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List holdings in one investment account

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List holdings in one investment account

with MX Technologies · Consumer Data Access

Use MX Technologies: its Mx Technologies investment holdings API lets you list holdings in one investment account in a single step (GET /users/{user_guid}/accounts/{account_guid}/investment_holdings). capabilities.work can help you get signed up and connected.

  • What's held inside a particular brokerage or retirement account?
  • Can I limit holdings to just one account?
Say it to your AI assistant
  • List holdings in account {account} of user {user}.
  • Show what investments sit in {user}'s account {account}.
For your developer

GET /users/{user_guid}/accounts/{account_guid}/investment_holdings in Mx Technologies investment holdings API. Full spec on APIs.io.

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