Account Allocations

GET

/portfolio/:accountId/allocation

GET

/v1/api/portfolio/:accountId/allocation

$ curl https://api.ibkr.com/v1/api/portfolio/accountId/allocation

1 {
2   "assetClass": {
3     "long": {
4       "BOND": 380106.54,
5       "CASH": 72425.68706744915,
6       "CRYPTO": 255.17,
7       "OPT": 44352.82,
8       "STK": 1564447.6240790943
9     },
10     "short": {
11       "CASH": -508096.16629793524,
12       "OPT": -80.53,
13       "STK": -103716.11109948158
14     }
15   },
16   "group": {
17     "long": {
18       "Aerospace/Defense": 380106.54,
19       "Auto Manufacturers": 18213.43337263364,
20       "Banks": 366666.31,
21       "Biotechnology": 49.72,
22       "Computers": 279285.37,
23       "Diversified Finan Serv": 45970.8,
24       "Internet": 164576.99,
25       "Others": 704313.8907064605,
26       "Semiconductors": 371.9,
27       "Software": 29607.2
28     },
29     "short": {
30       "Auto Manufacturers": -11763,
31       "Insurance": -4682.111099481583,
32       "Internet": -189.53,
33       "Semiconductors": -87162
34     }
35   },
36   "sector": {
37     "long": {
38       "Communications": 164576.99,
39       "Consumer, Cyclical": 18213.43337263364,
40       "Consumer, Non-cyclical": 49.72,
41       "Financial": 412637.11,
42       "Industrial": 380106.54,
43       "Others": 704313.8907064605,
44       "Technology": 309264.47000000003
45     },
46     "short": {
47       "Communications": -189.53,
48       "Consumer, Cyclical": -11763,
49       "Financial": -4682.111099481583,
50       "Technology": -87162
51     }
52   }
53 }

Get an account's allocations by asset class, sector group, and sector.

Path parameters

accountIdstringRequired

Query parameters

modelanyOptional

Response

response with allocations

assetClassobjectOptional

Object containing values of positions sorted by long/short and asset class.

groupobjectOptional

Object containing values of positions sorted by long/short and Sector Group.

sectorobjectOptional

Object containing values of positions sorted by long/short and Sector.

Errors

400

Bad Request Error

401

Unauthorized Error

500

Internal Server Error

503

Service Unavailable Error