upstox-java

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(body, apiVersion)

Convert Positions

Convert the margin product of an open position

Example

// Import classes:
//import com.upstox.ApiClient;
//import com.upstox.ApiException;
//import com.upstox.Configuration;
//import com.upstox.auth.*;
//import io.swagger.client.api.PortfolioApi;

ApiClient defaultClient = Configuration.getDefaultApiClient();

// Configure OAuth2 access token for authorization: OAUTH2
OAuth OAUTH2 = (OAuth) defaultClient.getAuthentication("OAUTH2");
OAUTH2.setAccessToken("YOUR ACCESS TOKEN");

PortfolioApi apiInstance = new PortfolioApi();
ConvertPositionRequest body = new ConvertPositionRequest(); // ConvertPositionRequest | 
String apiVersion = "apiVersion_example"; // String | API Version Header
try {
    ConvertPositionResponse result = apiInstance.convertPositions(body, apiVersion);
    System.out.println(result);
} catch (ApiException e) {
    System.err.println("Exception when calling PortfolioApi#convertPositions");
    e.printStackTrace();
}

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

getHoldings

GetHoldingsResponse getHoldings(apiVersion)

Get Holdings

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

Example

// Import classes:
//import com.upstox.ApiClient;
//import com.upstox.ApiException;
//import com.upstox.Configuration;
//import com.upstox.auth.*;
//import io.swagger.client.api.PortfolioApi;

ApiClient defaultClient = Configuration.getDefaultApiClient();

// Configure OAuth2 access token for authorization: OAUTH2
OAuth OAUTH2 = (OAuth) defaultClient.getAuthentication("OAUTH2");
OAUTH2.setAccessToken("YOUR ACCESS TOKEN");

PortfolioApi apiInstance = new PortfolioApi();
String apiVersion = "apiVersion_example"; // String | API Version Header
try {
    GetHoldingsResponse result = apiInstance.getHoldings(apiVersion);
    System.out.println(result);
} catch (ApiException e) {
    System.err.println("Exception when calling PortfolioApi#getHoldings");
    e.printStackTrace();
}

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

getPositions

GetPositionResponse getPositions(apiVersion)

Get Positions

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

Example

// Import classes:
//import com.upstox.ApiClient;
//import com.upstox.ApiException;
//import com.upstox.Configuration;
//import com.upstox.auth.*;
//import io.swagger.client.api.PortfolioApi;

ApiClient defaultClient = Configuration.getDefaultApiClient();

// Configure OAuth2 access token for authorization: OAUTH2
OAuth OAUTH2 = (OAuth) defaultClient.getAuthentication("OAUTH2");
OAUTH2.setAccessToken("YOUR ACCESS TOKEN");

PortfolioApi apiInstance = new PortfolioApi();
String apiVersion = "apiVersion_example"; // String | API Version Header
try {
    GetPositionResponse result = apiInstance.getPositions(apiVersion);
    System.out.println(result);
} catch (ApiException e) {
    System.err.println("Exception when calling PortfolioApi#getPositions");
    e.printStackTrace();
}

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

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