Plaid Integration

Fetch Plaid-synced portfolio holdings

Returns enriched holdings from connected Plaid accounts with risk metrics.

Features:

  • Automatic ticker resolution and normalization
  • Risk enrichment with factor exposures
  • Real-time portfolio valuation
  • Multi-account aggregation

Authentication: Required (API Key or OAuth2 with plaid:holdings scope) Billing: $0.10 per request Rate Limit: 60 requests/minute

get/plaid/holdings

Request

  • Base URL: https://riskmodels.app/api
  • URL: https://riskmodels.app/api/plaid/holdings
  • Auth: one of:
    • HTTP bearer
    • OAuth 2 (authorization code, authorization URL https://riskmodels.app/oauth/authorize, token URL https://riskmodels.app/api/oauth/token, scopes: mcp:read)

Response

Enriched holdings with risk metrics

accountsobject[]

Plaid account objects from Investments Holdings (per connected item).

securitiesobject[]

Plaid security objects referenced by holdings.

connections_countinteger

Number of connected Plaid items for this user.

_metadataobject

Example response

{
  "_agent": {
    "cost_usd": 0.005,
    "latency_ms": 145,
    "request_id": "req_abc123xyz",
    "confidence": {
      "overall": 0.98
    },
    "data_freshness": "2026-02-21T10:30:00Z",
    "billing_code": "ticker_returns_v2"
  }
}

Changes

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