Kapitalförsäkring

Account details such as available balance and interest rate.

companystring

Company where the financial product has been collected from. Examples: `se-folksam`, `se-lansforsakringar`, `se-avanza`, `se-movestic`, `se-spp`, `se-nordea`, `se-amf`, `se-seb`, `se-alecta`, `se-nordnet`, `se-handelsbanken`, `se-futur`, `se-swedbank`, `se-skandia`, `se-ica-bank`, `se-danske-bank`.

companyDisplayNamestring

Display name of the company for user-friendly presentation.

feesFees

Fees associated with the financial product.

financialInformationProductFinancialInformation

Financial details of the product, like value, performance etc.

holderHolder

Information about the owner of the financial product.

holdingsArray<Wealth.Holding>

List of holdings within the financial product.

idstring

Unique identifier for the financial product.

insuranceInsurance

Information about the insured person and beneficiaries.

monthlySavingsAmountMonetaryAmount

Monthly savings amount associated with the financial product.

movabilityMovability

The result of evaluating default or custom movability rules

payoutDetailsArray<PayoutDetails>

Provides details about the payout from the pension. Can contain multiple payout details depending on the payout schedule, for example, 2000 SEK monthly between age 65 and 70 and a lifelong monthly payout of 1000 SEK starting at age 70.

personalInformationobject

Details of the person collecting the data, e.g., personal number.

productNamestring

Name of the financial product.

productNumberstring

Number associated with the financial product.

startDatestring

Start date of the KF.

traditionallyManagedboolean

Indicates if the portfolio is traditionally managed. If true, no holdings will be shown.

transactionsArray<Transaction>

Transaction history for the last 12 months.

typestring

Type of the financial product.

Possible Enum values are KF, ISK, CUSTODY_ACCOUNT, UNKNOWN_INVESTMENT_TYPE, IPS_PENSION, PRIVATE_PENSION, OCCUPATIONAL_PENSION, COLLECTIVE_OCCUPATIONAL_PENSION, UNKNOWN_PENSION_TYPE, MORTGAGE_LOAN, UNSECURED_LOAN, GENERAL_SAVINGS_ACCOUNT, or GENERAL_SAVINGS_ACCOUNT_FIXED_PERIOD.

{
  "company": "se-company",
  "companyDisplayName": "Company",
  "fees": {
    "feesCollected": false,
    "feesPreviousYear": {
      "amount": 519.15,
      "currency": "SEK"
    }
  },
  "financialInformation": {
    "currentValue": {
      "amount": 13046.26,
      "currency": "SEK"
    }
  },
  "holder": {},
  "holdings": [
    {
      "isin": "SE0000429789",
      "name": "Carnegie Sverigefond",
      "type": "FUND",
      "value": {
        "amount": 2257.87,
        "currency": "SEK"
      }
    }
  ],
  "id": "a028429c-dbf5-4501-a0dd-e9bdf051f7e1",
  "insurance": {
    "survivorsProtection": true
  },
  "personalInformation": {
    "PERSONAL_NUMBER": "010105-1234"
  },
  "productName": "Fondspar kapitalförsäkring",
  "productNumber": "IN12345678",
  "traditionallyManaged": false,
  "transactions": [
    {
      "amount": {
        "amount": -1999.98,
        "currency": "SEK"
      },
      "commission": {
        "amount": 0,
        "currency": "SEK"
      },
      "instrumentInformation": {
        "isin": "SE0005188836",
        "name": "LÄNSFÖRSÄKRINGAR GLOBAL INDEX",
        "type": "FUND"
      },
      "quantity": 3.7269,
      "settlementDate": "2025-01-22",
      "tradeDate": "2025-01-22",
      "type": "BUY"
    },
    {
      "amount": {
        "amount": 10000,
        "currency": "SEK"
      },
      "settlementDate": "2025-01-21",
      "type": "DEPOSIT"
    }
  ],
  "type": "KF"
}