Read the workspace investment book control surface

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.

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;

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