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v1.0

API Reference

v1.0Home Guides Recipes API Reference Changelog Discussions

Developer Dashboard

Getting Started
My Requests

Introduction

Introduction
Making Requests
Responses
Errors
Pagination

InvestGlass Client Portal APIs

Authentication Client Portal
Documents
- Fetch documentsget
- Upload documentpost
Proposals
Securities
- Fetch securitiesget
Markets
Portfolios
- Fetch portfoliosget
Positions
- Fetch Positionsget
Transactions
- Fetch Transactionsget
- Fetch Transactions typeget
Accounts
- Fetch accountsget
News
Notifications
- List notificationsget
- Read a notificaitonput

InvestGlass Member APIs

Authentication Member
- Authenticatepost
Company Contacts
Company Accounts
Company Relations
Events
Custom Securities
- Fetch securities / products for a companyget
- Add securities / products for a companypost
Custom Security
- Fetch particular securities / products for a companyget
Security Daily Price
- Fetch particular securities / products daily prices for a companyget
Call Reports
Contacts
- Fetch particular clientget
- GET contact details of a client Copyget
Client Activity Summary
- Fetch particular client activity summaryget
Employees
Company Portfolios
Company Model Portfolios
- Fetch model portfoliosget
Documents
Transactions
Tasks

Developer Dashboard

Getting Started
My Requests

Introduction

Introduction
Making Requests
Responses
Errors
Pagination

InvestGlass Client Portal APIs

Authentication Client Portal
Documents
- Fetch documentsget
- Upload documentpost
Proposals
Securities
- Fetch securitiesget
Markets
Portfolios
- Fetch portfoliosget
Positions
- Fetch Positionsget
Transactions
- Fetch Transactionsget
- Fetch Transactions typeget
Accounts
- Fetch accountsget
News
Notifications
- List notificationsget
- Read a notificaitonput

InvestGlass Member APIs

Authentication Member
- Authenticatepost
Company Contacts
Company Accounts
Company Relations
Events
Custom Securities
- Fetch securities / products for a companyget
- Add securities / products for a companypost
Custom Security
- Fetch particular securities / products for a companyget
Security Daily Price
- Fetch particular securities / products daily prices for a companyget
Call Reports
Contacts
- Fetch particular clientget
- GET contact details of a client Copyget
Client Activity Summary
- Fetch particular client activity summaryget
Employees
Company Portfolios
Company Model Portfolios
- Fetch model portfoliosget
Documents
Transactions
Tasks

Add a new position to a portfolio

post https://app.investglass.com/api/v1/company_portfolios/{portfolio_id}/portfolio_securities

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