Get investment transactions for a bank link
get/bank_links/{link_id}/investments/transactions
Preview
Locked
Request
Path parameters
link_id·string
Query parameters
account_ids·optional array of strings
An optional list of account IDs to filter the results (comma separated)
end_date·optional string
The latest date for which data should be returned, formatted as YYYY-MM-DD
page·optional integer
The page number to return, defaults to 1
size·optional integer
The number of results per page, max 100
start_date·optional string
The earliest date for which data should be returned, formatted as YYYY-MM-DD
Response
investment_transactions·array of objects
The list of transactions
account_id·string
The account ID
amount·string
The transaction amount
date·string
The transaction date
datetime·optional string
The transaction datetime (if available)
description·string
The transaction description
fees·optional string
The fees associated with the transaction
forex_rate·optional string
The forex rate
investment_transaction_id·string
The transaction ID
price·optional string
The price of the security
quantity·optional string
The quantity of the security
security_id·optional string
The security ID
type·string
The transaction type
page·integer
The page number of the current page
securities·array of objects
The list of securities associated with the transactions
close_date·optional string
The security's close price date
close_price·optional string
The security's close price
currency·string
The security currency (ISO-4217)
isin·optional string
The security's ISIN (International Securities Identification Number, ISO 6166)
name·string
The security name
security_id·string
The security ID
sedol·optional string
The security's sedol id (London Stock Exchange)
ticker·optional string
The security ticker
type·string
The security symbol
size·integer
The number of results per page
total·integer
The total number of transactions
GET /bank_links/{link_id}/investments/transactions
Response example
{
"investment_transactions": [
{
"account_id": "acc_12345678",
"amount": 1000,
"date": "2023-05-15",
"datetime": "2023-05-15T14:30:00Z",
"description": "BUY 10 AAPL",
"fees": 4.99,
"forex_rate": 1,
"investment_transaction_id": "inv_txn_abcdefgh1234",
"price": 150.75,
"quantity": 10,
"security_id": "sec_aapl",
"type": "buy"
},
{
"account_id": "acc_12345678",
"amount": 1000,
"date": "2023-05-15",
"datetime": "2023-05-15T14:30:00Z",
"description": "BUY 10 AAPL",
"fees": 4.99,
"forex_rate": 1,
"investment_transaction_id": "inv_txn_abcdefgh1234",
"price": 150.75,
"quantity": 10,
"security_id": "sec_aapl",
"type": "buy"
}
],
"page": 1,
"securities": [
{
"close_date": "2023-05-15",
"close_price": 150.75,
"currency": "USD",
"isin": "US0378331005",
"name": "Apple Inc.",
"security_id": "sec_aapl",
"sedol": 2046251,
"ticker": "AAPL",
"type": "equity"
},
{
"close_date": "2023-05-15",
"close_price": 150.75,
"currency": "USD",
"isin": "US0378331005",
"name": "Apple Inc.",
"security_id": "sec_aapl",
"sedol": 2046251,
"ticker": "AAPL",
"type": "equity"
}
],
"size": 25,
"total": 50
}