Overview of the Flinks Investments API
The /Investments
endpoint gives Flinks' clients the ability to retrieve user-permissioned data on wealth or investment (terms which here can be used interchangeably) holdings across a number of different assets, classes, and institutions.
Much of how the product is structured is similar to our retail banking data aggregation response, however, there are a few new concepts that are unique to this dataset.
Here are some of those key new concepts in action, which will all be explored in depth later in this guide:
Institution
is the financial institution where the investment accounts existAccounts
are the places where investment activity occursPositions
are a point-in-time snapshot of the investment portfolioSecurities
are the details of the assets within the current or past positionsTransactions
are the historical activities that built the current portfolio