Navexa API
  1. Holdings
Navexa API
  • Start your Navexa journey
  • Authentication
  • Reports
    • Get ATO myTax report
      GET
    • Get ATO myTax report PDF
      GET
    • Get Capital Gains Tax report
      GET
    • Get Taxable Income report
      GET
    • Get Unrealised Capital Gains Tax report
      GET
  • Benchmark
    • Get the benchmark return for a portfolio
      GET
  • CashAccount
    • Get Cash Account
      GET
    • Delete a Cash Account
      DELETE
    • Get all Cash Accounts
      GET
    • Create a Cash Account
      POST
    • Update a Cash Account
      PUT
    • Get Cash Account Transactions
      GET
  • CashAccountTransactions
    • Get a Cash Account Transaction
      GET
    • Delete a Cash Account Transaction
      DELETE
    • Create a Cash Account Transaction
      POST
    • Update a Cash Account Transaction
      PUT
  • Clients
    • Get all Clients
      GET
    • Create a client
      POST
    • Gets Client
      GET
    • Update a client
      PUT
    • Delete client
      DELETE
    • Get client Portfolios
      GET
    • Assign portfolios to client
      PUT
  • Holdings
    • Get a holding
      GET
    • Update a holding
      PUT
    • Delete a holding
      DELETE
    • Get a holding's trades
      GET
    • Get holding income records
      GET
    • Update a holding's symbol and exchange
      PUT
  • PortfolioPerformance
    • Get portfolio performance
  • Portfolios
    • Get all portfolios
    • Create a portfolio
    • Get a portfolio
    • Update a portfolio
    • Delete a portfolio
    • Get all portfolio holdings
  • ProRataDistributions
    • Update ETF Distributions ProRata
  • StocksIncome
    • Get an income record
    • Update Income record
    • Confirm Income record
  • TaxSettings
    • Get all portfolio tax settings
    • Get portfolio tax setting
    • Update portfolio tax settings
  • Trades
    • Get a trade
    • Delete a trade
    • Add a trade
  • CustomInvestmentPrice
    • Get a Price
    • Delete a Price
    • Add a Price
    • Update a Price
  1. Holdings

Update a holding

PUT
/v1/holdings/{holdingId}

Request

Authorization
API Key
Add parameter in header
Authorization
Example:
Authorization: ********************
or
Path Params

Body Params application/json-patch+json

Example
{
    "id": 0,
    "symbol": "string",
    "exchange": "string",
    "displayExchange": "string",
    "name": "string",
    "currencyCode": "string",
    "holdingTypeId": 0,
    "portfolioId": 0,
    "dateCreated": "2019-08-24T14:15:22Z",
    "classification": {
        "sectorCode": 0,
        "sector": "string",
        "industryGroupCode": 0,
        "industryGroup": "string",
        "industryCode": 0,
        "industry": "string",
        "subIndustryCode": 0,
        "subIndustry": "string"
    },
    "settings": {
        "isDividendReinvestment": true,
        "drpSettings": "string"
    }
}

Request Code Samples

Shell
JavaScript
Java
Swift
Go
PHP
Python
HTTP
C
C#
Objective-C
Ruby
OCaml
Dart
R
Request Request Example
Shell
JavaScript
Java
Swift
curl --location --request PUT '/v1/holdings/' \
--header 'Authorization: <api-key>' \
--header 'Content-Type: application/json-patch+json' \
--data-raw '{
    "id": 0,
    "symbol": "string",
    "exchange": "string",
    "displayExchange": "string",
    "name": "string",
    "currencyCode": "string",
    "holdingTypeId": 0,
    "portfolioId": 0,
    "dateCreated": "2019-08-24T14:15:22Z",
    "classification": {
        "sectorCode": 0,
        "sector": "string",
        "industryGroupCode": 0,
        "industryGroup": "string",
        "industryCode": 0,
        "industry": "string",
        "subIndustryCode": 0,
        "subIndustry": "string"
    },
    "settings": {
        "isDividendReinvestment": true,
        "drpSettings": "string"
    }
}'

Responses

🟢200OK
Success
This response does not have a body.
Modified at 2025-10-24 04:35:20
Previous
Get a holding
Next
Delete a holding
Built with