API · Read

Get holdings

Returns the current portfolio across internal holdings, Schwab accounts, and Gemini staking. Use it to know what the user already owns before sizing a proposal.

GET/api/agent/v1/holdingsscope: read

Request

No parameters.

bash

curl -H "Authorization: Bearer ac_live_…" \
  https://api.advisorscrypto.com/api/agent/v1/holdings

Response

200 OK

{
  "asOf": "2026-06-15T05:50:19Z",
  "internalHoldings": [
    {
      "userId": "8d0a1f8b-…",
      "custodian": "gemini",
      "ticker": "BTC",
      "assetType": "crypto",
      "quantity": "2.41",
      "currentPrice": "68515.00",
      "marketValue": "165121.15"
    }
  ],
  "schwab": {
    "accounts": [
      {
        "internalAccountId": "32803238",
        "formattedAccountNumber": "3280-3238",
        "accountType": "ira"
      }
    ],
    "positions": [
      {
        "accountId": "32803238",
        "symbol": "AAPL",
        "securityName": "APPLE INC",
        "securityType": "Equity",
        "quantity": "120",
        "price": "220.00",
        "marketValue": "26400.00"
      }
    ]
  },
  "geminiStaking": []
}

Notes

asOf reflects the moment AC assembled the response, not the last custodian sync. Numeric fields ship as strings to preserve precision on large decimals.

Last updated 2026-06-15

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