Get units held

POST/portfolio/assets/{asset}/units-held

portfolio:write portfolio_asset_units_held

Returns the total number of units held in the asset at a given date for the specified investors. If the caller is an investor, their own holdings are returned regardless of the investor_ids parameter.

Path parameters

assetintegerRequired#
The asset ID

Request body

application/json, required · PortfolioUnitsHeldRequest

investor_idsinteger[]Required#
held_atstring (date-time)Required#

{
  "investor_ids": [
    1
  ],
  "held_at": "2026-06-12T10:00:00+00:00"
}

Responses

200

"string"

404

Not found

422

Validation error

Examples

curl -X POST https://your-org-domain/kong/core/api/v2/portfolio/assets/{asset}/units-held\
  -H "Authorization: Bearer $HELM_API_KEY"\
  -H "Content-Type: application/json"\
  -d '{
  "investor_ids": [
    1
  ],
  "held_at": "2026-06-12T10:00:00+00:00"
}'