Investment Transactions

List Investment Transactions

Returns investment transactions (buys, sells, dividends, etc.) for a specific bank connection. Currently only available for Plaid connections with the Investments product enabled.

get/investment-transactions

Request

  • Base URL: https://api.finta.io/v1
  • URL: https://api.finta.io/v1/investment-transactions
  • Auth: HTTP bearer

Query parameters

bankConnectionIdstring uuid required

The bank connection ID to fetch investment transactions from

accountIdsstring

Comma-separated list of account IDs to filter transactions. If not provided, transactions from all accounts in the connection are returned.

startDatestring date

Start date for transactions in YYYY-MM-DD format. Defaults to 30 days ago.

endDatestring date

End date for transactions in YYYY-MM-DD format. Defaults to today.

limitinteger

Maximum number of transactions per page (default: 100, max: 250)

cursorstring

Pagination cursor (numeric offset) from the previous response's nextPage URL.

Response

List of investment transactions with securities

Changes

No recorded changes to this operation across all 1 revision of this API.