> ## 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 Transactions Mapping

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

<Note>
  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"`.
</Note>

<Warning>
  MX does not return per-security details on investment transactions. `symbol`, `quantity`, and `costBasis` are not populated when sourced from MX.
</Warning>

| 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          |