Skip to main content
Core Platform

Read the workspace investment book control surface

GET /investment/book

Contract

Returns portfolio-scoped book positions, cash projections, settlement obligations, corporate-action cases, NAV snapshots and existing reconciliation breaks. Financial Actions remains the sole execution authority.

Authentication
Bearer credential required
Required scope
investment:read
Status
Published

Parameters

Name Location Type Required Description
portfolio_id query string No

Code examples

These examples compose a request only. Public reference pages never transmit your credential or execute the operation.

curl

curl -X GET \
  -H "Authorization: Bearer $FINANCEGPT_API_KEY" \
  -H "Accept: application/json"
  "https://financegpt.dev/api/v2/investment/book"

javascript

const response = await fetch("https:\/\/financegpt.dev\/api\/v2\/investment\/book", {
  method: "GET",
  headers: {
    Authorization: `Bearer ${FINANCEGPT_API_KEY}`,
    Accept: 'application/json',
  },
});
const data = await response.json();

python

import json
import os
import requests

response = requests.request(
    'GET',
    'https://financegpt.dev/api/v2/investment/book',
    headers={
        'Authorization': 'Bearer ' + os.environ['FINANCEGPT_API_KEY'],
        'Accept': 'application/json',
    },
)
response.raise_for_status()
print(response.json())

php

<?php
$ch = curl_init('https://financegpt.dev/api/v2/investment/book');
curl_setopt_array($ch, [
    CURLOPT_CUSTOMREQUEST => 'GET',
    CURLOPT_RETURNTRANSFER => true,
    CURLOPT_HTTPHEADER => [
        'Authorization: Bearer '.getenv('FINANCEGPT_API_KEY'),
        'Accept: application/json',
    ],
]);
$response = curl_exec($ch);
curl_close($ch);
echo $response;

Responses

Status Description
200 Investment book and front-to-back operating evidence

Authority boundary

A developer credential proves application identity and permits only its scopes. It does not grant model promotion, policy override, QLM rebinding, or Financial Actions execution authority unless those separate controls are satisfied.

investment:read

Machine-readable sources