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

STOCK

An equity security representing fractional ownership in a corporation. Stockholders may receive dividends and have voting rights on corporate matters. Shares trade continuously on stock exchanges (e.g., NYSE, NASDAQ). This category might include ETFs or rights if the financial entity does not provide that information.

ETF

A pooled investment vehicle that holds a basket of assets (stocks, bonds, commodities, or a mix) and trades on an exchange like a single stock. Any type of ETP is included in this category for our API.

RIGHTS

Tradable instruments issued to existing shareholders granting the right to purchase or receive additional shares, typically due to a scrip dividend or a capital increase.

FUND

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.

PP

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.

FIXED_INCOME

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.

FUTURE

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.

CRYPTOCURRENCY

Cryptocurrency is a digital or virtual currency that uses cryptography for security. Cryptocurrencies are decentralized and typically operate on blockchain technology.

UNKNOWN

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

GET

Lists all investments with their information that appear in the given connection

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