--- title: "Query managed investments and return selected data points." url: "https://developer-beta.morningstar.com/apis/managed-investments-screener-api/versions/078c2975-5abc-4eaa-be35-30f0c85f0e84/operations/queryManagedInvestments" --- > Full API specification: https://developer-beta.morningstar.com/apis/managed-investments-screener-api/versions/078c2975-5abc-4eaa-be35-30f0c85f0e84.md # Query managed investments and return selected data points. `POST` `/direct-web-services/v1/screeners/managed-investments` Operation ID: `queryManagedInvestments` Returns the investments that meet the conditions defined in `universe`/`scope` and `query`. Returns `instrumentIdentifiers.performanceId` by default and any other data points specified in the `dataPoints` array. ## Request body (required) Content types: `application/json` ## Responses - `200` - OK - `400` - 400: Bad Request - `401` - 401: Unauthorized. The token is missing, invalid, or expired. - `403` - 403: Forbidden. The token does not grant access to this resource. - `500` - 500: Internal Server Error ## OpenAPI definition ```yaml openapi: 3.1.0 info: title: Managed Investments API version: "1.0" servers: - url: https://www.us-api.morningstar.com description: Americas - url: https://www.apac-api.morningstar.com description: APAC - url: https://www.emea-api.morningstar.com description: EMEA paths: /direct-web-services/v1/screeners/managed-investments: post: summary: Query managed investments and return selected data points. operationId: queryManagedInvestments tags: - Screener description: Returns the investments that meet the conditions defined in `universe`/`scope` and `query`. Returns `instrumentIdentifiers.performanceId` by default and any other data points specified in the `dataPoints` array. requestBody: $ref: "#/components/requestBodies/RequestManagedInvestmentsScreener" responses: "200": $ref: "#/components/responses/ResponseManagedInvestmentsScreener" "400": $ref: "#/components/responses/ResponseStatus400" "401": $ref: "#/components/responses/ResponseStatus401" "403": $ref: "#/components/responses/ResponseStatus403" "500": $ref: "#/components/responses/ResponseStatus500" security: - Bearer: [] components: requestBodies: RequestManagedInvestmentsScreener: required: true content: application/json: schema: $ref: "#/components/schemas/RequestManagedInvestmentsScreener" examples: Basic Query - Equals: $ref: "#/components/examples/RequestManagedInvestmentsScreenerExample1" Basic Query - In: $ref: "#/components/examples/RequestManagedInvestmentsScreenerExample2" Basic Query - Date Range: $ref: "#/components/examples/RequestManagedInvestmentsScreenerExample3" Basic Query - Number Range: $ref: "#/components/examples/RequestManagedInvestmentsScreenerExample4" Compound Query - AND: $ref: "#/components/examples/RequestManagedInvestmentsScreenerExample5" Compound Query - OR: $ref: "#/components/examples/RequestManagedInvestmentsScreenerExample6" Compound Query - NOT: $ref: "#/components/examples/RequestManagedInvestmentsScreenerExample7" Universe: $ref: "#/components/examples/RequestManagedInvestmentsScreenerExample8" Compound Scope - OR: $ref: "#/components/examples/RequestManagedInvestmentsScreenerExample9" Text Query - Contains: $ref: "#/components/examples/RequestManagedInvestmentsScreenerExample10" Text Query - Fuzzy: $ref: "#/components/examples/RequestManagedInvestmentsScreenerExample11" Pagination - Next Page: $ref: "#/components/examples/RequestManagedInvestmentsScreenerExample12" responses: ResponseManagedInvestmentsScreener: description: OK content: application/json: schema: $ref: "#/components/schemas/ResponseManagedInvestmentsScreener" examples: Basic Query - Equals: $ref: "#/components/examples/ResponseManagedInvestmentsScreenerExample1" Basic Query - In: $ref: "#/components/examples/ResponseManagedInvestmentsScreenerExample2" Basic Query - Date Range: $ref: "#/components/examples/ResponseManagedInvestmentsScreenerExample3" Basic Query - Number Range: $ref: "#/components/examples/ResponseManagedInvestmentsScreenerExample4" Compound Query - AND: $ref: "#/components/examples/ResponseManagedInvestmentsScreenerExample5" Compound Query - OR: $ref: "#/components/examples/ResponseManagedInvestmentsScreenerExample6" Compound Query - NOT: $ref: "#/components/examples/ResponseManagedInvestmentsScreenerExample7" ResponseStatus400: description: "400: Bad Request" content: application/json: schema: $ref: "#/components/schemas/OutputError" examples: Example1: $ref: "#/components/examples/ResponseStatus400Example1" ResponseStatus401: description: "401: Unauthorized. The token is missing, invalid, or expired." content: application/json: schema: $ref: "#/components/schemas/OutputError" ResponseStatus403: description: "403: Forbidden. The token does not grant access to this resource." content: application/json: schema: $ref: "#/components/schemas/OutputError" ResponseStatus500: description: "500: Internal Server Error" content: application/json: schema: $ref: "#/components/schemas/OutputError" schemas: RequestManagedInvestmentsScreener: title: RequestManagedInvestmentsScreener description: Screener request body. Define the starting universe with `universe` or `scope`, then narrow results with `query`. type: object properties: universe: $ref: "#/components/schemas/InputUniverse" scope: description: Defines the starting universe of investments. For managed investments, the scoping data point is `basicReference.countryAvailableForSale`. Compound and nested compound queries are supported. Each branch of the query must contain the scoping data point. $ref: "#/components/schemas/InputQueryOptions" query: description: Conditions that results must meet within the scoped universe. $ref: "#/components/schemas/InputQueryOptions" dataPoints: $ref: "#/components/schemas/InputDataPoints" pagination: $ref: "#/components/schemas/InputPaginationOptions" sort: description: Specifies one or more data points to sort results by. Values are applied in the order listed (the first is the primary sort key, the second is the secondary key, and so on). Data points must also be passed in the `dataPoints` array and have `isSortable` set to true. If not provided, results are sorted by `instrumentIdentifiers.performanceId`. type: - array - "null" items: $ref: "#/components/schemas/InputSortOption" languageId: description: Specifies the language code used for language-dependent results. type: - string - "null" default: ENG example: JPN enum: - ARA - CHI - DAN - DUT - ENG - FIN - FRE - GER - HEB - ITA - JPN - KOR - NOR - POR - SPA - SWE - THA - ZHO - null x-enumDescriptions: - ARA (Arabic) - CHI (Chinese) - DAN (Danish) - DUT (Dutch) - ENG (English) - FIN (Finnish) - FRE (French) - GER (German) - HEB (Hebrew) - ITA (Italian) - JPN (Japanese) - KOR (Korean) - NOR (Norwegian) - POR (Portuguese) - SPA (Spanish) - SWE (Swedish) - THA (Thai) - ZHO (Chinese) currencyId: description: Specifies the currency used for currency-dependent results. Accepts ISO 4217 currency codes. type: - string - "null" example: EUR default: USD additionalProperties: false ResponseManagedInvestmentsScreener: title: ResponseManagedInvestmentsScreener description: Screener response including results and metadata. type: object properties: investments: type: - array - "null" items: $ref: "#/components/schemas/OutputInvestment" metadata: $ref: "#/components/schemas/OutputScreenerMetadata" additionalProperties: false OutputError: title: OutputError description: Error details. type: object properties: statusCode: description: HTTP status code. type: integer format: int32 example: 400 errorCode: description: Unique error identifier. type: - string - "null" example: 400.screener.006 message: description: Description of the error. type: - string - "null" example: Please provide valid sort option. requestId: description: Unique request identifier. type: - string - "null" example: 6631c374-2331-4c7e-b6f2-d0c0079f6ee additionalProperties: false InputUniverse: title: InputUniverse description: Applies a predefined scope. Use as an alternative to defining a custom `scope`. type: - string - "null" enum: - mip_data_univ - null x-enumDescriptions: - mip_data_univ (Full managed investments universe.) example: mip_data_univ InputQueryOptions: title: InputQueryOptions description: >- Filters investments using `dataPoint: filter` conditions or compound logic. Keys are data point names; values are filters. For example: * Equals: `{ "basicReference.baseCurrency": "USD" }` * In: `{ "basicReference.baseCurrency": ["USD", "GBP"] }` * Range: `{ "basicReference.inceptionDate": { "gt": "2020-01-01", "lt": "2024-01-01" } }` * Contains: `{ "basicReference.name": { "contains": "app" } }` * Fuzzy: `{ "basicReference.name": "Aviva", "fuzzy": true }` * Compound: `{ "and": [ { "dataPoint1": "value1" }, { "dataPoint2": "value2" } ] }` * Nested compound: `{ "or": [ { "and": [ ... ] }, { "dataPoint": "value" } ] }` Check the operators supported by each data point via the data points endpoint. type: object properties: and: description: All conditions must match (logical AND). Elements may contain nested `and`, `or`, or `not` logic. type: array items: $ref: "#/components/schemas/InputQueryOptions" or: description: At least one condition must match (logical OR). Elements may contain nested `and`, `or`, or `not` logic. type: array items: $ref: "#/components/schemas/InputQueryOptions" not: description: No condition may match (logical NOT). Elements may contain nested `and`, `or`, or `not` logic. type: array items: $ref: "#/components/schemas/InputQueryOptions" fuzzy: description: When true, applies fuzzy text matching to the string equals conditions in this object. Supported only by data points where `fuzzy` is true. type: - boolean - "null" default: false propertyNames: description: Data point name in the format `.`. Retrieve valid values programmatically via `GET /direct-web-services/v1/screeners/managed-investments/data-points`, or browse the full reference in the data dictionary. type: string example: basicReference.legalName externalDocs: description: Data dictionary (Excel) url: https://developer.morningstar.com/content/hidden-from-navigation/ScreenerManagedInvestmentsDataDictionary.xlsx additionalProperties: $ref: "#/components/schemas/InputFilterOptions" InputDataPoints: title: InputDataPoints description: Lists data points to return. Retrieve valid values programmatically via `GET /direct-web-services/v1/screeners/managed-investments/data-points`, or browse the full reference in the data dictionary. type: array maxItems: 100 items: type: string example: - basicReference.legalName - basicReference.name - basicReference.firmName - basicReference.inceptionDate externalDocs: description: Data dictionary (Excel) url: https://developer.morningstar.com/content/hidden-from-navigation/ScreenerManagedInvestmentsDataDictionary.xlsx InputPaginationOptions: title: InputPaginationOptions description: Determines how results are paginated. type: object properties: pageSize: description: Specifies the maximum number of results per page. type: integer format: int32 default: 50 maximum: 50 minimum: 1 example: 10 paginationTokenNext: description: Token returned in `metadata.paginationTokenNext`. Retrieves the next page of results. type: - string - "null" example: CJ2aBBoROg81YmFuYyBzcGxpdCBpbmMaDDoKMHAwMDAwbTJkaiIMOgowUDAwMDBNMkRK paginationTokenPrevious: description: Token returned in `metadata.paginationTokenPrevious`. Retrieves the previous page of results. type: - string - "null" example: CKDjNhoJKQBIuTktAQAAGg06C2dkZiBzdWV6IHNhGgw6CjBwMDAwMDl3cW8iDDoKMFAwMDAwOVdRTw== additionalProperties: false InputSortOption: title: InputSortOption description: The data point and sort direction. type: object properties: dataPoint: description: Data point name. Must also be passed in the `dataPoints` array. type: string example: basicReference.legalName orderBy: description: Sort direction. type: string enum: - asc - desc x-enumDescriptions: - asc (Ascending) - desc (Descending) default: asc example: desc required: - dataPoint additionalProperties: false OutputInvestment: title: OutputInvestment description: Data points and values returned for a single result. Keys are data point names in the format `.`; values depend on the data type of the data point. `instrumentIdentifiers.performanceId` is always returned. Data points with no value may be omitted. type: object propertyNames: description: Data point name in the format `.`. Retrieve valid values programmatically via `GET /direct-web-services/v1/screeners/managed-investments/data-points`, or browse the full reference in the data dictionary. type: string externalDocs: description: Data dictionary (Excel) url: https://developer.morningstar.com/content/hidden-from-navigation/ScreenerManagedInvestmentsDataDictionary.xlsx additionalProperties: $ref: "#/components/schemas/OutputDataPointValue" example: instrumentIdentifiers.performanceId: 0P0001RHZF basicReference.firmName: 10X Investments (Pty) Ltd basicReference.inceptionDate: 2023-05-17 basicReference.name: 10X Income AMETF yieldsHistorical.12MoYield: 7.2118 OutputScreenerMetadata: title: OutputScreenerMetadata description: Metadata returned with screener results, including pagination tokens and information about data points not returned. type: object properties: paginationTokenNext: description: Token to fetch the next page of results. type: - string - "null" example: CNOAQhoJKQBIuTktAQAAGhU6E3RlYW0gcGFydG5lcnMgZ3JvdXAaDDoKMHAwMDAwYTZ6dCIMOgowUDAwMDBBNlpU paginationTokenPrevious: description: Token to fetch the previous page of results. type: - string - "null" example: CKDjNhoJKQBIuTktAQAAGg06C2dkZiBzdWV6IHNhGgw6CjBwMDAwMDl3cW8iDDoKMFAwMDAwOVdRTw== totalCount: description: Total number of results found. type: - integer - "null" format: int32 example: 2162 messages: type: - array - "null" items: $ref: "#/components/schemas/OutputMessage" securityReference: description: Resolved identifiers for valid investments in the response. type: - array - "null" items: $ref: "#/components/schemas/OutputInvestmentReference" requestId: description: Unique request identifier. type: - string - "null" example: c63e7f6c-b52d-42c3-9d1b-4a4b4ac05f3c time: description: Time the response was generated. type: string format: date-time readOnly: true example: 2025-10-02T10:54:36.9161062Z additionalProperties: false InputFilterOptions: title: InputFilterOptions description: Filter applied to a data point. The data type of the value must match the data type of the data point. oneOf: - $ref: "#/components/schemas/InputFieldValueFilter" - $ref: "#/components/schemas/InputFieldRangeFilter" - $ref: "#/components/schemas/InputFieldContainsFilter" OutputDataPointValue: title: OutputDataPointValue description: Value of a data point. Scalar data points return a string, number, integer, or boolean (dates are returned as `YYYY-MM-DD` strings). Data points where `isCodeMapped` is true return an `OutputCodeMappedValue` object, or an array of these objects for multi-value data points. anyOf: - type: string - type: number - type: integer - type: boolean - type: "null" - $ref: "#/components/schemas/OutputCodeMappedValue" - type: array items: $ref: "#/components/schemas/OutputCodeMappedValue" OutputMessage: title: OutputMessage description: Indicates why specific data points were not returned for one or more results. type: object properties: investments: type: - array - "null" items: $ref: "#/components/schemas/OutputInvalidInvestment" type: description: Message type. type: string example: Warning message: description: Message text. type: - string - "null" example: Data points are not entitled for 0P0002OW20 security code: description: Message code. type: - string - "null" example: "403" additionalProperties: false OutputInvestmentReference: title: OutputInvestmentReference description: Resolved identifiers for a valid investment. type: object properties: performanceId: description: Morningstar Performance ID. type: - string - "null" securityId: description: Morningstar Security ID. type: - string - "null" isin: description: ISIN. type: - string - "null" tradingSymbol: description: Trading symbol. type: - string - "null" fundCode: description: Fund code. type: - string - "null" sedol: description: SEDOL. type: - string - "null" cusip: description: CUSIP. type: - string - "null" name: description: Investment name. type: - string - "null" baseCurrency: description: Base currency. type: - string - "null" type: description: Investment type. type: - string - "null" inceptionDate: description: Inception date. type: - string - "null" additionalProperties: false InputFieldValueFilter: title: InputFieldValueFilter description: Exact match (`eq`) to a single value, or match to any value in a list (`in`). anyOf: - $ref: "#/components/schemas/InputFilterValue" - type: array minItems: 1 items: $ref: "#/components/schemas/InputFilterValue" InputFieldRangeFilter: title: InputFieldRangeFilter description: Filters for values within a range or based on a comparison. Supports number, integer, and date data types. type: object minProperties: 1 additionalProperties: false properties: gt: description: Greater than. anyOf: - type: number - type: integer - type: string format: date gte: description: Greater than or equal to. anyOf: - type: number - type: integer - type: string format: date lt: description: Less than. anyOf: - type: number - type: integer - type: string format: date lte: description: Less than or equal to. anyOf: - type: number - type: integer - type: string format: date InputFieldContainsFilter: title: InputFieldContainsFilter description: Matches string values that contain the specified text. type: object required: - contains additionalProperties: false properties: contains: description: Text to search for. type: string example: apple OutputCodeMappedValue: title: OutputCodeMappedValue description: "Value of a code-mapped data point: the underlying code and its display value." type: object properties: code: description: Code. Depending on the data point, a string, number, integer, or boolean. anyOf: - type: string - type: number - type: integer - type: boolean - type: "null" value: description: Display value for the code. Language-dependent data points use `languageId`. type: - string - "null" additionalProperties: false example: code: USD value: US Dollar OutputInvalidInvestment: title: OutputInvalidInvestment description: An investment for which one or more data points could not be returned. type: object properties: status: description: Reason data points were not returned. type: - string - "null" example: Data points are not entitled for 0P0001VK70 security. dataPoints: description: Data points that could not be returned for the investment. type: - array - "null" items: type: string errorCode: description: Error code. type: - string - "null" example: "403" id: description: Identifier of the investment. type: - string - "null" example: 0P0001VK70 idType: description: Type of identifier in `id`. type: - string - "null" example: PerformanceId x-knownValues: - ISIN - CUSIP - PerformanceId - SecurityId - TradingSymbol - FundCode - MSID performanceId: description: Morningstar Performance ID, if not the identifier in `id`. type: - string - "null" companyId: description: Morningstar Company ID, if not the identifier in `id`. type: - string - "null" baseCurrency: description: Base currency used to look up the investment. type: - string - "null" domicile: description: Domicile used to look up the investment. type: - string - "null" exchangeCountry: description: Exchange country used to look up the investment. type: - string - "null" exchangeId: description: Exchange ID used to look up the investment. type: - string - "null" additionalProperties: false InputFilterValue: title: InputFilterValue description: A single filter value. Supports string, number, integer, boolean, and date (`YYYY-MM-DD` string) data types. For code-mapped data points, filter on the code. anyOf: - type: string - type: number - type: integer - type: boolean examples: RequestManagedInvestmentsScreenerExample1: summary: Basic Query - Equals value: scope: basicReference.countryAvailableForSale: USA query: basicReference.baseCurrency: USD dataPoints: - basicReference.legalName - basicReference.name - basicReference.firmName - basicReference.fundCode pagination: pageSize: 5 sort: - dataPoint: basicReference.legalName orderBy: asc - dataPoint: basicReference.firmName orderBy: desc RequestManagedInvestmentsScreenerExample2: summary: Basic Query - In value: scope: basicReference.countryAvailableForSale: USA query: basicReference.baseCurrency: - USD - GBP - EUR dataPoints: - basicReference.legalName - basicReference.name - basicReference.firmName - basicReference.fundCode pagination: pageSize: 5 sort: - dataPoint: basicReference.legalName orderBy: asc RequestManagedInvestmentsScreenerExample3: summary: Basic Query - Date Range value: scope: basicReference.countryAvailableForSale: USA query: basicReference.inceptionDate: gt: 2005-01-01 lt: 2024-03-31 dataPoints: - basicReference.legalName - basicReference.name - basicReference.firmName - basicReference.fundCode - basicReference.inceptionDate pagination: pageSize: 5 sort: - dataPoint: basicReference.legalName orderBy: asc RequestManagedInvestmentsScreenerExample4: summary: Basic Query - Number Range value: scope: basicReference.countryAvailableForSale: USA query: yieldsHistorical.12MoYield: gt: 1.5 lt: 10.55 dataPoints: - basicReference.legalName - basicReference.name - basicReference.firmName - basicReference.fundCode - basicReference.inceptionDate - yieldsHistorical.12MoYield pagination: pageSize: 5 sort: - dataPoint: basicReference.legalName orderBy: asc RequestManagedInvestmentsScreenerExample5: summary: Compound Query - AND value: scope: basicReference.countryAvailableForSale: USA query: and: - yieldsHistorical.12MoYield: gt: 1.5 lt: 10.55 - basicReference.baseCurrency: USD dataPoints: - basicReference.legalName - basicReference.name - basicReference.firmName - basicReference.fundCode - basicReference.inceptionDate - yieldsHistorical.12MoYield pagination: pageSize: 5 sort: - dataPoint: basicReference.legalName orderBy: asc RequestManagedInvestmentsScreenerExample6: summary: Compound Query - OR value: scope: basicReference.countryAvailableForSale: USA query: or: - yieldsHistorical.12MoYield: gt: 1.5 lt: 10.55 - basicReference.baseCurrency: USD dataPoints: - basicReference.legalName - basicReference.name - basicReference.firmName - basicReference.fundCode - basicReference.inceptionDate - yieldsHistorical.12MoYield pagination: pageSize: 5 sort: - dataPoint: basicReference.legalName orderBy: asc RequestManagedInvestmentsScreenerExample7: summary: Compound Query - NOT value: scope: basicReference.countryAvailableForSale: USA query: not: - yieldsHistorical.12MoYield: gt: 1.5 lt: 10.55 - basicReference.baseCurrency: USD dataPoints: - basicReference.legalName - basicReference.name - basicReference.firmName - basicReference.fundCode - basicReference.inceptionDate - yieldsHistorical.12MoYield pagination: pageSize: 5 sort: - dataPoint: basicReference.legalName orderBy: asc RequestManagedInvestmentsScreenerExample8: summary: Universe value: universe: mip_data_univ query: basicReference.baseCurrency: USD dataPoints: - basicReference.legalName - basicReference.firmName pagination: pageSize: 10 RequestManagedInvestmentsScreenerExample9: summary: Compound Scope - OR value: scope: or: - basicReference.countryAvailableForSale: - USA - GBR - basicReference.domicile: - USA - GBR query: basicReference.baseCurrency: USD dataPoints: - basicReference.legalName - basicReference.firmName pagination: pageSize: 10 RequestManagedInvestmentsScreenerExample10: summary: Text Query - Contains value: scope: basicReference.countryAvailableForSale: USA query: basicReference.name: contains: app dataPoints: - basicReference.legalName - basicReference.name pagination: pageSize: 10 RequestManagedInvestmentsScreenerExample11: summary: Text Query - Fuzzy value: scope: basicReference.countryAvailableForSale: GBR query: basicReference.name: Aviva fuzzy: true dataPoints: - basicReference.legalName - basicReference.name pagination: pageSize: 10 RequestManagedInvestmentsScreenerExample12: summary: Pagination - Next Page value: scope: basicReference.countryAvailableForSale: USA dataPoints: - basicReference.legalName - basicReference.inceptionDate pagination: pageSize: 10 paginationTokenNext: CM8PGgY6BHhpZHgaDDoKMHAwMDAwYWhkbCIMOgowUDAwMDBBSERM sort: - dataPoint: basicReference.inceptionDate orderBy: desc ResponseManagedInvestmentsScreenerExample1: summary: Basic Query - Equals value: investments: - instrumentIdentifiers.performanceId: 0P0001UMFK basicReference.firmName: Driftwood Euro Solutions LLC basicReference.name: Ser 501TrbtHtlOldSanJuanNtsdue2027$Acc basicReference.legalName: (Series 501) Tribute Hotel Old San Juan Notes Due 2027 USD Accumulation - instrumentIdentifiers.performanceId: 0P0001O9X4 basicReference.firmName: VS TRUST basicReference.name: -1x Short VIX Futures ETF basicReference.legalName: -1x Short VIX Futures ETF - instrumentIdentifiers.performanceId: 0P0001LOE2 basicReference.firmName: Bitcoin Capital AG basicReference.name: 15 FiCAS Active Crypto ETP basicReference.legalName: 15 FiCAS Active Crypto ETP - instrumentIdentifiers.performanceId: 0P0001QYNH basicReference.firmName: Valour Digital Securities Limited basicReference.name: 1Valour Bitcoin Physcl Carb Netrl $ Acc basicReference.legalName: 1Valour Bitcoin Physical Carbon Neutral USD Acc - instrumentIdentifiers.performanceId: 0P0001TY43 basicReference.firmName: Valour Digital Securities Limited basicReference.name: 1Valour Bitcoin Physical Staking $ Acc basicReference.legalName: 1Valour Bitcoin Physical Staking USD Acc metadata: paginationTokenNext: WyIxVmFsb3VyIEJpdGNvaW4gUGh5c2ljYWwgU3Rha2luZyBVU0QgQWNjIixudWxsLG51bGwsIjBQMDAwMVRZNDMiXQ== totalCount: 10000 requestId: d98e0f36-91b3-4cf3-bd61-15841ce6f9f8 time: 2025-10-27T09:09:01.3362533Z ResponseManagedInvestmentsScreenerExample2: summary: Basic Query - In value: investments: - instrumentIdentifiers.performanceId: 0P0001UMFK basicReference.firmName: Driftwood Euro Solutions LLC basicReference.name: Ser 501TrbtHtlOldSanJuanNtsdue2027$Acc basicReference.legalName: (Series 501) Tribute Hotel Old San Juan Notes Due 2027 USD Accumulation - instrumentIdentifiers.performanceId: 0P0001O9X4 basicReference.firmName: VS TRUST basicReference.name: -1x Short VIX Futures ETF basicReference.legalName: -1x Short VIX Futures ETF - instrumentIdentifiers.performanceId: 0P0001LOE2 basicReference.firmName: Bitcoin Capital AG basicReference.name: 15 FiCAS Active Crypto ETP basicReference.legalName: 15 FiCAS Active Crypto ETP - instrumentIdentifiers.performanceId: 0P0001LOE3 basicReference.firmName: Bitcoin Capital AG basicReference.name: 15 FiCAS Active Crypto ETP basicReference.legalName: 15 FiCAS Active Crypto ETP - instrumentIdentifiers.performanceId: 0P0001QYNH basicReference.firmName: Valour Digital Securities Limited basicReference.name: 1Valour Bitcoin Physcl Carb Netrl $ Acc basicReference.legalName: 1Valour Bitcoin Physical Carbon Neutral USD Acc metadata: paginationTokenNext: WyIxVmFsb3VyIEJpdGNvaW4gUGh5c2ljYWwgQ2FyYm9uIE5ldXRyYWwgVVNEIEFjYyIsbnVsbCwiMFAwMDAxUVlOSCJd totalCount: 10000 requestId: c4d4af1b-18e3-4827-a3ca-c6a498d962e5 time: 2025-10-27T09:15:02.9153502Z ResponseManagedInvestmentsScreenerExample3: summary: Basic Query - Date Range value: investments: - instrumentIdentifiers.performanceId: 0P0001UMFK basicReference.firmName: Driftwood Euro Solutions LLC basicReference.inceptionDate: 2023-04-14 basicReference.name: Ser 501TrbtHtlOldSanJuanNtsdue2027$Acc basicReference.legalName: (Series 501) Tribute Hotel Old San Juan Notes Due 2027 USD Accumulation - instrumentIdentifiers.performanceId: 0P0001O9X4 basicReference.firmName: VS TRUST basicReference.inceptionDate: 2022-03-28 basicReference.name: -1x Short VIX Futures ETF basicReference.legalName: -1x Short VIX Futures ETF - instrumentIdentifiers.performanceId: 0P0001XGJO basicReference.firmName: Zero Cinco Um Capital Gestão de Recursos Ltda basicReference.inceptionDate: 2025-08-04 basicReference.name: 051 ANGA III Cred Estruturado FIF FIC basicReference.legalName: 051 ANGA III CRÉDITO ESTRUTURADO FUNDO DE INVESTIMENTO FINANCEIRO EM COTAS DE FUNDOS DE INVESTIMENTO - instrumentIdentifiers.performanceId: 0P0001PQPT basicReference.firmName: Zero Cinco Um Capital Gestão de Recursos Ltda basicReference.inceptionDate: 2022-06-28 basicReference.name: Zero 051 Aurora Boreal FIM C Priv IE basicReference.legalName: 051 AURORA BOREAL FUNDO DE INVESTIMENTO MULTIMERCADO CRÉDITO PRIVADO INVESTIMENTO NO EXTERIOR - instrumentIdentifiers.performanceId: 0P0001IACV basicReference.firmName: Zero Cinco Um Capital Gestão de Recursos Ltda basicReference.inceptionDate: 2019-06-04 basicReference.name: 051 Brucutu FIM C Priv IE basicReference.legalName: 051 BRUCUTU FUNDO DE INVESTIMENTO MULTIMERCADO CRÉDITO PRIVADO INVESTIMENTO EXTERIOR metadata: paginationTokenNext: WyIwNTEgQlJVQ1VUVSBGVU5ETyBERSBJTlZFU1RJTUVOVE8gTVVMVElNRVJDQURPIENSXHUwMEM5RElUTyBQUklWQURPIElOVkVTVElNRU5UTyBFWFRFUklPUiIsbnVsbCwiMFAwMDAxSUFDViJd totalCount: 10000 requestId: 5dfa5fec-dfc0-43e1-baa2-f1565213adb6 time: 2025-10-27T09:24:58.6262904Z ResponseManagedInvestmentsScreenerExample4: summary: Basic Query - Number Range value: investments: - instrumentIdentifiers.performanceId: 0P0001RHZF basicReference.firmName: 10X Investments (Pty) Ltd basicReference.inceptionDate: 2023-05-17 basicReference.name: 10X Income AMETF basicReference.legalName: 10X Income AMETF yieldsHistorical.12MoYield: 7.2118 - instrumentIdentifiers.performanceId: 0P0001CROW basicReference.firmName: 10X Investments (Pty) Ltd basicReference.inceptionDate: 2018-02-22 basicReference.name: 10X S&P Global Dividend AristocratsETF basicReference.legalName: 10X S&P Global Dividend Aristocrats ETF yieldsHistorical.12MoYield: 2.00723 - instrumentIdentifiers.performanceId: 0P0001996O basicReference.firmName: CoreShares Index Tracker Managers basicReference.inceptionDate: 2016-11-04 basicReference.name: 10X S&P Global Property ETF basicReference.legalName: 10X S&P Global Property ETF yieldsHistorical.12MoYield: 2.27204 - instrumentIdentifiers.performanceId: 0P0001QNV9 basicReference.firmName: CoreShares Asset Management basicReference.inceptionDate: 2022-12-05 basicReference.name: 10X Wealth Govi Bond ETF basicReference.legalName: 10X Wealth Govi Bond ETF yieldsHistorical.12MoYield: 9.28629 - instrumentIdentifiers.performanceId: 0P0001QW2Y basicReference.firmName: 10X Investments (Pty) Ltd basicReference.inceptionDate: 2023-04-24 basicReference.name: 10X Wealth Next40 Equal Weighted ETF basicReference.legalName: 10X Wealth Next40 Equal Weighted ETF yieldsHistorical.12MoYield: 1.82409 metadata: paginationTokenNext: WyIxMFggV2VhbHRoIE5leHQ0MCBFcXVhbCBXZWlnaHRlZCBFVEYiLG51bGwsIjBQMDAwMVFXMlkiXQ== totalCount: 8485 requestId: 775ca110-4b08-474b-963c-feac294ffcc2 time: 2025-10-27T09:31:23.4406481Z ResponseManagedInvestmentsScreenerExample5: summary: Compound Query - AND value: investments: - instrumentIdentifiers.performanceId: 0P0001MTWK basicReference.firmName: 1WS Capital Advisors basicReference.inceptionDate: 2021-04-30 basicReference.name: 1WS Credit Income A-2 basicReference.legalName: 1WS Credit Income Fund Class A-2 Shares yieldsHistorical.12MoYield: 8.8141 - instrumentIdentifiers.performanceId: 0P0001H18L basicReference.firmName: 1WS Capital Advisors basicReference.inceptionDate: 2019-03-04 basicReference.name: 1WS Credit Income I basicReference.legalName: 1WS Credit Income Fund Class I shares yieldsHistorical.12MoYield: 8.52713 - instrumentIdentifiers.performanceId: 0P0001QRAZ basicReference.firmName: Volatility Shares Trust basicReference.inceptionDate: 2023-06-27 basicReference.name: 2x Bitcoin Strategy ETF basicReference.legalName: 2x Bitcoin Strategy ETF yieldsHistorical.12MoYield: 10.72546 - instrumentIdentifiers.performanceId: 0P0001IC1I basicReference.firmName: AAM basicReference.inceptionDate: 2019-11-19 basicReference.name: AAM Low Duration Pref & Inc Secs ETF basicReference.legalName: AAM Low Duration Preferred and Income Securities ETF yieldsHistorical.12MoYield: 7.00165 - instrumentIdentifiers.performanceId: 0P0001BEZ8 basicReference.firmName: AAM basicReference.inceptionDate: 2017-11-28 basicReference.name: AAM S&P 500 High Dividend Value ETF basicReference.legalName: AAM S&P 500 High Dividend Value ETF yieldsHistorical.12MoYield: 3.65641 metadata: paginationTokenNext: WyJBQU0gU1x1MDAyNlAgNTAwIEhpZ2ggRGl2aWRlbmQgVmFsdWUgRVRGIixudWxsLCIwUDAwMDFCRVo4Il0= totalCount: 3456 requestId: 371f69e2-17cf-484f-b095-61e24e496bff time: 2025-10-27T09:38:57.5567623Z ResponseManagedInvestmentsScreenerExample6: summary: Compound Query - OR value: investments: - instrumentIdentifiers.performanceId: 0P0001UMFK basicReference.firmName: Driftwood Euro Solutions LLC basicReference.inceptionDate: 2023-04-14 basicReference.name: Ser 501TrbtHtlOldSanJuanNtsdue2027$Acc basicReference.legalName: (Series 501) Tribute Hotel Old San Juan Notes Due 2027 USD Accumulation yieldsHistorical.12MoYield: 0 - instrumentIdentifiers.performanceId: 0P0001O9X4 basicReference.firmName: VS TRUST basicReference.inceptionDate: 2022-03-28 basicReference.name: -1x Short VIX Futures ETF basicReference.legalName: -1x Short VIX Futures ETF yieldsHistorical.12MoYield: 0 - instrumentIdentifiers.performanceId: 0P0001RHZF basicReference.firmName: 10X Investments (Pty) Ltd basicReference.inceptionDate: 2023-05-17 basicReference.name: 10X Income AMETF basicReference.legalName: 10X Income AMETF yieldsHistorical.12MoYield: 7.2118 - instrumentIdentifiers.performanceId: 0P0001CROW basicReference.firmName: 10X Investments (Pty) Ltd basicReference.inceptionDate: 2018-02-22 basicReference.name: 10X S&P Global Dividend AristocratsETF basicReference.legalName: 10X S&P Global Dividend Aristocrats ETF yieldsHistorical.12MoYield: 2.00723 - instrumentIdentifiers.performanceId: 0P0001996O basicReference.firmName: CoreShares Index Tracker Managers basicReference.inceptionDate: 2016-11-04 basicReference.name: 10X S&P Global Property ETF basicReference.legalName: 10X S&P Global Property ETF yieldsHistorical.12MoYield: 2.27204 metadata: paginationTokenNext: WyIxMFggU1x1MDAyNlAgR2xvYmFsIFByb3BlcnR5IEVURiIsbnVsbCwiMFAwMDAxOTk2TyJd totalCount: 10000 requestId: 42484ad5-5a9f-4b70-bb49-620d8e1ff375 time: 2025-10-27T09:42:15.2012135Z ResponseManagedInvestmentsScreenerExample7: summary: Compound Query - NOT value: investments: - instrumentIdentifiers.performanceId: 0P0001XGJO basicReference.firmName: Zero Cinco Um Capital Gestão de Recursos Ltda basicReference.inceptionDate: 2025-08-04 basicReference.name: 051 ANGA III Cred Estruturado FIF FIC basicReference.legalName: 051 ANGA III CRÉDITO ESTRUTURADO FUNDO DE INVESTIMENTO FINANCEIRO EM COTAS DE FUNDOS DE INVESTIMENTO - instrumentIdentifiers.performanceId: 0P0001PQPT basicReference.firmName: Zero Cinco Um Capital Gestão de Recursos Ltda basicReference.inceptionDate: 2022-06-28 basicReference.name: Zero 051 Aurora Boreal FIM C Priv IE basicReference.legalName: 051 AURORA BOREAL FUNDO DE INVESTIMENTO MULTIMERCADO CRÉDITO PRIVADO INVESTIMENTO NO EXTERIOR yieldsHistorical.12MoYield: 0 - instrumentIdentifiers.performanceId: 0P0001IACV basicReference.firmName: Zero Cinco Um Capital Gestão de Recursos Ltda basicReference.inceptionDate: 2019-06-04 basicReference.name: 051 Brucutu FIM C Priv IE basicReference.legalName: 051 BRUCUTU FUNDO DE INVESTIMENTO MULTIMERCADO CRÉDITO PRIVADO INVESTIMENTO EXTERIOR yieldsHistorical.12MoYield: 0 - instrumentIdentifiers.performanceId: 0P0001KYRB basicReference.firmName: Wealth High Governance Capital Ltda. basicReference.inceptionDate: 2020-10-01 basicReference.name: XP 051 Camaleão FIC FIM C Priv basicReference.legalName: 051 CAMALEÃO FUNDO DE INVESTIMENTO EM COTAS DE FUNDOS DE INVESTIMENTO MULTIMERCADO CRÉDITO PRIVADO yieldsHistorical.12MoYield: 0 - instrumentIdentifiers.performanceId: 0P0001HZU4 basicReference.firmName: Zero Cinco Um Capital Gestão de Recursos Ltda basicReference.inceptionDate: 2018-04-13 basicReference.name: 051 Caribe FIM C Priv IE basicReference.legalName: 051 CARIBE FUNDO DE INVESTIMENTO MULTIMERCADO CRÉDITO PRIVADO INVESTIMENTO NO EXTERIOR yieldsHistorical.12MoYield: 0 metadata: paginationTokenNext: WyIwNTEgQ0FSSUJFIEZVTkRPIERFIElOVkVTVElNRU5UTyBNVUxUSU1FUkNBRE8gQ1JcdTAwQzlESVRPIFBSSVZBRE8gSU5WRVNUSU1FTlRPIE5PIEVYVEVSSU9SIixudWxsLCIwUDAwMDFIWlU0Il0= totalCount: 10000 requestId: 0e8b14aa-40e6-4113-bbee-5e3931d68974 time: 2025-10-27T09:44:58.7069929Z ResponseStatus400Example1: summary: 400 - Invalid Data Point Names value: statusCode: 400 errorCode: 400.screener.005 message: Invalid dataPoint names {0}. Provide valid values. requestId: 5c2ad24c-964b-4f9b-9d9e-26b7bdb915d9 securitySchemes: Bearer: type: http scheme: bearer bearerFormat: JWT description: >- JWT obtained from `POST /token/oauth`. Send it on every request as `Authorization: Bearer `. Reuse the token for up to 60 minutes, then request a new one. ```