Funds Data Plane

Search funds by ticker or name

Full-text ilike search over ticker and fund_name, optionally filtered by 9-box style cell (slug or canonical name) and share-class primary flag (?primary=true filters primary_bw_fund_id IS NULL).

get/data/funds/search

Request

  • Base URL: https://riskmodels.app/api
  • URL: https://riskmodels.app/api/data/funds/search
  • Auth: one of:
    • HTTP bearer
    • none

Query parameters

qstring

ilike pattern on ticker / fund_name.

equity_style_9boxstring

9-box slug ("large-blend") or canonical name ("Large Blend").

primaryboolean

When true, returns only primary share-class funds (Q5 lock).

limitinteger
include_inactiveboolean

When true, also returns funds that are not active for listing (lifecycle status not active, or last holdings report older than 400 days before the latest active report date).

include_etfsboolean

When false, drops funds flagged is_etf.

Response

Up to limit matching funds.

Example response

{
  "results": [
    {
      "bw_fund_id": "BW-FUND-S000004310",
      "series_id": "S000004310",
      "ticker": "VFINX",
      "fund_name": "Vanguard 500 Index Fund Investor Shares"
    }
  ]
}

Changes

No recorded changes to this operation across all 1 revision of this API.