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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.

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Prerequisites

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

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What to fetch

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.
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.
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.
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.

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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.

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Key facts

Display nameFieldStockEquity ETFBond ETFCommodity ETFReal Estate ETFReady-MadeMoney Market
Base currencyfundamentals.baseCurrency✗✓✓✓✓✓✓
Incomefundamentals.about.income✗✓✓✓✓✓✓
Expense ratiofundamentals.expenseRatio✗✓✓✓✓✓✓
Providerfundamentals.about.provider✗✓✓✓✓✓✓

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Metrics

Display nameFieldStockEquity ETFBond ETFCommodity ETFReal Estate ETFReady-MadeMoney Market
Market capfundamentals.metrics.marketCap✓✗✗✗✗✗✗
Betafundamentals.metrics.beta✓✗✗✗✗✗✗
P/E ratiofundamentals.metrics.peRatio✓✗✗✗✗✗✗
Forward P/E ratiofundamentals.metrics.forwardPE✓✗✗✗✗✗✗
Forward P/E ratiofundamentals.indexStats.fpEarnings✗✓✗✗✓✗✓
EPSfundamentals.metrics.eps✓✗✗✗✗✗✗
Dividend yieldfundamentals.metrics.dividendYield✓✗✗✗✗✗✗
Dividend yieldfundamentals.indexStats.dividendYield✗✓✗✗✓✗✓
Annualised returnfundamentals.indexStats.expectedReturn✗✓✓✓✓✓✓
Riskfundamentals.indexStats.annualRisk✗✓✓✓✓✓✓
Yieldfundamentals.indexStats.bondYield✗✗✓✗✗✗✗
Couponfundamentals.indexStats.coupon✗✗✓✗✗✗✗
Fields return "-" as a string value when the underlying data is unavailable from the data provider.

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About

Display nameFieldStockEquity ETFBond ETFCommodity ETFReal Estate ETFReady-MadeMoney Market
Tickerfundamentals.about.ticker✓✓✓✓✓✓✓
Exchangefundamentals.about.exchange✓✓✓✓✓✓✓
ISINfundamentals.about.isin✓✓✓✓✓✓✓
Descriptionfundamentals.about.description✓✓✓✓✓✓✓
Asset classfundamentals.about.assetClass✗✓✓✓✓✓✓
Namefundamentals.about.advancedName✗✓✓✓✓✓✓
Replicationfundamentals.about.replication✗✓✓✓✓✓✓
Indexfundamentals.about.index✗✓✓✓✓✗✓
Sectorfundamentals.about.sector✓✓✗✗✗✗✗
Industryfundamentals.about.industry✓✗✗✗✗✗✗
Employeesfundamentals.about.employees✓✗✗✗✗✗✗
Websitefundamentals.about.website✓✗✗✗✗✗✗
CEOfundamentals.about.ceo✓✗✗✗✗✗✗
Headquartersfundamentals.about.headquarters✓✗✗✗✗✗✗

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Top holdings & analyst views

SectionFieldStockEquity ETFBond ETFCommodity ETFReal Estate ETFReady-MadeMoney Market
Top holdingsfundamentals.topHoldings✗✓✓✗✗✗✗
Analyst viewsfundamentals.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.

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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();
}
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.

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See also