Portfolio¶

This section provides endpoints for retrieving a user's portfolio, including current holdings and open positions.

Request Type	Path	Description
GET	`/portfolio/holdings`	Retrieves the user's equity holdings.
GET	`/portfolio/positions`	Retrieves the user's open positions.

Get Holdings¶

Retrieves the user's current equity holdings (stocks held in their Demat account).

Endpoint

Text Only

GET /portfolio/holdings

Example Request

Bash

curl --location 'https://api.indstocks.com/portfolio/holdings' \
--header 'Authorization: YOUR_ACCESS_TOKEN'

Response Payload (Success)

JSON

{
  "status": "success",
  "data": [
    {
      "security_id": "12345",
      "trading_symbol": "RELIANCE-EQ",
      "exchange_segment": "NSE_EQ",
      "isin": "INE002A01018",
      "quantity": 50,
      "average_price": 2200.00,
      "last_traded_price": 2505.10,
      "close_price": 2495.00,
      "market_value": 125255.00,
      "pnl_absolute": 15255.00,
      "pnl_percent": 13.87
    }
  ]
}

Get Positions¶

Retrieves the user's open positions, such as intraday trades and F&O positions.

Endpoint

Text Only

GET /portfolio/positions

Example Request

For Derivative Positions (MARGIN/INTRADAY):

Bash

curl --location 'https://api.indstocks.com/portfolio/positions?segment=derivative&product=margin' \
--header 'Authorization: YOUR_ACCESS_TOKEN'

For Equity Positions (CNC/INTRADAY):

Bash

curl --location 'https://api.indstocks.com/portfolio/positions?segment=equity&product=cnc' \
--header 'Authorization: YOUR_ACCESS_TOKEN'

Query Parameters: - segment: derivative or equity - product: - For derivative: margin or intraday - For equity: cnc or intraday

Response Payload (Success)

JSON

>

{ "status": "success", "data": { "net_positions": [ { "security_id": "67890", "trading_symbol": "NIFTY25MAYFUT", "exchange_segment": "NSE_FNO", "net_quantity": 100, "average_price": 18500.00, "last_traded_price": 18550.50, "market_value": 1855050.00, "pnl_absolute": 5050.00, "multiplier": 50, "position_type": "open" } ], "day_positions": [] } class=p>}