Investment universe flow

Overview

Building a complete investment experience requires combining data from two sources:

Universe Configuration API — Static metadata (names, descriptions, asset classes, collections)
Investment Products API — Live trading data (prices, trading status, returns)

This guide explains how to fetch, combine, and use this data effectively.

The Universe Configuration runs on a separate edge network for performance, while Investment Products provides real-time data from the main B2B API.

Step-by-step integration

Fetch universe configuration

Retrieve the static universe configuration. Include the Accept-Language header to specify the language for localized content (defaults to en if not provided).

const CONFIG_BASE = 'https://{TENANT}-staging.wealthyhood.workers.dev';

async function getUniverseConfig(language = 'en') {
const res = await fetch(`${CONFIG_BASE}/b2b/app-config`, {
headers: { 
  'Accept': 'application/json',
  'Accept-Language': language
}
});
if (!res.ok) throw new Error(`Config fetch failed: ${res.status}`);
return res.json();
}

curl -X GET 'https://{TENANT}-staging.wealthyhood.workers.dev/b2b/app-config' \
  -H 'Accept: application/json' \
  -H 'Accept-Language: en'

Fetch investment products

Retrieve live trading data from the Investment Products API.

const API_BASE = 'https://api.wealthyhood.com';

async function getInvestmentProducts({ token }) {
const res = await fetch(`${API_BASE}/investment-products`, {
headers: {
'Authorization': `Bearer ${token}`,
'Accept': 'application/json'
}
});
if (!res.ok) throw new Error(`Products fetch failed: ${res.status}`);
return res.json();
}

curl -X GET 'https://api.wealthyhood.com/investment-products' \
  -H 'Accept: application/json' \
  -H 'Authorization: Bearer YOUR_ACCESS_TOKEN'

Unlike universe configuration, investment products should be fetched more frequently to ensure price data is current.

Combine the data

Merge universe metadata with live trading data using the asset key (e.g. equities_apple) as the join field.

Use discovery data for curation

The universe config includes curated collections for discovery screens.

function getDiscoveryData(universeConfig, combinedAssets) {
  const { discovery } = universeConfig;
  const assetMap = new Map(combinedAssets.map((a) => [a.key, a]));

  return {
    // Top movers with live price data
    topMovers: {
      best: discovery.topMovers.best
        .map((m) => ({
          ...assetMap.get(m.asset),
          returnPercentage: m.returnPercentage
        }))
      worst: discovery.topMovers.worst
        .map((m) => ({
          ...assetMap.get(m.asset),
          returnPercentage: m.returnPercentage
        }))
    },

    // Popular assets
    popular: discovery.popularAssetsSection.map((key) => assetMap.get(key)),

    // Themed collections
    collections: Object.entries(discovery.collections)
      .map(([key, collection]) => ({
        key,
        label: collection.label,
        emoji: collection.emoji,
        assets: collection.assets.map((assetKey) => assetMap.get(assetKey))
      }))
      .filter((c) => c.assets.length > 0)
  };
}

Common use cases

Filter by asset class

function getAssetsByClass(combinedAssets, assetClass) {
  return combinedAssets.filter((a) => a.assetClass === assetClass && a.listed);
}

// Get all listed equities (stocks)
const stocks = getAssetsByClass(assets, "equities");

// Get all listed ETFs
const etfs = combinedAssets.filter((a) => a.category === "etf" && a.listed);

// Get all commodities
const commodities = getAssetsByClass(assets, "commodities");

Filter by sector

function getAssetsBySector(combinedAssets, sector) {
  return combinedAssets.filter((a) => a.sector === sector && a.listed);
}

// Get all technology stocks
const techStocks = getAssetsBySector(assets, "technology");

// Get all healthcare stocks
const healthcareStocks = getAssetsBySector(assets, "healthcare");

Search assets

function searchAssets(combinedAssets, query) {
  const q = query.toLowerCase().trim();
  if (!q) return [];

  return combinedAssets.filter(
    (a) =>
      a.listed &&
      (a.name.toLowerCase().includes(q) ||
        a.isin.toLowerCase().includes(q) ||
        a.formalTicker?.toLowerCase().includes(q) ||
        a.searchTerms?.some((term) => term.toLowerCase().includes(q)))
  );
}

// Search for "tech" returns Apple, Microsoft, NVIDIA, etc.
const results = searchAssets(combinedAssets, "tech");

Get assets by provider

function getAssetsByProvider(combinedAssets, providerKey) {
  return combinedAssets.filter((a) => a.provider === providerKey && a.listed);
}

// Get all Vanguard ETFs
const vanguardETFs = getAssetsByProvider(assets, "vanguard");

// Get all iShares ETFs
const isharesETFs = getAssetsByProvider(assets, "ishares");

Get ready-made portfolios

function getReadyMadePortfolios(universeConfig, combinedAssets) {
  const { discovery } = universeConfig;
  const assetMap = new Map(combinedAssets.map((a) => [a.key, a]));

  return discovery.readyMadePortfolios.map((key) => assetMap.get(key));
}

// Get LifeStrategy portfolios
const portfolios = getReadyMadePortfolios(config, assets);

Getting started

Screens

Flows

Sandbox Flows

Overview

Step-by-step integration

Common use cases

Filter by asset class

Filter by sector

Search assets

Get assets by provider

Get ready-made portfolios

See also

​Overview

​Step-by-step integration

​Common use cases

​Filter by asset class

​Filter by sector

​Search assets

​Get assets by provider

​Get ready-made portfolios

​See also

Overview

Step-by-step integration

Common use cases

Filter by asset class

Filter by sector

Search assets

Get assets by provider

Get ready-made portfolios

See also