Add APIs for manually adding holdings to investment accounts

[angadsingh]

Please add addHolding API for brokerage accounts

[hammem]

Took a bit of a look at this one. Going to assume folks want this only for holdings in a manual account, not for balance-based manual account nor messing with holdings in synced accounts.

Basics

There's a few different API calls that will need to be added to support it:

• Common_CreateManualHolding - submission of the new holding
• SecuritySearch - query to lookup the security graph ID based on a ticker symbol (e.g. TSLA -> 77544497588908074)

The existing getAccounts() API will allow for fetching the account graph ID, which is the remaining bit of data needed.

GraphQL Details

Common_CreateManualHolding

mutation Common_CreateManualHolding($input: CreateManualHoldingInput!) {
  createManualHolding(input: $input) {
    holding {
      id
      ticker
      __typename
    }
    errors {
      ...PayloadErrorFields
      __typename
    }
    __typename
  }
}

fragment PayloadErrorFields on PayloadError {
  fieldErrors {
    field
    messages
    __typename
  }
  message
  code
  __typename
}

Variables:

{
  "input": {
    "accountId": "<graph ID>",
    "securityId": "<graph ID>",
    "quantity": <number>
  }
}

Results:

{
    "data": {
        "createManualHolding": {
            "holding": {
                "id": "<graph ID of the holding>",
                "ticker": "TSLA",
                "__typename": "Holding"
            },
            "errors": null, # check here for errors
            "__typename": "CreateManualHolding"
        }
    }
}

SecuritySearch

query SecuritySearch($search: String!, $limit: Int, $orderByPopularity: Boolean) {
  securities(
    search: $search
    limit: $limit
    orderByPopularity: $orderByPopularity
  ) {
    id
    name
    type
    logo
    ticker
    typeDisplay
    currentPrice
    closingPrice
    oneDayChangeDollars
    oneDayChangePercent
    __typename
  }
}

Variables:

{
  "search": "<ticker symbol>",
  "limit": 1, # defaults to 5 in the webUX, but we probably just want the first 1?
  "orderByPopularity": true
}

Results:

{
    "data": {
        "securities": [
            {
                "id": "77544497588908074",
                "name": "Tesla, Inc.",
                "type": "equity",
                "logo": "<base64 encoded icon>",
                "ticker": "TSLA",
                "typeDisplay": "Stock",
                "currentPrice": 426.5,
                "closingPrice": 240.36,
                "oneDayChangeDollars": 0.0,
                "oneDayChangePercent": 0.0,
                "__typename": "Security"
            },
        ]
    }
}

[jsolomon8080]

@hammem I'm very much interested in seeing this one implemented. In my case, none of the data aggregators (Plaid, MX, Finicity) successfully sync the holdings of my accounts even though they claim connectivity. The primary example is Fidelity, which kind of boggles my mind. So my use case is syncing holdings in an otherwise synced account because Monarch specifically fails to do so and I'm tired of waiting for this to be fixed. Monarch can sync the balance but fails to get holdings.

How are you determining the MM endpoints you can hit? Are you sniffing the calls made from a browser doing the same thing? Or do you somehow have access to the actual API details?

[gabevf]

On a related note: it would be great to be able to update the quantities of each asset/holding as well!