upstox-dotnet

UpstoxClient.Api.PortfolioApi

All URIs are relative to https://api-v2.upstox.com

Method	HTTP request	Description
ConvertPositions	PUT /portfolio/convert-position	Convert Positions
GetHoldings	GET /portfolio/long-term-holdings	Get Holdings
GetPositions	GET /portfolio/short-term-positions	Get Positions

ConvertPositions

ConvertPositionResponse ConvertPositions (ConvertPositionRequest body, string apiVersion)

Convert Positions

Convert the margin product of an open position

Example

using System;
using System.Diagnostics;
using UpstoxClient.Api;
using UpstoxClient.Client;
using UpstoxClient.Model;

namespace Example
{
    public class ConvertPositionsExample
    {
        public void main()
        {
            // Configure OAuth2 access token for authorization: OAUTH2
            Configuration.Default.AccessToken = "YOUR_ACCESS_TOKEN";

            var apiInstance = new PortfolioApi();
            var body = new ConvertPositionRequest(); // ConvertPositionRequest | 
            var apiVersion = apiVersion_example;  // string | API Version Header

            try
            {
                // Convert Positions
                ConvertPositionResponse result = apiInstance.ConvertPositions(body, apiVersion);
                Debug.WriteLine(result);
            }
            catch (Exception e)
            {
                Debug.Print("Exception when calling PortfolioApi.ConvertPositions: " + e.Message );
            }
        }
    }
}

Parameters

Name	Type	Description	Notes
body	ConvertPositionRequest
apiVersion	string	API Version Header

Return type

ConvertPositionResponse

Authorization

OAUTH2

HTTP request headers

• Content-Type: application/json
• Accept: /, application/json

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GetHoldings

GetHoldingsResponse GetHoldings (string apiVersion)

Get Holdings

Fetches the holdings which the user has bought/sold in previous trading sessions.

Example

using System;
using System.Diagnostics;
using UpstoxClient.Api;
using UpstoxClient.Client;
using UpstoxClient.Model;

namespace Example
{
    public class GetHoldingsExample
    {
        public void main()
        {
            // Configure OAuth2 access token for authorization: OAUTH2
            Configuration.Default.AccessToken = "YOUR_ACCESS_TOKEN";

            var apiInstance = new PortfolioApi();
            var apiVersion = apiVersion_example;  // string | API Version Header

            try
            {
                // Get Holdings
                GetHoldingsResponse result = apiInstance.GetHoldings(apiVersion);
                Debug.WriteLine(result);
            }
            catch (Exception e)
            {
                Debug.Print("Exception when calling PortfolioApi.GetHoldings: " + e.Message );
            }
        }
    }
}

Parameters

Name	Type	Description	Notes
apiVersion	string	API Version Header

Return type

GetHoldingsResponse

Authorization

OAUTH2

HTTP request headers

• Content-Type: Not defined
• Accept: /, application/json

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GetPositions

GetPositionResponse GetPositions (string apiVersion)

Get Positions

Fetches the current positions for the user for the current day.

Example

using System;
using System.Diagnostics;
using UpstoxClient.Api;
using UpstoxClient.Client;
using UpstoxClient.Model;

namespace Example
{
    public class GetPositionsExample
    {
        public void main()
        {
            // Configure OAuth2 access token for authorization: OAUTH2
            Configuration.Default.AccessToken = "YOUR_ACCESS_TOKEN";

            var apiInstance = new PortfolioApi();
            var apiVersion = apiVersion_example;  // string | API Version Header

            try
            {
                // Get Positions
                GetPositionResponse result = apiInstance.GetPositions(apiVersion);
                Debug.WriteLine(result);
            }
            catch (Exception e)
            {
                Debug.Print("Exception when calling PortfolioApi.GetPositions: " + e.Message );
            }
        }
    }
}

Parameters

Name	Type	Description	Notes
apiVersion	string	API Version Header

Return type

GetPositionResponse

Authorization

OAUTH2

HTTP request headers

• Content-Type: Not defined
• Accept: /, application/json

[Back to top] [Back to API list] [Back to Model list] [Back to README]