Example: an MX investment transaction with
account.balance: 5200.10, account.guid: "ACT-123", amount: 925.25, currency_code: "USD", description: "BUY AAPL", transacted_at: "2024-01-15", posted_at: "2024-01-15", category: "buy" maps to Meld cashBalance: 5200.10, accountId: "ACT-123", amount: 925.25, currency: "USD", description: "BUY AAPL", transactionDate: "2024-01-15", postedDate: "2024-01-15", type: "buy".| Meld Field | Description | Mx Response Field |
|---|---|---|
| symbol | The symbol of the security | Not available |
| quantity | The number of shares of the security | Not available |
| costBasis | The purchase price of the holding, per share | Not available |
| cashBalance | The cash balance of the account after the transaction | account.balance |
| accountId | The Id of the financial account | account.guid |
| amount | The total currency involved in the transaction | amount |
| currency | The ISO currency code that was used to purchase the holding | currency_code |
| description | A description of the transaction | description |
| status | The status of the transaction | status |
| transactionDate | The date the transaction was initiated | transacted_at |
| postedDate | The date the transaction was finalized | posted_at |
| type | The investment transaction’s type | category |