Investments
Access detailed information on underlying holdings and positions of investment accounts.
Akoya’s Investments product
.svg)
Applicable use cases
Wealth Management & Investing
Enable users and financial advisors to collate investments, assets, and other held-away account information for one sweeping financial picture.
Related products
Balances
Access balances and rates of bank accounts, credit cards, loans, investments, and more.
Transactions
Access up to two years of transaction data across account types, including amounts, dates, and descriptions.
Explore our self-service sandbox for developers
