Mesh Investment Transactions Mapping

This data comes from Meld's /api/v1/transactions/list endpoint and is returned from Meld's /bank-linking/investments/transactions endpoint.

Meld Field	Description	Mesh Response Field
symbol	The symbol of the security	symbol
quantity	The number of shares of the security	Not Available
costBasis	The purchase price of the holding, per share	value
cashBalance	The cash balance of the account after the transaction	Not Available
financialAccountId	The Id of the financial account	accountId
amount	The total currency involved in the transaction	amount
currency	The ISO currency code that was used to purchase the holding	None_. Always use "USD"
description	A description of the transaction	name
status	The status of the transaction	status - If returns `success`, Meld will populate the value as `POSTED` - If returns anything else, Meld will populate the value as `PENDING`
type	The type of investment transaction	side `sell` -> `SELL` `buy` -> `BUY` `unknown` -> `OTHER`
transactionDate	The date the transaction was initiated	createdTimestamp
postedDate	The date the transaction was finalized	updatedTimestamp