post https://gatewayapi.smallcase.com/gateway//transaction
Create a transactionId to allow your users to import their broker holdings on your platform
Learn about Holdings Import flow -
https://developers.gateway.smallcase.com/docs/holdings-import
Once the transactionId is created, the same can be passed to the triggerTransaction method of the client-side SDK
User will be asked to login with his choice of broker & allow holdings import on the partner platform with one-time consent
Holdings data is then shared via webhooks. Holdings data response structure here
Import mutual fund holdings
smallcase Gateway now provides an option to import mutual funds holdings along with the stocks and smallcase holdings in the holdings import flow (broker support: <<mfSupportedBroker>>).
Learn more
To create a transactionId for holdings import to include the mutual funds holdings in response along with stock and smallcase holdings, pass the body params as mentioned below:
{
"intent": "HOLDINGS_IMPORT",
"assetConfig": {
"mfHoldings": "true"
}
}