getPortfolio

Perform various get operations on portfolio records.

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Operations

getPortfolio

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

Successful operation.

application/json
post
/getPortfolio
200

Successful operation.

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.

getPortfolioPagedList

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

Successful operation.

application/json
post
/getPortfolioPagedList
200

Successful operation.

getPortfolioListSelectFields

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

Successful operation.

application/json
post
/getPortfolioListSelectFields
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.

getPortfolioHold

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

Successful operation.

application/json
post
/getPortfolioHold
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.

getPortfolioHoldPagedList

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

Successful operation.

application/json
post
/getPortfolioHoldPagedList
200

Successful operation.

getPortfolioHoldListSelectFields

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

Successful operation.

application/json
post
/getPortfolioHoldListSelectFields
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.

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