Sync Investments Data

Investments

Automatically Replicate Investments Data in Spreadsheets & Cloud Storage

Using Flatly's easy-to-use, no-code integration platform.
Full data sets
No instructions needed
No code
No complicated flow charts
No triggers
Set up in under 3 minutes
Flat pricing starting at $19 /month

Data sets

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

Built for Synchronization

Flatly is designed to help anyone continuously export (i.e. "sync") bulk 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.

Combined Data Sets

This integration provides pre-blended (combined) data sets that are related, which means more useful data for analytics and less manual work in terms of joining data.

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.

File Formats

Integration Flow

Flatly
Dashboard

Setup

Step 1

Select Investments from the Data Source dropdown and from the Data Destination dropdown.

Step 2

Authorize Investments with your credentials using the Plaid (OAuth) flow.

Step 3

Authorize with your credentials using the flow.

Step 4

Select your Data Set from the 11 Data Sets available using the dropdown.

Step 5

Click Flatten to sync your data.

Airtable

Connect Investments to Airtable


Amazon S3

Connect Investments to Amazon S3


Azure Storage

Connect Investments to Azure Storage


Box

Connect Investments to Box


Connect Investments to ChatGPT Apps


Cloud Storage

Connect Investments to Cloud Storage


Connect Investments to CSV


Dropbox

Connect Investments to Dropbox


Excel

Connect Investments to Excel


Excel Online

Connect Investments to Excel Online


Connect Investments to FTP


Google BigQuery

Connect Investments to Google BigQuery


Google Cloud Storage

Connect Investments to Google Cloud Storage


Google Drive

Connect Investments to Google Drive


Google Looker Studio

Connect Investments to Google Looker Studio


Google Sheets

Connect Investments to Google Sheets


Looker

Connect Investments to Looker


Markdown

Connect Investments to Markdown


Microsoft Power BI

Connect Investments to Microsoft Power BI


OneDrive

Connect Investments to OneDrive


OneDrive for Business

Connect Investments to OneDrive for Business


Connect Investments to SFTP


Smartsheet

Connect Investments to Smartsheet


Zoho Sheet

Connect Investments to Zoho Sheet


Walkthrough Video

Extended Data Sources

Get started with your data pipelines

Connect your data with our turnkey data integration solution so you can focus on running your business.