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Powering healthier financial futures with Investments

Blog post from Plaid

Post Details
Company
Date Published
Author
Jesse Dhillon & Derlen Chiu
Word Count
473
Company Posts That Month
6
Language
English
Hacker News Points
-
Post removed?
No
Summary

Plaid has launched a product called Investments, which enables developers, fintech apps, and financial institutions to create a holistic view of their customers' investments, including account balances, holdings, and transactions. The platform provides two endpoints, /investments/holdings/get and /investments/transactions/get, that can be used individually or in tandem to return detailed profiles of holdings and transactions. Investments aims to empower customers with financial data to inform their understanding and decisions about their financial well-being, supporting the growth and scale necessary for today's digital financial services offerings. The product was built to connect investment accounts to Plaid's platform, enabling users to link held-away accounts and providing a more comprehensive net worth view. Plaid has received invaluable feedback from beta users and invites existing customers and new developers to get started with Investments.

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