Managed Investments Screener API

Managed Investments API

InputFieldValueFilter

Exact match (eq) to a single value, or match to any value in a list (in).

Any Of
InputFilterValueAny Of

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.

Variant 1string

InputFilterOptions

Filter applied to a data point. The data type of the value must match the data type of the data point.

One Of
InputFieldValueFilterAny Of

Exact match (eq) to a single value, or match to any value in a list (in).

InputFilterValueAny Of

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.

Variant 1string

InputFilterValue

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.

Any Of

InputPaginationOptions

object

Determines how results are paginated.

* Additional properties are NOT allowed.
pageSizeinteger(int32)

Specifies the maximum number of results per page.

Default:50

>= 1<= 50

Example:10

paginationTokenNextstring | null

Token returned in metadata.paginationTokenNext. Retrieves the next page of results.

Example:CJ2aBBoROg81YmFuYyBzcGxpdCBpbmMaDDoKMHAwMDAwbTJkaiIMOgowUDAwMDBNMkRK

paginationTokenPreviousstring | null

Token returned in metadata.paginationTokenPrevious. Retrieves the previous page of results.

Example:CKDjNhoJKQBIuTktAQAAGg06C2dkZiBzdWV6IHNhGgw6CjBwMDAwMDl3cW8iDDoKMFAwMDAwOVdRTw==

Example

InputQueryOptions

object

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.

andarray[object]

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.

Show Child Parameters
orarray[object]

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.

Show Child Parameters
notarray[object]

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.

Show Child Parameters
fuzzyboolean | null

When true, applies fuzzy text matching to the string equals conditions in this object. Supported only by data points where fuzzy is true.

Default:false

Example