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GET
/
investments
cURL
curl --request GET \
  --url https://api.yoshi.ai/v1/investments \
  --header 'Authorization: Bearer <token>'
{
  "data": {
    "groups": [
      {
        "asset_class": "<string>",
        "holdings": [
          {
            "security_id": "<string>",
            "symbol": "<string>",
            "name": "<string>",
            "security_type": "<string>",
            "asset_class": "<string>",
            "category": "<string>",
            "last_price": 123,
            "last_price_at": "<string>",
            "day_change": 123,
            "day_change_percent": 123,
            "total_gain_loss": 123,
            "total_gain_loss_percent": 123,
            "current_value": 123,
            "percent_of_account": 123,
            "quantity": 123,
            "average_cost_basis": 123,
            "cost_basis_total": 123
          }
        ]
      }
    ],
    "account_total": {
      "current_value": 123,
      "day_change": 123,
      "day_change_percent": 123,
      "total_gain_loss": 123,
      "total_gain_loss_percent": 123,
      "cost_basis_total": 123
    }
  },
  "meta": {
    "request_id": "req_a1b2c3d4-e5f6-7890-abcd-ef1234567890",
    "timestamp": "2026-04-10T12:00:00.000Z"
  }
}

Authorizations

Authorization
string
header
default:yoshi_test_...
required

A Yoshi API key from Settings → API Keys, or a Yoshi OAuth access token issued by Sign in with Yoshi.

Query Parameters

account_id
string<uuid>
category
string

Filter by asset class

sort_by
enum<string>
Available options:
symbol,
last_price,
day_change,
total_gain_loss,
current_value,
quantity,
cost_basis_total
sort_dir
enum<string>
Available options:
asc,
desc

Response

200 - application/json

Investment holdings retrieved.

data
object
required
meta
object
required
Last modified on June 18, 2026