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  • APIs
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  • API Assistant MCP Server
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Table of Contents
  • Investment Details API
  • Getting Started
  • Core Concepts
  • Views
    • Get View IDs
  • Investment Details
    • Request Equity Data
    • Request Managed Investment Data
    • Request Portfolio Holdings Data
  • Quick Lookup
    • API Inputs
    • Error Messages
  • FAQs
  • Troubleshooting
  • Package-Specific Guides
    • Equity: Analyst Normalized Financials
    • Equity: Basic Details
    • Equity: Corporate Actions, Prices, Mergers and Acquisitions
    • Equity: Financials
    • Equity: Industry Specific Metrics
    • Equity: Ownership - Regulatory Reporting
    • Equity: Ownership Summary
    • Equity: Total Shares Outstanding
    • Equity: Transcripts
    • Full Portfolio Holdings Month End or Quarter End Most Recent
    • Quantitative Equity Rating Analysis

Core Concepts

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The Investment Details API retrieves a detailed profile for a single investment. This page explains terms used throughout the guide, so that requests and responses are easier to build and read.

Views

Data is requested by view. A view is a predefined set of data points with a unique identifier, the viewId, that you use to specify the data the API returns.

See the Views page for a detailed description and information about accessing view definitions.

On This Page
  1. Views
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