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plaid-investment-tracking

Fetches and consolidates investment holdings, securities, and transactions from Plaid Investments across multiple brokerages.

Updated Apr 1, 2026
Search Tags:#portfolio#transactions#holdings#investments#securities#cost-basis#brokerages
One-click install
npx skills add https://github.com/TMHSDigital/Plaid-Developer-Tools --skill plaid-investment-tracking
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: plaid-investment-tracking
Source: https://github.com/TMHSDigital/Plaid-Developer-Tools/tree/main/skills/plaid-investment-tracking
Command: npx skills add https://github.com/TMHSDigital/Plaid-Developer-Tools --skill plaid-investment-tracking

SYSTEM DOCUMENTATION & REQUIREMENTS

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.

Frequently Asked Questions about plaid-investment-tracking

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I consolidate investment holdings and transactions across multiple brokerages?▼

You can consolidate investment holdings and transactions across multiple brokerages by using Plaid Investments endpoints to fetch aggregated portfolio data, securities details, and transaction history in a single place.

Can I calculate cost basis and gain/loss across different brokerage accounts?▼

Yes, cost basis and gain/loss calculations are supported where the brokerage provides the data, allowing you to analyze investment performance and cost basis across multiple connected accounts.

How do I retrieve security details like ticker and CUSIP for my portfolio tracking?▼

Portfolio tracking retrieves security details by fetching ticker symbols, CUSIP or ISIN identifiers, and security types through the Plaid securities endpoint for richer investment insights.

Does Plaid support paginating investment transactions for large portfolios?▼

Plaid supports paginating investment transactions, allowing you to retrieve complete transaction history including buys, sells, dividends, and fees across large portfolios without hitting data limits.

What do I need to connect a brokerage account for investment tracking?▼

You need a Plaid access token with the investments product enabled to connect a brokerage account and fetch holdings, securities, and transactions for portfolio tracking and net worth calculations.

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