FinWise API

The holding object

Attributes

idstring

Unique identifier for the holding.

createdAtstring

When the object was created, ISO 8601.

updatedAtstring

When the object was last updated, ISO 8601.

userIdstring

Owner of the object. Always the authenticated user.

accountIdstring

Investment account this belongs to.

namenullable string

Holding name.

typenullable enum

One of equity, etf, mutualFund, cryptocurrency, bond, cash, and others.

tickerSymbolnullable string

Ticker, when known.

quantitynullable number

Number of units.

pricenullable number

Price per unit.

valuenullable number

Market value.

costBasisnullable number

Cost basis.

currencyCodenullable string

Quote currency.

isLinkednullable boolean

True when this holding came from a bank sync.

archivedAtnullable string

Set when the holding is archived.

GET/account-holdings

curl https://api.finwiseapp.io/account-holdings \
  -X GET \
  -H "Authorization: Bearer fw_..." \
  -H "Content-Type: application/json"

const response = await fetch('https://api.finwiseapp.io/account-holdings', {
  method: 'GET',
  headers: {
    Authorization: 'Bearer fw_...',
    'Content-Type': 'application/json',
  },
})
const data = await response.json()

The holding object

[
  {
    "id": "11aa22bb-33cc-4dde-8eff-445566778899",
    "createdAt": "2026-03-14T09:00:00.000Z",
    "updatedAt": "2026-03-14T09:00:00.000Z",
    "userId": "f472696c-47ac-4873-98cf-2a1069a1cf45",
    "accountId": "94d2f962-d4e3-4c99-ab47-8c941cea012a",
    "name": "Vanguard Total Stock",
    "type": "etf",
    "tickerSymbol": "VTI",
    "currencyCode": "USD",
    "quantity": 12.5,
    "price": 280.4,
    "value": 3505,
    "costBasis": 3100,
    "isLinked": false,
    "archivedAt": null,
    "originalAccountId": null
  }
]