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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.
Meld FieldDescriptionMx Response Field
symbolThe symbol of the securitysymbol
quantityThe number of shares of the securityshares
currentValueThe total current value of the holdingmarket_value
costBasisThe purchase price of the holding, per sharecost_basis
currencyCodeThe ISO currency code that was used to purchase the holdingcurrency_code
updatedAtThe last time the details of this holding were updatedupdated_at
descriptionA description of the holdingNot Available
closePriceThe price of the security at last market closeshares / market_value
isinThe global ISO number for an individual security.Not Available
cusipA shortened version of the isin used for North American securities.cusip
typeThe type of holding (ex: stock, etf). This is normalized across providers.holding_type