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:usersscope x-user-idheader to apply the correct user context
What to fetch
Asset fundamentals
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
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
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
Recent activity
Use
GET /investment-products/{isin}/recent-activity?limit=25 to fetch the latest orders, dividends, and rewards related to the asset, sorted by display date descending.