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Holdings ​

Manage Wealth and Investment holdings

Wealth and Investment SA ​

Get holdings

js
invsy.api.privateClient.wisa.holdings.list([],'ZAR','19/09/2022').then(res => {
    return res.result
 })
invsy.api.privateClient.wisa.holdings.list([],'ZAR','19/09/2022').then(res => {
    return res.result
 })

Wealth and Investment UK ​

Get holdings

js
(async function fetchData() {
    try {
        const accountList = await invsy.api.privateClient.wiuk.accounts.list('2022-09-20', 'GBP');
        const holdingsList = await invsy.api.privateClient.wiuk.holdings.list('2022-09-20', 'GBP', {
            Number: accountList.result.MainLinkedAccounts[0].ProductAccountNumber,
            Type: ''
        });
        return holdingsList.result;
    } catch (error) {
        console.error(error);
    }
})()
(async function fetchData() {
    try {
        const accountList = await invsy.api.privateClient.wiuk.accounts.list('2022-09-20', 'GBP');
        const holdingsList = await invsy.api.privateClient.wiuk.holdings.list('2022-09-20', 'GBP', {
            Number: accountList.result.MainLinkedAccounts[0].ProductAccountNumber,
            Type: ''
        });
        return holdingsList.result;
    } catch (error) {
        console.error(error);
    }
})()