Changelog - June 2019 banner


July 02, 2019

Changelog - June 2019

Baker Shogry

Updated on July 25, 2019

Highlights from what we've been working on over the last month:

Investments: We launched Investments, which allows developers, fintech apps, and financial institutions to create a holistic view of their customers’ investments. Our coverage today includes investment accounts at 140+ institutions, including major US brokerages, such as E*TRADE, TD Ameritrade, Charles Schwab, and Fidelity.

  • /investments/holdings/get returns a detailed profile of the holdings in an account, including quantity, price, institution value (quantity * price), cost basis, and currency code.

  • /investments/transactions/get provides insight into transactions, such as buys, sells, and dividends. Response fields include transaction date, transaction type, quantity, amount, and fees.

Institution status: We’ve updated institution status to include the success rates of Transactions updates from an institution. This is now available via the Dashboard and API.

New system status page: In April, we released a new system status page in beta, which displays the uptime of our three API environments. The new page is now available at

Institutions: In June, we upgraded dozens of institutions, including Bluebird by American Express, Suncoast Credit Union, and Eastern Bank. For these institutions, you will now see expanded product coverage and improved latency. We also added support for additional Canadian institutions, including National Bank of Canada, Manulife Bank, and Canadian Tire Bank.