Version 1.6

Owned by Ushank
Last updated: Jul 30, 2020 by Sheni Singhal
1 min read

  1. Added New Plaid Product - Investments

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

  • The Application will have 2 New Objects for Holdings and Investment Transactions linked to each Bank Account.

Holdings represent the different types of securities that can be held in investment accounts and have quantity, value, cost basis, as well as other ownership details. Each security held in an account is represented by a corresponding Holding.

InvestmentTransactions represent the different types of activity in an investment account, including buying and selling securities, earning dividends, cash contributions, and more. Transactions are described by quantity, price, amount, and other descriptive fields.

 

  • 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

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