---
updatedAt: 2026-09-16T12:23:30.000Z
agentTools:
  projectIndex: https://docs.datanomik.com/llms.txt
---

# List Investments History

# OpenAPI definition

```json
{
  "openapi": "3.1.0",
  "info": {
    "title": "openbanking-api",
    "version": "1.0"
  },
  "servers": [
    {
      "url": "https://api.datanomik.com"
    }
  ],
  "components": {
    "securitySchemes": {
      "sec0": {
        "type": "http",
        "scheme": "basic"
      }
    }
  },
  "security": [
    {
      "sec0": []
    }
  ],
  "paths": {
    "/v1/investments/history": {
      "get": {
        "summary": "List Investments History",
        "description": "",
        "operationId": "list-investments-history",
        "parameters": [
          {
            "name": "linkId",
            "in": "query",
            "description": "Link Id",
            "schema": {
              "type": "string"
            }
          },
          {
            "name": "accountId",
            "in": "query",
            "description": "Account Id",
            "schema": {
              "type": "string"
            }
          },
          {
            "name": "investmentId",
            "in": "query",
            "description": "Investment Id",
            "schema": {
              "type": "string"
            }
          },
          {
            "name": "generalOwnerId",
            "in": "query",
            "description": "General Owner Id",
            "schema": {
              "type": "string"
            }
          },
          {
            "name": "instrumentType",
            "in": "query",
            "description": "Investment Instrument Type",
            "schema": {
              "type": "string",
              "enum": [
                "FUND",
                "COMMITED",
                "BOND",
                "STOCKS",
                "DEPOSIT"
              ]
            }
          },
          {
            "name": "dateFrom",
            "in": "query",
            "description": "Date From",
            "schema": {
              "type": "string",
              "format": "date"
            }
          },
          {
            "name": "dateTo",
            "in": "query",
            "description": "Date To",
            "schema": {
              "type": "string",
              "format": "date"
            }
          }
        ],
        "responses": {
          "200": {
            "description": "200",
            "content": {
              "application/json": {
                "examples": {
                  "Result": {
                    "value": "[{\n            \"id\": \"419a2fdb-853e-4ba6-88bb-3d56f0dc4043\",\n            \"instrument_type\": \"DEPOSIT\",\n            \"description\": \"CDB\",\n            \"net_balance\": 514.85,\n            \"gross_balance\": 1162.82,\n            \"account\": {\n                \"id\": \"c80c5b6e-f21e-4068-9dd7-c287cc98ca51\",\n                \"description\": \"Conta Corrente 60217-6\",\n                \"branch\": \"3957-2\",\n                \"account_number\": \"60217-6\",\n                \"type\": \"Conta Corrente\",\n                \"category\": \"CHECKING\",\n                \"balance\": {\n                    \"currency\": \"BRL\"\n                },\n                \"refreshed_at\": \"2023-07-05T15:28:13.091175Z\",\n                \"created_at\": \"2023-05-12T14:39:48.666683Z\",\n                \"updated_at\": \"2023-07-05T10:13:07.801974Z\",\n                \"owner\": {\n                    \"id\": \"47bd11f7-a024-469e-863a-0a5d24f374b8\",\n                    \"display_name\": \"VIEIRA S/A\"\n                },\n                \"blocked\": false,\n                \"status\": \"ACTIVE\",\n                \"country\": \"BR\",\n                \"institution_logo\": \"https://resources.datanomik.com/institutions/br/BancoBrasil.svg\",\n                \"institution\": \"BANCO_BRASIL\",\n                \"institution_description\": \"Banco do Brasil\",\n                \"link_id\": \"a284d0da-5de9-4edf-8a43-698d0b54d538\",\n                \"tags\": []\n            }\n}]"
                  }
                },
                "schema": {
                  "type": "array",
                  "items": {
                    "type": "object",
                    "properties": {
                      "id": {
                        "type": "string",
                        "example": "419a2fdb-853e-4ba6-88bb-3d56f0dc4043"
                      },
                      "instrument_type": {
                        "type": "string",
                        "example": "DEPOSIT"
                      },
                      "description": {
                        "type": "string",
                        "example": "CDB"
                      },
                      "net_balance": {
                        "type": "number",
                        "example": 514.85,
                        "default": 0
                      },
                      "gross_balance": {
                        "type": "number",
                        "example": 1162.82,
                        "default": 0
                      },
                      "account": {
                        "type": "object",
                        "properties": {
                          "id": {
                            "type": "string",
                            "example": "c80c5b6e-f21e-4068-9dd7-c287cc98ca51"
                          },
                          "description": {
                            "type": "string",
                            "example": "Conta Corrente 60217-6"
                          },
                          "branch": {
                            "type": "string",
                            "example": "3957-2"
                          },
                          "account_number": {
                            "type": "string",
                            "example": "60217-6"
                          },
                          "type": {
                            "type": "string",
                            "example": "Conta Corrente"
                          },
                          "category": {
                            "type": "string",
                            "example": "CHECKING"
                          },
                          "balance": {
                            "type": "object",
                            "properties": {
                              "currency": {
                                "type": "string",
                                "example": "BRL"
                              }
                            }
                          },
                          "refreshed_at": {
                            "type": "string",
                            "example": "2023-07-05T15:28:13.091175Z"
                          },
                          "created_at": {
                            "type": "string",
                            "example": "2023-05-12T14:39:48.666683Z"
                          },
                          "updated_at": {
                            "type": "string",
                            "example": "2023-07-05T10:13:07.801974Z"
                          },
                          "owner": {
                            "type": "object",
                            "properties": {
                              "id": {
                                "type": "string",
                                "example": "47bd11f7-a024-469e-863a-0a5d24f374b8"
                              },
                              "display_name": {
                                "type": "string",
                                "example": "VIEIRA S/A"
                              }
                            }
                          },
                          "blocked": {
                            "type": "boolean",
                            "example": false,
                            "default": true
                          },
                          "status": {
                            "type": "string",
                            "example": "ACTIVE"
                          },
                          "country": {
                            "type": "string",
                            "example": "BR"
                          },
                          "institution_logo": {
                            "type": "string",
                            "example": "https://resources.datanomik.com/institutions/br/BancoBrasil.svg"
                          },
                          "institution": {
                            "type": "string",
                            "example": "BANCO_BRASIL"
                          },
                          "institution_description": {
                            "type": "string",
                            "example": "Banco do Brasil"
                          },
                          "link_id": {
                            "type": "string",
                            "example": "a284d0da-5de9-4edf-8a43-698d0b54d538"
                          },
                          "tags": {
                            "type": "array",
                            "items": {
                              "type": "object",
                              "properties": {}
                            }
                          }
                        }
                      }
                    }
                  }
                }
              }
            }
          },
          "400": {
            "description": "400",
            "content": {
              "application/json": {
                "examples": {
                  "Result": {
                    "value": "{}"
                  }
                },
                "schema": {
                  "type": "object",
                  "properties": {}
                }
              }
            }
          },
          "401": {
            "description": "Unauthorized. Missing or invalid Basic Auth credentials.",
            "content": {
              "application/json": {
                "examples": {
                  "UNAUTHORIZED": {
                    "value": "{\n    \"code\": 401,\n    \"type\": \"UNAUTHORIZED\",\n    \"message\": \"Invalid credentials.\",\n    \"traceId\": \"0af7651916cd43dd8448eb211c80319c\"\n}"
                  }
                },
                "schema": {
                  "type": "object",
                  "properties": {
                    "code": {
                      "type": "integer",
                      "example": 401
                    },
                    "type": {
                      "type": "string",
                      "example": "UNAUTHORIZED"
                    },
                    "message": {
                      "type": "string",
                      "example": "Invalid credentials."
                    },
                    "traceId": {
                      "type": "string",
                      "example": "0af7651916cd43dd8448eb211c80319c"
                    }
                  }
                }
              }
            }
          },
          "403": {
            "description": "Forbidden. Source IP not whitelisted, credentials without the required scope, or trial period expired.",
            "content": {
              "application/json": {
                "examples": {
                  "IP_NOT_ALLOWED": {
                    "value": "{\n    \"code\": 632,\n    \"type\": \"IP_NOT_ALLOWED\",\n    \"message\": \"Source ip address not allowed.\",\n    \"traceId\": \"0af7651916cd43dd8448eb211c80319c\"\n}"
                  },
                  "FORBIDDEN": {
                    "value": "{\n    \"code\": 403,\n    \"type\": \"FORBIDDEN\",\n    \"message\": \"Forbidden\",\n    \"traceId\": \"0af7651916cd43dd8448eb211c80319c\"\n}"
                  }
                },
                "schema": {
                  "type": "object",
                  "properties": {
                    "code": {
                      "type": "integer",
                      "example": 632
                    },
                    "type": {
                      "type": "string",
                      "example": "IP_NOT_ALLOWED"
                    },
                    "message": {
                      "type": "string",
                      "example": "Source ip address not allowed."
                    },
                    "traceId": {
                      "type": "string",
                      "example": "0af7651916cd43dd8448eb211c80319c"
                    }
                  }
                }
              }
            }
          },
          "500": {
            "description": "Internal Server Error. Unexpected error; report the `traceId` to support.",
            "content": {
              "application/json": {
                "examples": {
                  "INTERNAL_ERROR": {
                    "value": "{\n    \"code\": 500,\n    \"type\": \"INTERNAL_ERROR\",\n    \"message\": \"Unexpected error. Please contact support with the traceId.\",\n    \"traceId\": \"0af7651916cd43dd8448eb211c80319c\"\n}"
                  }
                },
                "schema": {
                  "type": "object",
                  "properties": {
                    "code": {
                      "type": "integer",
                      "example": 500
                    },
                    "type": {
                      "type": "string",
                      "example": "INTERNAL_ERROR"
                    },
                    "message": {
                      "type": "string",
                      "example": "Unexpected error. Please contact support with the traceId."
                    },
                    "traceId": {
                      "type": "string",
                      "example": "0af7651916cd43dd8448eb211c80319c"
                    }
                  }
                }
              }
            }
          }
        },
        "deprecated": false
      }
    }
  },
  "x-readme": {
    "headers": [],
    "explorer-enabled": true,
    "proxy-enabled": true
  },
  "x-readme-fauxas": true
}
```