This data comes from MX’s /users/{user_guid}/members/{member_guid}/holdings endpoint and is returned from Meld’s /bank-linking/investments/holdings endpoint.
Example: an MX holding with symbol: "AAPL", shares: 10, market_value: 1850.50, cost_basis: 180.00, currency_code: "USD" maps to Meld symbol: "AAPL", quantity: 10, currentValue: 1850.50, costBasis: 180.00, currencyCode: "USD".
MX does not return holding description or isin. Those fields will be null in the Meld response when sourced from MX.
