Managed Investments Screener API

Managed Investments API

InputUniverse

string,null

Applies a predefined scope. Use as an alternative to defining a custom scope.

Allowed values:mip_data_univ

Example

OutputCodeMappedValue

object

Value of a code-mapped data point: the underlying code and its display value.

* Additional properties are NOT allowed.
codeAny Of

Code. Depending on the data point, a string, number, integer, or boolean.

Variant 1string
valuestring | null

Display value for the code. Language-dependent data points use languageId.

Example

OutputDataPoint

object

A data point and the screening features it supports.

* Additional properties are NOT allowed.
namestring | null

Data point name in the format <dataGroup>.<fieldName>. Retrieve valid values programmatically via GET /direct-web-services/v1/screeners/managed-investments/data-points, or browse the full reference in the data dictionary.

Example:basicReference.legalName

typestring | null

Data type of the data point. Dates are returned as type string.

Example:decimal

operatorsarray | null[string]

Filter operators supported by the data point. Compound operators (and, or, not) are supported for all data points.

Example:gt, gte, lt, lte, eq, in

isSortableboolean

When true, the data point can be used to sort results.

isLanguageDependentboolean

When true, values depend on languageId.

isCurrencyDependentboolean

When true, values depend on currencyId.

fuzzyboolean

When true, the data point supports fuzzy text matching.

enumboolean

When true, the data point accepts a fixed set of values.

isCodeMappedboolean | null

When true, values are returned as OutputCodeMappedValue objects (code and display value).

Example

OutputDataPointsMetadata

object

Request ID and timestamp for use in troubleshooting.

* Additional properties are NOT allowed.
requestIdstring | null

Unique request identifier.

Example:c63e7f6c-b52d-42c3-9d1b-4a4b4ac05f3c

timestring(date-time)read-only

Time the response was generated.

Example:2025-10-02T10:54:36.9161062Z

Example

OutputDataPointValue

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.

Any Of