Holdings

GET/retail/positioning/holdings

Current aggregated holdings across connected retail portfolios.

Query Parameters

snapshot_datedateoptional

Portfolio snapshot date.

asset_classesarray<string>optional

Allowed values: stock, etf, option, crypto, other

Optional asset class filters.

min_market_valuenumberoptional

Default: 500

Minimum aggregate market value threshold.

min_holdersintegeroptional

Default: 3

Minimum holder cell threshold before aggregation is returned.

limitintegeroptional

Default: 100

Maximum number of rows to return.

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GET/retail/positioning/holdings

curl "https://api.rallies.ai/v1/retail/positioning/holdings?limit=100" \
  -H "X-Rallies-API-Key: $RALLIES_API_KEY"

RESPONSE

JSON

{
  "snapshot_at": "2026-05-25 00:00:00",
  "positions": [
    {
      "ticker": "NVDA",
      "asset_class": "stock",
      "ownership_share_pct": 7.91,
      "market_value_usd": 1842500.18,
      "avg_entry_price": 112.28,
      "avg_current_price": 126.88,
      "open_pnl_usd": 212450.44,
      "unrealized_return_pct": 13.04
    }
  ]
}