> ## Documentation Index > Fetch the complete documentation index at: https://docs.visorfinance.app/llms.txt > Use this file to discover all available pages before exploring further. # 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. ## OpenAPI ````yaml /openapi.json get /v1/spaces/{space_id}/investments openapi: 3.0.3 info: description: >- Personal REST API for Visor Pro and Premium users. Authenticate with a personal API token created in Visor Settings, sent as `Authorization: Bearer visor_pat_...`, or with an OAuth access token from the Visor CLI browser login. title: Visor Personal API version: 1.0.0 servers: - url: https://api.visorfinance.app variables: {} security: - personal_api_token: [] - visor_cli_oauth: - pfm:read tags: [] paths: /v1/spaces/{space_id}/investments: get: tags: - Investments summary: List investments description: >- 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. operationId: VisorWeb.Api.V1.InvestmentController.index parameters: - description: A space `id` from `GET /v1/spaces` in: path name: space_id required: true schema: format: uuid type: string responses: '200': content: application/json: example: 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' schema: $ref: '#/components/schemas/InvestmentListResponse' description: Investments of the space headers: x-ratelimit-limit: description: Requests allowed for this token per minute schema: example: 60 type: integer style: simple x-ratelimit-remaining: description: Requests left for this token in the current minute schema: example: 59 type: integer style: simple x-request-id: description: Request identifier, also returned as `request_id` in errors schema: type: string style: simple '401': content: application/json: example: errors: - code: INVALID_TOKEN details: {} message: The personal API token is not valid. request_id: F8x2kQ9vXc1AAAAB schema: $ref: '#/components/schemas/ErrorResponse' description: Missing, invalid, expired, or revoked token headers: x-request-id: description: Request identifier, also returned as `request_id` in errors schema: type: string style: simple '403': content: application/json: example: errors: - code: INSUFFICIENT_SCOPE details: required_scope: pfm:read message: The personal API token does not grant this operation. request_id: F8x2kQ9vXc1AAAAB schema: $ref: '#/components/schemas/ErrorResponse' description: Pro or Premium plan required, or insufficient scope headers: x-request-id: description: Request identifier, also returned as `request_id` in errors schema: type: string style: simple '404': content: application/json: example: errors: - code: NOT_FOUND details: {} message: The resource does not exist. request_id: F8x2kQ9vXc1AAAAB schema: $ref: '#/components/schemas/ErrorResponse' description: The space does not exist or the token's user cannot access it headers: x-request-id: description: Request identifier, also returned as `request_id` in errors schema: type: string style: simple '406': content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' description: The client does not accept JSON headers: x-request-id: description: Request identifier, also returned as `request_id` in errors schema: type: string style: simple '429': content: application/json: example: 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 schema: $ref: '#/components/schemas/ErrorResponse' description: Rate limit exceeded headers: retry-after: description: Seconds until the current window ends schema: example: 42 type: integer style: simple x-ratelimit-limit: description: Requests allowed for this token per minute schema: example: 60 type: integer style: simple x-ratelimit-remaining: description: Requests left for this token in the current minute schema: example: 59 type: integer style: simple x-request-id: description: Request identifier, also returned as `request_id` in errors schema: type: string style: simple callbacks: {} components: schemas: InvestmentListResponse: additionalProperties: false properties: data: items: $ref: '#/components/schemas/Investment' type: array summary: $ref: '#/components/schemas/InvestmentSummary' required: - data - summary title: InvestmentListResponse type: object ErrorResponse: additionalProperties: false properties: errors: items: $ref: '#/components/schemas/Error' minItems: 1 type: array required: - errors title: ErrorResponse type: object Investment: additionalProperties: false properties: balance: description: Current value in `currency_code`, as a decimal string example: '10450.32' format: decimal type: string category: description: >- The portfolio group Visor puts the investment in, such as `renda_fixa` or `fundos` example: renda_fixa type: string contributes_to_net_worth: description: >- False when the user left the investment out of net worth and of `summary.total_value` type: boolean currency_code: description: ISO 4217 code of `balance` example: BRL type: string id: format: uuid type: string name: type: string provider_name: description: The institution that holds the investment; null when unknown nullable: true type: string source: description: >- `connected` for a holding that syncs from Open Finance or B3; `manual` for one the user created enum: - connected - manual type: string subtype: description: The provider subtype, such as `STOCK` nullable: true type: string type: description: >- The investment type as the provider or the user set it, such as `CDB`, `ETF`, or `EQUITY` example: CDB nullable: true type: string updated_at: description: When Visor last changed the record, in ISO 8601 UTC format: date-time type: string required: - id - name - type - subtype - category - source - balance - currency_code - provider_name - contributes_to_net_worth - updated_at title: Investment type: object InvestmentSummary: additionalProperties: false properties: count: description: The number of investments in `data` type: integer currency_code: description: The display currency of the token's user, as an ISO 4217 code example: BRL type: string total_value: description: >- Sum of the investments with `contributes_to_net_worth` true, converted to `currency_code` with the latest exchange rate example: '10450.32' format: decimal type: string required: - total_value - currency_code - count title: InvestmentSummary type: object Error: additionalProperties: false properties: code: description: Stable machine-readable code example: INVALID_TOKEN type: string details: additionalProperties: true description: Code-specific context type: object message: description: English text for developers type: string request_id: description: The x-request-id response header of the request nullable: true type: string required: - code - message - details - request_id title: Error type: object securitySchemes: personal_api_token: bearerFormat: visor_pat__ description: Personal API token created in Visor Settings scheme: bearer type: http visor_cli_oauth: description: >- OAuth 2.0 access token of the Visor CLI browser login (authorization code with PKCE). Only the first-party Visor CLI client can use it on this API. flows: authorizationCode: authorizationUrl: https://dashboard.visorfinance.app/oauth/authorize refreshUrl: https://dashboard.visorfinance.app/oauth/token scopes: pfm:read: Read financial data pfm:transactions:write: Create, edit, and delete transactions pix:payments:write: Start Pix payments that you confirm with biometrics at your bank tokenUrl: https://dashboard.visorfinance.app/oauth/token type: oauth2 ```` This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.