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This data comes from Finicity’s /investments/transactions/get endpoint and is returned from Meld’s /bank-linking/investments/transactions endpoint.
Example values: symbol: "AAPL", quantity: 5, amount: -912.50, currency: "USD", description: "BUY AAPL", status: "POSTED", transactionDate: "2024-08-09", postedDate: "2024-08-10", type: "BUY".
Finicity does not provide cashBalance for investment transactions.