investmentsHoldingsGet
The /investments/holdings/get endpoint allows developers to receive user-authorized stock position data for investment-type accounts.
Authorization
PLAID-CLIENT-ID PLAID-SECRET Plaid-Version In: header
In: header
In: header
Request Body
application/json
InvestmentsHoldingsGetRequest defines the request schema for /investments/holdings/get
Your Plaid API client_id. The client_id is required and may be provided either in the PLAID-CLIENT-ID header or as part of a request body.
Your Plaid API secret. The secret is required and may be provided either in the PLAID-SECRET header or as part of a request body.
The access token associated with the Item data is being requested for.
An optional object to filter /investments/holdings/get results. If provided, must not be null.
Response Body
application/json
curl -X POST "https://example.com/investments/holdings/get" \ -H "Content-Type: application/json" \ -d '{ "access_token": "string" }'{ "accounts": [ { "account_id": "5Bvpj4QknlhVWk7GygpwfVKdd133GoCxB814g", "balances": { "available": 43200, "current": 43200, "iso_currency_code": "USD", "limit": null, "unofficial_currency_code": null }, "mask": "4444", "name": "Plaid Money Market", "official_name": "Plaid Platinum Standard 1.85% Interest Money Market", "subtype": "money market", "type": "depository" }, { "account_id": "JqMLm4rJwpF6gMPJwBqdh9ZjjPvvpDcb7kDK1", "balances": { "available": null, "current": 320.76, "iso_currency_code": "USD", "limit": null, "unofficial_currency_code": null }, "mask": "5555", "name": "Plaid IRA", "official_name": null, "subtype": "ira", "type": "investment" }, { "account_id": "k67E4xKvMlhmleEa4pg9hlwGGNnnEeixPolGm", "balances": { "available": null, "current": 23631.9805, "iso_currency_code": "USD", "limit": null, "unofficial_currency_code": null }, "mask": "6666", "name": "Plaid 401k", "official_name": null, "subtype": "401k", "type": "investment" } ], "holdings": [ { "account_id": "JqMLm4rJwpF6gMPJwBqdh9ZjjPvvpDcb7kDK1", "cost_basis": 1, "institution_price": 1, "institution_price_as_of": "2021-04-13", "institution_value": 0.01, "iso_currency_code": "USD", "quantity": 0.01, "security_id": "d6ePmbPxgWCWmMVv66q9iPV94n91vMtov5Are", "unofficial_currency_code": null }, { "account_id": "k67E4xKvMlhmleEa4pg9hlwGGNnnEeixPolGm", "cost_basis": 1.5, "institution_price": 2.11, "institution_price_as_of": null, "institution_value": 2.11, "iso_currency_code": "USD", "quantity": 1, "security_id": "KDwjlXj1Rqt58dVvmzRguxJybmyQL8FgeWWAy", "unofficial_currency_code": null }, { "account_id": "k67E4xKvMlhmleEa4pg9hlwGGNnnEeixPolGm", "cost_basis": 10, "institution_price": 10.42, "institution_price_as_of": null, "institution_value": 20.84, "iso_currency_code": "USD", "quantity": 2, "security_id": "NDVQrXQoqzt5v3bAe8qRt4A7mK7wvZCLEBBJk", "unofficial_currency_code": null }, { "account_id": "JqMLm4rJwpF6gMPJwBqdh9ZjjPvvpDcb7kDK1", "cost_basis": 0.01, "institution_price": 0.011, "institution_price_as_of": null, "institution_value": 110, "iso_currency_code": "USD", "quantity": 10000, "security_id": "8E4L9XLl6MudjEpwPAAgivmdZRdBPJuvMPlPb", "unofficial_currency_code": null }, { "account_id": "k67E4xKvMlhmleEa4pg9hlwGGNnnEeixPolGm", "cost_basis": 23, "institution_price": 27, "institution_price_as_of": null, "institution_value": 636.309, "iso_currency_code": "USD", "quantity": 23.567, "security_id": "JDdP7XPMklt5vwPmDN45t3KAoWAPmjtpaW7DP", "unofficial_currency_code": null }, { "account_id": "k67E4xKvMlhmleEa4pg9hlwGGNnnEeixPolGm", "cost_basis": 15, "institution_price": 13.73, "institution_price_as_of": null, "institution_value": 1373.6865, "iso_currency_code": "USD", "quantity": 100.05, "security_id": "nnmo8doZ4lfKNEDe3mPJipLGkaGw3jfPrpxoN", "unofficial_currency_code": null }, { "account_id": "k67E4xKvMlhmleEa4pg9hlwGGNnnEeixPolGm", "cost_basis": 1, "institution_price": 1, "institution_price_as_of": null, "institution_value": 12345.67, "iso_currency_code": "USD", "quantity": 12345.67, "security_id": "d6ePmbPxgWCWmMVv66q9iPV94n91vMtov5Are", "unofficial_currency_code": null } ], "item": { "available_products": [ "balance", "identity", "liabilities", "transactions" ], "billed_products": [ "assets", "auth", "investments" ], "consent_expiration_time": null, "error": null, "institution_id": "ins_3", "item_id": "4z9LPae1nRHWy8pvg9jrsgbRP4ZNQvIdbLq7g", "update_type": "background", "webhook": "https://www.genericwebhookurl.com/webhook" }, "request_id": "l68wb8zpS0hqmsJ", "securities": [ { "close_price": 0.011, "close_price_as_of": "2021-04-13", "cusip": null, "institution_id": null, "institution_security_id": null, "is_cash_equivalent": false, "isin": null, "iso_currency_code": "USD", "name": "Nflx Feb 01'18 $355 Call", "proxy_security_id": null, "security_id": "8E4L9XLl6MudjEpwPAAgivmdZRdBPJuvMPlPb", "sedol": null, "ticker_symbol": "NFLX180201C00355000", "type": "derivative", "unofficial_currency_code": null }, { "close_price": 27, "close_price_as_of": null, "cusip": "577130834", "institution_id": null, "institution_security_id": null, "is_cash_equivalent": false, "isin": "US5771308344", "iso_currency_code": "USD", "name": "Matthews Pacific Tiger Fund Insti Class", "proxy_security_id": null, "security_id": "JDdP7XPMklt5vwPmDN45t3KAoWAPmjtpaW7DP", "sedol": null, "ticker_symbol": "MIPTX", "type": "mutual fund", "unofficial_currency_code": null }, { "close_price": 2.11, "close_price_as_of": null, "cusip": "00448Q201", "institution_id": null, "institution_security_id": null, "is_cash_equivalent": false, "isin": "US00448Q2012", "iso_currency_code": "USD", "name": "Achillion Pharmaceuticals Inc.", "proxy_security_id": null, "security_id": "KDwjlXj1Rqt58dVvmzRguxJybmyQL8FgeWWAy", "sedol": null, "ticker_symbol": "ACHN", "type": "equity", "unofficial_currency_code": null }, { "close_price": 10.42, "close_price_as_of": null, "cusip": "258620103", "institution_id": null, "institution_security_id": null, "is_cash_equivalent": false, "isin": "US2586201038", "iso_currency_code": "USD", "name": "DoubleLine Total Return Bond Fund", "proxy_security_id": null, "security_id": "NDVQrXQoqzt5v3bAe8qRt4A7mK7wvZCLEBBJk", "sedol": null, "ticker_symbol": "DBLTX", "type": "mutual fund", "unofficial_currency_code": null }, { "close_price": 1, "close_price_as_of": null, "cusip": null, "institution_id": null, "institution_security_id": null, "is_cash_equivalent": true, "isin": null, "iso_currency_code": "USD", "name": "U S Dollar", "proxy_security_id": null, "security_id": "d6ePmbPxgWCWmMVv66q9iPV94n91vMtov5Are", "sedol": null, "ticker_symbol": "USD", "type": "cash", "unofficial_currency_code": null }, { "close_price": 13.73, "close_price_as_of": null, "cusip": null, "institution_id": "ins_3", "institution_security_id": "NHX105509", "is_cash_equivalent": false, "isin": null, "iso_currency_code": "USD", "name": "NH PORTFOLIO 1055 (FIDELITY INDEX)", "proxy_security_id": null, "security_id": "nnmo8doZ4lfKNEDe3mPJipLGkaGw3jfPrpxoN", "sedol": null, "ticker_symbol": "NHX105509", "type": "etf", "unofficial_currency_code": null } ]}investmentsTransactionsGet POST
The `/investments/transactions/get` endpoint allows developers to retrieve user-authorized transaction data for investment accounts. Transactions are returned in reverse-chronological order, and the sequence of transaction ordering is stable and will not shift. Due to the potentially large number of investment transactions associated with an Item, results are paginated. Manipulate the count and offset parameters in conjunction with the `total_investment_transactions` response body field to fetch all available investment transactions.
institutionsGetById POST
Returns a JSON response containing details on a specified financial institution currently supported by Plaid.

