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Portfolio REST API

Holdings, transactions, quotes — session-authenticated REST surface.

note
Full route list is in openapi.json. Prefer MCP for agent read access.
common routes
  • GET /api/holdings
  • GET /api/portfolios
  • GET /api/transactions
  • GET /api/quote
  • POST /api/portfolio/ai-chat

JSON API: https://trefolio.com/api/docs/portfolio