Investment Data Enhancement

Get enhanced investment holdings data and actionable insights into users' portfolios

With Investment Data Enhancement, connect to an end user's financial institution and retrieve cleansed and enhanced investment data. By combining investment data with retail banking information, you get comprehensive insights into customer financial behaviors, risk tolerance, and investment strategies.

Overview

There are two APIs used for Investment Data Enhancement:

1. Investment Data Enhancement API (billable): The main API you will use to access aggregated holdings.
2. Deactivate Investment Data Enhancement API (non-billable): A secondary API that allows you to deactivate service for a specific user. It does not cost extra to use this API. To reactivate a user, use any of the current /investment_holding endpoints.

Quick Links

API Reference - Investment Data Enhancement

Learn about the full features of Investment Data Enhancement.

Go to Reference

Common Errors

Learn about common HTTP response codes.

Go to Errors

Setting Up

Accept Header

Holdings and Accounts API Accept Header: Use application/vnd.mx.api.v1+json

Environment URLs

1. Int (Developmental): https://int-api.mx.com
2. Production URL: https://api.mx.com

API Holding Endpoints

MX uses separate base URLs for development and production environments. Use the following endpoints for the holdings API with the correct acceptance header.

Name	Endpoint Path	Description
Read Holding	/users/{user_guid}/investment_holdings/{holding_guid}	Provides details on the particular holding
List Holdings by User	/users/{user_guid}/investment_holdings	Lists all holdings associated with the user, across all accounts
List Holdings by Account	/users/{user_guid}/accounts/{account_guid}/investment_holdings	Lists all holdings associated with the user, for the particular account defined
List Holdings by Member	/users/{user_guid}/members/{member_guid}/investment_holdings	List all holdings associated with the user, for the particular member defined

Sample Data

Here are some examples of the payload in JSON format. These examples showcase the requests and responses for specific endpoints related to Accounts and Holdings.

Holdings Sample Data:

Below is a example payload for a Holding endpoint.

Request

Response

Language:shell

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$ curl -L -X GET 'https://api.mx.com/users/{user_guid}/investment_holdings/{holding_guid}' \

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-H 'Accept: application/vnd.mx.api.v1+json' \

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-H 'Authorization: Basic BASE_64_ENCODING_OF{client_id:api_key}'

Accounts Sample Data

For account information on the holdings, please refer to the Account Endpoints page.