Investments
Investment holdings across all of the customer’s connections: total value, gain/loss and an allocation bar.
How to test
- Go to wp-admin → BankBridge → Sandbox Toolkit → Create a test connection.
- Assign it to your user and choose the preset Brokerage with holdings (Investments) — or institution First Platypus Bank, user
user_good, productinvestments. - Reload this page to see total value, gain/loss % and the holdings table.
Only connections that include the Investments product are counted. Results are cached for 15 minutes.
Shortcode used on this page: [bankbridge_portfolio] — see Shortcodes & blocks.