> ## Documentation Index
> Fetch the complete documentation index at: https://docs.meld.io/llms.txt
> Use this file to discover all available pages before exploring further.

# MX Investment Holdings Mapping

This data comes from MX's [/users/\{user\_guid}/members/\{member\_guid}/holdings](https://docs.mx.com/api-reference/platform-api/reference/list-holdings-by-member) endpoint and is returned from Meld's [/bank-linking/investments/holdings](/api-reference/bank-linking/investments/bank-linking-investment-holdings-search) endpoint.

<Note>
  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"`.
</Note>

<Warning>
  MX does not return holding `description` or `isin`. Those fields will be `null` in the Meld response when sourced from MX.
</Warning>

| Meld Field   | Description                                                                | Mx Response Field      |
| :----------- | :------------------------------------------------------------------------- | :--------------------- |
| symbol       | The symbol of the security                                                 | symbol                 |
| quantity     | The number of shares of the security                                       | shares                 |
| currentValue | The total current value of the holding                                     | market\_value          |
| costBasis    | The purchase price of the holding, per share                               | cost\_basis            |
| currencyCode | The ISO currency code that was used to purchase the holding                | currency\_code         |
| updatedAt    | The last time the details of this holding were updated                     | updated\_at            |
| description  | A description of the holding                                               | **Not Available**      |
| closePrice   | The price of the security at last market close                             | shares / market\_value |
| isin         | The global ISO number for an individual security.                          | **Not Available**      |
| cusip        | A shortened version of the isin used for North American securities.        | cusip                  |
| type         | The type of holding (ex: stock, etf). This is normalized across providers. | holding\_type          |