Get historical positions
Lists historical broker position snapshots for the caller’s organization, defaulting to the last 90 days within the plan history window. Explicit bounds expand to whole minutes and must span at most 92 days. Each position includes the broker symbol and an instrument tagged by asset_class.
Authorizations
Bearer authentication header of the form Bearer <token>, where <token> is your auth token.
Query Parameters
Trading account ID
Required broker environment. Includes disabled and deleted accounts. A named account must belong to this environment.
paper, live Filter positions by symbol. Symbols are normalized to uppercase
Inclusive received_at lower bound. Defaults to 30 days before an explicit end, otherwise 90 days ago. Raised to the plan history window
Exclusive received_at upper bound; defaults to now
Maximum results; defaults to 100 and is capped at 1000
x >= 0Sort field; defaults to received_at
received_at, symbol, quantity, average_cost Sort direction. Defaults to Desc. Lowercase asc/desc are also accepted.
Asc, Desc Opaque keyset pagination cursor from a previous response