Portfolio

The Portfolio API for Xpansiv Connect allows the user to pull credit inventory data on active positions across all registry accounts linked to their Xpansiv Connect account and/or other Xpansiv Connect accounts that have granted your user that access. This base version of the Portfolio API is being released along with the Retirement API primarily to allow users to begin developing against the Retirement API. A more robust version of this API will be released in the coming weeks allowing users a richer set of query options and access to additional data attributes associated with their positions.