Fetch holdings and positions using our Holdings Import feature.

👍

Learn about Holdings Import flow -

https://developers.gateway.smallcase.com/docs/holdings-import

What's new in Holdings Import v2?

The holdings data now includes:

  1. NSE & BSE listed stocks and ETFs
  2. holdings and positions
  3. smallcase holdings
  4. stock holdings (including those part of smallcase holdings)

How can I fetch mutual fund holdings?

smallcase Gateway now provides an option to import mutual funds holdings along with the stocks and smallcase holdings (broker support: kite). Pass optional query param ?mfHoldings=true to get the MF holdings in the response.

Troubleshoot

Why am I getting a "Not authorized for resource" error?

You can only fetch holdings for a user who has given one-time consent from SDK (as a part of HOLDINGS_IMPORT transaction). Learn about the complete flow in our Holdings Import guide.

Why am I getting a "Guest token not enabled for resource" error?

x-gateway-authtoken header must contain a connected user auth tokenconnected user auth token - `smallcaseAuthToken` (JWT) containing `smallcaseAuthId` of the broker account with which transaction is (or, should be) performed. If such JWT is used to initialise Gateway session, SDK restricts user to allow transaction from related broker account only. Read more - https://developers.gateway.smallcase.com/discuss/61ef6d38d2a7c4000f6346be (JWT with payload containing smallcaseAuthId of the user). if you pass a guest user auth tokenguest user auth token - JWT created with payload `{ "guest": true }`, and signed with the shared secret., the API cannot identify the user for which you are trying to fetch holdings.

Learn more about JWT usage in our broker identification guide.


Request parameters

Language
Click Try It! to start a request and see the response here!