Investments
Investments represent financial instruments held by portfolios. Each investment can be one of several types, each with distinct characteristics. Investments are integral to the functioning of the Vumi Finlink API, where portfolio transactions reference them to give you an accurate tracking and management of portfolio evolution.
Investment types
Below are the definitions for the different investment types you can encounter:
| Type | Description |
|---|---|
| A stock represents ownership in a corporation, giving shareholders a claim on part of the company’s assets and earnings. They are typically traded in a stock exchange, although you can also find them privately traded. |
| An ETF is a type of investment fund that is traded on stock exchanges, much like stocks. It holds assets such as stocks, commodities, or bonds. |
| Rights are instruments that give existing shareholders the privilege to buy additional shares in a company at a discount before the new shares are offered to the public. |
| A fund is a pool of money collected from many investors to invest in securities such as stocks, bonds, money market instruments, and other assets. Mutual funds, hedge funds, and pension funds are examples, although we separate pension funds into their specific type. |
| A pension plan is a retirement plan that requires a person to make contributions to a pool of funds set aside for their future benefit. The pool of funds is invested on the person's behalf, and the earnings on the investments generate income to the person upon retirement. |
| A bond is a fixed-income instrument representing a loan made by an investor to a borrower (typically corporate or governmental). A bond could be considered an IOU between the lender and borrower that includes the details of the loan and its payments. |
| A warrant is a derivative that gives the holder the right, but not the obligation, to buy or sell a security—most commonly an equity—at a certain price before expiration. |
| A future is a standardized legal agreement to buy or sell something at a predetermined price at a specified time in the future. Futures contracts are typically traded on an exchange. |
| A CFD is a contract between a buyer and a seller, stipulating that the buyer will pay the seller the difference between the current value of an asset and its value at contract time. CFDs allow investors to trade the price movement of securities, derivatives, and commodities without owning the underlying asset. |
| Cryptocurrency is a digital or virtual currency that uses cryptography for security. Cryptocurrencies are decentralized and typically operate on blockchain technology. |
| This category is used when the type of investment is not known or cannot be classified under any of the predefined types. It is very rarely used, since investment information is typically available in the extracted information. |
Investments endpoints
These are the available endpoints for investments:
| Endpoint | Method | Description |
|---|---|---|
| Lists all investments with their information that appear in the given connection |
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