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Envestnet Holdings API

Holdings API

Envestnet Holdings API is one of 21 APIs that Envestnet publishes on the APIs.io network, described by a machine-readable OpenAPI specification.

Tagged areas include Holdings. The published artifact set on APIs.io includes an OpenAPI specification and API documentation.

This API exposes 5 operations across 4 paths, and defines 16 schemas. It is described by OpenAPI 3.0.1, at version 1.1.0.

Requests are made against a single base URL, /.

5 operations 4 paths 16 schemas 4 GET1 POST

Metadata

The identity and technical contract details declared by the specification.

Specification
OpenAPI 3.0.1
API Version
1.1.0
Server
/
Terms of Service
Resource Areas
1

Paths & Operations 5

Across 4 paths, the API surfaces 5 operations — 4 GET, 1 POST. Each is listed below with its method, path, parameters, and response codes.

Holdings 5

Holdings API

GET
/holdings/securities
Envestnet Get Security Details
getSecurities 1 param → 200400401404
GET
/holdings
Envestnet Get Holdings
getHoldings 5 params → 200400401404
POST
/holdings
Envestnet Add Holding
addHolding body → 200201400401404
GET
/holdings/holdingTypeList
Envestnet Get Holding Type List
getHoldingTypeList → 200401404
GET
/holdings/assetClassificationList
Envestnet Get Asset Classification List
getAssetClassificationList → 200401404

Schemas 16

The contract defines 16 schemas that model the data the API accepts and returns. The most detailed are Holding (41 properties), Security (38 properties), HoldingRequestInfo (29 properties), StockExchangeDetail (4 properties). Each schema is shown below with its type and property counts.

HoldingTypeListResponse
object
1 property
HoldingAssetClassificationListResponse
object
1 property
HoldingResponse
object
1 property
Holding
object
41 properties
StockExchangeDetail
object
4 properties
HoldingId
object
1 property
HoldingRequest
object
1 property 1 required
AssetClassificationList
object
2 properties
Security
object
38 properties
SecurityHolding
object
2 properties
HoldingSecuritiesResponse
object
1 property
AssetClassification
object
3 properties
YodleeError
object
3 properties
HoldingIdListResponse
object
1 property
Money
object
4 properties
HoldingRequestInfo
object
29 properties 3 required

Specification

The full machine-readable OpenAPI contract behind this narrative.

Source

envestnet-holdings-api-openapi.yml Raw ↑

Other APIs Envestnet publishes across the network.

Envestnet Account Token API
Envestnet Accounts API
Envestnet Associated Details API
Envestnet Auth API
Envestnet Configs API
Envestnet Consents API
Envestnet CreditAcceleratorFile API
Envestnet Customer API
Envestnet DataExtracts API
Envestnet Derived API
Envestnet Documents API
Envestnet Payment Processor API