Asset Details

The Asset Details screen composes fundamentals, price history charts, user-specific investment metrics, and recent activity for a selected instrument.

You render this screen by fetching four endpoints: product fundamentals, price history for charts, the user’s investment details, and the recent activity feed.

Prerequisites

Backend access to the endpoints
Bearer token with read:users scope
x-user-id header to apply the correct user context

What to fetch

Asset fundamentals

Use GET /investment-products/{isin}/fundamentals to retrieve pricing, trading tags, and the fundamentals set.For ETFs: Holdings, expense ratio, index stats, geography/sector distributions, about section (provider, replication method, tracked index), and news.For Stocks: Company information (CEO, headquarters, employees, website), financial metrics (PE ratio, EPS, market cap, dividend yield, beta), analyst ratings (buy/sell/hold percentages, price targets), and news.

Price history for charts

Use GET /investment-products/{isin}/price-history to retrieve historical price data organized by tenor (1w, 1m, 3m, 6m, 1y, max). Each tenor includes timestamped price points, returns percentage, and a flag indicating intraday vs daily granularity.

User investment details

Use GET /investment-products/{isin}/investment-details to retrieve the user’s current value, allocation, share count, performance, average price per share, and total dividends. The user must hold the asset.

Recent activity

Use GET /investment-products/{isin}/recent-activity?limit=25 to fetch the latest orders and dividends related to the asset, sorted by display date descending.

Fundamentals fields by asset type

The fundamentals response varies depending on whether the instrument is a stock or an ETF, and within ETFs, by asset class. The tables below show which fields and sections are present for each type.

Key facts

Display name	Field	Stock	Equity ETF	Bond ETF	Commodity ETF	Real Estate ETF	Ready-Made	Money Market
Base currency	`fundamentals.baseCurrency`	✗	✓	✓	✓	✓	✓	✓
Income	`fundamentals.about.income`	✗	✓	✓	✓	✓	✓	✓
Expense ratio	`fundamentals.expenseRatio`	✗	✓	✓	✓	✓	✓	✓
Provider	`fundamentals.about.provider`	✗	✓	✓	✓	✓	✓	✓

Metrics

Display name	Field	Stock	Equity ETF	Bond ETF	Commodity ETF	Real Estate ETF	Ready-Made	Money Market
Market cap	`fundamentals.metrics.marketCap`	✓	✗	✗	✗	✗	✗	✗
Beta	`fundamentals.metrics.beta`	✓	✗	✗	✗	✗	✗	✗
P/E ratio	`fundamentals.metrics.peRatio`	✓	✗	✗	✗	✗	✗	✗
Forward P/E ratio	`fundamentals.metrics.forwardPE`	✓	✗	✗	✗	✗	✗	✗
Forward P/E ratio	`fundamentals.indexStats.fpEarnings`	✗	✓	✗	✗	✓	✗	✓
EPS	`fundamentals.metrics.eps`	✓	✗	✗	✗	✗	✗	✗
Dividend yield	`fundamentals.metrics.dividendYield`	✓	✗	✗	✗	✗	✗	✗
Dividend yield	`fundamentals.indexStats.dividendYield`	✗	✓	✗	✗	✓	✗	✓
Annualised return	`fundamentals.indexStats.expectedReturn`	✗	✓	✓	✓	✓	✓	✓
Risk	`fundamentals.indexStats.annualRisk`	✗	✓	✓	✓	✓	✓	✓
Yield	`fundamentals.indexStats.bondYield`	✗	✗	✓	✗	✗	✗	✗
Coupon	`fundamentals.indexStats.coupon`	✗	✗	✓	✗	✗	✗	✗

Fields return "-" as a string value when the underlying data is unavailable from the data provider.

About

Display name	Field	Stock	Equity ETF	Bond ETF	Commodity ETF	Real Estate ETF	Ready-Made	Money Market
Ticker	`fundamentals.about.ticker`	✓	✓	✓	✓	✓	✓	✓
Exchange	`fundamentals.about.exchange`	✓	✓	✓	✓	✓	✓	✓
ISIN	`fundamentals.about.isin`	✓	✓	✓	✓	✓	✓	✓
Description	`fundamentals.about.description`	✓	✓	✓	✓	✓	✓	✓
Asset class	`fundamentals.about.assetClass`	✗	✓	✓	✓	✓	✓	✓
Name	`fundamentals.about.advancedName`	✗	✓	✓	✓	✓	✓	✓
Replication	`fundamentals.about.replication`	✗	✓	✓	✓	✓	✓	✓
Index	`fundamentals.about.index`	✗	✓	✓	✓	✓	✗	✓
Sector	`fundamentals.about.sector`	✓	✓	✗	✗	✗	✗	✗
Industry	`fundamentals.about.industry`	✓	✗	✗	✗	✗	✗	✗
Employees	`fundamentals.about.employees`	✓	✗	✗	✗	✗	✗	✗
Website	`fundamentals.about.website`	✓	✗	✗	✗	✗	✗	✗
CEO	`fundamentals.about.ceo`	✓	✗	✗	✗	✗	✗	✗
Headquarters	`fundamentals.about.headquarters`	✓	✗	✗	✗	✗	✗	✗

Top holdings & analyst views

Section	Field	Stock	Equity ETF	Bond ETF	Commodity ETF	Real Estate ETF	Ready-Made	Money Market
Top holdings	`fundamentals.topHoldings`	✗	✓	✓	✗	✗	✗	✗
Analyst views	`fundamentals.analystViews`	✓	✗	✗	✗	✗	✗	✗

Note that analystViews may be undefined when no analyst coverage exists for a stock.

Note that topHoldings is also suppressed for some ETFs with Synthetic replication.

Example: minimal client fetch

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

async function fetchAssetFundamentals({ token, userId, isin }) {
  const res = await fetch(`${BASE}/investment-products/${isin}/fundamentals`, {
    headers: {
      'Authorization': `Bearer ${token}`,
      'x-user-id': userId,
      'Accept': 'application/json'
    }
  });
  if (!res.ok) throw new Error(`Failed fundamentals: ${res.status}`);
  return res.json();
}

async function fetchPriceHistory({ token, isin }) {
  const res = await fetch(`${BASE}/investment-products/${isin}/price-history`, {
    headers: {
      'Authorization': `Bearer ${token}`,
      'Accept': 'application/json'
    }
  });
  if (!res.ok) throw new Error(`Failed price history: ${res.status}`);
  return res.json();
}

async function fetchUserInvestmentDetails({ token, userId, isin }) {
  const res = await fetch(`${BASE}/investment-products/${isin}/investment-details`, {
    headers: {
      'Authorization': `Bearer ${token}`,
      'x-user-id': userId,
      'Accept': 'application/json'
    }
  });
  if (!res.ok) throw new Error(`Failed investment details: ${res.status}`);
  return res.json();
}

async function fetchRecentActivity({ token, userId, isin, limit = 25 }) {
  const url = new URL(`${BASE}/investment-products/${isin}/recent-activity`);
  if (limit) url.searchParams.set('limit', String(limit));
  const res = await fetch(url.toString(), {
    headers: {
      'Authorization': `Bearer ${token}`,
      'x-user-id': userId,
      'Accept': 'application/json'
    }
  });
  if (!res.ok) throw new Error(`Failed activity: ${res.status}`);
  return res.json();
}

# 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'

# Price history for charts
curl -X GET 'https://api.wealthyhood.com/investment-products/IE00B4L5Y983/price-history' \
  -H 'Accept: application/json' \
  -H 'Authorization: Bearer YOUR_ACCESS_TOKEN'

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

# Recent activity (limit 25)
curl -X GET 'https://api.wealthyhood.com/investment-products/IE00B4L5Y983/recent-activity?limit=25' \
  -H 'Accept: application/json' \
  -H 'Authorization: Bearer YOUR_ACCESS_TOKEN' \
  -H 'x-user-id: 64f0c51e7fb3fc001234abcd'

Load fundamentals, price history, user investment details, and recent activity in parallel for faster screen-time-to-first-paint. Ensure you gracefully handle 404 for unknown ISINs and 400 for non-holders when requesting investment details.

Getting started

Screens

Flows

Sandbox Flows

Prerequisites

What to fetch

Fundamentals fields by asset type

Key facts

Metrics

About

Top holdings & analyst views

Example: minimal client fetch

See also

​Prerequisites

​What to fetch

​Fundamentals fields by asset type

​Key facts

​Metrics

​About

​Top holdings & analyst views

​Example: minimal client fetch

​See also

Prerequisites

What to fetch

Fundamentals fields by asset type

Key facts

Metrics

About

Top holdings & analyst views

Example: minimal client fetch

See also