Depending on applicable regulations or business limitations, specific API requests may not be available for your use.
Get Folio Positions
This request returns the position information for a folio in a brokerage account.
Request URL
Syntax | GET /restapi/accounts/{accountnumber}/folios/{folionumber}/positions |
---|---|
Example URL | https://api.uat.foliofn.com/restapi/accounts/RA1234ABCD/folios/RA1234ABCD03/positions |
Response Data Fields
This request returns the list of positions held in a folio. The following table describes the fields for each position.
Field | Description |
---|---|
accountNumber | The account number for the account to which the folio belongs. |
security | Security information. See Get a Security for the explanation for the data fields of security object. |
shareQuantity | The quantity of shares for the security. |
restrictedShareQuantity | The quantity of shares under restriction that disallows the security from being moved or sold. |
targetWeight | The target weight of the security. See Folio Weights to learn more about target weight. |
currentWeight | The current weight of the security. See Folio Weights to learn more about current weight. |
folioNumber | The folio number for the folio that holds the security. |
Response Example
Status Code: 200 OK
Content-Type: application/json
Date: Mon, 30 Sep 2013 19:08:26 GMT
Server: Sun GlassFish Enterprise Server v2.1.1
Transfer-Encoding: chunked
X-Powered-By: Servlet/2.5
[
{
"accountNumber": "RA1234ABCD",
"security": {
"ticker": "ADX",
"companyName": "ADAMS EXPRESS CO",
"instrumentType": "MUTFUND",
"windowBuyable": true,
"directBuyable": true,
"settlementPeriod": "2"
},
"shareQuantity": "600.00000",
"restrictedShareQuantity": "0.00000",
"targetWeight": "8.40",
"currentWeight": "8.45",
"folioNumber": "RA1234ABCD03"
},
{
"accountNumber": "RA1234ABCD",
"security": {
"ticker": "AAPL",
"companyName": "APPLE INC COM",
"instrumentType": "COMSTOCK",
"windowBuyable": true,
"directBuyable": true,
"settlementPeriod": "2"
},
"shareQuantity": "18.49411",
"restrictedShareQuantity": "0.00000",
"targetWeight": "10.54",
"currentWeight": "10.03",
"folioNumber": "RA1234ABCD03"
}
]