# Yodlee Long-running aggregation platform whose holdings carry CUSIP, ISIN and SEDOL. *https://stockmarketstack.com/tools/yodlee · Brokerage Account Aggregation APIs* ## Facts ### At a glance | Field | Value | | --- | --- | | Vendor | Yodlee | | Category | Brokerage Account Aggregation APIs | | Job | aggregation | | Website | https://www.yodlee.com | | Pricing model | subscription | | Free tier | false | | Open source | false | | Licence | none | | Self-hosted | false | | Tested hands-on | false | | Last updated | 2026-09-19 | ### Pricing | Tier | USD | Period | | --- | --- | --- | | Custom | on request | month | ### Coverage | Field | Value | | --- | --- | | Asset classes | stocks, etf, mutual_funds, bonds, options | | Markets | us, uk, au, asia | | Works outside the US | true | | Data latency | eod | | Platforms | web | | AI features | none | ### Interfaces | Field | Value | | --- | --- | | API | true | | Webhooks | true | | Scripting | none | | Python | false | | Spreadsheet add-in | false | | MCP server | false | | Export | json | ### Capabilities Yes: broker_import No: charting, screening, scanning, backtesting, automation, live_trading, paper_trading, portfolio_tracking, tax_reporting, alerts, news, options_analysis *Verified: pricing 2026-09-19; capabilities 2026-09-19; coverage 2026-09-19.* ## What it is Yodlee is one of the oldest account aggregators still selling, and the shape shows: the v1.1 REST API covers bank, credit card, investment, insurance, loan, reward, real estate and "other assets" containers behind one set of endpoints, with FastLink 4 as the hosted link flow. The investment side is a real product rather than an afterthought. `GET /holdings` returns positions with `symbol`, `description`, `quantity`, `price`, `costBasis`, vested and unvested quantities for equity compensation, `isShort`, and — the part worth the card — `cusipNumber`, `isin` and `sedol`. A derived `holdingSummary` endpoint rolls positions up by asset class, country, sector or style. Ownership changed underneath all of this: Envestnet completed the sale of Yodlee, Inc. to the private equity firm STG on 2 September 2025 and the branding was stripped back afterwards. Nothing in the API was renamed with it, so a five-year-old integration guide is still mostly accurate and still says Envestnet. ## Pricing Not published, anywhere. There is no pricing page on the developer portal, no plan table and no figure in the documentation. The docs do say where the line falls. Several endpoints — webhook subscriptions among them — carry a note that the service "is not available in developer sandbox environment and will be made available for testing in your dedicated environment, once the contract is signed." Production is a provisioned environment, not a flag you flip. Pieces of the payload are sold separately, too: the API reference says asset classification on holdings is "not available by default, as it is a premium feature," and has to be asked for through the `include` parameter once it is switched on for you. Registration for the portal is self-serve and gives you docs and a sandbox; what that costs, and what production costs, Yodlee does not say. ## Data & coverage The API is organised around datasets rather than endpoints. Basic Aggregation Data covers account details, transactions, holdings and statements; Advance Aggregation Data adds things that need extra navigation at the institution and must be subscribed to separately; Account Profile carries full account numbers and holder names and needs Yodlee Security Office approval before you see it. Holdings sit in Basic Aggregation. Beyond the identifiers, `holdingType` resolves against a `GET /holdings/holdingTypeList` lookup and Yodlee recommends you stop using it — it will be deprecated in favour of `securityType`, which has its own published list. Bonds are normalised — Yodlee says the `price` and `quantity` it returns for a bond are its own values rather than what the institution displayed, which matters before you reconcile against a statement. `convertToCurrency` converts account values on demand, which is unusual here and useful given the four-country footprint. Freshness is daily at best and driven by Yodlee's refresh rather than by you. For bulk work `GET /dataExtracts/userData` returns everything modified in a window, but the window cannot exceed 60 minutes, so a backfill is a loop. Coverage is claimed as 90% of top-volume sites in the US, UK, Australia and India; the portal's own counters say 17,000-plus data sources and 18 million investor accounts. None of that is an institution list, and there is no public directory to check a specific brokerage against. ## Integrations REST and JSON with a bearer token and an `Api-Version: 1.1` header. There are no first-party client libraries. The portal publishes an OpenAPI specification on GitHub, walks you through generating a Java client from it with Swagger Codegen, and says about thirty other languages work the same way — which is the whole of the SDK story. The obvious package name is taken: `yodlee` on PyPI is a third party's client, last uploaded in July 2017. FastLink 4 is the hosted link widget, and webhooks exist for data updates and refresh events but not in the sandbox. ## Limitations - No published price, no free production tier, and no path to production without a signed contract and a provisioned environment. - The sandbox is not a small production: webhooks and several services are absent from it by design, so the integration you test is not the one you ship. - Asset classification on holdings is a premium feature the docs say is off by default, so part of what you read in the API reference is not part of what you are sold. - Read-only. Nothing here places an order. - Holding prices are institution-reported, and bond price and quantity are Yodlee's normalisation rather than the institution's figures. - No first-party SDK in any language, and the obvious PyPI name belongs to somebody else. ## Alternatives [Plaid Investments](https://stockmarketstack.com/tools/plaid-investments) is the closer comparison on developer experience and publishes a real coverage file, but nulls CUSIP and ISIN without a licence Yodlee does not ask you for. [Akoya](https://stockmarketstack.com/tools/akoya) is API-only and US-only. [SnapTrade](https://stockmarketstack.com/tools/snaptrade) is the one to look at if the account count is small or you need to place orders. Yodlee earns its place when the identifiers matter or when the accounts are outside the United States. ## FAQ ### Is it still called Envestnet Yodlee? No. Envestnet completed the sale of Yodlee to the private equity firm STG on 2 September 2025, and the developer portal, the product pages and the copyright line now read Yodlee, Inc. with no Envestnet prefix. The old name is worth knowing only because most third-party write-ups, integration guides and procurement documents still use it. ### Does Yodlee return CUSIP or ISIN for a holding? Yes, and this is the clearest thing separating it from the other aggregators. The holdings resource carries cusipNumber, isin and sedol as first-class fields alongside symbol, description, quantity, price, cost basis and vested and unvested quantities. Yodlee notes that ISIN and SEDOL apply only to trade-related transactions. ### What does Yodlee cost? Nothing is published. The developer portal has no pricing page and no plan comparison, and several API pages state plainly that a service is unavailable in the developer sandbox and will be enabled in your dedicated environment once the contract is signed. The price is a sales conversation from the first call. ### Which markets does Yodlee actually cover? The API overview claims support for 90% of the top-volume sites in the United States, United Kingdom, Australia and India. That is a claim about the top of the distribution, not about how many brokerages are reachable, and Yodlee publishes no institution list you can check a specific broker against before you are a customer. ## Also worth comparing - [Akoya](https://stockmarketstack.com/tools/akoya.md) — Bank-owned API network for consumer-permissioned account and holdings data. No scraping. - [MX](https://stockmarketstack.com/tools/mx.md) — Bank-grade aggregation API with investment holdings billed as its own product. - [Plaid Investments](https://stockmarketstack.com/tools/plaid-investments.md) — Read-only holdings, cost basis and investment transactions from 3,200 brokerages. - [Wealthica Business](https://stockmarketstack.com/tools/wealthica-business.md) — Canadian wealth aggregation — 125 published providers, positions, transactions, CUSIP. - [Mastercard Open Finance](https://stockmarketstack.com/tools/mastercard-open-finance.md) — The old Finicity API under Mastercard's name, with holdings on the account object. - [SnapTrade](https://stockmarketstack.com/tools/snaptrade.md) — One API for reading brokerage holdings and placing orders at supported brokers.