Investment account holdings, with ISIN code matching against a reference database to enrich each holding with identified security details.
See ISIN Code Matching.
Summary
Functions
Fetches a single holding (with matched ISIN data) by id.
Lists raw holdings for an investment account, as reported by the provider.
Lists holdings for an investment account enriched with matched ISIN codes and identified security metadata, where a match was found.
Types
@type holding() :: map()
Functions
@spec get(MoneyHub.Config.t(), String.t(), String.t(), String.t()) :: {:ok, holding()} | {:error, MoneyHub.Error.t()}
Fetches a single holding (with matched ISIN data) by id.
@spec list(MoneyHub.Config.t(), String.t(), String.t()) :: {:ok, [holding()]} | {:error, MoneyHub.Error.t()}
Lists raw holdings for an investment account, as reported by the provider.
@spec list_with_matches(MoneyHub.Config.t(), String.t(), String.t()) :: {:ok, [holding()]} | {:error, MoneyHub.Error.t()}
Lists holdings for an investment account enriched with matched ISIN codes and identified security metadata, where a match was found.