/equity/trend/manager/base
GET/equity/trend/manager/baseapplication/json · application/xml · text/csv
Requires your access key in the X-Dataflow-Key header (or key query parameter). Which parameters and response fields are available to you depends on your contract; your personal OpenAPI spec from /resources/open-api shows your exact surface.
curl -H "X-Dataflow-Key: $DATAFLOW_KEY" \
"https://dataflow.modularfinance.com/api/equity/trend/manager/base"Query parameters
| Parameter | Type | Description |
|---|---|---|
| limit | integer | Maximum number of rows. Default 100. |
| company-id | string | Company to fetch trends for. Provide either company-id or symbol. |
| symbol | string | Ticker symbol, as an alternative to company-id. |
| adjust-outstanding | boolean | Adjust historical holdings for changes in shares outstanding. |
| market-segment-countries | string[] | Filter to companies listed in these countries (ISO 3166-1 alpha-2, e.g. 'SE'). |
Response
An array of TrendTrend rows, streamed for JSON and CSV.
| Field | Type | Description |
|---|---|---|
| company_id | integer | Modular Finance company identifier. |
| company_name | string | Company name. |
| cost_basis | number | Average acquisition cost per share (GAV). |
| currency | string | Currency of cost_basis (ISO 4217). |
| five_years | number | The owner's holding as a percentage of capital, five years ago. |
| lei | string | Legal Entity Identifier (LEI) of the company. |
| management_style | string | Finer-grained classification of the owner's management style, more specific than the broad active/passive/quantitative management type. |
| one_month | number | The owner's holding as a percentage of capital, one month ago. |
| one_week | number | The owner's holding as a percentage of capital, one week ago. |
| one_year | number | The owner's holding as a percentage of capital, one year ago. |
| owner_country | string | Country of the owner (ISO 3166-1 alpha-2). |
| owner_id | integer | Modular Finance owner identifier. |
| owner_name | string | Owner name. |
| owner_parent_name | string | Name of the parent owner in the ownership chain. |
| parent_id | integer | Owner identifier of the parent in the ownership chain; 0 for a top-level owner. |
| six_months | number | The owner's holding as a percentage of capital, six months ago. |
| three_months | number | The owner's holding as a percentage of capital, three months ago. |
| three_years | number | The owner's holding as a percentage of capital, three years ago. |
| today | number | The owner's holding as a percentage of capital, as of today. |
| two_years | number | The owner's holding as a percentage of capital, two years ago. |
| verified_date | string | Date the holding was last verified (YYYY-MM-DD). |