--- title: "Query entitled universe to retrieve investment metadata" url: "https://developer-beta.morningstar.com/apis/universe-api/versions/0b916029-77f1-47cc-86aa-2204ce8695c1/operations/getInvestmentsUniverse" --- > Full API specification: https://developer-beta.morningstar.com/apis/universe-api/versions/0b916029-77f1-47cc-86aa-2204ce8695c1.md # Query entitled universe to retrieve investment metadata `GET` `/direct-web-services/v1/investments` Operation ID: `getInvestmentsUniverse` **Get Universe Entitlements** Retrieve the **primary filters** your account is entitled for. | Scenario| Request Inputs | |-----------|-------| | Get equities entitlements.| `GET /investments`| | Get managed investments entitlements.| `GET /investments?source=managedInvestments` | **Get Custom Universe** Retrieve a custom universe in full. | Scenario| Request Inputs | |-----------|-------| | Get equities custom universe.| `GET /investments?universe=MY_EQUITIES_ABC`| | Get managed investments custom universe.| `GET /investments?source=managedInvestments&universe=MY_MANAGED_INVESTMENTS_XYZ`| **Filter Equities** Further narrow a custom universe or filter full universe. | Scenario| Request Inputs | |-----------|-------| | Filter custom universe by primary filter.| `GET /investments?exchangeCode=XPAR&universe=MY_EQUITIES_ABC` | | Filter custom universe by primary and secondary filter.| `GET /investments?exchangeCode=XPAR&securityType=ST00000001&universe=MY_EQUITIES_ABC` | | Filter full universe by primary filter only.| `GET /investments?exchangeCode=XPAR` | | Filter full universe by primary and 1 secondary filter.| `GET /investments?exchangeCode=XPAR&securityType=ST00000001` | | Filter full universe by primary and 2 secondary filters.| `GET /investments?exchangeCode=XPAR&shareClassInformationInvestmentType=ST00000001&securityType=ST00000001` | **Filter Managed Investments** Further narrow a custom universe or filter full universe. | Scenario| Request Inputs | |-----------|-------| | Filter custom universe by a primary filter.| `GET /investments?source=managedInvestments&domicileCode=USA&universe=MY_MANAGED_INVESTMENTS_XYZ`| | Filter managed investments by a primary filter (`countryAvailableForSaleCode`) | `GET /investments?source=managedInvestments&countryAvailableForSaleCode=USA`| | Filter managed investments by a primary filter (`domicileCode`) | `GET /investments?source=managedInvestments&domicileCode=USA`| **Retrieve Results Using Pagination Tokens** Set pagination preferences in inital request and retrieve paginated results using tokens. | Scenario| Request Inputs | |-----------|-------| | Pagination settings initial request (default `pageSize`).| `GET /investments?exchangeCode=XPAR` | | Pagination settings subsequent requests (default `pageSize`).| `GET /investments?exchangeCode=XPAR&paginationTokenNext=CJjVEBoTOhE`| | Pagination settings initial request (explicit `pageSize`).| `GET /investments?exchangeCode=XPAR&pageSize=25` | | Pagination settings subsequent requests (explicit `pageSize`).| `GET /investments?exchangeCode=XPAR&pageSize=25&paginationTokenNext=CJjVEBoTOhE`| ## Query parameters - `universe` (string, optional) - Filters results to a custom universe defined during implementation for the account. - `source` (string, optional) - Specifies the investment data type to query. - `exchangeCode` (string, optional) - Primary filter for equities. Filters results by exchange code. - `securityType` (string, optional) - Secondary filter for equities. Accepts: * `ST00000001` - Common Stock * `ST00000002` - Preferred Stock * `ST00000003` - Industry * `ST00000004` - Index * `ST00000005` - ETF * `ST00000006` - Closed-end Fund * `ST00000007` - Investment Trusts * `ST00000008` - Warrant * `ST00000009` - Note * `ST000000A1` - Units * `ST000000B1` - Rights * `ST000000C1` - Unlisted Common * `ST000000C2` - Unlisted Preferred - `countryAvailableForSaleCode` (string, optional) - Primary filter for managed investments. Accepts 3-character ISO 3166-1 country codes. - `domicileCode` (string, optional) - Primary filter for managed investments. Accepts 3-character ISO 3166-1 country codes. - `shareClassInformationInvestmentType` (string, optional) - Secondary filter for equities. Accepts: * `EQ` - Equity * `DR` - Depository Receipt * `PE` - Preferred Equity * `UE` - Unlisted Equity - `paginationTokenNext` (string, optional) - Specifies the token to fetch the next page of results. - `paginationTokenPrevious` (string, optional) - Specifies the token to fetch the previous page of results. - `pageSize` (integer, int32, optional) - Specifies the number of records per page. ## Responses - `200` - 200: OK - `400` - 400: Bad Request ## OpenAPI definition ```yaml openapi: 3.1.0 info: title: Universe API version: "1.0" servers: - url: https://www.us-api.morningstar.com description: Americas Production - url: https://www.apac-api.morningstar.com description: APAC Production - url: https://www.eu-api.morningstar.com description: EMEA Production paths: /direct-web-services/v1/investments: get: tags: - Investments Universe operationId: getInvestmentsUniverse summary: Query entitled universe to retrieve investment metadata description: |- **Get Universe Entitlements** Retrieve the **primary filters** your account is entitled for. | Scenario| Request Inputs | |-----------|-------| | Get equities entitlements.| `GET /investments`| | Get managed investments entitlements.| `GET /investments?source=managedInvestments` | **Get Custom Universe** Retrieve a custom universe in full. | Scenario| Request Inputs | |-----------|-------| | Get equities custom universe.| `GET /investments?universe=MY_EQUITIES_ABC`| | Get managed investments custom universe.| `GET /investments?source=managedInvestments&universe=MY_MANAGED_INVESTMENTS_XYZ`| **Filter Equities** Further narrow a custom universe or filter full universe. | Scenario| Request Inputs | |-----------|-------| | Filter custom universe by primary filter.| `GET /investments?exchangeCode=XPAR&universe=MY_EQUITIES_ABC` | | Filter custom universe by primary and secondary filter.| `GET /investments?exchangeCode=XPAR&securityType=ST00000001&universe=MY_EQUITIES_ABC` | | Filter full universe by primary filter only.| `GET /investments?exchangeCode=XPAR` | | Filter full universe by primary and 1 secondary filter.| `GET /investments?exchangeCode=XPAR&securityType=ST00000001` | | Filter full universe by primary and 2 secondary filters.| `GET /investments?exchangeCode=XPAR&shareClassInformationInvestmentType=ST00000001&securityType=ST00000001` | **Filter Managed Investments** Further narrow a custom universe or filter full universe. | Scenario| Request Inputs | |-----------|-------| | Filter custom universe by a primary filter.| `GET /investments?source=managedInvestments&domicileCode=USA&universe=MY_MANAGED_INVESTMENTS_XYZ`| | Filter managed investments by a primary filter (`countryAvailableForSaleCode`) | `GET /investments?source=managedInvestments&countryAvailableForSaleCode=USA`| | Filter managed investments by a primary filter (`domicileCode`) | `GET /investments?source=managedInvestments&domicileCode=USA`| **Retrieve Results Using Pagination Tokens** Set pagination preferences in inital request and retrieve paginated results using tokens. | Scenario| Request Inputs | |-----------|-------| | Pagination settings initial request (default `pageSize`).| `GET /investments?exchangeCode=XPAR` | | Pagination settings subsequent requests (default `pageSize`).| `GET /investments?exchangeCode=XPAR&paginationTokenNext=CJjVEBoTOhE`| | Pagination settings initial request (explicit `pageSize`).| `GET /investments?exchangeCode=XPAR&pageSize=25` | | Pagination settings subsequent requests (explicit `pageSize`).| `GET /investments?exchangeCode=XPAR&pageSize=25&paginationTokenNext=CJjVEBoTOhE`| parameters: - name: universe in: query description: Filters results to a custom universe defined during implementation for the account. schema: type: string example: MY_UNIVERSE_321 - name: source in: query description: Specifies the investment data type to query. schema: type: string default: equities enum: - equities - managedInvestments - name: exchangeCode in: query description: Primary filter for equities. Filters results by exchange code. example: XPAR schema: type: string - name: securityType in: query description: |- Secondary filter for equities. Accepts: * `ST00000001` - Common Stock * `ST00000002` - Preferred Stock * `ST00000003` - Industry * `ST00000004` - Index * `ST00000005` - ETF * `ST00000006` - Closed-end Fund * `ST00000007` - Investment Trusts * `ST00000008` - Warrant * `ST00000009` - Note * `ST000000A1` - Units * `ST000000B1` - Rights * `ST000000C1` - Unlisted Common * `ST000000C2` - Unlisted Preferred example: ST00000001 schema: type: string enum: - ST00000001 - ST00000002 - ST00000003 - ST00000004 - ST00000005 - ST00000006 - ST00000007 - ST00000009 - ST00000008 - ST000000A1 - ST000000B1 - ST000000C1 - ST000000C2 x-enumDescriptions: ST00000001: Common Stock ST00000002: Preferred Stock ST00000003: Industry ST00000004: Index ST00000005: ETF ST00000006: Closed-end Fund ST00000007: Investment Trusts ST00000008: Warrant ST00000009: Note ST000000A1: Units ST000000B1: Rights ST000000C1: Unlisted Common ST000000C2: Unlisted Preferred - name: countryAvailableForSaleCode in: query description: Primary filter for managed investments. Accepts 3-character ISO 3166-1 country codes. example: AUS schema: type: string - name: domicileCode in: query description: Primary filter for managed investments. Accepts 3-character ISO 3166-1 country codes. example: AUS schema: type: string - name: shareClassInformationInvestmentType in: query description: |- Secondary filter for equities. Accepts: * `EQ` - Equity * `DR` - Depository Receipt * `PE` - Preferred Equity * `UE` - Unlisted Equity example: EQ schema: type: string enum: - EQ - DR - PE - UE x-enumDescriptions: EQ: Equity DR: Depository Receipt PE: Preferred Equity UE: Unlisted Equity - name: paginationTokenNext in: query description: Specifies the token to fetch the next page of results. example: CJ2aBBoROg81YmFuYyBzcGxpdCBpbmMaDDoKMHAwMDAwbTJkaiIMOgowUDAwMDBNMkRK schema: type: string - name: paginationTokenPrevious in: query description: Specifies the token to fetch the previous page of results. example: CJ2aBBoROg81YmFuYyBzcGxpdCBpbmMaDDoKMHAwMDAwbTJkaiIMOgowUDAwMDBNMkRK schema: type: string - name: pageSize in: query description: Specifies the number of records per page. example: 25 schema: maximum: 50 minimum: 1 type: integer format: int32 default: 50 responses: "200": $ref: "#/components/responses/ResponseInvestments" "400": $ref: "#/components/responses/ErrorResponse400" security: - Bearer: [] components: responses: ResponseInvestments: description: "200: OK" content: application/json: schema: $ref: "#/components/schemas/ResponseInvestments" examples: ResponseExample1: $ref: "#/components/examples/ResponseExample1" ResponseExample2: $ref: "#/components/examples/ResponseExample2" ResponseExample3: $ref: "#/components/examples/ResponseExample3" ResponseExample4: $ref: "#/components/examples/ResponseExample4" ResponseExample5: $ref: "#/components/examples/ResponseExample5" ResponseExample6: $ref: "#/components/examples/ResponseExample6" ErrorResponse400: description: "400: Bad Request" content: application/json: schema: $ref: "#/components/schemas/ErrorResponse" examples: ErrorExample1: $ref: "#/components/examples/ErrorExample1" schemas: ResponseInvestments: type: object description: Response containing investment results and metadata. properties: investments: type: array description: List of investments returned by the query. items: $ref: "#/components/schemas/ResponseInvestment" metadata: $ref: "#/components/schemas/ResponseInvestmentsMetadata" required: - investments - metadata ErrorResponse: title: ErrorResponse type: object properties: statusCode: type: string description: Indicates the HTTP status code. example: 400 errorCode: type: string description: Indicates the unique error identifier. example: 400.InvestmentDetails.020 message: type: string description: Description of the error. example: Invalid source input for CountryAvailableForSaleCode requestId: type: string description: Indicates the unique request identifier. example: 6631c374-2331-4c7e-b6f2-d0c0079f6ee description: Status 400 Code and Message ResponseInvestment: type: object description: Investment entry returned as part of the universe lookup. additionalProperties: true properties: identifiers: $ref: "#/components/schemas/ResponseInvestmentsIdentifiers" companyInformation: $ref: "#/components/schemas/DataModelCompanyInformation" delistInformation: $ref: "#/components/schemas/DataModelDelistInformation" shareClassInformation: $ref: "#/components/schemas/DataModelShareClassInformation" basicReference: $ref: "#/components/schemas/DataModelBasicReference" ResponseInvestmentsMetadata: title: ResponseInvestmentsMetadata type: object properties: time: description: Time response was returned. example: 2025-10-02T10:54:36.9161062Z type: string format: date-time requestId: description: Unique identifier of a request. type: string example: 7ccd91c0-6146-4256-8aba-3a1f2e5d0203 paginationTokenNext: type: string description: Token to fetch next page of results. example: CNOAQhoJKQBIuTktAQAAGhU6E3RlYW0gcGFydG5lcnMgZ3JvdXAaDDoKMHAwMDAwYTZ6dCIMOgowUDAwMDBBNlpU paginationTokenPrevious: type: string description: Token to fetch previous page of results. example: CKDjNhoJKQBIuTktAQAAGg06C2dkZiBzdWV6IHNhGgw6CjBwMDAwMDl3cW8iDDoKMFAwMDAwOVdRTw== totalCount: type: integer description: Total number of results found. example: 2162 format: int32 exchanges: type: array description: Exchange and MIC codes account is entitled for. items: $ref: "#/components/schemas/ResponseInvestmentsMetadataExchanges" nullable: true countryAvailableForSale: description: Countries for which account is entitled for. type: array items: type: string nullable: true domiciles: description: Countries for which account is entitled. type: array items: type: string nullable: true ResponseInvestmentsIdentifiers: type: object description: Investment identifiers. properties: performanceId: type: string description: Morningstar Performance ID. example: 0P0001MIXG DataModelCompanyInformation: type: object properties: businessCountryCode: $ref: "#/components/schemas/DataPointString" canNaics: type: integer description: An acronym for North American Industry Classification System (NAICS) specific to Canada; a 6-digit numerical classification assigned to individual companies. NAICS was developed jointly by the U.S.; Canada; and Mexico to provide new comparability in statistics about business activity across North America. It was intended to replace the U.S. Standard Industrial Classification (SIC) system. The initial SIC and NAICS listed is the Primary code based on revenue generation; followed by Secondary SIC and NAICS when applicable. Both SIC and NAICS are manually collected and assigned. format: int64 nullable: true cik: type: string description: "" nullable: true companyStatus: $ref: "#/components/schemas/DataPointString" domicileCountryCode: $ref: "#/components/schemas/DataPointString" expectedFiscalYearEnd: type: string description: The upcoming expected year end for the company; it is calculated based on the current year end (from latest available annual report) + 1 year nullable: true fiscalYearEnd: $ref: "#/components/schemas/DataPointIntegerLong" globalTemplateIndustryTemplateCode: $ref: "#/components/schemas/DataPointString" industryClassificationEffectiveDate: type: string description: The effective date when the Morningstar Industry Classification is updated for the company nullable: true ipoType: type: string description: This data point identifies two different processes a company can take to raise capital by listing shares on a public exchange; Initial public offering (Traditional IPO) and Direct Listing. IPO is the most common and traditional route; in which new shares are created; underwritten; and sold to the public. In a Direct Listing; no new shares are created; and only existing outstanding shares are sold with no underwriters involved. Traditional IPO and Direct Listing are the 2 types available starting in September 2021. For historical data prior to September 2021; Traditional IPO is not available; the 2 possible values prior to September 2021 are Null and Direct Listing. nullable: true isBusinessDevelopmentCompany: $ref: "#/components/schemas/DataPointBoolean" isic: type: string description: An acronym for International Standard Industrial Classification (ISIC); which was developed by the United Nations; and is the international reference classification of productive activities. Its main purpose is to provide a set of activity categories that can be utilized for the collection and reporting of statistics according to such activities. The majority of countries around the world have used ISIC as their national activity classification or have developed national classifications derived from ISIC. nullable: true isLimitedLiabilityCompany: $ref: "#/components/schemas/DataPointBoolean" isLimitedPartnership: $ref: "#/components/schemas/DataPointBoolean" isMasterLimitedPartnership: $ref: "#/components/schemas/DataPointBoolean" isReit: $ref: "#/components/schemas/DataPointBoolean" isShellCompany: $ref: "#/components/schemas/DataPointBoolean" isSpecialPurposeAcquisitionCompany: $ref: "#/components/schemas/DataPointBoolean" legalName: type: string description: The full name of the registrant as specified in its charter; and most often found on the front cover of the 10K/10Q/20F filings or annual report nullable: true legalNameLanguageCode: type: string description: 3-character language code for the foreign legal name if/when applicable nullable: true lei: type: string description: The Legal Entity Identifier (LEI) is a 20-character; alpha-numeric code based on the ISO 17442 standard developed by the International Organization for Standardization (ISO). It connects to key reference information that enables clear and unique identification of legal entities participating in financial transactions. nullable: true morningstarIndustryCode: $ref: "#/components/schemas/DataPointIntegerLong" morningstarIndustryGroupCode: $ref: "#/components/schemas/DataPointIntegerLong" morningstarSectorCode: $ref: "#/components/schemas/DataPointIntegerLong" morningstarSuperSectorCode: $ref: "#/components/schemas/DataPointIntegerLong" nace: type: string description: NACE is a European standard classification of economic activities maintained by Eurostat that is similar to SIC and NAICS in North America. The NACE code is 5 characters long; is arranged in the following format 00.00 and provides the framework for collecting and presenting a large range of statistical data according to economic activity. The use of NACE is mandatory within the European Statistical System. nullable: true naics: type: integer description: An acronym for North American Industry Classification System (NAICS); a 6-digit numerical classification assigned to individual companies. NAICS was developed jointly by the U.S.; Canada; and Mexico to provide new comparability in statistics about business activity across North America. It was intended to replace the U.S. Standard Industrial Classification (SIC) system. The initial SIC and NAICS listed is the Primary code based on revenue generation; followed by Secondary SIC and NAICS when applicable. Both SIC and NAICS are manually collected and assigned. format: int64 nullable: true operationStatus: $ref: "#/components/schemas/DataPointString" shortName: type: string description: "25-character max abbreviated name of the firm: In most cases; the short name will simply be the Legal Name less the Corporation; Corp.; Inc.; Incorporated; etc." nullable: true sic: type: integer description: An acronym for Standard Industrial Classification System (SIC); it is a system for classifying a business according to economic activity format: int64 nullable: true standardName: type: string description: Standard name for the entity nullable: true stateOrCountryOfIncorporation: $ref: "#/components/schemas/DataPointString" usaNaics: type: integer description: An acronym for North American Industry Classification System (NAICS) specific to the United States; a 6-digit numerical classification assigned to individual companies. NAICS was developed jointly by the U.S.; Canada; and Mexico to provide new comparability in statistics about business activity across North America. It was intended to replace the U.S. Standard Industrial Classification (SIC) system. The initial SIC and NAICS listed is the Primary code based on revenue generation; followed by Secondary SIC and NAICS when applicable. Both SIC and NAICS are manually collected and assigned. format: int64 nullable: true webAddress: type: string description: Indicates website address of company's contact information nullable: true yearOfEstablishment: type: integer description: The year a company was founded format: int64 nullable: true additionalProperties: false DataModelDelistInformation: type: object properties: delistingDate: type: string description: The effective date on which a security was delisted from an exchange nullable: true additionalProperties: false DataModelShareClassInformation: type: object properties: commonShareSubType: type: string description: Refers to the type of securities that can be found within the equity database. For the vast majority; this value will populate as null for regular common shares. For a minority of share classes; this will populate as either Participating Preferred; Closed-End Fund; Foreign Share; or Foreign Participated Preferred which reflects our limited coverage of these types of securities within our equity database. nullable: true conversionRatio: type: number description: The relationship between the chosen share class and the primary share class format: double nullable: true cusip: type: string description: "" nullable: true directInvest: $ref: "#/components/schemas/DataPointBoolean" dividendReinvest: $ref: "#/components/schemas/DataPointBoolean" drRatio: type: number description: The number of underlying common shares backing each depositary receipt (DR) traded. format: double nullable: true exchangeCode: type: string description: A symbol for the stock exchange name; usually consisting of 3 to 5 characters; examples include NYSE; NAS; LSE; OTCBB ($$$ is used for private/unlisted securities) nullable: true exchangeSubMarketGlobalId: type: string description: Indicates a different marketplace or the different market tiers within a stock exchange. nullable: true investmentId: type: string description: Morningstar Issuer Id/ Investment Id nullable: true investmentName: type: string description: Morningstar standard investment name nullable: true investmentPrimaryIssuer: $ref: "#/components/schemas/DataPointString" investmentStatus: type: integer description: "0: obsolete1: active9: other" format: int32 nullable: true investmentType: type: string description: "The abbreviation for investment type classifications: Equity (EQ); Depositary Receipt (DR); Preferred Equity (PE); Unlisted Equity (UE)" nullable: true ipoDate: type: string description: The initial day that the share begins trading on a public exchange nullable: true ipoOfferPrice: type: number description: Indicates the price at which an issuer sells its shares under an initial public offering (IPO). The offer price is set by the issuer and its underwriters. format: double nullable: true ipoOfferPriceRange: type: string description: The estimated offer price range (low-high) for a new IPO. The field should be used until the final IPO price becomes available; as populated in the data field IPO Offer Price. nullable: true isDr: type: boolean description: "Indicates if the share class is a depositary receipt: TRUE denotes it is an ADR or GDR; otherwise FALSE" nullable: true isin: type: string description: "" nullable: true isMainShare: $ref: "#/components/schemas/DataPointBoolean" isPrimaryPerformanceId: $ref: "#/components/schemas/DataPointBoolean" marketSymbol: type: string description: An arrangement of characters representing a particular security listed on an exchange or traded publicly generated and maintained by market data (also known as Realtime). For example; Morningstar's market symbol is 126.1.MORN where 126 refers to Realtime exchange code for NASDAQ; 1 refers to security type equity; and the last set of characters refers to company's actual symbol. nullable: true parValue: type: number description: Nominal value of a security determined by the issuing company format: double nullable: true performanceStatus: $ref: "#/components/schemas/DataPointString" securityType: type: string description: "Indicates security type classification at the share class level: Common Stock (ST00000001); Preferred Stock (ST00000002); Industry (ST00000003); Index (ST00000004); ETF (ST00000005); Closed-end Fund (ST00000006); Investment Trusts (ST00000007); Note (ST00000009); Warrant (ST00000008); Units (ST000000A1); Rights (ST000000B1); Unlisted Common (ST000000C1); Unlisted Preferred (ST000000C2)" nullable: true sedol: type: string description: The stock exchange daily official list (SEDOL) is a seven-character identification code assigned by the London Stock Exchange. For securities issued in the UK the Sedol may be converted to an ISIN. nullable: true segmentMicCode: type: string description: "Indicates the Exchange ISO Market Segment Identifier Code (MIC). Reference: https://www.iso20022.org/market-identifier-codes ($$$ is used for private/unlisted securities)" nullable: true symbol: type: string description: "An arrangement of characters (often letters) representing a particular security listed on an exchange or otherwise traded publicly: Note that Morningstar's multi-share class symbols will often contain a period within the symbol; e.g. BRK.B for Berkshire Hathaway Class B" nullable: true tradingCurrency: type: string description: 3 Character ISO code of the currency that the exchange price is denominated in; i.e. the trading currency of the security nullable: true tradingStatus: $ref: "#/components/schemas/DataPointString" underlyingDrIssuerId: type: string description: "" nullable: true additionalProperties: false DataModelBasicReference: type: object properties: assetsUnderAdvisementDate: type: string description: "" nullable: true associatedShareClass: type: string description: "" nullable: true baseCurrency: $ref: "#/components/schemas/DataPointString" baseUnit: type: number description: "" format: double nullable: true brandingCompanyAsOfDate: type: string description: "" nullable: true brandingName: type: string description: "" nullable: true brandingNameId: type: string description: "" nullable: true caFundCode: type: string description: "" nullable: true countryAfsPerformanceLevel: type: array items: $ref: "#/components/schemas/DataPointString" description: "" nullable: true countryAvailableForSale: type: array items: $ref: "#/components/schemas/DataPointString" description: "" nullable: true countryRegisteredForSale: $ref: "#/components/schemas/DataPointString" custodianFee: type: number description: "" format: double nullable: true custodianFeeAmountCn: type: integer description: "" format: int32 nullable: true delistingDate: type: string description: "" nullable: true domicile: $ref: "#/components/schemas/DataPointString" domicileCountry: $ref: "#/components/schemas/DataPointString" externalManagementCompany: type: string description: "" nullable: true firmLegalStructure: $ref: "#/components/schemas/DataPointString" firmName: type: string description: "" nullable: true firmNameId: type: string description: "" nullable: true firmType: $ref: "#/components/schemas/DataPointString" fundCode: type: string description: "" nullable: true fundid: type: string description: "" nullable: true fundLegalName: type: string description: "" nullable: true fundLegalStructure: $ref: "#/components/schemas/DataPointString" fundStandardName: type: string description: "" nullable: true germanWkn: type: string description: "" nullable: true grossAssetsCurrency: $ref: "#/components/schemas/DataPointString" iaPrimaryShareClass: $ref: "#/components/schemas/DataPointString" inceptionDate: type: string description: "" nullable: true inceptionDateOfFundSOldestShareClass: type: string description: "" nullable: true indexFamilyId: type: string description: "" nullable: true indexFamilyName: type: string description: "" nullable: true investmentType: $ref: "#/components/schemas/DataPointString" ipoAssetRaised: type: number description: "" format: double nullable: true ipoEndDate: type: string description: "" nullable: true ipoStartDate: type: string description: "" nullable: true isin: type: string description: "" nullable: true itaCode: type: string description: "" nullable: true latestAccountingDate: type: string description: "" nullable: true legalName: type: string description: "" nullable: true lifeTriggerEventDate: type: string description: "" nullable: true lifeTriggerEventType: $ref: "#/components/schemas/DataPointString" listingDate: type: string description: "" nullable: true localFirmNameJp: type: string description: "" nullable: true localFirmNameKr: type: string description: "" nullable: true localFirmShortNameJp: type: string description: "" nullable: true localFundLegalNameKr: type: string description: "" nullable: true localLegalNameJp: type: string description: "" nullable: true localLegalNameKr: type: string description: "" nullable: true localNameAfrikaans: type: string description: "" nullable: true localNameCn: type: string description: "" nullable: true localNameHebrew: type: string description: "" nullable: true localNameHk: type: string description: "" nullable: true localNameJp: type: string description: "" nullable: true localNameKr: type: string description: "" nullable: true localNameSg: type: string description: "" nullable: true localNameThai: type: string description: "" nullable: true localNameTw: type: string description: "" nullable: true masterFundid: type: string description: "" nullable: true masterPortfolioId: type: integer description: "" format: int32 nullable: true maximumSwingFactorDownwards: type: number description: "" format: double nullable: true maximumSwingFactorUpwards: type: number description: "" format: double nullable: true mexCode: type: string description: "" nullable: true name: type: string description: "" nullable: true nameOfFundSOldestShareClass: type: string description: "" nullable: true obsoleteDate: type: string description: "" nullable: true obsoleteType: $ref: "#/components/schemas/DataPointString" oldestShareClass: $ref: "#/components/schemas/DataPointString" operationsDataReady: $ref: "#/components/schemas/DataPointString" performanceDataReady: $ref: "#/components/schemas/DataPointString" performanceId: type: string description: "" nullable: true performanceStartDate: type: string description: "" nullable: true pieConversionDate: type: string description: "" nullable: true portfolioCurrency: $ref: "#/components/schemas/DataPointString" portfolioDataReady: $ref: "#/components/schemas/DataPointString" portfolioDate: type: string description: "" nullable: true previousNameOfFirm: type: string description: "" nullable: true priceDataReady: $ref: "#/components/schemas/DataPointString" primaryShare: $ref: "#/components/schemas/DataPointString" priorFirmName: type: string description: "" nullable: true productFocus: $ref: "#/components/schemas/DataPointString" regionOfSale: $ref: "#/components/schemas/DataPointString" registrationDateTw: type: string description: "" nullable: true restructureDate: type: string description: "" nullable: true secidForImport: type: string description: "" nullable: true seriesName: type: string description: "" nullable: true shareClassType: $ref: "#/components/schemas/DataPointString" sharesPercDateCn: type: string description: "" nullable: true status: $ref: "#/components/schemas/DataPointString" swissValor: type: string description: "" nullable: true ticker: type: string description: "" nullable: true tickerOfFundSOldestShareClass: type: string description: "" nullable: true underlyingFundInceptionDate: type: string description: "" nullable: true underlyingFundName: type: string description: "" nullable: true underlyingFundSecid: type: string description: "" nullable: true usHeadquarters: type: string description: "" nullable: true valuationCountry: $ref: "#/components/schemas/DataPointString" virtualClass: $ref: "#/components/schemas/DataPointString" additionalProperties: false ResponseInvestmentsMetadataExchanges: title: ResponseInvestmentsMetadataExchanges type: object properties: exchangeCode: description: Exchange code. example: SWA readOnly: true micCode: description: Market Identifier Code (MIC). type: string example: XSWA DataPointString: title: DataPointString type: object properties: value: type: string nullable: true code: type: string nullable: true additionalProperties: false DataPointIntegerLong: title: DataPointIntegerLong type: object properties: value: type: string nullable: true code: type: integer format: int64 nullable: true additionalProperties: false DataPointBoolean: title: DataPointBoolean type: object properties: value: type: string nullable: true code: type: boolean nullable: true additionalProperties: false examples: ResponseExample1: summary: Get Equities Universe Entitlements description: >- - Response when input is `GET /investments`. - `equities` is the source type so a `source` value does not need to be specified. value: investments: [] metadata: requestId: 68511d05-3d2e-480c-ae88-a14be0948f03 time: 2026-02-26T12:19:15.8950456Z exchanges: - exchangeCode: SWA micCode: XSWA - exchangeCode: XTER micCode: XETR - exchangeCode: KAR micCode: XKAR - exchangeCode: ZAG micCode: XZAG - exchangeCode: MTAH micCode: MTAH - exchangeCode: BJSE micCode: BJSE - exchangeCode: OVSE micCode: XLIT countryAvailableForSale: - ABW - AFG - AGO - AIA - ALA - ALB - AND - ANT - ARE - ARG - ARM - ASM - CYM domiciles: - ABW - AFG - AGO - AIA - ALA - ALB - AND - ANT - ARE - ARG - ARM - ASM - CYM ResponseExample2: summary: Filter Equities Universe by Primary Filter description: >- - Response when input is `GET /investments?source=equities&exchangeCode=XTER&pageSize=5`. - Secondary filters can be applied in addition to the primary filter. value: investments: - companyInformation: cik: "1445930" companyStatus: value: Public code: U companyId: 0C000007ZR globalTemplateIndustryTemplateCode: value: Bank code: B legalName: (주)KB금융지주 legalNameLanguageCode: KOR lei: 529900TKE4MXG3Q6GW86 operationStatus: value: Normal code: N shortName: KB Financial Group standardName: KB Financial Group Inc shareClassInformation: exchangeCode: XTER investmentId: E0KOR01R2U investmentStatus: 1 investmentType: DR isDr: true isin: US48241A1051 isMainShare: value: NO code: false isPrimaryPerformanceId: value: NO code: false marketSymbol: 213.1.KBIA performanceStatus: value: Deactive code: D securityType: ST00000001 segmentMicCode: XETR symbol: KBIA tradingCurrency: EUR identifiers: performanceId: 0P0000CJZY - companyInformation: cik: "1263043" companyStatus: value: Public code: U companyId: 0C00000KVZ globalTemplateIndustryTemplateCode: value: Bank code: B legalName: (주)신한금융지주회사 legalNameLanguageCode: KOR lei: 988400EB8A6G49E5KO54 operationStatus: value: Normal code: N shortName: Shinhan Finl Gr standardName: Shinhan Financial Group Co Ltd shareClassInformation: exchangeCode: XTER investmentId: E0USA04B6P investmentStatus: 1 investmentType: DR isDr: true isin: US8245961003 isMainShare: value: NO code: false isPrimaryPerformanceId: value: NO code: false marketSymbol: 213.1.KSF1 performanceStatus: value: Deactive code: D securityType: ST00000001 segmentMicCode: XETR symbol: KSF1 tradingCurrency: EUR identifiers: performanceId: 0P0000T7Z0 - companyInformation: cik: "1266467" companyStatus: value: Public code: U companyId: 0C000009MK globalTemplateIndustryTemplateCode: value: Normal code: N legalName: (주)웹젠 legalNameLanguageCode: KOR operationStatus: value: Normal code: N shortName: Webzen standardName: Webzen Inc delistInformation: - delistingDate: 2019-06-10 shareClassInformation: exchangeCode: XTER investmentId: E0KOR01R38 investmentStatus: 0 investmentType: DR isDr: true isin: US94846M1027 isMainShare: value: NO code: false isPrimaryPerformanceId: value: NO code: false marketSymbol: 213.1.WZN performanceStatus: value: Deactive code: D securityType: ST00000001 segmentMicCode: XETR symbol: WZN tradingCurrency: EUR identifiers: performanceId: 0P0000AZ63 - companyInformation: cik: "892450" companyStatus: value: Public code: U companyId: 0C00000808 globalTemplateIndustryTemplateCode: value: Normal code: N legalName: (주)케이티 legalNameLanguageCode: KOR lei: 9884005ACF8449EANY26 operationStatus: value: Normal code: N shortName: KT standardName: KT Corp shareClassInformation: exchangeCode: XTER investmentId: E0KOR011MM investmentStatus: 1 investmentType: DR isDr: true isin: US48268K1016 isMainShare: value: NO code: false isPrimaryPerformanceId: value: NO code: false marketSymbol: 213.1.KTC performanceStatus: value: Deactive code: D securityType: ST00000001 segmentMicCode: XETR symbol: KTC tradingCurrency: EUR identifiers: performanceId: 0P0000BKDX - companyInformation: companyStatus: value: Public code: U companyId: 0C00003BHU globalTemplateIndustryTemplateCode: value: Normal code: N legalName: (주)케이티앤지 legalNameLanguageCode: KOR lei: 988400ZJV6ISYBLQX875 operationStatus: value: Normal code: N shortName: KT&G standardName: KT&G Corp shareClassInformation: exchangeCode: XTER investmentId: F000000WED investmentStatus: 1 investmentType: DR isDr: true isin: US48268G1004 isMainShare: value: NO code: false isPrimaryPerformanceId: value: NO code: false marketSymbol: 213.1.KTOA performanceStatus: value: Deactive code: D securityType: ST00000001 segmentMicCode: XETR symbol: KTOA tradingCurrency: KRW identifiers: performanceId: 0P0000BDWX metadata: paginationTokenNext: CJjVEBoTOhE3YyBzb2xhcnBhcmtlbiBhZxoMOgowcDAwMDE4MXp4Igw6CjBQMDAwMTgxWlg= totalCount: 11171 requestId: 1bb636c2-f182-420c-bea2-9a0f46b53ab7 time: 2026-02-26T12:35:39.1288129Z exchanges: - exchangeCode: SWA micCode: XSWA - exchangeCode: XTER micCode: XETR - exchangeCode: KAR micCode: XKAR - exchangeCode: ZAG micCode: XZAG - exchangeCode: MTAH micCode: MTAH - exchangeCode: BJSE micCode: BJSE - exchangeCode: OVSE micCode: XLIT countryAvailableForSale: - ABW - AFG - AGO - AIA - ALA - ALB - AND - ANT - ARE - ARG - ARM - ASM - CYM ResponseExample3: summary: Get Managed Investments Universe Entitlements description: |- - Response when input is `GET /investments?source=managedInvestments`. - `source` is a required parameter. value: investments: [] metadata: requestId: 19869bfc-fb97-4517-b19b-a212df8f6e4c time: 2026-02-26T12:40:36.1819168Z countryAvailableForSale: - ABW - AFG - AGO - BLR - BLZ - BMU - BOL - BRA - BRB - BRN - BTN - BVT - BWA - COK - COL - COM - CPV - CRI - CSK - CUB - CUW - CXR - CYP - USA domiciles: - ABW - AFG - AGO - AIA - ALA - ALB - AND - ANT - ARE - ARG - ARM - ASM - CYM - USA ResponseExample4: summary: Filter Managed Investments by Primary Filter. description: >- Response when input is - `GET /investments?source=managedInvestments&countryAvailableForSaleCode=USA&pageSize=5` - `GET /investments?source=managedinvestments&domicileCode=USA&pageSize=5`. value: investments: - basicReference: baseCurrency: value: US Dollar code: USD brandingCompanyAsOfDate: 2026-01-31 00:00:00.0 brandingName: Volatility Shares brandingNameId: BN00000N8G countryAfsPerformanceLevel: - value: United States countryAvailableForSale: - value: United States code: USA countryRegisteredForSale: value: USA:United States domicile: value: United States code: USA firmName: VS TRUST firmNameId: 0C0000CCAB fundid: FS0000HDJV fundLegalName: -1x Short VIX Futures ETF fundLegalStructure: value: Grantor Trust code: "28" fundStandardName: -1x Short VIX Futures ETF inceptionDate: 2022-03-28 inceptionDateOfFundSOldestShareClass: 2022-03-28 investmentType: value: Exchange-Traded Fund code: FE isin: US92891H1014 secId: F00001DC2E legalName: -1x Short VIX Futures ETF listingDate: 2022-03-30 masterPortfolioId: 2834999 name: -1x Short VIX Futures ETF nameOfFundSOldestShareClass: -1x Short VIX Futures ETF oldestShareClass: value: Yes code: "1" operationsDataReady: value: Yes code: "1" performanceDataReady: value: Yes code: "1" performanceId: 0P0001O9X4 performanceStartDate: 2022-03-28 portfolioCurrency: value: US Dollar code: USD portfolioDataReady: value: Yes code: "1" portfolioDate: 2026-02-23 priceDataReady: value: Yes code: "1" primaryShare: value: "1" regionOfSale: value: United States code: USA secidForImport: F00001DC2E ticker: SVIX tickerOfFundSOldestShareClass: SVIX usHeadquarters: Volatility Shares LLC, 2000 PGA Boulevard, Suite 4440 virtualClass: value: No code: "1" identifiers: securityId: F00001DC2E - basicReference: baseCurrency: value: US Dollar code: USD brandingCompanyAsOfDate: 2026-01-31 00:00:00.0 brandingName: BlackRock brandingNameId: BN0000088H countryAfsPerformanceLevel: - value: United States countryAvailableForSale: - value: United States code: USA domicile: value: United States code: USA firmName: BlackRock Institutional Trust Co NA firmNameId: 0C00004HR3 fundid: FS0000JPDN fundLegalName: 0-5 Year U.S. TIPS Non-Lendable Fund F fundLegalStructure: value: CIT code: "43" fundStandardName: 0-5 Year U.S. TIPS Non-Lendable Fund F inceptionDate: 2025-06-02 inceptionDateOfFundSOldestShareClass: 2025-06-02 indexFamilyId: 0C0000AOSP indexFamilyName: Bloomberg Index investmentType: value: Collective Investment Trusts code: CZ isin: US09263J7476 secId: F00001QTKI legalName: 0-5 Year U.S. TIPS Non-Lendable Fund F localFirmNameJp: ブラックロック・インスティテューショナル・トラスト・カンパニー・エヌ・エイ masterPortfolioId: 3440841 name: 0-5 Year U.S. TIPS Non-Lendable Fund F nameOfFundSOldestShareClass: 0-5 Year U.S. TIPS Non-Lendable Fund F oldestShareClass: value: Yes code: "1" operationsDataReady: value: Yes code: "1" performanceDataReady: value: Yes code: "1" performanceId: 0P0001VPYJ performanceStartDate: 2025-05-31 portfolioCurrency: value: US Dollar code: USD portfolioDataReady: value: Yes code: "1" portfolioDate: 2025-12-31 priceDataReady: value: Yes code: "1" secidForImport: F00001QTKI usHeadquarters: BlackRock Institutional Trust Company, N.A., 400 Howard Street, San Francisco, CA 94105, US virtualClass: value: No code: "1" identifiers: securityId: F00001QTKI - basicReference: baseCurrency: value: US Dollar code: USD brandingCompanyAsOfDate: 2026-01-31 00:00:00.0 brandingName: BlackRock brandingNameId: BN0000088H countryAfsPerformanceLevel: - value: United States countryAvailableForSale: - value: United States code: USA domicile: value: United States code: USA firmName: BlackRock Institutional Trust Co NA firmNameId: 0C00004HR3 fundid: FS0000I9ZR fundLegalName: 0-5 Year U.S. Treasury Inflation Protected Securities Fund F fundLegalStructure: value: CIT code: "43" fundStandardName: 0-5 Yr US TIPS Fd F inceptionDate: 2015-07-31 inceptionDateOfFundSOldestShareClass: 2015-07-31 indexFamilyId: 0C0000AOSP indexFamilyName: Bloomberg Index investmentType: value: Collective Investment Trusts code: CZ isin: US09258C3198 secId: F00001G5Y7 latestAccountingDate: 2022-12-31 00:00:00.0 legalName: 0-5 Year U.S. Treasury Inflation Protected Securities Fund F localFirmNameJp: ブラックロック・インスティテューショナル・トラスト・カンパニー・エヌ・エイ masterPortfolioId: 1064068 name: 0-5 Yr US TIPS Fd F nameOfFundSOldestShareClass: 0-5 Yr US TIPS Fd F oldestShareClass: value: Yes code: "1" operationsDataReady: value: Yes code: "1" performanceDataReady: value: Yes code: "1" performanceId: 0P0001R3BS performanceStartDate: 2015-07-31 portfolioCurrency: value: US Dollar code: USD portfolioDataReady: value: Yes code: "1" portfolioDate: 2025-12-31 priceDataReady: value: Yes code: "1" productFocus: value: Institutional code: "1" secidForImport: F00001G5Y7 sharesPercDateCn: 2022-12-31 usHeadquarters: BlackRock Institutional Trust Company, N.A., 400 Howard Street, San Francisco, CA 94105, US virtualClass: value: No code: "1" identifiers: securityId: F00001G5Y7 - basicReference: baseCurrency: value: US Dollar code: USD countryAfsPerformanceLevel: - value: United States countryAvailableForSale: - value: United States code: USA countryRegisteredForSale: value: USA:United States domicile: value: Cayman Islands code: CYM firmName: 1 Main Capital Management, LLC firmNameId: 0C0000DORK fundid: FS0000IP81 fundLegalName: 1 MAIN CAPITAL PARTNERS, LTD.. fundLegalStructure: value: Partnership (3C1) code: "01" fundStandardName: 1 Main Capital Partners.. inceptionDate: 2018-01-24 inceptionDateOfFundSOldestShareClass: 2018-01-24 investmentType: value: Hedge Fund code: FH secId: F00001EPCJ legalName: 1 MAIN CAPITAL PARTNERS L.P. name: 1 MAIN CAPITAL PARTNERS L.P. nameOfFundSOldestShareClass: 1 MAIN CAPITAL PARTNERS L.P. oldestShareClass: value: Yes code: "1" operationsDataReady: value: No code: "0" performanceDataReady: value: No code: "0" performanceId: 0P0001Q1XY performanceStartDate: 2018-01-24 portfolioDataReady: value: No code: "0" priceDataReady: value: No code: "0" regionOfSale: value: United States code: USA secidForImport: F00001EPCJ usHeadquarters: 270 Lafayette Street virtualClass: value: No code: "1" identifiers: securityId: F00001EPCJ - basicReference: baseCurrency: value: US Dollar code: USD countryAfsPerformanceLevel: - value: United States countryAvailableForSale: - value: United States code: USA domicile: value: United States code: USA firmName: XChangeFund firmNameId: 0C0000LCZF fundid: FS0000JQ03 fundLegalName: 1 XCF Incubator fundLegalStructure: value: Partnership (3C1) code: "01" fundStandardName: 1 XCF Incubator inceptionDate: 2025-05-22 investmentType: value: Hedge Fund code: FH secId: F00001QWJ6 legalName: 1 XCF Incubator name: 1 XCF Incubator oldestShareClass: value: No code: "0" operationsDataReady: value: No code: "0" performanceDataReady: value: No code: "0" performanceId: 0P0001VT5Y performanceStartDate: 2025-05-22 portfolioDataReady: value: No code: "0" priceDataReady: value: No code: "0" regionOfSale: value: United States code: USA secidForImport: F00001QWJ6 usHeadquarters: 91 S Drupe Ln virtualClass: value: No code: "1" identifiers: securityId: F00001QWJ6 metadata: paginationTokenNext: WyIxIFhDRiBJbmN1YmF0b3IiLCJGMDAwMDFRV0o2Il0= totalCount: 441961 requestId: ed74051f-5274-4eee-9ef6-21fc754823b5 time: 2026-02-26T12:46:12.1182492Z countryAvailableForSale: - ABW - AFG - AGO - BLR - BLZ - BMU - BOL - BRA - BRB - BRN - BTN - BVT - BWA - COK - COL - COM - CPV - CRI - CSK - CUB - CUW - CXR - CYP - USA domiciles: - ABW - AFG - AGO - AIA - ALA - ALB - AND - ANT - ARE - ARG - ARM - ASM - CYM - USA ResponseExample5: summary: "Pagination: Initial Request" description: >- - Response when input is `GET /investments?source=equities&exchangeCode=XTER&pageSize=1`. - A `paginationTokenNext` value is returned. Use in subsequent request to fetch the next page of results. - In subsequent request, all other inputs must be the same as those passed in the initial request. value: investments: - companyInformation: cik: "1445930" companyStatus: value: Public code: U companyId: 0C000007ZR globalTemplateIndustryTemplateCode: value: Bank code: B legalName: (주)KB금융지주 legalNameLanguageCode: KOR lei: 529900TKE4MXG3Q6GW86 operationStatus: value: Normal code: N shortName: KB Financial Group standardName: KB Financial Group Inc shareClassInformation: exchangeCode: XTER investmentId: E0KOR01R2U investmentStatus: 1 investmentType: DR isDr: true isin: US48241A1051 isMainShare: value: NO code: false isPrimaryPerformanceId: value: NO code: false marketSymbol: 213.1.KBIA performanceStatus: value: Deactive code: D securityType: ST00000001 segmentMicCode: XETR symbol: KBIA tradingCurrency: EUR identifiers: performanceId: 0P0000CJZY metadata: paginationTokenNext: CLf5DxoROg9hIHRvdXRl totalCount: 11171 requestId: 1bb636c2-f182-420c-bea2-9a0f46b53ab7 time: 2026-02-26T12:35:39.1288129Z exchanges: - exchangeCode: SWA micCode: XSWA - exchangeCode: XTER micCode: XETR - exchangeCode: KAR micCode: XKAR - exchangeCode: ZAG micCode: XZAG - exchangeCode: MTAH micCode: MTAH - exchangeCode: BJSE micCode: BJSE - exchangeCode: OVSE micCode: XLIT countryAvailableForSale: - ABW - AFG - AGO - AIA - ALA - ALB - AND - ANT - ARE - ARG - ARM - ASM - CYM ResponseExample6: summary: "Pagination: Subsequent Request - Page Forward" description: |- - Response when input is `GET /investments?source=equities&exchangeCode=XTER&pageSize=1&paginationTokenNext=CLf5DxoROg9hIHRvdXRl`. - Both a `paginationTokenNext` and `paginationTokenPrevious` value are returned. value: investments: - companyInformation: companyStatus: value: Private code: V companyId: 0C00006F23 globalTemplateIndustryTemplateCode: value: Normal code: N legalName: A Toute Vitesse legalNameLanguageCode: FRE lei: 9695004DQQKJRQJKUP89 operationStatus: value: Unknown/Unclassified code: K shortName: A Toute Vitesse standardName: A Toute Vitesse delistInformation: - delistingDate: 2022-12-30 shareClassInformation: exchangeCode: XPAR exchangeSubMarketGlobalId: EX$$$$XMLI investmentId: F000000TMY investmentStatus: 0 investmentType: EQ ipoDate: 2004-02-12 isDr: false isin: FR0010050773 isMainShare: value: YES code: true isPrimaryPerformanceId: value: YES code: true marketSymbol: 160.1.MLATV performanceStatus: value: Deactive code: D securityType: ST00000001 segmentMicCode: XPAR symbol: MLATV tradingCurrency: EUR tradingStatus: value: trading code: "0" identifiers: performanceId: 0P0000DKVQ metadata: paginationTokenNext: 5dyIMOgowUDAwMDA5VzlX paginationTokenPrevious: CLf5DxoROg9hIHRvdXRl totalCount: 11171 requestId: 029c6030-102e-4e67-9b30-b1feb4dbe5e9 time: 2026-02-26T12:53:19.3608212Z exchanges: - exchangeCode: SWA micCode: XSWA - exchangeCode: XTER micCode: XETR - exchangeCode: KAR micCode: XKAR - exchangeCode: ZAG micCode: XZAG - exchangeCode: MTAH micCode: MTAH - exchangeCode: BJSE micCode: BJSE - exchangeCode: OVSE micCode: XLIT countryAvailableForSale: - ABW - AFG - AGO - AIA - ALA - ALB - AND - ANT - ARE - ARG - ARM - ASM - CYM ErrorExample1: summary: 400 - Invalid Input value: statusCode: 400 errorCode: 400.investmentDetails.020 message: Invalid source input for domicileCode requestId: 539d62a5-3586-4070-965e-0f7f64712d79 securitySchemes: Bearer: type: http scheme: bearer bearerFormat: JWT description: Obtain a token via the Authentication API's `POST /token/oauth` endpoint. Tokens are valid for 60 minutes and reusable across requests. ```