Plaid

Plaid Investments API

Plaid Investments API is a powerful tool that allows developers to easily access and integrate investment data into their applications. By connecting directly to financial institutions, Plaid Investments API enables users to securely retrieve information about a user's investment accounts, including holdings, transactions, and performance metrics. This information can then be used to provide valuable insights, track investments, and help users make more informed decisions about their financial future. With Plaid Investments API, developers can streamline the process of managing and analyzing investment data, ultimately creating a more seamless and efficient user experience.

GitHub OpenAPI

Documentation

📖
Documentation
https://plaid.com/docs/investments/

Specifications

⚙
OpenAPI
https://raw.githubusercontent.com/api-evangelist/plaid/refs/heads/main/openapi/plaid-investments--openapi-original.yml

OpenAPI Specification

plaid-investments--openapi-original.yml Raw ↑ 
openapi: 3.0.0
servers:
  - description: Production
    url: https://production.plaid.com
  - description: Development
    url: https://development.plaid.com
  - description: Sandbox
    url: https://sandbox.plaid.com
info:
  title: 'Plaid investments/'
  version: 2020-09-14_1.517.0
  description: Needs description.
  contact:
    name: Plaid Developer Team
    url: https://plaid.com
  termsOfService: https://plaid.com/legal/
tags:
  - name: Plaid
security:
  - clientId: []
    secret: []
    plaidVersion: []
paths:
  /investments/holdings/get:
    x-plaid-business-unit-context: BUSINESS_UNIT_PLAID
    post:
      tags:
        - Plaid
      summary: Plaid Get Investment holdings
      externalDocs:
        url: /api/products/investments/#investmentsholdingsget
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/InvestmentsHoldingsGetResponse'
              examples:
                example-1:
                  value:
                    accounts:
                      - account_id: 5Bvpj4QknlhVWk7GygpwfVKdd133GoCxB814g
                        balances:
                          available: 43200
                          current: 43200
                          iso_currency_code: USD
                          limit:
                          unofficial_currency_code:
                        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:
                          current: 110.01
                          iso_currency_code: USD
                          limit:
                          unofficial_currency_code:
                        mask: '5555'
                        name: Plaid IRA
                        official_name:
                        subtype: ira
                        type: investment
                      - account_id: k67E4xKvMlhmleEa4pg9hlwGGNnnEeixPolGm
                        balances:
                          available:
                          current: 23631.9805
                          iso_currency_code: USD
                          limit:
                          unofficial_currency_code:
                        mask: '6666'
                        name: Plaid 401k
                        official_name:
                        subtype: 401k
                        type: investment
                      - account_id: ax0xgOBYRAIqOOjeLZr0iZBb8r6K88HZXpvmq
                        balances:
                          available: 48200.03
                          current: 48200.03
                          iso_currency_code: USD
                          limit:
                          unofficial_currency_code:
                        mask: '4092'
                        name: Plaid Crypto Exchange Account
                        official_name:
                        subtype: crypto exchange
                        type: investment
                    holdings:
                      - account_id: JqMLm4rJwpF6gMPJwBqdh9ZjjPvvpDcb7kDK1
                        cost_basis: 1
                        institution_price: 1
                        institution_price_as_of: '2021-04-13'
                        institution_price_datetime:
                        institution_value: 0.01
                        iso_currency_code: USD
                        quantity: 0.01
                        security_id: d6ePmbPxgWCWmMVv66q9iPV94n91vMtov5Are
                        unofficial_currency_code:
                      - account_id: k67E4xKvMlhmleEa4pg9hlwGGNnnEeixPolGm
                        cost_basis: 1.5
                        institution_price: 2.11
                        institution_price_as_of: '2021-04-13'
                        institution_price_datetime:
                        institution_value: 2.11
                        iso_currency_code: USD
                        quantity: 1
                        security_id: KDwjlXj1Rqt58dVvmzRguxJybmyQL8FgeWWAy
                        unofficial_currency_code:
                      - account_id: k67E4xKvMlhmleEa4pg9hlwGGNnnEeixPolGm
                        cost_basis: 10
                        institution_price: 10.42
                        institution_price_as_of: '2021-04-13'
                        institution_price_datetime:
                        institution_value: 20.84
                        iso_currency_code: USD
                        quantity: 2
                        security_id: NDVQrXQoqzt5v3bAe8qRt4A7mK7wvZCLEBBJk
                        unofficial_currency_code:
                      - account_id: JqMLm4rJwpF6gMPJwBqdh9ZjjPvvpDcb7kDK1
                        cost_basis: 0.01
                        institution_price: 0.011
                        institution_price_as_of: '2021-04-13'
                        institution_price_datetime:
                        institution_value: 110
                        iso_currency_code: USD
                        quantity: 10000
                        security_id: 8E4L9XLl6MudjEpwPAAgivmdZRdBPJuvMPlPb
                        unofficial_currency_code:
                      - account_id: k67E4xKvMlhmleEa4pg9hlwGGNnnEeixPolGm
                        cost_basis: 23
                        institution_price: 27
                        institution_price_as_of: '2021-04-13'
                        institution_price_datetime:
                        institution_value: 636.309
                        iso_currency_code: USD
                        quantity: 23.567
                        security_id: JDdP7XPMklt5vwPmDN45t3KAoWAPmjtpaW7DP
                        unofficial_currency_code:
                      - account_id: k67E4xKvMlhmleEa4pg9hlwGGNnnEeixPolGm
                        cost_basis: 15
                        institution_price: 13.73
                        institution_price_as_of: '2021-04-13'
                        institution_price_datetime:
                        institution_value: 1373.6865
                        iso_currency_code: USD
                        quantity: 100.05
                        security_id: nnmo8doZ4lfKNEDe3mPJipLGkaGw3jfPrpxoN
                        unofficial_currency_code:
                      - account_id: k67E4xKvMlhmleEa4pg9hlwGGNnnEeixPolGm
                        cost_basis: 1
                        institution_price: 1
                        institution_price_as_of: '2021-04-13'
                        institution_price_datetime:
                        institution_value: 12345.67
                        iso_currency_code: USD
                        quantity: 12345.67
                        security_id: d6ePmbPxgWCWmMVv66q9iPV94n91vMtov5Are
                        unofficial_currency_code:
                      - account_id: ax0xgOBYRAIqOOjeLZr0iZBb8r6K88HZXpvmq
                        cost_basis: 92.47
                        institution_price: 0.177494362
                        institution_price_as_of: '2022-01-14'
                        institution_price_datetime: '2022-06-07T23:01:00Z'
                        institution_value: 4437.35905
                        iso_currency_code: USD
                        quantity: 25000
                        security_id: vLRMV3MvY1FYNP91on35CJD5QN5rw9Fpa9qOL
                        unofficial_currency_code:
                    item:
                      available_products:
                        - balance
                        - identity
                        - liabilities
                        - transactions
                      billed_products:
                        - assets
                        - auth
                        - investments
                      consent_expiration_time:
                      error:
                      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:
                        institution_id:
                        institution_security_id:
                        is_cash_equivalent: false
                        isin:
                        iso_currency_code: USD
                        name: Nflx Feb 01'18 $355 Call
                        proxy_security_id:
                        security_id: 8E4L9XLl6MudjEpwPAAgivmdZRdBPJuvMPlPb
                        sedol:
                        ticker_symbol: NFLX180201C00355000
                        type: derivative
                        unofficial_currency_code:
                        update_datetime:
                        market_identifier_code: XNAS
                        option_contract:
                          contract_type: call
                          expiration_date: '2018-02-01'
                          strike_price: 355
                          underlying_security_ticker: NFLX
                      - close_price: 27
                        close_price_as_of:
                        cusip: '577130834'
                        institution_id:
                        institution_security_id:
                        is_cash_equivalent: false
                        isin: US5771308344
                        iso_currency_code: USD
                        name: Matthews Pacific Tiger Fund Insti Class
                        proxy_security_id:
                        security_id: JDdP7XPMklt5vwPmDN45t3KAoWAPmjtpaW7DP
                        sedol:
                        ticker_symbol: MIPTX
                        type: mutual fund
                        unofficial_currency_code:
                        update_datetime:
                        market_identifier_code: XNAS
                        option_contract:
                      - close_price: 2.11
                        close_price_as_of:
                        cusip: 00448Q201
                        institution_id:
                        institution_security_id:
                        is_cash_equivalent: false
                        isin: US00448Q2012
                        iso_currency_code: USD
                        name: Achillion Pharmaceuticals Inc.
                        proxy_security_id:
                        security_id: KDwjlXj1Rqt58dVvmzRguxJybmyQL8FgeWWAy
                        sedol:
                        ticker_symbol: ACHN
                        type: equity
                        unofficial_currency_code:
                        update_datetime:
                        market_identifier_code: XNAS
                        option_contract:
                      - close_price: 10.42
                        close_price_as_of:
                        cusip: '258620103'
                        institution_id:
                        institution_security_id:
                        is_cash_equivalent: false
                        isin: US2586201038
                        iso_currency_code: USD
                        name: DoubleLine Total Return Bond Fund
                        proxy_security_id:
                        security_id: NDVQrXQoqzt5v3bAe8qRt4A7mK7wvZCLEBBJk
                        sedol:
                        ticker_symbol: DBLTX
                        type: mutual fund
                        unofficial_currency_code:
                        update_datetime:
                        market_identifier_code: XNAS
                        option_contract:
                      - close_price: 1
                        close_price_as_of:
                        cusip:
                        institution_id:
                        institution_security_id:
                        is_cash_equivalent: true
                        isin:
                        iso_currency_code: USD
                        name: U S Dollar
                        proxy_security_id:
                        security_id: d6ePmbPxgWCWmMVv66q9iPV94n91vMtov5Are
                        sedol:
                        ticker_symbol: USD
                        type: cash
                        unofficial_currency_code:
                        update_datetime:
                        market_identifier_code:
                        option_contract:
                      - close_price: 13.73
                        close_price_as_of:
                        cusip:
                        institution_id: ins_3
                        institution_security_id: NHX105509
                        is_cash_equivalent: false
                        isin:
                        iso_currency_code: USD
                        name: NH PORTFOLIO 1055 (FIDELITY INDEX)
                        proxy_security_id:
                        security_id: nnmo8doZ4lfKNEDe3mPJipLGkaGw3jfPrpxoN
                        sedol:
                        ticker_symbol: NHX105509
                        type: etf
                        unofficial_currency_code:
                        update_datetime:
                        market_identifier_code: XNAS
                        option_contract:
                      - close_price: 0.140034616
                        close_price_as_of: '2022-01-24'
                        cusip:
                        institution_id: ins_3
                        institution_security_id:
                        is_cash_equivalent: true
                        isin:
                        iso_currency_code: USD
                        name: Dogecoin
                        proxy_security_id:
                        security_id: vLRMV3MvY1FYNP91on35CJD5QN5rw9Fpa9qOL
                        sedol:
                        ticker_symbol: DOGE
                        type: cryptocurrency
                        unofficial_currency_code:
                        update_datetime: '2022-06-07T23:01:00Z'
                        market_identifier_code: XNAS
                        option_contract:
      operationId: investmentsHoldingsGet
      description: >-
        The `/investments/holdings/get` endpoint allows developers to receive
        user-authorized stock position data for `investment`-type accounts.
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/InvestmentsHoldingsGetRequest'
  /investments/transactions/get:
    x-plaid-business-unit-context: BUSINESS_UNIT_PLAID
    post:
      tags:
        - Plaid
      summary: Plaid Get investment transactions
      externalDocs:
        url: /api/products/investments/#investmentstransactionsget
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/InvestmentsTransactionsGetResponse'
              examples:
                example-1:
                  value:
                    accounts:
                      - account_id: 5e66Dl6jNatx3nXPGwZ7UkJed4z6KBcZA4Rbe
                        balances:
                          available: 100
                          current: 110
                          iso_currency_code: USD
                          limit:
                          unofficial_currency_code:
                        mask: '0000'
                        name: Plaid Checking
                        official_name: Plaid Gold Standard 0% Interest Checking
                        subtype: checking
                        type: depository
                      - account_id: KqZZMoZmBWHJlz7yKaZjHZb78VNpaxfVa7e5z
                        balances:
                          available:
                          current: 320.76
                          iso_currency_code: USD
                          limit:
                          unofficial_currency_code:
                        mask: '5555'
                        name: Plaid IRA
                        official_name:
                        subtype: ira
                        type: investment
                      - account_id: rz99ex9ZQotvnjXdgQLEsR81e3ArPgulVWjGj
                        balances:
                          available:
                          current: 23631.9805
                          iso_currency_code: USD
                          limit:
                          unofficial_currency_code:
                        mask: '6666'
                        name: Plaid 401k
                        official_name:
                        subtype: 401k
                        type: investment
                    investment_transactions:
                      - account_id: rz99ex9ZQotvnjXdgQLEsR81e3ArPgulVWjGj
                        amount: -8.72
                        cancel_transaction_id:
                        date: '2020-05-29'
                        fees: 0
                        investment_transaction_id: oq99Pz97joHQem4BNjXECev1E4B6L6sRzwANW
                        iso_currency_code: USD
                        name: INCOME DIV DIVIDEND RECEIVED
                        price: 0
                        quantity: 0
                        security_id: eW4jmnjd6AtjxXVrjmj6SX1dNEdZp3Cy8RnRQ
                        subtype: dividend
                        type: cash
                        unofficial_currency_code:
                      - account_id: rz99ex9ZQotvnjXdgQLEsR81e3ArPgulVWjGj
                        amount: -1289.01
                        cancel_transaction_id:
                        date: '2020-05-28'
                        fees: 7.99
                        investment_transaction_id: pK99jB9e7mtwjA435GpVuMvmWQKVbVFLWme57
                        iso_currency_code: USD
                        name: SELL Matthews Pacific Tiger Fund Insti Class
                        price: 27.53
                        quantity: -47.74104242992852
                        security_id: JDdP7XPMklt5vwPmDN45t3KAoWAPmjtpaW7DP
                        subtype: sell
                        type: sell
                        unofficial_currency_code:
                      - account_id: rz99ex9ZQotvnjXdgQLEsR81e3ArPgulVWjGj
                        amount: 7.7
                        cancel_transaction_id:
                        date: '2020-05-27'
                        fees: 7.99
                        investment_transaction_id: LKoo1ko93wtreBwM7yQnuQ3P5DNKbKSPRzBNv
                        iso_currency_code: USD
                        name: BUY DoubleLine Total Return Bond Fund
                        price: 10.42
                        quantity: 0.7388014749727547
                        security_id: NDVQrXQoqzt5v3bAe8qRt4A7mK7wvZCLEBBJk
                        subtype: buy
                        type: buy
                        unofficial_currency_code:
                    item:
                      available_products:
                        - assets
                        - balance
                        - identity
                        - transactions
                      billed_products:
                        - auth
                        - investments
                      consent_expiration_time:
                      error:
                      institution_id: ins_12
                      item_id: 8Mqq5rqQ7Pcxq9MGDv3JULZ6yzZDLMCwoxGDq
                      update_type: background
                      webhook: https://www.genericwebhookurl.com/webhook
                    request_id: iv4q3ZlytOOthkv
                    securities:
                      - close_price: 27
                        close_price_as_of:
                        cusip: '577130834'
                        institution_id:
                        institution_security_id:
                        is_cash_equivalent: false
                        isin: US5771308344
                        iso_currency_code: USD
                        name: Matthews Pacific Tiger Fund Insti Class
                        proxy_security_id:
                        security_id: JDdP7XPMklt5vwPmDN45t3KAoWAPmjtpaW7DP
                        sedol:
                        ticker_symbol: MIPTX
                        type: mutual fund
                        unofficial_currency_code:
                        update_datetime:
                        market_identifier_code: XNAS
                        option_contract:
                      - close_price: 10.42
                        close_price_as_of:
                        cusip: '258620103'
                        institution_id:
                        institution_security_id:
                        is_cash_equivalent: false
                        isin: US2586201038
                        iso_currency_code: USD
                        name: DoubleLine Total Return Bond Fund
                        proxy_security_id:
                        security_id: NDVQrXQoqzt5v3bAe8qRt4A7mK7wvZCLEBBJk
                        sedol:
                        ticker_symbol: DBLTX
                        type: mutual fund
                        unofficial_currency_code:
                        update_datetime:
                        market_identifier_code: XNAS
                        option_contract:
                      - close_price: 34.73
                        close_price_as_of:
                        cusip: 84470P109
                        institution_id:
                        institution_security_id:
                        is_cash_equivalent: false
                        isin: US84470P1093
                        iso_currency_code: USD
                        name: Southside Bancshares Inc.
                        proxy_security_id:
                        security_id: eW4jmnjd6AtjxXVrjmj6SX1dNEdZp3Cy8RnRQ
                        sedol:
                        ticker_symbol: SBSI
                        type: equity
                        unofficial_currency_code:
                        update_datetime:
                        market_identifier_code: XNAS
                        option_contract:
                    total_investment_transactions: 3
      operationId: investmentsTransactionsGet
      description: >-
        The `/investments/transactions/get` endpoint allows developers to
        retrieve up to 24 months of 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.


        Note that Investments does not have a webhook to indicate when initial
        transaction data has loaded (unless you use the `async_update` option).
        Instead, if transactions data is not ready when
        `/investments/transactions/get` is first called, Plaid will wait for the
        data. For this reason, calling `/investments/transactions/get`
        immediately after Link may take up to one to two minutes to return.


        Data returned by the asynchronous investments extraction flow (when
        `async_update` is set to true) may not be immediately available to
        `/investments/transactions/get`. To be alerted when the data is ready to
        be fetched, listen for the `HISTORICAL_UPDATE` webhook. If no
        investments history is ready when `/investments/transactions/get` is
        called, it will return a `PRODUCT_NOT_READY` error.
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/InvestmentsTransactionsGetRequest'
  /investments/refresh:
    x-hidden-from-docs: true
    x-plaid-business-unit-context: BUSINESS_UNIT_PLAID
    post:
      tags:
        - Plaid
      summary: Plaid Refresh investment data
      externalDocs:
        url: /api/products/investments/#investmentsrefresh
      operationId: investmentsRefresh
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/InvestmentsRefreshResponse'
              examples:
                example-1:
                  value:
                    request_id: 1vwmF5TBQwiqfwP
        default:
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/PlaidError'
          description: Error response
      description: >-
        `/investments/refresh` is an optional endpoint for users of the
        Investments product. It initiates an on-demand extraction to fetch the
        newest investments, holdings and investment transactions for an Item.
        This on-demand extraction takes place in addition to the periodic
        extractions that automatically occur one or more times per day for any
        Investments-enabled Item. If changes to investments are discovered after
        calling `/investments/refresh`, Plaid will fire webhooks: [`HOLDINGS:
        DEFAULT_UPDATE`](https://plaid.com/docs/api/products/investments/#holdings-default_update)
        if any new holdings are detected, and [INVESTMENTS_TRANSACTIONS:
        DEFAULT_UPDATE](https://plaid.com/docs/api/products/investments/#investments_transactions-default_update)
        if any new investment transactions are detected. Updated holdings and
        investment transactions can be fetched by calling
        `/investments/holdings/get` and `/investments/transactions/get`. "Note
        that the `/investments/refresh` endpoint is not supported by all
        institutions. If called on an Item from an institution that does not
        support this functionality, it will return a `PRODUCT_NOT_SUPPORTED`
        error.


        As this endpoint triggers a synchronous request for fresh data, latency
        may be higher than for other Plaid endpoints (typically less than 10
        seconds, but occasionally up to 30 seconds or more); if you encounter
        errors, you may find it necessary to adjust your timeout period when
        making requests.


        `/investments/refresh` is offered as an add-on to Investments and has a
        separate [fee model](/docs/account/billing/#per-request-flat-fee). To
        request access to this endpoint, submit a [product access
        request](https://dashboard.plaid.com/team/products) or contact your
        Plaid account manager.
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/InvestmentsRefreshRequest'
  /investments/auth/get:
    x-hidden-from-docs: true
    x-plaid-business-unit-context: BUSINESS_UNIT_PLAID
    post:
      tags:
        - Plaid
      summary: Plaid Get data needed to authorize an investments transfer
      externalDocs:
        url: /api/products/investments/#investmentsauth
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/InvestmentsAuthGetResponse'
              examples:
                example-1:
                  value:
                    accounts:
                      - account_id: 5Bvpj4QknlhVWk7GygpwfVKdd133GoCxB814g
                        balances:
                          available: 43200
                          current: 43200
                          iso_currency_code: USD
                          limit:
                          unofficial_currency_code:
                        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:
                          current: 110.01
                          iso_currency_code: USD
                          limit:
                          unofficial_currency_code:
                        mask: '5555'
                        name: Plaid IRA
                        official_name:
                        subtype: ira
                        type: investment
                      - account_id: k67E4xKvMlhmleEa4pg9hlwGGNnnEeixPolGm
                        balances:
                          available:
                          current: 23631.9805
                          iso_currency_code: USD
                          limit:
                          unofficial_currency_code:
                        mask: '6666'
                        name: Plaid Roth IRA
                        official_name:
                        subtype: roth
                        type: investment
                    holdings:
                      - account_id: JqMLm4rJwpF6gMPJwBqdh9ZjjPvvpDcb7kDK1
                        cost_basis: 1
                        institution_price: 1
                        institution_price_as_of: '2021-04-13'
                        institution_price_datetime:
                        institution_value: 0.01
                        iso_currency_code: USD
                        quantity: 0.01
                        security_id: d6ePmbPxgWCWmMVv66q9iPV94n91vMtov5Are
                        unofficial_currency_code:
                      - account_id: k67E4xKvMlhmleEa4pg9hlwGGNnnEeixPolGm
                        cost_basis: 1.5
                        institution_price: 2.11
                        institution_price_as_of: '2021-04-13'
                        institution_price_datetime:
                        institution_value: 2.11
                        iso_currency_code: USD
                        quantity: 1
                        security_id: KDwjlXj1Rqt58dVvmzRguxJybmyQL8FgeWWAy
                        unofficial_currency_code:
                      - account_id: k67E4xKvMlhmleEa4pg9hlwGGNnnEeixPolGm
                        cost_basis: 10
                        institution_price: 10.42
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# --- truncated at 32 KB (47 KB total) ---
# Full source: https://raw.githubusercontent.com/api-evangelist/plaid/refs/heads/main/openapi/plaid-investments--openapi-original.yml