List investments
curl --request GET \
--url https://api.visorfinance.app/v1/spaces/{space_id}/investments \
--header 'Authorization: Bearer <token>'{
"data": [
{
"balance": "10450.32",
"category": "renda_fixa",
"contributes_to_net_worth": true,
"currency_code": "BRL",
"id": "0b7f6d2e-8c1a-4f3b-9d5e-6a2c4b8e1f90",
"name": "CDB Banco Inter 110% CDI",
"provider_name": "Inter",
"source": "connected",
"subtype": null,
"type": "CDB",
"updated_at": "2026-10-19T08:15:00Z"
}
],
"summary": {
"count": 1,
"currency_code": "BRL",
"total_value": "10450.32"
}
}{
"errors": [
{
"code": "INVALID_TOKEN",
"details": {},
"message": "The personal API token is not valid.",
"request_id": "F8x2kQ9vXc1AAAAB"
}
]
}{
"errors": [
{
"code": "INSUFFICIENT_SCOPE",
"details": {
"required_scope": "pfm:read"
},
"message": "The personal API token does not grant this operation.",
"request_id": "F8x2kQ9vXc1AAAAB"
}
]
}{
"errors": [
{
"code": "NOT_FOUND",
"details": {},
"message": "The resource does not exist.",
"request_id": "F8x2kQ9vXc1AAAAB"
}
]
}{
"errors": [
{
"code": "INVALID_TOKEN",
"details": {},
"message": "<string>",
"request_id": "<string>"
}
]
}{
"errors": [
{
"code": "RATE_LIMITED",
"details": {
"retry_after_seconds": 42
},
"message": "Too many requests. Retry after the number of seconds in Retry-After.",
"request_id": "F8x2kQ9vXc1AAAAB"
}
]
}Investments
List investments
Returns the investments of a space, connected and manual, with the same holdings the Visor portfolio shows: a holding with a zero or negative balance is left out. summary.total_value adds the holdings that count toward net worth, converted to the display currency of the token’s user. Requires the pfm:read scope.
List investments
curl --request GET \
--url https://api.visorfinance.app/v1/spaces/{space_id}/investments \
--header 'Authorization: Bearer <token>'{
"data": [
{
"balance": "10450.32",
"category": "renda_fixa",
"contributes_to_net_worth": true,
"currency_code": "BRL",
"id": "0b7f6d2e-8c1a-4f3b-9d5e-6a2c4b8e1f90",
"name": "CDB Banco Inter 110% CDI",
"provider_name": "Inter",
"source": "connected",
"subtype": null,
"type": "CDB",
"updated_at": "2026-10-19T08:15:00Z"
}
],
"summary": {
"count": 1,
"currency_code": "BRL",
"total_value": "10450.32"
}
}{
"errors": [
{
"code": "INVALID_TOKEN",
"details": {},
"message": "The personal API token is not valid.",
"request_id": "F8x2kQ9vXc1AAAAB"
}
]
}{
"errors": [
{
"code": "INSUFFICIENT_SCOPE",
"details": {
"required_scope": "pfm:read"
},
"message": "The personal API token does not grant this operation.",
"request_id": "F8x2kQ9vXc1AAAAB"
}
]
}{
"errors": [
{
"code": "NOT_FOUND",
"details": {},
"message": "The resource does not exist.",
"request_id": "F8x2kQ9vXc1AAAAB"
}
]
}{
"errors": [
{
"code": "INVALID_TOKEN",
"details": {},
"message": "<string>",
"request_id": "<string>"
}
]
}{
"errors": [
{
"code": "RATE_LIMITED",
"details": {
"retry_after_seconds": 42
},
"message": "Too many requests. Retry after the number of seconds in Retry-After.",
"request_id": "F8x2kQ9vXc1AAAAB"
}
]
}Authorizations
personal_api_tokenvisor_cli_oauth
Personal API token created in Visor Settings
Path Parameters
A space id from GET /v1/spaces
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