GET api/v2/advisor/investors/{investorId}/diversificationholdings?diversificationId={diversificationId}&categoryId={categoryId}&ignoreOrion={ignoreOrion}
Returns a list of holdings and their diversification for a given investor. Investor is specified by the investorId returned from the advisor/investors endpoint.
Request Information
URI Parameters
| Name | Description | Type | Additional information |
|---|---|---|---|
| investorId |
Required: Investor is specified by the investorId returned from the advisor/investors endpoint. |
integer |
Required |
| diversificationId |
Optional: drill down into a diversification subtype. |
integer |
Default value is 1 |
| categoryId |
Optional: used when a diversification subtype has category. |
integer |
Default value is 0 |
| ignoreOrion |
Optional: Allows endpoint to return all accounts except for Orion accounts. |
boolean |
Default value is False |
Body Parameters
None.
Response Information
Resource Description
InvestorDiversificationHoldingResponse| Name | Description | Type | Additional information |
|---|---|---|---|
| TotalLength | integer |
None. |
|
| Records | Collection of InvestorDiversificationHoldingModel |
None. |
Response Formats
application/json
Sample:
Sample not available.
text/json
Sample:
Sample not available.
application/xml
Sample:
Sample not available.
text/xml
Sample:
Sample not available.