AutoShares API
  • What is AutoShares?
  • API Documentation
    • Quick Start Guide
    • API Overview
    • Authentication
      • Authenticate with AutoShares SSO/Auth0
      • Triggering authentication with /login
      • For logout scenario
    • Onboarding Users
      • Account Setup
        • Syntax
        • Add Account To User
        • Add Account To User By Username
        • Get All Accounts Of A User
        • Get All Users Of An Account
        • Get Account Info
        • Update Alias Account For Current User
        • Remove Account From User
        • Get User's Trading Settings
        • Get User's Exchanges
      • Access Agreements
    • Account Balances and Buying Power
      • Get Balance Information For A User
      • Get Account's Balance Info
      • Get Historical Account Value
    • Order Processing and Trading
      • Place Order
        • Syntax
      • Verify Order Placement
        • Syntax
      • Verify Order Replacement
        • Syntax
      • Replace Order
        • Syntax
      • Cancel an Order
        • Syntax
      • Get Order's Info
        • Syntax
      • Get Filtered Orders
        • Syntax
      • Validate Order by ID
      • Positions
        • Get User's Positions
          • Syntax
        • Get User's Positions in a Security
          • Syntax
        • Get Market Value of all Security Groups
      • Managing Transactions
        • Get Transactions
          • Syntax
    • Streaming Data and Quotes
      • Streaming API Endpoints
        • Get Streamers' Info
        • Recover a Streamer Session
      • Quotes
      • Orders
      • Positions
      • Watchlists
      • Account Balances
      • User Balance
      • Securities
        • Get Equity Info by Internal ID
          • Syntax
        • Get Equity Info by Ticker
          • Syntax
        • Get Equity Info by Mask
          • Syntax
        • Get Filtered Equities
          • Syntax
        • Get Option Info by Internal ID
          • Syntax
        • Get Option Info by Ticker
          • Syntax
        • Get Options Expiration Dates
          • Syntax
        • Get an Option Chain
        • Get Filtered Options
          • Syntax
        • Get Company Logo By Symbol
    • Historical Chart Data
      • Get Comparison Chart Data
        • Syntax
      • Get Candles and Indicators for a Security
        • Syntax
      • Get Chart Data in the Excel Format
        • Syntax
    • Price Alerts
      • Create Price Alert
        • Syntax
      • Delete Price Alert
        • Syntax
      • Get Specific Alert
        • Syntax
      • Get User's Price Alerts
        • Syntax
      • Modify Price Alert
        • Syntax
    • Watchlists
      • Add Security to Watchlist by ID
        • Syntax
      • Add Security to Watchlist by Ticker
        • Syntax
      • Create New Watchlist
        • Syntax
      • Delete Watchlist
        • Syntax
      • Get Specific Watchlist
        • Syntax
      • Get User's Watchlists
        • Syntax
      • Remove Security From Watchlist by ID
        • Syntax
      • Remove Security from Watchlist by Ticker
        • Syntax
      • Rename Watchlist
        • Syntax
      • News
        • Get News for a Security
        • Get Corporate Actions for a Security
    • [Webhooks and SDKs]
    • Wires, ACH, and Account Transfers
      • ACH Setup
        • Create A New ACH Relationship
        • Get an ACH Relationship
        • Modify an ACH Relationship
      • Deposit / Withdraw Funds
        • Deposit / Withdraw Funds via ACH
      • Get a Transfer's Info
        • Get an ACH Transfer's Info
        • Get All Transfers
    • Terms and Definitions
      • Part I
      • Part II
      • Part III
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  • Overview
  • Response
  • Common Mistakes
  1. API Documentation
  2. Streaming Data and Quotes
  3. Securities

Get Equity Info by Mask

Fetch information about a particular equity by providing a keyword that will be queried in all equities' symbol, exchange, and description fields.

Overview

This GET endpoint enables you to retrieve a list of securities with a certain pattern by specifying a keyword which will be queried in all equities' symbol, exchange, and description fields. All equities that feature the queried word (mask) in their ticker symbol or description will be returned in the JSON file as a response to the request.

There are five required parameters that must be provided in the request:

  1. Authorization (header). This is the authorization token from the very first token request. The value of this header must have the following format: Bearer BQ898r9fefi (Bearer + 1 space + the token).

  2. API version (path). Unless necessary, leave it at "1.0".

  3. mask (query). This is the target keyword that will be searched for in all equities' symbol, exchange, and description fields.

  4. count (query). This is the maximum number of equities that must be retrieved.

There's also one noteworthy optional parameter:

  • filter (query). This is a query used to retrieve only those equities that satisfy the conditions of the query. The following table outlines the parameter's syntax:

Syntax
Description
Example

Type=String

This query enables you to retrieve equities of a particular type

  • Type='MutualFund'

Type in (string1, string2, ...)

This query enables you to retrieve equities of multiple types

  • Type in ('MutualFund', 'CommonStock')

Here's the final template for this API request:

GET apiURL/v1.0/equities/lookup?mask=Apple&count=5&filter=Type%3D'MutualFund'

Response

In response to this API request, you'll receive a JSON file with all equities who feature the queried word in the symbol, exchange, or description fields.

[
    {
        "Id": 742349,
        "Symbol": "APLE",
        "Description": "Apple Hospitality REIT, Inc. Common Shares",
        "Exchange": "XNYS",
        "Currency": "USD",
        "AddedDate": "2016-05-04T13:32:42.358371Z",
        "ModifyDate": "2017-12-14T08:00:21.2018188Z",
        "Type": "CommonStock",
        "Precision": 2,
        "VolumePrecision": 0,
        "TickSize": 0.01,
        "Enabled": true,
        "AllowTrade": true,
        "AllowMargin": true,
        "AllowShort": true
    },
    {
        "Id": 4,
        "Symbol": "AAPL",
        "Description": "Apple Inc.",
        "Exchange": "XNAS",
        "Currency": "USD",
        "AddedDate": "2012-11-29T16:05:43.993Z",
        "ModifyDate": "2018-12-10T08:00:22.2867686Z",
        "Type": "CommonStock",
        "Precision": 2,
        "VolumePrecision": 0,
        "TickSize": 0.01,
        "Enabled": true,
        "AllowTrade": true,
        "AllowMargin": true,
        "AllowShort": true
    }
]

where:

Parameter
Description

Id

This is the internal ID of the security in AutoShares.

Symbol

This is the ticker symbol under which the security is listed on the exchange.

Description

Usually this is the full name of the underlying company.

Exchange

This is the exchange on which the security is listed.

Currency

This is the currency in which the security is denominated.

AddedDate

This is the date on which the security was added to the database.

ModifyDate

This is the date in which the security's information was last modified.

Type

This is the type of the security.

Precision

This is the number of decimal places in the security's price.

VolumePrecision

This is the number of decimal places in the security's trading volume (might be useful for cryptocurrencies).

TickSize

This is the minimum price change of the security. For example, if this property equals 0.01 for AAPL, the minimum price change for AAPL is 0.01 (150.67 —> 150.68, but not 150.675). For securities with the market price of less than $1, the TickSize is equal to 0.0001.

Enabled

This field indicated if the security is enabled and can be traded by users.

AllowTrade

This field indicates is the security if permitted for trading.

AllowMargin

This field indicates if the security is allowed to be traded on margin.

AllowShort

This field indicates if the security can be sold short.

Common Mistakes

Here are some of the common mistakes that developers make when attempting to retrieve equities with a certain keyword in their symbol, exchange, or description fields.

The following article covers the syntax for this API request in detail.

PreviousSyntaxNextSyntax

Last updated 1 year ago