Compute allocations

Computes allocation breakdowns (asset class, country, sector, currency exposure) for one or more securities (equities, ETFs and funds) identified by symbol, FIGI, or CUSIP.

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Sector Mapping Codes

SectorCode
Materials10
Others/MICSOT
Consumer Staples50
Consumer Discretionary40
Energy20
Financials80
Healthcare90
Industrials30
Real Estate85
Information Technology75
Telecommunication services70
Utilities60

Example use cases:

  • Analyze a mutual fund's sector exposure
  • Check an ETF's geographic diversification
  • Review a stock's industry classification
Body Params
securityIds
array of objects

List of instruments for which allocations should be computed.

securityIds
allocationTypes
array of strings

Allocation dimensions to compute for the requested instruments.

allocationTypes
Allowed:
Response

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