Search securities

GET

/v1/securities/search

Search the security master by ticker symbol or company name, optionally filtered by exchange and currency.
Use this to confirm a security's canonical Exchange code and CurrencyCode before adding a trade —
the Symbol and Exchange returned here are the exact values to pass to POST /v1/trades, and
a trade with a symbol/exchange that is not yet held creates the holding automatically.

Provide at least one of query or symbol. To search cryptocurrencies, set exchange=Crypto
(crypto coins live in a separate list from listed stocks/ETFs).

Request

Authorization

API Key

Add parameter in header

Authorization

Example:

Authorization: ********************

Query Params

Request Code Samples

Shell

JavaScript

Java

Swift

PHP

Python

HTTP

Objective-C

Ruby

OCaml

Dart

curl --location '/v1/securities/search?query=undefined&symbol=undefined&name=undefined&exchange=undefined&currency=undefined&limit=undefined' \
--header 'Authorization: <api-key>'

Responses

🟢200OK

application/json

Matching securities returned

Bodyapplication/json

Example

[
    {
        "symbol": "AAPL",
        "exchange": "NAS",
        "displayExchange": "NASDAQ",
        "name": "Apple Inc.",
        "currencyCode": "USD",
        "activelyListed": true
    }
]

🟠400Bad Request

🟠401Unauthorized

🔴500Server Error

Modified at 2026-06-29 01:28:55

Compute the trades that, applied to the portfolio, would move it toward the active (or specified) allocation model under the given user-supplied constraints. Pure deterministic math — not financial advice.

Pet