Investments to Looker Studio

Automatically Export & Sync Investments Data to Looker Studio

Conjuntos de datos completos

Sin código

Sin diagramas de flujo complicados

Sin desencadenantes

Se configura en menos de 3 minutos

No se necesitan instrucciones

Conjuntos de datos

Balances

Balances-Recent

Transactions-AllAvailable

Transactions-Last X days

Date Rangable

InvestmentTransactions-All

InvestmentTransactions-Last X days

Date Rangable

InvestmentHoldings

InvestmentHoldings+RealtimeStocks

Pre-blended combo set Stock Prices [ Premium Data Set | Plaid + Marketstack | Flatly Exclusive ]

Liabilities-Credit

Liabilities-Mortgage

Liabilities-Student

Información adicional

This service is designed to help anyone continuously export (i.e. "sync") data from Investments.

If you only need to export your data one time, check the website of Investments to see if their service offers a one-time export feature natively. Sometimes a Data Source's native export feature may provide not as much data as its API does, in which case Flatly is the solution.

Additional Information

Flatly uses official API channels to provide an integration with Investments.

Flatly connects to over 10,000 financial institutions in the US and Canada via Plaid.

Scopes

Flatly's access to Plaid and Plaid's downstream connected financial institutions is read-only access to text. It is limited to account data (words, numbers, dates). It does not include any money-movement, transfer capabilities or account holder profiles/identities.

Plaid alone interfaces directly with financial institutions, caches data from those institutions on Plaid infrastructure, and then makes the appropriate scoped subset of that data available to partners like Flatly using secure connections called client libraries.

Connection

Opening a CSV file from Google Cloud Storage in Looker Studio is straightforward and takes only a few clicks. Importantly, a CSV file can be larger than 10 million cells, whereas a Google Sheet is limited to 10 million cells.

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