Equity Holding Summary

The "Holdings" list on the asset overview page, showing holding details paginated by asset-type tab. Values come from the balance_and_equity_holding_summary dynamic enumeration (not fixed); the equity_type tab's values come from the equity_holding_summary_equity_type dynamic enumeration (not fixed). Chinese/English are taken from Accept-Language: zh-CN / en.

POSThttps://b-api.longbridge.xyz/v1/portfolio/query_equity_holding_summary

Authorization

AuthorizationstringheaderRequired

Send the Broker ACCESS_TOKEN as Authorization: Bearer <token>.

Request body application/json

client_typesstring

Client Type. Client type; multiple values joined by commas; an empty string means all.. Options: `` = All; 1 = Retail Account; 2 = House Account; 3 = Joint Account

123

account_typesstring

Account Type. Account type; multiple values are comma-separated, and an empty string means all. Note: an invalid combination of account type and equity_type (e.g. F futures account + FUND) returns 400.. Options: `` = All; M = Margin; C = Cash; F = Futures

MCF

broker_codesstring

AE. Filter by AE (broker) code; multiple values are comma-separated. Apart from the fixed options listed below, the remaining AE codes are delivered dynamically (varying by tenant/environment, with key equal to value) and are not a fixed enum — refer to the live response for the actual values.. Options: `` = All; = = Unassigned

=

equity_typestringrequired

Equity Type. The holdings tab, single value. Values come from the equity_holding_summary_equity_type dynamic enumeration; not a fixed set.. Options: STOCK = STOCK; OPTION = OPTION; FUND = FUND; BOND = BOND; MMF = MMF; OTC = Other; CRYPTO = Crypto; WM = OTC Derivatives

STOCKOPTIONFUNDBONDMMFOTCCRYPTOWM

pagenumber

Page. Starts from 1.

page_sizenumber

Page Size. The front end defaults to 20.

Responses

HTTP 200Returns business fields.

Standard response envelopecodemessagedata

dataobjectdata structure

total_holdingsarray<object>

Holdings

pagenumber

Page

page_sizenumber

Page Size

total_pagenumber

Total Pages

totalnumber

Total

Request

curl --request POST \
  --url 'https://b-api.longbridge.xyz/v1/portfolio/query_equity_holding_summary' \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json'
  --data '{
  "client_types": "2,1",
  "account_types": "C",
  "broker_codes": "",
  "page": 1,
  "page_size": 20,
  "equity_type": "STOCK"
}'

Response

{
  "code": 0,
  "message": null,
  "data": {
    "total_holdings": [
      {}
    ],
    "page": 0,
    "page_size": 0,
    "total_page": 0,
    "total": 0
  }
}