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Plaid actually doesn't do investment account holdings well. My team tried using them for an app and ended up building our own API to address the problem https://realizefi.com/.

We provide real-time holdings, transactions, orders, historical performance (Plaid doesn't provide this at all), and balances.

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Hey! Looks interesting. The two things that would hold me back from using it are (a) not enough institution support, for big places like Vanguard and Fidelity where many people have investments, and (b) no clear pricing structure listed that I could see, so I assume it’s going to be more expensive than Plaid.

Thanks! We're currently releasing Fidelity and will have IBKR & Vanguard released within the next 2 months.

Sorry for the lack of a pricing page - we're going to add that in. We have graduated pricing starting at $1/mo per linked account and decreasing at different levels of scale. That fee includes unlimited API calls. We're also offering discounted pricing to companies that integrate within the next 60 days.

Feel free to email me whenever at sean@realizefi.com

Added our pricing page to the website - https://www.realizefi.com/pricing.html

Our Fidelity integration will be out by the end of this week.

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