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plaid-investment-tracking

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Track investments across brokerages with Plaid.

Finance & Accounting#portfolio#transactions#holdings#investments#securities#cost-basis#brokerages
AuthorTMHSDigital
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Efficiently consolidates investment data from Plaid Investments, enabling users to view holdings, securities, and transactions across multiple brokerages in a single place.

Core Features & Use Cases

  • Hold and track holdings across connected brokerage accounts with aggregated value
  • Retrieve security details (ticker, CUSIP/ISIN, type) for richer insights
  • Access investment transactions history (buys, sells, dividends, fees)
  • Provide cost basis and gain/loss calculations where supported
  • Aggregate portfolios across accounts for total portfolio value and diversification insights

Quick Start

Connect a brokerage account with the investments product and fetch holdings, securities, and transactions across accounts.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: plaid-investment-tracking
Download link: https://github.com/TMHSDigital/Plaid-Developer-Tools/archive/main.zip#plaid-investment-tracking

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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