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Aggregate portfolio acros...

Aggregate portfolio across all fund accounts

Request

🔒 Private label — contact sales. Requires a private-label entitlement on your API client.

Aggregate portfolio across all fund accounts

Security
oauth2ClientCredentials(Required scopes: investments:read)
Query
refreshstringrequired
Headers
Idempotency-Keystring

Required on write endpoints (POST). UUID per submission. Middleware dedupes for 24h.

org_wallet_refstring
business_idstringrequired
curl -i -X GET \
  'https://developer.boyahq.com/_mock/v2/openapi/investments/portfolio?refresh=string' \
  -H 'Authorization: Bearer <YOUR_TOKEN_HERE>' \
  -H 'Idempotency-Key: string' \
  -H 'business_id: string' \
  -H 'org_wallet_ref: string'

Responses

Bodyapplication/json
account_countnumberrequired
Example:2
accountsArray of objects(FundAccountDetailDto)required
totals_by_currencyArray of objects(PortfolioCurrencyTotalsDto)required
Response
{
  "account_count": 2,
  "accounts": [
    { … }
  ],
  "totals_by_currency": [
    { … }
  ]
}