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:
- NSE & BSE listed stocks and ETFs
- holdings and positions
- smallcase holdings
- 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 token (JWT with payload containing smallcaseAuthId of the user). if you pass a guest user auth token, the API cannot identify the user for which you are trying to fetch holdings.
Learn more about JWT usage in our broker identification guide.