Plaid Investment Tracking

Trigger

Use this skill when the user:

• Needs to fetch investment holdings from brokerage accounts
• Wants security details (ticker, CUSIP, ISIN, type)
• Needs investment transaction history (buys, sells, dividends)
• Is building a portfolio tracker or net worth calculator
• Wants cost basis or gain/loss calculations
• Needs to aggregate holdings across multiple brokerages

Required Inputs

• Access token: A Plaid access token with the investments product
• Data needed: Holdings, securities, transactions, or all

Workflow