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docs(tokenized-stocks): state the api has no wallet positions or p&l - #2134

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docs/devrel-859-tokenized-stocks-there-per-wallet-portfo
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@youssefea

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What changed? Why?

  • Adds a "Wallet Positions and Profit and Loss" section to the Tokenized Stocks API overview (docs/sdks/tokenized-stocks/overview.mdx). It states that the API returns token-level data only, with no wallet positions, cost basis, trade history, or profit and loss.
  • Points readers to balanceOfUI and the current multiplier for share-equivalent balances. It also notes that cost basis and profit and loss need trade history from every route the app wants to include.

This closes Base Knowledge Base gap gap-20261006-tokenized-stocks-there-per-wallet-portfolio: "Does Coinbase/Base offer (or plan) an API that returns a wallet's tokenized-stock positions, cost basis, and realized/unrealized P&L % across all buy/sell routes, so apps can show portfolio and P&L cards without computing them from raw onchain data?" Gaps log: https://bdocs.cbhq.net/d/base-knowledge-gaps-log. Tracking: DEVREL-859.

Notes to reviewers

Primary sources:

  • The API has only token-level routes, and none takes a wallet address: docs/openapi/tokenized-equities.json on master. The paths are /v1/tokenized-stocks (page_size, page_token), /v1/tokenized-stocks/chains, and /v1/tokenized-stocks/total-supply/{contract_address}. The endpoint table in docs/sdks/tokenized-stocks/overview.mdx lists the same routes.
  • balanceOfUI returns raw balance × multiplier: docs/build-on-base/integrate-defi/list-tokenized-stocks.mdx (Multipliers section and ERC-8056 helper table).

Owner confirmation: the Tokenized Stocks product/API owners should confirm the wording before merge. The change says nothing about the roadmap. It does not say whether a portfolio or P&L endpoint is planned, because no primary source covers that.

This PR does the same job as the tokenized-stocks paragraph in the bundled PR #2093, which has not been merged. Reviewers may want to drop that paragraph from #2093.

How has it been tested?

  • node scripts/lint-mdx.js --files-from=<changed files>: 1 file checked, 0 errors, 0 warnings.
  • node scripts/validate-docs-structure.js: fails with 2 errors about the /upgrades/denim/eip-8130 redirect. The same errors appear on master without this change.
  • Internal links resolve: /specifications/b20/reference/interfaces/ib20-asset/balance-of-ui exists as a file, and /build-on-base/integrate-defi/list-tokenized-stocks#multipliers matches the ### Multipliers heading.

Screenshots

N/A (text-only change)

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mintlify Bot commented Oct 14, 2026 •

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@linear

linear Bot commented Oct 14, 2026

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DEVREL-859

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