Get portfolios

GET /portfolios

Returns a list of portfolios to which the caller has access. If a valid portfolio ID is specified in the query, the list will include that portfolio alone. If an invalid portfolio ID is specified in the query, or if the caller is denied access to that portfolio, the list will be empty.

Headers

Query parameters

  • id string

    A comma-separated list of Omniex-assigned portfolio identifiers

  • include string

    Expand the returned portfolio objects

    Value is integrations.

Responses

  • success

    Hide response attributes Show response attributes object
    • data array[object] Required
      Hide data attributes Show data attributes array[object]
    • meta object Required
  • bad request

    Hide response attributes Show response attributes object
    • errors array[object] Required
      Hide errors attributes Show errors attributes array[object]
      • error string Required

        Values are ACCESS_DENIED, AUTHENTICATION_FAILED, INTERNAL_SERVER_ERROR, METHOD_UNSUPPORTED, PARAMETER_INVALID, PARAMETER_UNSUPPORTED, RESOURCE_NOT_FOUND, or TIMESTAMP_INVALID.

      • message string Required
    • meta object Required
  • unauthorized

    Hide response attributes Show response attributes object
    • errors array[object] Required
      Hide errors attributes Show errors attributes array[object]
      • error string Required

        Values are ACCESS_DENIED, AUTHENTICATION_FAILED, INTERNAL_SERVER_ERROR, METHOD_UNSUPPORTED, PARAMETER_INVALID, PARAMETER_UNSUPPORTED, RESOURCE_NOT_FOUND, or TIMESTAMP_INVALID.

      • message string Required
    • meta object Required
GET /portfolios
curl \
 -X GET https://api.omniex.io/edge/v1beta/portfolios \
 -H "ONX-API-KEY: fI7xlbw7e2" \
 -H "ONX-API-TIMESTAMP: 1606940938725" \
 -H "ONX-API-SIGNATURE: 3181a3c21da8a5bb952076cc3655cc17de3d63efa790282c3625d21fee52db4a"
Response examples (200)
{
  "data": [
    {
      "id": "6b372483-a80f-4c32-8d23-e6b9397ee6d6",
      "resource": "portfolio",
      "name": "Master Fund 1",
      "integrations": [
        {
          "id": "52b229b4-b5b4-407b-a8e0-502d8ee42e1b",
          "venueId": "binance",
          "integrationStatus": "verified"
        },
        {
          "id": "c465afdc-d4f8-40a5-aa06-d2129a7f737b",
          "venueId": "gdax",
          "integrationStatus": "verified"
        },
        {
          "id": "cfa7209e-198b-4f44-a37a-12d02b80a3e8",
          "venueId": "gemini",
          "integrationStatus": "verified"
        },
        {
          "id": "d1e26f86-74e1-4acd-a6d8-76bab9ea2315",
          "venueId": "itbit",
          "integrationStatus": "requested"
        }
      ],
      "positions": [
        {
          "assetId": "BTC",
          "isCustomAsset": false,
          "accounts": [
            {
              "venueId": "binance",
              "name": "Binance BTC Account",
              "balance": {
                "trading": {
                  "free": "1.009",
                  "locked": "0.0"
                }
              }
            },
            {
              "venueId": "gdax",
              "name": "Coinbase Pro BTC Account",
              "balance": {
                "trading": {
                  "free": "0.2",
                  "locked": "0.03"
                }
              }
            }
          ]
        },
        {
          "assetId": "ETH",
          "isCustomAsset": false,
          "accounts": [
            {
              "venueId": "gdax",
              "name": "Coinbase Pro ETH Account",
              "balance": {
                "trading": {
                  "free": "0.4",
                  "locked": "0.1"
                }
              }
            },
            {
              "venueId": "gemini",
              "name": "Gemini ETH Account",
              "balance": {
                "trading": {
                  "free": "0.5",
                  "locked": "0.0"
                }
              }
            }
          ]
        }
      ],
      "createdAt": "2021-05-05T12:28:53.000Z",
      "updatedAt": "2021-05-05T12:28:53.000Z"
    }
  ],
  "meta": {}
}
Response examples (200)
{
  "data": [
    {
      "id": "string",
      "resource": "portfolio",
      "name": "string",
      "integrations": [
        {
          "id": "string",
          "venueId": "string",
          "integrationStatus": "requested"
        }
      ],
      "positions": [
        {
          "assetId": "string",
          "isCustomAsset": true,
          "accounts": [
            {
              "venueId": "string",
              "name": "string",
              "balance": {
                "trading": {
                  "free": "string",
                  "locked": "string"
                },
                "margin": {
                  "locked": "string"
                },
                "staking": {
                  "locked": "string"
                },
                "custody": {
                  "free": "string",
                  "locked": "string"
                }
              }
            }
          ]
        }
      ],
      "createdAt": "2025-05-04T09:42:00Z",
      "updatedAt": "2025-05-04T09:42:00Z"
    }
  ],
  "meta": {}
}
Response examples (400)
{
  "errors": [
    {
      "error": "PARAMETER_VALUE_INVALID",
      "message": "a specified query/path parameter value was invalid"
    }
  ],
  "meta": {}
}
{
  "errors": [
    {
      "error": "PARAMETER_UNSUPPORTED",
      "message": "a specified query parameter is unsupported"
    }
  ],
  "meta": {}
}
{
  "errors": [
    {
      "error": "TIMESTAMP_INVALID",
      "message": "the request timestamp is invalid or outside the required window"
    }
  ],
  "meta": {}
}
Response examples (400)
{
  "errors": [
    {
      "error": "ACCESS_DENIED",
      "message": "string"
    }
  ],
  "meta": {}
}
Response examples (401)
{
  "errors": [
    {
      "error": "AUTHENTICATION_FAILED",
      "message": "the api server failed to authenticate the request"
    }
  ],
  "meta": {}
}
Response examples (401)
{
  "errors": [
    {
      "error": "ACCESS_DENIED",
      "message": "string"
    }
  ],
  "meta": {}
}

Get portfolio by portfolio ID

GET /portfolios/{id}

Returns the specified portfolio.

Headers

Path parameters

  • id string(uuid) Required

    An Omniex-assigned portfolio identifier

Query parameters

  • include string

    Expand the returned portfolio objects

    Value is integrations.

Responses

  • unauthorized

    Hide response attributes Show response attributes object
    • errors array[object] Required
      Hide errors attributes Show errors attributes array[object]
      • error string Required

        Values are ACCESS_DENIED, AUTHENTICATION_FAILED, INTERNAL_SERVER_ERROR, METHOD_UNSUPPORTED, PARAMETER_INVALID, PARAMETER_UNSUPPORTED, RESOURCE_NOT_FOUND, or TIMESTAMP_INVALID.

      • message string Required
    • meta object Required
  • bad request

    Hide response attributes Show response attributes object
    • errors array[object] Required
      Hide errors attributes Show errors attributes array[object]
      • error string Required

        Values are ACCESS_DENIED, AUTHENTICATION_FAILED, INTERNAL_SERVER_ERROR, METHOD_UNSUPPORTED, PARAMETER_INVALID, PARAMETER_UNSUPPORTED, RESOURCE_NOT_FOUND, or TIMESTAMP_INVALID.

      • message string Required
    • meta object Required
  • success

    Hide response attributes Show response attributes object
    • meta object Required
    • data object Required
      Hide data attributes Show data attributes object
GET /portfolios/{id}
curl \
 -X GET https://api.omniex.io/edge/v1beta/portfolios/6b372483-a80f-4c32-8d23-e6b9397ee6d6 \
 -H "ONX-API-KEY: fI7xlbw7e2" \
 -H "ONX-API-TIMESTAMP: 1606940938725" \
 -H "ONX-API-SIGNATURE: 3181a3c21da8a5bb952076cc3655cc17de3d63efa790282c3625d21fee52db4a"
Response examples (401)
{
  "errors": [
    {
      "error": "AUTHENTICATION_FAILED",
      "message": "the api server failed to authenticate the request"
    }
  ],
  "meta": {}
}
Response examples (401)
{
  "errors": [
    {
      "error": "ACCESS_DENIED",
      "message": "string"
    }
  ],
  "meta": {}
}
Response examples (400)
{
  "errors": [
    {
      "error": "PARAMETER_VALUE_INVALID",
      "message": "a specified query/path parameter value was invalid"
    }
  ],
  "meta": {}
}
{
  "errors": [
    {
      "error": "PARAMETER_UNSUPPORTED",
      "message": "a specified query parameter is unsupported"
    }
  ],
  "meta": {}
}
{
  "errors": [
    {
      "error": "TIMESTAMP_INVALID",
      "message": "the request timestamp is invalid or outside the required window"
    }
  ],
  "meta": {}
}
Response examples (400)
{
  "errors": [
    {
      "error": "ACCESS_DENIED",
      "message": "string"
    }
  ],
  "meta": {}
}
Response examples (200)
{
  "data": {
    "id": "6b372483-a80f-4c32-8d23-e6b9397ee6d6",
    "resource": "portfolio",
    "name": "Master Fund 1",
    "integrations": [
      {
        "id": "52b229b4-b5b4-407b-a8e0-502d8ee42e1b",
        "venueId": "binance",
        "integrationStatus": "verified"
      },
      {
        "id": "c465afdc-d4f8-40a5-aa06-d2129a7f737b",
        "venueId": "gdax",
        "integrationStatus": "verified"
      },
      {
        "id": "cfa7209e-198b-4f44-a37a-12d02b80a3e8",
        "venueId": "gemini",
        "integrationStatus": "verified"
      },
      {
        "id": "d1e26f86-74e1-4acd-a6d8-76bab9ea2315",
        "venueId": "itbit",
        "integrationStatus": "requested"
      }
    ],
    "positions": [
      {
        "assetId": "BTC",
        "isCustomAsset": false,
        "accounts": [
          {
            "venueId": "binance",
            "name": "Binance BTC Account",
            "balance": {
              "trading": {
                "free": "1.009",
                "locked": "0.0"
              }
            }
          },
          {
            "venueId": "gdax",
            "name": "Coinbase Pro BTC Account",
            "balance": {
              "trading": {
                "free": "0.2",
                "locked": "0.03"
              }
            }
          }
        ]
      },
      {
        "assetId": "ETH",
        "isCustomAsset": false,
        "accounts": [
          {
            "venueId": "gdax",
            "name": "Coinbase Pro ETH Account",
            "balance": {
              "trading": {
                "free": "0.4",
                "locked": "0.1"
              }
            }
          },
          {
            "venueId": "gemini",
            "name": "Gemini ETH Account",
            "balance": {
              "trading": {
                "free": "0.5",
                "locked": "0.0"
              }
            }
          }
        ]
      }
    ],
    "createdAt": "2021-05-05T12:28:53.000Z",
    "updatedAt": "2021-05-05T12:28:53.000Z"
  },
  "meta": {}
}
Response examples (200)
{
  "meta": {},
  "data": {
    "positions": [
      {
        "assetId": "string",
        "isCustomAsset": true,
        "accounts": [
          {
            "venueId": "string",
            "name": "string",
            "balance": {
              "trading": {
                "free": "string",
                "locked": "string"
              },
              "margin": {
                "locked": "string"
              },
              "staking": {
                "locked": "string"
              },
              "custody": {
                "free": "string",
                "locked": "string"
              }
            }
          }
        ]
      }
    ],
    "createdAt": "2025-05-04T09:42:00Z",
    "updatedAt": "2025-05-04T09:42:00Z",
    "id": "string",
    "resource": "portfolio",
    "name": "string",
    "integrations": [
      {
        "venueId": "string",
        "integrationStatus": "requested",
        "id": "string"
      }
    ]
  }
}