> ## Documentation Index
> Fetch the complete documentation index at: https://docs.mf-atlas.space/llms.txt
> Use this file to discover all available pages before exploring further.

# Look up holdings by PAN

> Folio-level holdings (units, NAV, market value) reported by the registrars (CAMS and KFintech) for a PAN under your distributor code, whether or not that person is an investor here — useful for customers who have not been onboarded yet. Refreshed once a day; each position carries its balance date. The PAN is sent in the body (never the URL) and returned masked. Only folios reported under the holder's primary PAN are included, so joint-holder folios held under another holder's PAN will not appear. Empty when nothing is reported.



## OpenAPI

````yaml /openapi.yaml post /api/holdings/v1/lookup
openapi: 3.0.3
info:
  title: MF Atlas API
  version: 1.0.0
servers:
  - description: Sandbox
    url: https://api-sandbox.mf-atlas.space
  - description: Production
    url: https://api.mf-atlas.space
security:
  - bearerAuth: []
paths:
  /api/holdings/v1/lookup:
    post:
      tags:
        - holdings
      summary: Look up holdings by PAN
      description: >-
        Folio-level holdings (units, NAV, market value) reported by the
        registrars (CAMS and KFintech) for a PAN under your distributor code,
        whether or not that person is an investor here — useful for customers
        who have not been onboarded yet. Refreshed once a day; each position
        carries its balance date. The PAN is sent in the body (never the URL)
        and returned masked. Only folios reported under the holder's primary PAN
        are included, so joint-holder folios held under another holder's PAN
        will not appear. Empty when nothing is reported.
      requestBody:
        content:
          application/json:
            schema:
              properties:
                pan:
                  description: >-
                    The holder's PAN (10 characters, e.g. ABCDE1234F). Only
                    single-holder folios reported under the primary holder's PAN
                    are returned.
                  type: string
              required:
                - pan
              type: object
        description: PAN to look up
        required: true
      responses:
        '200':
          content:
            application/json:
              schema:
                properties:
                  holdings:
                    type: array
                  investor_id:
                    description: Present on the per-investor endpoint only.
                    type: string
                  pan:
                    description: Masked PAN. Present on the PAN lookup only.
                    type: string
                  summary:
                    type: object
                required:
                  - holdings
                  - summary
                type: object
          description: Holdings
components:
  securitySchemes:
    bearerAuth:
      bearerFormat: Opaque bearer token from POST /api/auth/v1/token
      scheme: bearer
      type: http

````

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