Plan ID
Plan status
Security symbol
Member ID
Account ID
Account channel
Display account
Market
Investment amount per period
Investment frequency
Day of week for weekly plans (e.g. "Mon")
Day of month for monthly plans
Whether margin finance is allowed
Reminder time
Creation time
Last updated time
Next investment date
Security name
OptionalcumCumulative invested amount
Number of completed investment periods
OptionalaverageAverage cost
OptionalcumCumulative profit/loss
One DCA (dollar-cost averaging) investment plan