Portfolio
Use this category to read holdings, positions, orders and trades, or to manage an open position.
| Information or action | API |
|---|---|
| Holdings | GET /api/v3/holdings |
| Positions | GET /api/v3/positions |
| Order book | GET /api/v3/orders |
| Trade book | GET /api/v3/tradebook |
| Profile and token check | GET /api/v3/profile |
| Exit a position | DELETE /api/v3/positions |
| Convert a position | POST /api/v3/positions |
The positions response includes net positions and an overall summary. An exit or conversion changes the account and follows the live action controls. A request to exit every position must first show exactly which positions would close.
Order, trade, charges, realised P&L, tax P&L and ledger history endpoints are also available. Delivery sales may require eDIS, which is part of API v2.
Last updated on