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Portfolio

Get all the information about your wealth portfolio

Wealth & Investment SA

Get your accounts and beneficiaries and execute a payment.

Portfolio summary

Get portfolio summary information

js
invsy.api.privateClient.wisa.portfolio.summary().then(res => {
    return res.result
 })
invsy.api.privateClient.wisa.portfolio.summary().then(res => {
    return res.result
 })

Health

Get portfolio health information

js
invsy.api.privateClient.wisa.portfolio.health().then(res => {
    return res.result
 })
invsy.api.privateClient.wisa.portfolio.health().then(res => {
    return res.result
 })

Histogram

Get portfolio histogram information

js
invsy.api.privateClient.wisa.portfolio.histogram().then(res => {
    return res.result
 })
invsy.api.privateClient.wisa.portfolio.histogram().then(res => {
    return res.result
 })

Watchlist

Get portfolio watchlist information

js
invsy.api.privateClient.wisa.portfolio.watchlist().then(res => {
    return res.result
 })
invsy.api.privateClient.wisa.portfolio.watchlist().then(res => {
    return res.result
 })