GET ClientGroup/{clientGroupId}/Holding/AssetSummary?asOfDate={asOfDate}

Gets the asset summary for a client group.

Request Information

Header Parameters

NameDescriptionTypeAdditional information
Authorization

The authorization token prefixed with 'Bearer'

string

Required

Sample:
Authorization: Bearer gBsdjflsdkj#wsjelKDSDdsdDTjeYYfvikg2cZQIu_ombqpyE7DZgEHClLO06EtHLFV65lelXVwx9JR33gib3nxzzJKLSDFJ-Xrt5ressxjArc3F6hy1J...        

URI Parameters

NameDescriptionTypeAdditional information
clientGroupId

The client group identifier.

string

Required

asOfDate

As of date.

date

Required

Body Parameters

None.

Response Information

Resource Description

Returns a collection of AssetSummaryModel objects.

Type: Collection of AssetSummaryModel
NameDescriptionTypeAdditional information
AssetType

The name of the asset type

string

None.

Amount

The amount of money available in this asset

decimal number

None.

Response Formats

application/json, text/json

Sample:
[
  {
    "AssetType": "Equities",
    "Amount": 100.0
  },
  {
    "AssetType": "Option",
    "Amount": 250.0
  }
]

application/xml, text/xml

Sample:
<ArrayOfAssetSummaryModel xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.datacontract.org/2004/07/PP.Contracts.WebApi.Client">
  <AssetSummaryModel>
    <Amount>100</Amount>
    <AssetType>Equities</AssetType>
  </AssetSummaryModel>
  <AssetSummaryModel>
    <Amount>250</Amount>
    <AssetType>Option</AssetType>
  </AssetSummaryModel>
</ArrayOfAssetSummaryModel>