortfolioSelectFieldsFilterChildren HTTP/1.1
Host: naas.ymcu.libum.io
Content-Type: application/json
Accept: */*
Content-Length: 625

{
  "Credentials": {
    "AdministrativeCredentials": {
      "Password": "suwn37834b91&"
    }
  },
  "AccountNumber": "0000015812",
  "PortfolioId": "0002",
  "SelectableFields": {
    "PortfolioFields": {
      "Id": true,
      "Description": true,
      "Balance": true
    },
    "PortfolioHoldSelectableFields": {
      "IncludeAllPortfolioHoldFields": true
    },
    "PortfolioNoteSelectableFields": {
      "IncludeAllPortfolioNoteFields": true
    },
    "PortfolioTrackingSelectableFields": {
      "IncludeAllPortfolioTrackingFields": true
    }
  },
  "ChildrenSearchFilter": {
    "PortfolioHoldFilter": {
      "Query": ""
    },
    "PortfolioNoteFilter": {
      "Query": ""
    },
    "PortfolioTrackingFilter": {
      "Query": ""
    }
  },
  "nxAttributes": {
    "customFields": {
      "appId": "{application-id}"
    }
  }
}
200

Successful operation.

{
  "Portfolio": {
    "Balance": "0.00",
    "Description": "EQUITY",
    "Id": "0002"
  },
  "MessageId": "getPortfolioSelectFieldsFilterChildren"
}

getPortfolioPagedList

post
Authorizations
Body
AccountNumberstringOptional
Responses
200

Successful operation.

application/json
TokenstringOptional
post/getPortfolioPagedList
POST /nexum/627/2022.01/account/getPortfolioPagedList HTTP/1.1
Host: naas.ymcu.libum.io
Content-Type: application/json
Accept: */*
Content-Length: 243

{
  "Credentials": {
    "AdministrativeCredentials": {
      "Password": "suwn37834b91&"
    }
  },
  "AccountNumber": "0000015812",
  "PagingRequestContext": {
    "NumberOfRecordsToReturn": 5,
    "NumberOfRecordsToSkip": 0
  },
  "nxAttributes": {
    "customFields": {
      "appId": "{application-id}"
    }
  }
}
200

Successful operation.

{
  "Portfolio": [
    {
      "AvailableBalance": "0.00",
      "Balance": "0.00",
      "CloseDate": "2025-09-09",
      "Description": "EQUITY",
      "Id": "0002",
      "RecordChangeDate": "2010-05-08"
    },
    {
      "AvailableBalance": "0.00",
      "Balance": "0.00",
      "CloseDate": "2025-09-09",
      "Description": "EQUITY",
      "Id": "0023",
      "RecordChangeDate": "2010-05-08"
    }
  ],
  "Token": null,
  "MessageId": "getPortfolioPagedList"
}

getPortfolioListSelectFields

post
Authorizations
Body
AccountNumberstringOptional
Responses
200

Successful operation.

application/json
post/getPortfolioListSelectFields
POST /nexum/627/2022.01/account/getPortfolioListSelectFields HTTP/1.1
Host: naas.ymcu.libum.io
Content-Type: application/json
Accept: */*
Content-Length: 283

{
  "Credentials": {
    "AdministrativeCredentials": {
      "Password": "suwn37834b91&"
    }
  },
  "AccountNumber": "0000015812",
  "SelectableFields": {
    "IncludeAllPortfolioFields": false,
    "PortfolioFields": {
      "Id": true,
      "Description": true,
      "Balance": true
    }
  },
  "nxAttributes": {
    "customFields": {
      "appId": "{application-id}"
    }
  }
}
200

Successful operation.

{
  "PortfolioList": {
    "hasReachedMaximumListSize": false,
    "Portfolio": [
      {
        "Balance": "0.00",
        "Description": "EQUITY",
        "Id": "0002"
      },
      {
        "Balance": "0.00",
        "Description": "EQUITY",
        "Id": "0023"
      }
    ]
  },
  "MessageId": "getPortfolioListSelectFields"
}

getPortfolioPagedListSelectFields

post
Authorizations
Body
AccountNumberstringOptional
Responses
200

Successful operation.

application/json
TokenstringOptional
post/getPortfolioPagedListSelectFields
POST /nexum/627/2022.01/account/getPortfolioPagedListSelectFields HTTP/1.1
Host: naas.ymcu.libum.io
Content-Type: application/json
Accept: */*
Content-Length: 427

{
  "Credentials": {
    "AdministrativeCredentials": {
      "Password": "suwn37834b91&"
    }
  },
  "AccountNumber": "0000013454",
  "PagingRequestContext": {
    "NumberOfRecordsToReturn": 5,
    "NumberOfRecordsToSkip": 0
  },
  "SelectableFields": {
    "IncludeAllPortfolioFields": false,
    "PortfolioFields": {
      "Id": true,
      "Description": true,
      "Balance": true,
      "AvailableBalance": true,
      "CloseDate": true,
      "RecordChangeDate": true
    }
  },
  "nxAttributes": {
    "customFields": {
      "appId": "{application-id}"
    }
  }
}
200

Successful operation.

{
  "Portfolio": [],
  "Token": null,
  "MessageId": "getPortfolioPagedListSelectFields"
}

getPortfolioHold

post
Authorizations
Body
AccountNumberstringOptional
PortfolioIdstringOptional
PortfolioHoldLocatorintegerOptional
Responses
200

Successful operation.

application/json
post/getPortfolioHold
POST /nexum/627/2022.01/account/getPortfolioHold HTTP/1.1
Host: naas.ymcu.libum.io
Content-Type: application/json
Accept: */*
Content-Length: 389

{
  "Credentials": {
    "AccountNumberCredentials": {},
    "HomeBankingCredentials": {},
    "CardCredentials": {},
    "MICRCredentials": {},
    "LookupCredentials": {},
    "UserNumberCredentials": {
      "UserNumber": 1,
      "Password": "text"
    },
    "AdministrativeCredentials": {
      "Password": "text"
    },
    "TokenCredentials": {
      "TokenId": "text"
    }
  },
  "AccountNumber": "text",
  "PortfolioId": "text",
  "PortfolioHoldLocator": 1,
  "nxAttributes": {
    "customFields": {}
  }
}
200

Successful operation.

{
  "PortfolioHold": {
    "AchRecurringStop": 1,
    "Amount": 1,
    "AvailableBalance": 1,
    "EffectiveDate": "2026-01-01",
    "ExpirationDate": "2026-01-01",
    "ExpirationTime": 1,
    "FeeCode": 1,
    "FeeDescription": "text",
    "HoldCreationDate": "2026-01-01",
    "HoldCreationTime": "text",
    "LedgerBalance": 1,
    "Locator": 1,
    "MatchDate": "2026-01-01",
    "MatchTime": 1,
    "MemberBranch": "text",
    "PayeeName": "text",
    "RecordChangeDate": "2026-01-01",
    "Reference1": "text",
    "Reference2": "text",
    "Reference3": "text",
    "Reference4": "text",
    "StopPayCode": 1,
    "TransactionType": 1,
    "Type": 1
  }
}

getPortfolioHoldSelectFields

post
Authorizations
Body
AccountNumberstringOptional
PortfolioIdstringOptional
PortfolioHoldLocatorintegerOptional
Responses
200

Successful operation.

application/json
post/getPortfolioHoldSelectFields
POST /nexum/627/2022.01/account/getPortfolioHoldSelectFields HTTP/1.1
Host: naas.ymcu.libum.io
Content-Type: application/json
Accept: */*
Content-Length: 940

{
  "Credentials": {
    "AccountNumberCredentials": {},
    "HomeBankingCredentials": {},
    "CardCredentials": {},
    "MICRCredentials": {},
    "LookupCredentials": {},
    "UserNumberCredentials": {
      "UserNumber": 1,
      "Password": "text"
    },
    "AdministrativeCredentials": {
      "Password": "text"
    },
    "TokenCredentials": {
      "TokenId": "text"
    }
  },
  "AccountNumber": "text",
  "PortfolioId": "text",
  "PortfolioHoldLocator": 1,
  "SelectableFields": {
    "IncludeAllPortfolioHoldFields": true,
    "PortfolioHoldFields": {
      "AchRecurringStop": true,
      "Amount": true,
      "AvailableBalance": true,
      "EffectiveDate": true,
      "ExpirationDate": true,
      "ExpirationTime": true,
      "FeeCode": true,
      "FeeDescription": true,
      "HoldCreationDate": true,
      "HoldCreationTime": true,
      "LedgerBalance": true,
      "Locator": true,
      "MatchDate": true,
      "MatchTime": true,
      "MemberBranch": true,
      "PayeeName": true,
      "RecordChangeDate": true,
      "Reference1": true,
      "Reference2": true,
      "Reference3": true,
      "Reference4": true,
      "StopPayCode": true,
      "TransactionType": true,
      "Type": true
    }
  },
  "nxAttributes": {
    "customFields": {}
  }
}
200

Successful operation.

{
  "PortfolioHold": {
    "AchRecurringStop": 1,
    "Amount": 1,
    "AvailableBalance": 1,
    "EffectiveDate": "2026-01-01",
    "ExpirationDate": "2026-01-01",
    "ExpirationTime": 1,
    "FeeCode": 1,
    "FeeDescription": "text",
    "HoldCreationDate": "2026-01-01",
    "HoldCreationTime": "text",
    "LedgerBalance": 1,
    "Locator": 1,
    "MatchDate": "2026-01-01",
    "MatchTime": 1,
    "MemberBranch": "text",
    "PayeeName": "text",
    "RecordChangeDate": "2026-01-01",
    "Reference1": "text",
    "Reference2": "text",
    "Reference3": "text",
    "Reference4": "text",
    "StopPayCode": 1,
    "TransactionType": 1,
    "Type": 1
  }
}

getPortfolioHoldPagedList

post
Authorizations
Body
AccountNumberstringOptional
PortfolioIdstringOptional
Responses
200

Successful operation.

application/json
TokenstringOptional
post/getPortfolioHoldPagedList
POST /nexum/627/2022.01/account/getPortfolioHoldPagedList HTTP/1.1
Host: naas.ymcu.libum.io
Content-Type: application/json
Accept: */*
Content-Length: 458

{
  "Credentials": {
    "AccountNumberCredentials": {},
    "HomeBankingCredentials": {},
    "CardCredentials": {},
    "MICRCredentials": {},
    "LookupCredentials": {},
    "UserNumberCredentials": {
      "UserNumber": 1,
      "Password": "text"
    },
    "AdministrativeCredentials": {
      "Password": "text"
    },
    "TokenCredentials": {
      "TokenId": "text"
    }
  },
  "AccountNumber": "text",
  "PortfolioId": "text",
  "PagingRequestContext": {
    "NumberOfRecordsToReturn": 1,
    "NumberOfRecordsToSkip": 1,
    "Token": "text"
  },
  "nxAttributes": {
    "customFields": {}
  }
}
200

Successful operation.

{
  "PortfolioHold": [
    {
      "AchRecurringStop": 1,
      "Amount": 1,
      "AvailableBalance": 1,
      "EffectiveDate": "2026-01-01",
      "ExpirationDate": "2026-01-01",
      "ExpirationTime": 1,
      "FeeCode": 1,
      "FeeDescription": "text",
      "HoldCreationDate": "2026-01-01",
      "HoldCreationTime": "text",
      "LedgerBalance": 1,
      "Locator": 1,
      "MatchDate": "2026-01-01",
      "MatchTime": 1,
      "MemberBranch": "text",
      "PayeeName": "text",
      "RecordChangeDate": "2026-01-01",
      "Reference1": "text",
      "Reference2": "text",
      "Reference3": "text",
      "Reference4": "text",
      "StopPayCode": 1,
      "TransactionType": 1,
      "Type": 1
    }
  ],
  "Token": "text"
}

getPortfolioHoldListSelectFields

post
Authorizations
Body
AccountNumberstringOptional
PortfolioIdstringOptional
Responses
200

Successful operation.

application/json
post/getPortfolioHoldListSelectFields
POST /nexum/627/2022.01/account/getPortfolioHoldListSelectFields HTTP/1.1
Host: naas.ymcu.libum.io
Content-Type: application/json
Accept: */*
Content-Length: 915

{
  "Credentials": {
    "AccountNumberCredentials": {},
    "HomeBankingCredentials": {},
    "CardCredentials": {},
    "MICRCredentials": {},
    "LookupCredentials": {},
    "UserNumberCredentials": {
      "UserNumber": 1,
      "Password": "text"
    },
    "AdministrativeCredentials": {
      "Password": "text"
    },
    "TokenCredentials": {
      "TokenId": "text"
    }
  },
  "AccountNumber": "text",
  "PortfolioId": "text",
  "SelectableFields": {
    "IncludeAllPortfolioHoldFields": true,
    "PortfolioHoldFields": {
      "AchRecurringStop": true,
      "Amount": true,
      "AvailableBalance": true,
      "EffectiveDate": true,
      "ExpirationDate": true,
      "ExpirationTime": true,
      "FeeCode": true,
      "FeeDescription": true,
      "HoldCreationDate": true,
      "HoldCreationTime": true,
      "LedgerBalance": true,
      "Locator": true,
      "MatchDate": true,
      "MatchTime": true,
      "MemberBranch": true,
      "PayeeName": true,
      "RecordChangeDate": true,
      "Reference1": true,
      "Reference2": true,
      "Reference3": true,
      "Reference4": true,
      "StopPayCode": true,
      "TransactionType": true,
      "Type": true
    }
  },
  "nxAttributes": {
    "customFields": {}
  }
}
200

Successful operation.

{
  "PortfolioHoldList": {
    "hasReachedMaximumListSize": true,
    "PortfolioHold": [
      {
        "AchRecurringStop": 1,
        "Amount": 1,
        "AvailableBalance": 1,
        "EffectiveDate": "2026-01-01",
        "ExpirationDate": "2026-01-01",
        "ExpirationTime": 1,
        "FeeCode": 1,
        "FeeDescription": "text",
        "HoldCreationDate": "2026-01-01",
        "HoldCreationTime": "text",
        "LedgerBalance": 1,
        "Locator": 1,
        "MatchDate": "2026-01-01",
        "MatchTime": 1,
        "MemberBranch": "text",
        "PayeeName": "text",
        "RecordChangeDate": "2026-01-01",
        "Reference1": "text",
        "Reference2": "text",
        "Reference3": "text",
        "Reference4": "text",
        "StopPayCode": 1,
        "TransactionType": 1,
        "Type": 1
      }
    ]
  }
}

getPortfolioHoldPagedListSelectFields

post
Authorizations
Body
AccountNumberstringOptional
PortfolioIdstringOptional
Responses
200

Successful operation.

application/json
TokenstringOptional
post/getPortfolioHoldPagedListSelectFields
POST /nexum/627/2022.01/account/getPortfolioHoldPagedListSelectFields HTTP/1.1
Host: naas.ymcu.libum.io
Content-Type: application/json
Accept: */*
Content-Length: 1009

{
  "Credentials": {
    "AccountNumberCredentials": {},
    "HomeBankingCredentials": {},
    "CardCredentials": {},
    "MICRCredentials": {},
    "LookupCredentials": {},
    "UserNumberCredentials": {
      "UserNumber": 1,
      "Password": "text"
    },
    "AdministrativeCredentials": {
      "Password": "text"
    },
    "TokenCredentials": {
      "TokenId": "text"
    }
  },
  "AccountNumber": "text",
  "PortfolioId": "text",
  "PagingRequestContext": {
    "NumberOfRecordsToReturn": 1,
    "NumberOfRecordsToSkip": 1,
    "Token": "text"
  },
  "SelectableFields": {
    "IncludeAllPortfolioHoldFields": true,
    "PortfolioHoldFields": {
      "AchRecurringStop": true,
      "Amount": true,
      "AvailableBalance": true,
      "EffectiveDate": true,
      "ExpirationDate": true,
      "ExpirationTime": true,
      "FeeCode": true,
      "FeeDescription": true,
      "HoldCreationDate": true,
      "HoldCreationTime": true,
      "LedgerBalance": true,
      "Locator": true,
      "MatchDate": true,
      "MatchTime": true,
      "MemberBranch": true,
      "PayeeName": true,
      "RecordChangeDate": true,
      "Reference1": true,
      "Reference2": true,
      "Reference3": true,
      "Reference4": true,
      "StopPayCode": true,
      "TransactionType": true,
      "Type": true
    }
  },
  "nxAttributes": {
    "customFields": {}
  }
}
200

Successful operation.

{
  "PortfolioHold": [
    {
      "AchRecurringStop": 1,
      "Amount": 1,
      "AvailableBalance": 1,
      "EffectiveDate": "2026-01-01",
      "ExpirationDate": "2026-01-01",
      "ExpirationTime": 1,
      "FeeCode": 1,
      "FeeDescription": "text",
      "HoldCreationDate": "2026-01-01",
      "HoldCreationTime": "text",
      "LedgerBalance": 1,
      "Locator": 1,
      "MatchDate": "2026-01-01",
      "MatchTime": 1,
      "MemberBranch": "text",
      "PayeeName": "text",
      "RecordChangeDate": "2026-01-01",
      "Reference1": "text",
      "Reference2": "text",
      "Reference3": "text",
      "Reference4": "text",
      "StopPayCode": 1,
      "TransactionType": 1,
      "Type": 1
    }
  ],
  "Token": "text"
}

getPortfolioNote

post
Authorizations
Body
AccountNumberstringOptional
PortfolioIdstringOptional
PortfolioNoteLocatorintegerOptional
Responses
200

Successful operation.

application/json
post/getPortfolioNote
POST /nexum/627/2022.01/account/getPortfolioNote HTTP/1.1
Host: naas.ymcu.libum.io
Content-Type: application/json
Accept: */*
Content-Length: 389

{
  "Credentials": {
    "AccountNumberCredentials": {},
    "HomeBankingCredentials": {},
    "CardCredentials": {},
    "MICRCredentials": {},
    "LookupCredentials": {},
    "UserNumberCredentials": {
      "UserNumber": 1,
      "Password": "text"
    },
    "AdministrativeCredentials": {
      "Password": "text"
    },
    "TokenCredentials": {
      "TokenId": "text"
    }
  },
  "AccountNumber": "text",
  "PortfolioId": "text",
  "PortfolioNoteLocator": 1,
  "nxAttributes": {
    "customFields": {}
  }
}
200

Successful operation.

{
  "PortfolioNote": {
    "Code": 1,
    "EnterDate": "2026-01-01",
    "EnterTime": 1,
    "ExpirationDate": "2026-01-01",
    "Id": "text",
    "IdType": 1,
    "Locator": 1,
    "RecordChangeDate": "2026-01-01",
    "Text": [
      {
        "EntryId": 1,
        "Text": "text"
      }
    ],
    "TextLineCount": 1,
    "UserId": 1,
    "VoidFlag": 1,
    "VoidedBy": 1
  }
}

getPortfolioNoteSelectFields

post
Authorizations
Body
AccountNumberstringOptional
PortfolioIdstringOptional
PortfolioNoteLocatorintegerOptional
Responses
200

Successful operation.

application/json
post/getPortfolioNoteSelectFields
POST /nexum/627/2022.01/account/getPortfolioNoteSelectFields HTTP/1.1
Host: naas.ymcu.libum.io
Content-Type: application/json
Accept: */*
Content-Length: 680

{
  "Credentials": {
    "AccountNumberCredentials": {},
    "HomeBankingCredentials": {},
    "CardCredentials": {},
    "MICRCredentials": {},
    "LookupCredentials": {},
    "UserNumberCredentials": {
      "UserNumber": 1,
      "Password": "text"
    },
    "AdministrativeCredentials": {
      "Password": "text"
    },
    "TokenCredentials": {
      "TokenId": "text"
    }
  },
  "AccountNumber": "text",
  "PortfolioId": "text",
  "PortfolioNoteLocator": 1,
  "SelectableFields": {
    "IncludeAllPortfolioNoteFields": true,
    "PortfolioNoteFields": {
      "Code": true,
      "EnterDate": true,
      "EnterTime": true,
      "ExpirationDate": true,
      "Id": true,
      "IdType": true,
      "Locator": true,
      "RecordChangeDate": true,
      "Text": [
        1
      ],
      "TextLineCount": true,
      "UserId": true,
      "VoidFlag": true,
      "VoidedBy": true
    }
  },
  "nxAttributes": {
    "customFields": {}
  }
}
200

Successful operation.

{
  "PortfolioNote": {
    "Code": 1,
    "EnterDate": "2026-01-01",
    "EnterTime": 1,
    "ExpirationDate": "2026-01-01",
    "Id": "text",
    "IdType": 1,
    "Locator": 1,
    "RecordChangeDate": "2026-01-01",
    "Text": [
      {
        "EntryId": 1,
        "Text": "text"
      }
    ],
    "TextLineCount": 1,
    "UserId": 1,
    "VoidFlag": 1,
    "VoidedBy": 1
  }
}

getPortfolioNotePagedList

post
Authorizations
Body
AccountNumberstringOptional
PortfolioIdstringOptional
Responses
200

Successful operation.

application/json
TokenstringOptional
post/getPortfolioNotePagedList
POST /nexum/627/2022.01/account/getPortfolioNotePagedList HTTP/1.1
Host: naas.ymcu.libum.io
Content-Type: application/json
Accept: */*
Content-Length: 458

{
  "Credentials": {
    "AccountNumberCredentials": {},
    "HomeBankingCredentials": {},
    "CardCredentials": {},
    "MICRCredentials": {},
    "LookupCredentials": {},
    "UserNumberCredentials": {
      "UserNumber": 1,
      "Password": "text"
    },
    "AdministrativeCredentials": {
      "Password": "text"
    },
    "TokenCredentials": {
      "TokenId": "text"
    }
  },
  "AccountNumber": "text",
  "PortfolioId": "text",
  "PagingRequestContext": {
    "NumberOfRecordsToReturn": 1,
    "NumberOfRecordsToSkip": 1,
    "Token": "text"
  },
  "nxAttributes": {
    "customFields": {}
  }
}
200

Successful operation.

{
  "PortfolioNote": [
    {
      "Code": 1,
      "EnterDate": "2026-01-01",
      "EnterTime": 1,
      "ExpirationDate": "2026-01-01",
      "Id": "text",
      "IdType": 1,
      "Locator": 1,
      "RecordChangeDate": "2026-01-01",
      "Text": [
        {
          "EntryId": 1,
          "Text": "text"
        }
      ],
      "TextLineCount": 1,
      "UserId": 1,
      "VoidFlag": 1,
      "VoidedBy": 1
    }
  ],
  "Token": "text"
}

getPortfolioNoteListSelectFields

post
Authorizations
Body
AccountNumberstringOptional
PortfolioIdstringOptional
Responses
200

Successful operation.

application/json
post/getPortfolioNoteListSelectFields
POST /nexum/627/2022.01/account/getPortfolioNoteListSelectFields HTTP/1.1
Host: naas.ymcu.libum.io
Content-Type: application/json
Accept: */*
Content-Length: 655

{
  "Credentials": {
    "AccountNumberCredentials": {},
    "HomeBankingCredentials": {},
    "CardCredentials": {},
    "MICRCredentials": {},
    "LookupCredentials": {},
    "UserNumberCredentials": {
      "UserNumber": 1,
      "Password": "text"
    },
    "AdministrativeCredentials": {
      "Password": "text"
    },
    "TokenCredentials": {
      "TokenId": "text"
    }
  },
  "AccountNumber": "text",
  "PortfolioId": "text",
  "SelectableFields": {
    "IncludeAllPortfolioNoteFields": true,
    "PortfolioNoteFields": {
      "Code": true,
      "EnterDate": true,
      "EnterTime": true,
      "ExpirationDate": true,
      "Id": true,
      "IdType": true,
      "Locator": true,
      "RecordChangeDate": true,
      "Text": [
        1
      ],
      "TextLineCount": true,
      "UserId": true,
      "VoidFlag": true,
      "VoidedBy": true
    }
  },
  "nxAttributes": {
    "customFields": {}
  }
}
200

Successful operation.

{
  "PortfolioNoteList": {
    "hasReachedMaximumListSize": true,
    "PortfolioNote": [
      {
        "Code": 1,
        "EnterDate": "2026-01-01",
        "EnterTime": 1,
        "ExpirationDate": "2026-01-01",
        "Id": "text",
        "IdType": 1,
        "Locator": 1,
        "RecordChangeDate": "2026-01-01",
        "Text": [
          {
            "EntryId": 1,
            "Text": "text"
          }
        ],
        "TextLineCount": 1,
        "UserId": 1,
        "VoidFlag": 1,
        "VoidedBy": 1
      }
    ]
  }
}

getPortfolioNotePagedListSelectFields

post
Authorizations
Body
AccountNumberstringOptional
PortfolioIdstringOptional
Responses
200

Successful operation.

application/json
TokenstringOptional
post/getPortfolioNotePagedListSelectFields
POST /nexum/627/2022.01/account/getPortfolioNotePagedListSelectFields HTTP/1.1
Host: naas.ymcu.libum.io
Content-Type: application/json
Accept: */*
Content-Length: 749

{
  "Credentials": {
    "AccountNumberCredentials": {},
    "HomeBankingCredentials": {},
    "CardCredentials": {},
    "MICRCredentials": {},
    "LookupCredentials": {},
    "UserNumberCredentials": {
      "UserNumber": 1,
      "Password": "text"
    },
    "AdministrativeCredentials": {
      "Password": "text"
    },
    "TokenCredentials": {
      "TokenId": "text"
    }
  },
  "AccountNumber": "text",
  "PortfolioId": "text",
  "PagingRequestContext": {
    "NumberOfRecordsToReturn": 1,
    "NumberOfRecordsToSkip": 1,
    "Token": "text"
  },
  "SelectableFields": {
    "IncludeAllPortfolioNoteFields": true,
    "PortfolioNoteFields": {
      "Code": true,
      "EnterDate": true,
      "EnterTime": true,
      "ExpirationDate": true,
      "Id": true,
      "IdType": true,
      "Locator": true,
      "RecordChangeDate": true,
      "Text": [
        1
      ],
      "TextLineCount": true,
      "UserId": true,
      "VoidFlag": true,
      "VoidedBy": true
    }
  },
  "nxAttributes": {
    "customFields": {}
  }
}
200

Successful operation.

{
  "PortfolioNote": [
    {
      "Code": 1,
      "EnterDate": "2026-01-01",
      "EnterTime": 1,
      "ExpirationDate": "2026-01-01",
      "Id": "text",
      "IdType": 1,
      "Locator": 1,
      "RecordChangeDate": "2026-01-01",
      "Text": [
        {
          "EntryId": 1,
          "Text": "text"
        }
      ],
      "TextLineCount": 1,
      "UserId": 1,
      "VoidFlag": 1,
      "VoidedBy": 1
    }
  ],
  "Token": "text"
}

getPortfolioTracking

post
Authorizations
Body
AccountNumberstringOptional
PortfolioIdstringOptional
PortfolioTrackingLocatorintegerOptional
Responses
200

Successful operation.

application/json
post/getPortfolioTracking
POST /nexum/627/2022.01/account/getPortfolioTracking HTTP/1.1
Host: naas.ymcu.libum.io
Content-Type: application/json
Accept: */*
Content-Length: 393

{
  "Credentials": {
    "AccountNumberCredentials": {},
    "HomeBankingCredentials": {},
    "CardCredentials": {},
    "MICRCredentials": {},
    "LookupCredentials": {},
    "UserNumberCredentials": {
      "UserNumber": 1,
      "Password": "text"
    },
    "AdministrativeCredentials": {
      "Password": "text"
    },
    "TokenCredentials": {
      "TokenId": "text"
    }
  },
  "AccountNumber": "text",
  "PortfolioId": "text",
  "PortfolioTrackingLocator": 1,
  "nxAttributes": {
    "customFields": {}
  }
}
200

Successful operation.

{
  "PortfolioTracking": {
    "CreationDate": "2026-01-01",
    "CreationTime": 1,
    "ExpireDate": "2026-01-01",
    "FmLastDate": "2026-01-01",
    "Id": "text",
    "IdType": 1,
    "Locator": 1,
    "RecordChangeDate": "2026-01-01",
    "TrackingCode": 1,
    "Type": 1,
    "UserAmount1": 1,
    "UserAmount10": 1,
    "UserAmount11": 1,
    "UserAmount12": 1,
    "UserAmount13": 1,
    "UserAmount14": 1,
    "UserAmount15": 1,
    "UserAmount16": 1,
    "UserAmount17": 1,
    "UserAmount18": 1,
    "UserAmount19": 1,
    "UserAmount2": 1,
    "UserAmount20": 1,
    "UserAmount3": 1,
    "UserAmount4": 1,
    "UserAmount5": 1,
    "UserAmount6": 1,
    "UserAmount7": 1,
    "UserAmount8": 1,
    "UserAmount9": 1,
    "UserChar1": "text",
    "UserChar10": "text",
    "UserChar11": "text",
    "UserChar12": "text",
    "UserChar13": "text",
    "UserChar14": "text",
    "UserChar15": "text",
    "UserChar16": "text",
    "UserChar17": "text",
    "UserChar18": "text",
    "UserChar19": "text",
    "UserChar2": "text",
    "UserChar20": "text",
    "UserChar3": "text",
    "UserChar4": "text",
    "UserChar5": "text",
    "UserChar6": "text",
    "UserChar7": "text",
    "UserChar8": "text",
    "UserChar9": "text",
    "UserCode1": 1,
    "UserCode10": 1,
    "UserCode11": 1,
    "UserCode12": 1,
    "UserCode13": 1,
    "UserCode14": 1,
    "UserCode15": 1,
    "UserCode16": 1,
    "UserCode17": 1,
    "UserCode18": 1,
    "UserCode19": 1,
    "UserCode2": 1,
    "UserCode20": 1,
    "UserCode3": 1,
    "UserCode4": 1,
    "UserCode5": 1,
    "UserCode6": 1,
    "UserCode7": 1,
    "UserCode8": 1,
    "UserCode9": 1,
    "UserDate1": "2026-01-01",
    "UserDate10": "2026-01-01",
    "UserDate11": "2026-01-01",
    "UserDate12": "2026-01-01",
    "UserDate13": "2026-01-01",
    "UserDate14": "2026-01-01",
    "UserDate15": "2026-01-01",
    "UserDate16": "2026-01-01",
    "UserDate17": "2026-01-01",
    "UserDate18": "2026-01-01",
    "UserDate19": "2026-01-01",
    "UserDate2": "2026-01-01",
    "UserDate20": "2026-01-01",
    "UserDate3": "2026-01-01",
    "UserDate4": "2026-01-01",
    "UserDate5": "2026-01-01",
    "UserDate6": "2026-01-01",
    "UserDate7": "2026-01-01",
    "UserDate8": "2026-01-01",
    "UserDate9": "2026-01-01",
    "UserId": 1,
    "UserNumber1": 1,
    "UserNumber10": 1,
    "UserNumber11": 1,
    "UserNumber12": 1,
    "UserNumber13": 1,
    "UserNumber14": 1,
    "UserNumber15": 1,
    "UserNumber16": 1,
    "UserNumber17": 1,
    "UserNumber18": 1,
    "UserNumber19": 1,
    "UserNumber2": 1,
    "UserNumber20": 1,
    "UserNumber3": 1,
    "UserNumber4": 1,
    "UserNumber5": 1,
    "UserNumber6": 1,
    "UserNumber7": 1,
    "UserNumber8": 1,
    "UserNumber9": 1,
    "UserRate1": 1,
    "UserRate10": 1,
    "UserRate11": 1,
    "UserRate12": 1,
    "UserRate13": 1,
    "UserRate14": 1,
    "UserRate15": 1,
    "UserRate16": 1,
    "UserRate17": 1,
    "UserRate18": 1,
    "UserRate19": 1,
    "UserRate2": 1,
    "UserRate20": 1,
    "UserRate3": 1,
    "UserRate4": 1,
    "UserRate5": 1,
    "UserRate6": 1,
    "UserRate7": 1,
    "UserRate8": 1,
    "UserRate9": 1
  }
}

getPortfolioTrackingSelectFields

post
Authorizations
Body
AccountNumberstringOptional
PortfolioIdstringOptional
PortfolioTrackingLocatorintegerOptional
Responses
200

Successful operation.

application/json
post/getPortfolioTrackingSelectFields
POST /nexum/627/2022.01/account/getPortfolioTrackingSelectFields HTTP/1.1
Host: naas.ymcu.libum.io
Content-Type: application/json
Accept: */*
Content-Length: 2854

{
  "Credentials": {
    "AccountNumberCredentials": {},
    "HomeBankingCredentials": {},
    "CardCredentials": {},
    "MICRCredentials": {},
    "LookupCredentials": {},
    "UserNumberCredentials": {
      "UserNumber": 1,
      "Password": "text"
    },
    "AdministrativeCredentials": {
      "Password": "text"
    },
    "TokenCredentials": {
      "TokenId": "text"
    }
  },
  "AccountNumber": "text",
  "PortfolioId": "text",
  "PortfolioTrackingLocator": 1,
  "SelectableFields": {
    "IncludeAllPortfolioTrackingFields": true,
    "PortfolioTrackingFields": {
      "CreationDate": true,
      "CreationTime": true,
      "ExpireDate": true,
      "FmLastDate": true,
      "Id": true,
      "IdType": true,
      "Locator": true,
      "RecordChangeDate": true,
      "TrackingCode": true,
      "Type": true,
      "UserAmount1": true,
      "UserAmount10": true,
      "UserAmount11": true,
      "UserAmount12": true,
      "UserAmount13": true,
      "UserAmount14": true,
      "UserAmount15": true,
      "UserAmount16": true,
      "UserAmount17": true,
      "UserAmount18": true,
      "UserAmount19": true,
      "UserAmount2": true,
      "UserAmount20": true,
      "UserAmount3": true,
      "UserAmount4": true,
      "UserAmount5": true,
      "UserAmount6": true,
      "UserAmount7": true,
      "UserAmount8": true,
      "UserAmount9": true,
      "UserChar1": true,
      "UserChar10": true,
      "UserChar11": true,
      "UserChar12": true,
      "UserChar13": true,
      "UserChar14": true,
      "UserChar15": true,
      "UserChar16": true,
      "UserChar17": true,
      "UserChar18": true,
      "UserChar19": true,
      "UserChar2": true,
      "UserChar20": true,
      "UserChar3": true,
      "UserChar4": true,
      "UserChar5": true,
      "UserChar6": true,
      "UserChar7": true,
      "UserChar8": true,
      "UserChar9": true,
      "UserCode1": true,
      "UserCode10": true,
      "UserCode11": true,
      "UserCode12": true,
      "UserCode13": true,
      "UserCode14": true,
      "UserCode15": true,
      "UserCode16": true,
      "UserCode17": true,
      "UserCode18": true,
      "UserCode19": true,
      "UserCode2": true,
      "UserCode20": true,
      "UserCode3": true,
      "UserCode4": true,
      "UserCode5": true,
      "UserCode6": true,
      "UserCode7": true,
      "UserCode8": true,
      "UserCode9": true,
      "UserDate1": true,
      "UserDate10": true,
      "UserDate11": true,
      "UserDate12": true,
      "UserDate13": true,
      "UserDate14": true,
      "UserDate15": true,
      "UserDate16": true,
      "UserDate17": true,
      "UserDate18": true,
      "UserDate19": true,
      "UserDate2": true,
      "UserDate20": true,
      "UserDate3": true,
      "UserDate4": true,
      "UserDate5": true,
      "UserDate6": true,
      "UserDate7": true,
      "UserDate8": true,
      "UserDate9": true,
      "UserId": true,
      "UserNumber1": true,
      "UserNumber10": true,
      "UserNumber11": true,
      "UserNumber12": true,
      "UserNumber13": true,
      "UserNumber14": true,
      "UserNumber15": true,
      "UserNumber16": true,
      "UserNumber17": true,
      "UserNumber18": true,
      "UserNumber19": true,
      "UserNumber2": true,
      "UserNumber20": true,
      "UserNumber3": true,
      "UserNumber4": true,
      "UserNumber5": true,
      "UserNumber6": true,
      "UserNumber7": true,
      "UserNumber8": true,
      "UserNumber9": true,
      "UserRate1": true,
      "UserRate10": true,
      "UserRate11": true,
      "UserRate12": true,
      "UserRate13": true,
      "UserRate14": true,
      "UserRate15": true,
      "UserRate16": true,
      "UserRate17": true,
      "UserRate18": true,
      "UserRate19": true,
      "UserRate2": true,
      "UserRate20": true,
      "UserRate3": true,
      "UserRate4": true,
      "UserRate5": true,
      "UserRate6": true,
      "UserRate7": true,
      "UserRate8": true,
      "UserRate9": true
    }
  },
  "nxAttributes": {
    "customFields": {}
  }
}
200

Successful operation.

{
  "PortfolioTracking": {
    "CreationDate": "2026-01-01",
    "CreationTime": 1,
    "ExpireDate": "2026-01-01",
    "FmLastDate": "2026-01-01",
    "Id": "text",
    "IdType": 1,
    "Locator": 1,
    "RecordChangeDate": "2026-01-01",
    "TrackingCode": 1,
    "Type": 1,
    "UserAmount1": 1,
    "UserAmount10": 1,
    "UserAmount11": 1,
    "UserAmount12": 1,
    "UserAmount13": 1,
    "UserAmount14": 1,
    "UserAmount15": 1,
    "UserAmount16": 1,
    "UserAmount17": 1,
    "UserAmount18": 1,
    "UserAmount19": 1,
    "UserAmount2": 1,
    "UserAmount20": 1,
    "UserAmount3": 1,
    "UserAmount4": 1,
    "UserAmount5": 1,
    "UserAmount6": 1,
    "UserAmount7": 1,
    "UserAmount8": 1,
    "UserAmount9": 1,
    "UserChar1": "text",
    "UserChar10": "text",
    "UserChar11": "text",
    "UserChar12": "text",
    "UserChar13": "text",
    "UserChar14": "text",
    "UserChar15": "text",
    "UserChar16": "text",
    "UserChar17": "text",
    "UserChar18": "text",
    "UserChar19": "text",
    "UserChar2": "text",
    "UserChar20": "text",
    "UserChar3": "text",
    "UserChar4": "text",
    "UserChar5": "text",
    "UserChar6": "text",
    "UserChar7": "text",
    "UserChar8": "text",
    "UserChar9": "text",
    "UserCode1": 1,
    "UserCode10": 1,
    "UserCode11": 1,
    "UserCode12": 1,
    "UserCode13": 1,
    "UserCode14": 1,
    "UserCode15": 1,
    "UserCode16": 1,
    "UserCode17": 1,
    "UserCode18": 1,
    "UserCode19": 1,
    "UserCode2": 1,
    "UserCode20": 1,
    "UserCode3": 1,
    "UserCode4": 1,
    "UserCode5": 1,
    "UserCode6": 1,
    "UserCode7": 1,
    "UserCode8": 1,
    "UserCode9": 1,
    "UserDate1": "2026-01-01",
    "UserDate10": "2026-01-01",
    "UserDate11": "2026-01-01",
    "UserDate12": "2026-01-01",
    "UserDate13": "2026-01-01",
    "UserDate14": "2026-01-01",
    "UserDate15": "2026-01-01",
    "UserDate16": "2026-01-01",
    "UserDate17": "2026-01-01",
    "UserDate18": "2026-01-01",
    "UserDate19": "2026-01-01",
    "UserDate2": "2026-01-01",
    "UserDate20": "2026-01-01",
    "UserDate3": "2026-01-01",
    "UserDate4": "2026-01-01",
    "UserDate5": "2026-01-01",
    "UserDate6": "2026-01-01",
    "UserDate7": "2026-01-01",
    "UserDate8": "2026-01-01",
    "UserDate9": "2026-01-01",
    "UserId": 1,
    "UserNumber1": 1,
    "UserNumber10": 1,
    "UserNumber11": 1,
    "UserNumber12": 1,
    "UserNumber13": 1,
    "UserNumber14": 1,
    "UserNumber15": 1,
    "UserNumber16": 1,
    "UserNumber17": 1,
    "UserNumber18": 1,
    "UserNumber19": 1,
    "UserNumber2": 1,
    "UserNumber20": 1,
    "UserNumber3": 1,
    "UserNumber4": 1,
    "UserNumber5": 1,
    "UserNumber6": 1,
    "UserNumber7": 1,
    "UserNumber8": 1,
    "UserNumber9": 1,
    "UserRate1": 1,
    "UserRate10": 1,
    "UserRate11": 1,
    "UserRate12": 1,
    "UserRate13": 1,
    "UserRate14": 1,
    "UserRate15": 1,
    "UserRate16": 1,
    "UserRate17": 1,
    "UserRate18": 1,
    "UserRate19": 1,
    "UserRate2": 1,
    "UserRate20": 1,
    "UserRate3": 1,
    "UserRate4": 1,
    "UserRate5": 1,
    "UserRate6": 1,
    "UserRate7": 1,
    "UserRate8": 1,
    "UserRate9": 1
  }
}

getPortfolioTrackingPagedList

post
Authorizations
Body
AccountNumberstringOptional
PortfolioIdstringOptional
Responses
200

Successful operation.

application/json
TokenstringOptional
post/getPortfolioTrackingPagedList
POST /nexum/627/2022.01/account/getPortfolioTrackingPagedList HTTP/1.1
Host: naas.ymcu.libum.io
Content-Type: application/json
Accept: */*
Content-Length: 458

{
  "Credentials": {
    "AccountNumberCredentials": {},
    "HomeBankingCredentials": {},
    "CardCredentials": {},
    "MICRCredentials": {},
    "LookupCredentials": {},
    "UserNumberCredentials": {
      "UserNumber": 1,
      "Password": "text"
    },
    "AdministrativeCredentials": {
      "Password": "text"
    },
    "TokenCredentials": {
      "TokenId": "text"
    }
  },
  "AccountNumber": "text",
  "PortfolioId": "text",
  "PagingRequestContext": {
    "NumberOfRecordsToReturn": 1,
    "NumberOfRecordsToSkip": 1,
    "Token": "text"
  },
  "nxAttributes": {
    "customFields": {}
  }
}
200

Successful operation.

{
  "PortfolioTracking": [
    {
      "CreationDate": "2026-01-01",
      "CreationTime": 1,
      "ExpireDate": "2026-01-01",
      "FmLastDate": "2026-01-01",
      "Id": "text",
      "IdType": 1,
      "Locator": 1,
      "RecordChangeDate": "2026-01-01",
      "TrackingCode": 1,
      "Type": 1,
      "UserAmount1": 1,
      "UserAmount10": 1,
      "UserAmount11": 1,
      "UserAmount12": 1,
      "UserAmount13": 1,
      "UserAmount14": 1,
      "UserAmount15": 1,
      "UserAmount16": 1,
      "UserAmount17": 1,
      "UserAmount18": 1,
      "UserAmount19": 1,
      "UserAmount2": 1,
      "UserAmount20": 1,
      "UserAmount3": 1,
      "UserAmount4": 1,
      "UserAmount5": 1,
      "UserAmount6": 1,
      "UserAmount7": 1,
      "UserAmount8": 1,
      "UserAmount9": 1,
      "UserChar1": "text",
      "UserChar10": "text",
      "UserChar11": "text",
      "UserChar12": "text",
      "UserChar13": "text",
      "UserChar14": "text",
      "UserChar15": "text",
      "UserChar16": "text",
      "UserChar17": "text",
      "UserChar18": "text",
      "UserChar19": "text",
      "UserChar2": "text",
      "UserChar20": "text",
      "UserChar3": "text",
      "UserChar4": "text",
      "UserChar5": "text",
      "UserChar6": "text",
      "UserChar7": "text",
      "UserChar8": "text",
      "UserChar9": "text",
      "UserCode1": 1,
      "UserCode10": 1,
      "UserCode11": 1,
      "UserCode12": 1,
      "UserCode13": 1,
      "UserCode14": 1,
      "UserCode15": 1,
      "UserCode16": 1,
      "UserCode17": 1,
      "UserCode18": 1,
      "UserCode19": 1,
      "UserCode2": 1,
      "UserCode20": 1,
      "UserCode3": 1,
      "UserCode4": 1,
      "UserCode5": 1,
      "UserCode6": 1,
      "UserCode7": 1,
      "UserCode8": 1,
      "UserCode9": 1,
      "UserDate1": "2026-01-01",
      "UserDate10": "2026-01-01",
      "UserDate11": "2026-01-01",
      "UserDate12": "2026-01-01",
      "UserDate13": "2026-01-01",
      "UserDate14": "2026-01-01",
      "UserDate15": "2026-01-01",
      "UserDate16": "2026-01-01",
      "UserDate17": "2026-01-01",
      "UserDate18": "2026-01-01",
      "UserDate19": "2026-01-01",
      "UserDate2": "2026-01-01",
      "UserDate20": "2026-01-01",
      "UserDate3": "2026-01-01",
      "UserDate4": "2026-01-01",
      "UserDate5": "2026-01-01",
      "UserDate6": "2026-01-01",
      "UserDate7": "2026-01-01",
      "UserDate8": "2026-01-01",
      "UserDate9": "2026-01-01",
      "UserId": 1,
      "UserNumber1": 1,
      "UserNumber10": 1,
      "UserNumber11": 1,
      "UserNumber12": 1,
      "UserNumber13": 1,
      "UserNumber14": 1,
      "UserNumber15": 1,
      "UserNumber16": 1,
      "UserNumber17": 1,
      "UserNumber18": 1,
      "UserNumber19": 1,
      "UserNumber2": 1,
      "UserNumber20": 1,
      "UserNumber3": 1,
      "UserNumber4": 1,
      "UserNumber5": 1,
      "UserNumber6": 1,
      "UserNumber7": 1,
      "UserNumber8": 1,
      "UserNumber9": 1,
      "UserRate1": 1,
      "UserRate10": 1,
      "UserRate11": 1,
      "UserRate12": 1,
      "UserRate13": 1,
      "UserRate14": 1,
      "UserRate15": 1,
      "UserRate16": 1,
      "UserRate17": 1,
      "UserRate18": 1,
      "UserRate19": 1,
      "UserRate2": 1,
      "UserRate20": 1,
      "UserRate3": 1,
      "UserRate4": 1,
      "UserRate5": 1,
      "UserRate6": 1,
      "UserRate7": 1,
      "UserRate8": 1,
      "UserRate9": 1
    }
  ],
  "Token": "text"
}

getPortfolioTrackingListSelectFields

post
Authorizations
Body
AccountNumberstringOptional
PortfolioIdstringOptional
Responses
200

Successful operation.

application/json
post/getPortfolioTrackingListSelectFields
POST /nexum/627/2022.01/account/getPortfolioTrackingListSelectFields HTTP/1.1
Host: naas.ymcu.libum.io
Content-Type: application/json
Accept: */*
Content-Length: 2825

{
  "Credentials": {
    "AccountNumberCredentials": {},
    "HomeBankingCredentials": {},
    "CardCredentials": {},
    "MICRCredentials": {},
    "LookupCredentials": {},
    "UserNumberCredentials": {
      "UserNumber": 1,
      "Password": "text"
    },
    "AdministrativeCredentials": {
      "Password": "text"
    },
    "TokenCredentials": {
      "TokenId": "text"
    }
  },
  "AccountNumber": "text",
  "PortfolioId": "text",
  "SelectableFields": {
    "IncludeAllPortfolioTrackingFields": true,
    "PortfolioTrackingFields": {
      "CreationDate": true,
      "CreationTime": true,
      "ExpireDate": true,
      "FmLastDate": true,
      "Id": true,
      "IdType": true,
      "Locator": true,
      "RecordChangeDate": true,
      "TrackingCode": true,
      "Type": true,
      "UserAmount1": true,
      "UserAmount10": true,
      "UserAmount11": true,
      "UserAmount12": true,
      "UserAmount13": true,
      "UserAmount14": true,
      "UserAmount15": true,
      "UserAmount16": true,
      "UserAmount17": true,
      "UserAmount18": true,
      "UserAmount19": true,
      "UserAmount2": true,
      "UserAmount20": true,
      "UserAmount3": true,
      "UserAmount4": true,
      "UserAmount5": true,
      "UserAmount6": true,
      "UserAmount7": true,
      "UserAmount8": true,
      "UserAmount9": true,
      "UserChar1": true,
      "UserChar10": true,
      "UserChar11": true,
      "UserChar12": true,
      "UserChar13": true,
      "UserChar14": true,
      "UserChar15": true,
      "UserChar16": true,
      "UserChar17": true,
      "UserChar18": true,
      "UserChar19": true,
      "UserChar2": true,
      "UserChar20": true,
      "UserChar3": true,
      "UserChar4": true,
      "UserChar5": true,
      "UserChar6": true,
      "UserChar7": true,
      "UserChar8": true,
      "UserChar9": true,
      "UserCode1": true,
      "UserCode10": true,
      "UserCode11": true,
      "UserCode12": true,
      "UserCode13": true,
      "UserCode14": true,
      "UserCode15": true,
      "UserCode16": true,
      "UserCode17": true,
      "UserCode18": true,
      "UserCode19": true,
      "UserCode2": true,
      "UserCode20": true,
      "UserCode3": true,
      "UserCode4": true,
      "UserCode5": true,
      "UserCode6": true,
      "UserCode7": true,
      "UserCode8": true,
      "UserCode9": true,
      "UserDate1": true,
      "UserDate10": true,
      "UserDate11": true,
      "UserDate12": true,
      "UserDate13": true,
      "UserDate14": true,
      "UserDate15": true,
      "UserDate16": true,
      "UserDate17": true,
      "UserDate18": true,
      "UserDate19": true,
      "UserDate2": true,
      "UserDate20": true,
      "UserDate3": true,
      "UserDate4": true,
      "UserDate5": true,
      "UserDate6": true,
      "UserDate7": true,
      "UserDate8": true,
      "UserDate9": true,
      "UserId": true,
      "UserNumber1": true,
      "UserNumber10": true,
      "UserNumber11": true,
      "UserNumber12": true,
      "UserNumber13": true,
      "UserNumber14": true,
      "UserNumber15": true,
      "UserNumber16": true,
      "UserNumber17": true,
      "UserNumber18": true,
      "UserNumber19": true,
      "UserNumber2": true,
      "UserNumber20": true,
      "UserNumber3": true,
      "UserNumber4": true,
      "UserNumber5": true,
      "UserNumber6": true,
      "UserNumber7": true,
      "UserNumber8": true,
      "UserNumber9": true,
      "UserRate1": true,
      "UserRate10": true,
      "UserRate11": true,
      "UserRate12": true,
      "UserRate13": true,
      "UserRate14": true,
      "UserRate15": true,
      "UserRate16": true,
      "UserRate17": true,
      "UserRate18": true,
      "UserRate19": true,
      "UserRate2": true,
      "UserRate20": true,
      "UserRate3": true,
      "UserRate4": true,
      "UserRate5": true,
      "UserRate6": true,
      "UserRate7": true,
      "UserRate8": true,
      "UserRate9": true
    }
  },
  "nxAttributes": {
    "customFields": {}
  }
}
200

Successful operation.

{
  "PortfolioTrackingList": {
    "hasReachedMaximumListSize": true,
    "PortfolioTracking": [
      {
        "CreationDate": "2026-01-01",
        "CreationTime": 1,
        "ExpireDate": "2026-01-01",
        "FmLastDate": "2026-01-01",
        "Id": "text",
        "IdType": 1,
        "Locator": 1,
        "RecordChangeDate": "2026-01-01",
        "TrackingCode": 1,
        "Type": 1,
        "UserAmount1": 1,
        "UserAmount10": 1,
        "UserAmount11": 1,
        "UserAmount12": 1,
        "UserAmount13": 1,
        "UserAmount14": 1,
        "UserAmount15": 1,
        "UserAmount16": 1,
        "UserAmount17": 1,
        "UserAmount18": 1,
        "UserAmount19": 1,
        "UserAmount2": 1,
        "UserAmount20": 1,
        "UserAmount3": 1,
        "UserAmount4": 1,
        "UserAmount5": 1,
        "UserAmount6": 1,
        "UserAmount7": 1,
        "UserAmount8": 1,
        "UserAmount9": 1,
        "UserChar1": "text",
        "UserChar10": "text",
        "UserChar11": "text",
        "UserChar12": "text",
        "UserChar13": "text",
        "UserChar14": "text",
        "UserChar15": "text",
        "UserChar16": "text",
        "UserChar17": "text",
        "UserChar18": "text",
        "UserChar19": "text",
        "UserChar2": "text",
        "UserChar20": "text",
        "UserChar3": "text",
        "UserChar4": "text",
        "UserChar5": "text",
        "UserChar6": "text",
        "UserChar7": "text",
        "UserChar8": "text",
        "UserChar9": "text",
        "UserCode1": 1,
        "UserCode10": 1,
        "UserCode11": 1,
        "UserCode12": 1,
        "UserCode13": 1,
        "UserCode14": 1,
        "UserCode15": 1,
        "UserCode16": 1,
        "UserCode17": 1,
        "UserCode18": 1,
        "UserCode19": 1,
        "UserCode2": 1,
        "UserCode20": 1,
        "UserCode3": 1,
        "UserCode4": 1,
        "UserCode5": 1,
        "UserCode6": 1,
        "UserCode7": 1,
        "UserCode8": 1,
        "UserCode9": 1,
        "UserDate1": "2026-01-01",
        "UserDate10": "2026-01-01",
        "UserDate11": "2026-01-01",
        "UserDate12": "2026-01-01",
        "UserDate13": "2026-01-01",
        "UserDate14": "2026-01-01",
        "UserDate15": "2026-01-01",
        "UserDate16": "2026-01-01",
        "UserDate17": "2026-01-01",
        "UserDate18": "2026-01-01",
        "UserDate19": "2026-01-01",
        "UserDate2": "2026-01-01",
        "UserDate20": "2026-01-01",
        "UserDate3": "2026-01-01",
        "UserDate4": "2026-01-01",
        "UserDate5": "2026-01-01",
        "UserDate6": "2026-01-01",
        "UserDate7": "2026-01-01",
        "UserDate8": "2026-01-01",
        "UserDate9": "2026-01-01",
        "UserId": 1,
        "UserNumber1": 1,
        "UserNumber10": 1,
        "UserNumber11": 1,
        "UserNumber12": 1,
        "UserNumber13": 1,
        "UserNumber14": 1,
        "UserNumber15": 1,
        "UserNumber16": 1,
        "UserNumber17": 1,
        "UserNumber18": 1,
        "UserNumber19": 1,
        "UserNumber2": 1,
        "UserNumber20": 1,
        "UserNumber3": 1,
        "UserNumber4": 1,
        "UserNumber5": 1,
        "UserNumber6": 1,
        "UserNumber7": 1,
        "UserNumber8": 1,
        "UserNumber9": 1,
        "UserRate1": 1,
        "UserRate10": 1,
        "UserRate11": 1,
        "UserRate12": 1,
        "UserRate13": 1,
        "UserRate14": 1,
        "UserRate15": 1,
        "UserRate16": 1,
        "UserRate17": 1,
        "UserRate18": 1,
        "UserRate19": 1,
        "UserRate2": 1,
        "UserRate20": 1,
        "UserRate3": 1,
        "UserRate4": 1,
        "UserRate5": 1,
        "UserRate6": 1,
        "UserRate7": 1,
        "UserRate8": 1,
        "UserRate9": 1
      }
    ]
  }
}

getPortfolioTrackingPagedListSelectFields

post
Authorizations
Body
AccountNumberstringOptional
PortfolioIdstringOptional
Responses
200

Successful operation.

application/json
TokenstringOptional
post/getPortfolioTrackingPagedListSelectFields
POST /nexum/627/2022.01/account/getPortfolioTrackingPagedListSelectFields HTTP/1.1
Host: naas.ymcu.libum.io
Content-Type: application/json
Accept: */*
Content-Length: 2919

{
  "Credentials": {
    "AccountNumberCredentials": {},
    "HomeBankingCredentials": {},
    "CardCredentials": {},
    "MICRCredentials": {},
    "LookupCredentials": {},
    "UserNumberCredentials": {
      "UserNumber": 1,
      "Password": "text"
    },
    "AdministrativeCredentials": {
      "Password": "text"
    },
    "TokenCredentials": {
      "TokenId": "text"
    }
  },
  "AccountNumber": "text",
  "PortfolioId": "text",
  "PagingRequestContext": {
    "NumberOfRecordsToReturn": 1,
    "NumberOfRecordsToSkip": 1,
    "Token": "text"
  },
  "SelectableFields": {
    "IncludeAllPortfolioTrackingFields": true,
    "PortfolioTrackingFields": {
      "CreationDate": true,
      "CreationTime": true,
      "ExpireDate": true,
      "FmLastDate": true,
      "Id": true,
      "IdType": true,
      "Locator": true,
      "RecordChangeDate": true,
      "TrackingCode": true,
      "Type": true,
      "UserAmount1": true,
      "UserAmount10": true,
      "UserAmount11": true,
      "UserAmount12": true,
      "UserAmount13": true,
      "UserAmount14": true,
      "UserAmount15": true,
      "UserAmount16": true,
      "UserAmount17": true,
      "UserAmount18": true,
      "UserAmount19": true,
      "UserAmount2": true,
      "UserAmount20": true,
      "UserAmount3": true,
      "UserAmount4": true,
      "UserAmount5": true,
      "UserAmount6": true,
      "UserAmount7": true,
      "UserAmount8": true,
      "UserAmount9": true,
      "UserChar1": true,
      "UserChar10": true,
      "UserChar11": true,
      "UserChar12": true,
      "UserChar13": true,
      "UserChar14": true,
      "UserChar15": true,
      "UserChar16": true,
      "UserChar17": true,
      "UserChar18": true,
      "UserChar19": true,
      "UserChar2": true,
      "UserChar20": true,
      "UserChar3": true,
      "UserChar4": true,
      "UserChar5": true,
      "UserChar6": true,
      "UserChar7": true,
      "UserChar8": true,
      "UserChar9": true,
      "UserCode1": true,
      "UserCode10": true,
      "UserCode11": true,
      "UserCode12": true,
      "UserCode13": true,
      "UserCode14": true,
      "UserCode15": true,
      "UserCode16": true,
      "UserCode17": true,
      "UserCode18": true,
      "UserCode19": true,
      "UserCode2": true,
      "UserCode20": true,
      "UserCode3": true,
      "UserCode4": true,
      "UserCode5": true,
      "UserCode6": true,
      "UserCode7": true,
      "UserCode8": true,
      "UserCode9": true,
      "UserDate1": true,
      "UserDate10": true,
      "UserDate11": true,
      "UserDate12": true,
      "UserDate13": true,
      "UserDate14": true,
      "UserDate15": true,
      "UserDate16": true,
      "UserDate17": true,
      "UserDate18": true,
      "UserDate19": true,
      "UserDate2": true,
      "UserDate20": true,
      "UserDate3": true,
      "UserDate4": true,
      "UserDate5": true,
      "UserDate6": true,
      "UserDate7": true,
      "UserDate8": true,
      "UserDate9": true,
      "UserId": true,
      "UserNumber1": true,
      "UserNumber10": true,
      "UserNumber11": true,
      "UserNumber12": true,
      "UserNumber13": true,
      "UserNumber14": true,
      "UserNumber15": true,
      "UserNumber16": true,
      "UserNumber17": true,
      "UserNumber18": true,
      "UserNumber19": true,
      "UserNumber2": true,
      "UserNumber20": true,
      "UserNumber3": true,
      "UserNumber4": true,
      "UserNumber5": true,
      "UserNumber6": true,
      "UserNumber7": true,
      "UserNumber8": true,
      "UserNumber9": true,
      "UserRate1": true,
      "UserRate10": true,
      "UserRate11": true,
      "UserRate12": true,
      "UserRate13": true,
      "UserRate14": true,
      "UserRate15": true,
      "UserRate16": true,
      "UserRate17": true,
      "UserRate18": true,
      "UserRate19": true,
      "UserRate2": true,
      "UserRate20": true,
      "UserRate3": true,
      "UserRate4": true,
      "UserRate5": true,
      "UserRate6": true,
      "UserRate7": true,
      "UserRate8": true,
      "UserRate9": true
    }
  },
  "nxAttributes": {
    "customFields": {}
  }
}
200

Successful operation.

{
  "PortfolioTracking": [
    {
      "CreationDate": "2026-01-01",
      "CreationTime": 1,
      "ExpireDate": "2026-01-01",
      "FmLastDate": "2026-01-01",
      "Id": "text",
      "IdType": 1,
      "Locator": 1,
      "RecordChangeDate": "2026-01-01",
      "TrackingCode": 1,
      "Type": 1,
      "UserAmount1": 1,
      "UserAmount10": 1,
      "UserAmount11": 1,
      "UserAmount12": 1,
      "UserAmount13": 1,
      "UserAmount14": 1,
      "UserAmount15": 1,
      "UserAmount16": 1,
      "UserAmount17": 1,
      "UserAmount18": 1,
      "UserAmount19": 1,
      "UserAmount2": 1,
      "UserAmount20": 1,
      "UserAmount3": 1,
      "UserAmount4": 1,
      "UserAmount5": 1,
      "UserAmount6": 1,
      "UserAmount7": 1,
      "UserAmount8": 1,
      "UserAmount9": 1,
      "UserChar1": "text",
      "UserChar10": "text",
      "UserChar11": "text",
      "UserChar12": "text",
      "UserChar13": "text",
      "UserChar14": "text",
      "UserChar15": "text",
      "UserChar16": "text",
      "UserChar17": "text",
      "UserChar18": "text",
      "UserChar19": "text",
      "UserChar2": "text",
      "UserChar20": "text",
      "UserChar3": "text",
      "UserChar4": "text",
      "UserChar5": "text",
      "UserChar6": "text",
      "UserChar7": "text",
      "UserChar8": "text",
      "UserChar9": "text",
      "UserCode1": 1,
      "UserCode10": 1,
      "UserCode11": 1,
      "UserCode12": 1,
      "UserCode13": 1,
      "UserCode14": 1,
      "UserCode15": 1,
      "UserCode16": 1,
      "UserCode17": 1,
      "UserCode18": 1,
      "UserCode19": 1,
      "UserCode2": 1,
      "UserCode20": 1,
      "UserCode3": 1,
      "UserCode4": 1,
      "UserCode5": 1,
      "UserCode6": 1,
      "UserCode7": 1,
      "UserCode8": 1,
      "UserCode9": 1,
      "UserDate1": "2026-01-01",
      "UserDate10": "2026-01-01",
      "UserDate11": "2026-01-01",
      "UserDate12": "2026-01-01",
      "UserDate13": "2026-01-01",
      "UserDate14": "2026-01-01",
      "UserDate15": "2026-01-01",
      "UserDate16": "2026-01-01",
      "UserDate17": "2026-01-01",
      "UserDate18": "2026-01-01",
      "UserDate19": "2026-01-01",
      "UserDate2": "2026-01-01",
      "UserDate20": "2026-01-01",
      "UserDate3": "2026-01-01",
      "UserDate4": "2026-01-01",
      "UserDate5": "2026-01-01",
      "UserDate6": "2026-01-01",
      "UserDate7": "2026-01-01",
      "UserDate8": "2026-01-01",
      "UserDate9": "2026-01-01",
      "UserId": 1,
      "UserNumber1": 1,
      "UserNumber10": 1,
      "UserNumber11": 1,
      "UserNumber12": 1,
      "UserNumber13": 1,
      "UserNumber14": 1,
      "UserNumber15": 1,
      "UserNumber16": 1,
      "UserNumber17": 1,
      "UserNumber18": 1,
      "UserNumber19": 1,
      "UserNumber2": 1,
      "UserNumber20": 1,
      "UserNumber3": 1,
      "UserNumber4": 1,
      "UserNumber5": 1,
      "UserNumber6": 1,
      "UserNumber7": 1,
      "UserNumber8": 1,
      "UserNumber9": 1,
      "UserRate1": 1,
      "UserRate10": 1,
      "UserRate11": 1,
      "UserRate12": 1,
      "UserRate13": 1,
      "UserRate14": 1,
      "UserRate15": 1,
      "UserRate16": 1,
      "UserRate17": 1,
      "UserRate18": 1,
      "UserRate19": 1,
      "UserRate2": 1,
      "UserRate20": 1,
      "UserRate3": 1,
      "UserRate4": 1,
      "UserRate5": 1,
      "UserRate6": 1,
      "UserRate7": 1,
      "UserRate8": 1,
      "UserRate9": 1
    }
  ],
  "Token": "text"
}
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