Mutual Fund Screener

Overview of Mutual Fund Screener APIs

The Mutual Fund Screener APIs provide robust tools for filtering and identifying mutual funds based on specific criteria. These APIs are essential for investors, financial advisors, and analysts who need advanced capabilities to sift through the vast array of mutual funds to pinpoint those that best meet their investment criteria or research needs. Here's a breakdown of what each API in this group offers:

1. ISIN Search API

  • Purpose: Allows users to search for detailed information about specific securities within mutual funds using their International Securities Identification Numbers (ISINs).
  • Benefit: Provides precise and comprehensive data on individual securities, helping users understand the components of mutual fund portfolios.

2. Basic Screener API

  • Purpose: Offers a straightforward tool for filtering mutual funds based on fundamental criteria such as asset category, fund size, risk profile, and performance metrics.
  • Benefit: Simplifies the initial stages of fund selection, enabling users to quickly narrow down options based on essential attributes.

3. Advanced Screener API

  • Purpose: Delivers a more detailed and customizable tool for filtering mutual funds, incorporating a wide range of criteria including financial ratios, market cap distributions, and detailed fund characteristics.
  • Benefit: Allows for highly targeted searches, providing users with the ability to fine-tune their selections based on specific, detailed criteria that align closely with their investment strategies or research specifications.