Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
  1. Added New Plaid Product - Investments

Now the application can retrieve user-authorized HoldingSecurity, and InvestmentTransactiondata for a wide array of investment account and security types.

...

  • Users can have a Default Holding Period or enter the Holding Period and get Investments( Holdings + Transaction) related to Investment Accounts for the duration.

...

2. Added Transaction Webhook functionality

The system receives notifications via a webhook whenever there are new transactions associated with an Item when Plaid’s initial pull is completed. All webhooks related to transactions have a webhook_type of TRANSACTIONS.

...

3. Fix Security Related Issues