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GET
/
investment-products
/
{isin}
/
fundamentals
curl -X GET 'https://api.wealthyhood.com/investment-products/IE00B4L5Y983/fundamentals' \
  -H 'Accept: application/json' \
  -H 'Authorization: Bearer YOUR_ACCESS_TOKEN' \
  -H 'x-user-id: 64f0c51e7fb3fc001234abcd'

{
  "fundamentals": {
    "topHoldings": [
      {
        "name": "Apple Inc.",
        "weight": "12.3%",
        "logoUrl": "https://cdn.wealthyhood.com/assets/aapl.svg"
      },
      {
        "name": "Microsoft Corp.",
        "weight": "9.8%",
        "logoUrl": "https://cdn.wealthyhood.com/assets/msft.svg"
      }
    ],
    "expenseRatio": "0.12",
    "indexStats": {
      "expectedReturn": "5.2%",
      "annualRisk": "12.4%",
      "dividendYield": "2.1%",
      "fpEarnings": "7.5%"
    },
    "holdingsCount": 98,
    "baseCurrency": "USD",
    "geographyDistribution": [
      {
        "name": "North America",
        "percentage": 68
      },
      {
        "name": "Europe",
        "percentage": 18
      }
    ],
    "sectorDistribution": [
      {
        "name": "Technology",
        "percentage": 42
      },
      {
        "name": "Consumer",
        "percentage": 16
      }
    ],
    "about": {
      "exchange": "LSE",
      "isin": "IE00B4L5Y983",
      "ticker": "VUSA.L",
      "assetClass": "Global Equities",
      "sector": "Broad Market",
      "advancedName": "Vanguard S&P 500 UCITS ETF",
      "description": "Tracks the performance of the S&P 500 index.",
      "provider": "Vanguard",
      "income": "ACCUMULATING",
      "replication": "Physical",
      "index": "S&P 500"
    },
    "news": [
      {
        "title": "US stocks rally as earnings beat expectations",
        "text": "Major US equities moved higher after strong quarterly results.",
        "source": "Reuters",
        "newsUrl": "https://reuters.com/markets/us-stocks-rally",
        "imageUrl": "https://cdn.wealthyhood.com/news/us-rally.jpg",
        "date": "2024-07-11T09:20:00.000Z",
        "displayDate": "2h ago",
        "sentiment": "Positive",
        "type": "market"
      }
    ]
  },
  "currentPrice": 79.42,
  "tradedCurrency": "USD",
  "tags": [
    "FRACTIONAL",
    "MARKET_OPEN"
  ],
  "marketInfo": {
    "isOpen": true,
    "nextMarketOpen": 1720779600000
  },
  "kid": "https://cdn.wealthyhood.com/kid/VUSA.pdf"
}
Resolve an investment product by ISIN to retrieve pricing metadata, market tags, and the appropriate fundamentals payload for the asset type. ETF responses include holdings and index statistics, while stocks return analyst views and key metrics.

​
Authentication & headers

​
Authorization
string
required
Bearer token issued by Auth0. Format: Bearer YOUR_ACCESS_TOKEN with the read:users scope.
​
x-user-id
string
required
MongoDB identifier of the requesting user (24-char hex). Required so locale- and subscription-aware fields can be applied.

​
Path parameters

​
isin
string
required
ISIN of the investment product (12 alphanumeric characters).
curl -X GET 'https://api.wealthyhood.com/investment-products/IE00B4L5Y983/fundamentals' \
  -H 'Accept: application/json' \
  -H 'Authorization: Bearer YOUR_ACCESS_TOKEN' \
  -H 'x-user-id: 64f0c51e7fb3fc001234abcd'

​
Response fields

The response structure varies based on asset type. ETFs return holdings, distributions, and fund metadata, while stocks return company information, financial metrics, and analyst ratings.
​
fundamentals
AssetFundamentals
required
Asset-type specific fundamentals. The structure varies by asset type:
​
currentPrice
number
required
Latest traded price in the asset’s traded currency.
​
tradedCurrency
"GBP" | "EUR" | "USD"
required
Primary settlement currency for the asset.
​
tags
AssetTag[]
required
Commercial or trading flags that should be surfaced to end users.
​
marketInfo
MarketInfo
Current market status and the next opening timestamp.
​
kid
uri
Link to the Key Information Document when the product requires one (primarily ETFs).

Authorizations

​
Authorization
string
header
required

Auth0-issued access token that includes the read:users scope.

Headers

​
x-user-id
string
required

MongoDB identifier of the Wealthyhood user whose subscription context should be applied.

Path Parameters

​
isin
string
required

ISIN of the investment product to retrieve.

Response

Investment product fundamentals snapshot.

​
fundamentals
object
required

Fundamentals for an ETF.

  • Option 1
  • Option 2
​
currentPrice
number<float>
required

Latest traded price in the main traded currency.

​
tradedCurrency
enum<string>
required
Available options:
GBP,
EUR,
USD
​
tags
enum<string>[]
required

Commercial and trading flags that should be surfaced to clients.

Available options:
FRACTIONAL,
ADR,
SMART_EXECUTION,
COMMISSION_FREE,
MARKET_OPEN,
MARKET_CLOSED
​
marketInfo
object
​
kid
string<uri>

URL to the KID document when applicable.