Securities

A security is a stock, a fund, a bond or another investment that an account can hold. The console shows your firm's securities on the Security Master page.

To get the securities with given symbols, with the allocation of each to your firm's risk levels, call Get securities by symbol. To find the securities whose symbol contains some text, call List securities that match a symbol.

List asset categories and List security types return the options of the Category and Security Type fields of the Security Master form.

📄️Get securities by symbol

Returns your firm's securities whose symbol or identifier is in `symbols`, in no set order. A value that matches no security is left out, so the response can hold fewer securities than you sent. Nothing is saved. Each value of `riskAllocation` is a percent from 0 to 100.

📄️List securities that match a symbol

Returns your firm's securities whose symbol contains `name`, those whose symbol starts with `name` first, then in order of symbol. Send `name` in capital letters, such as `VT`.

📄️List asset categories

Returns the asset categories of AdviceCloud, ordered by `fasttrackCategory`, then by `category`. The list is the same for every firm.

📄️List security types

Returns each security type that one or more of your firm's securities have, once, in order of name.