get_etf_screener
Filters ETFs by asset class, category, and focus.
Args:
assetClass: Alternatives, AssetAllocation, Commodities, Currency, Equity, FixedIncome.
Its parameter description lists the category and focus values each
class answers.
category: e.g. SizeAndStyle (Equity's broad-market funds), Sector,
CorporateBroadBased.
focus: e.g. TotalMarket, LargeCap, InformationTechnology, HighYield.
Use this for a sector question ('tech ETFs' -> InformationTechnology);
the screener has no `sector` filter.
For a factor or region fund (momentum, growth, emerging markets), look
up the ETFs you know for it by ticker with get_assets_data.
limit: Rows to return (default 20, max 100).
Returns: `count` (all ETFs matching the filters) and `data` rows: ticker, name,
price, smartScore, analystConsensus, priceTarget, upsidePct,
dividendYieldPct, expenseRatioPct, aum, currency, assetClass, segment,
category, focus, index, brand, holdingsCount, isCurrencyHedged and
isUcitsCompliant (true/false), and isLeveraged/isInverse/isActivelyManaged
when true.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| focus | No | Focus filter, e.g. 'LargeCap', 'InformationTechnology', 'HighYield'. This is the screener's SECTOR filter — there is no separate sector parameter. | |
| limit | No | Rows to return (default: 20, max: 100). | |
| category | No | Category filter, e.g. 'SizeAndStyle', 'Sector', 'CorporateBroadBased' (the values per assetClass are listed under assetClass) | |
| assetClass | No | Asset class filter. Each class with the category and focus values it answers, spelled exactly as listed (a category or focus taken from another assetClass matches no ETF): Equity: category SizeAndStyle, Sector, HighDividendYield; focus TotalMarket, LargeCap, MidCap, SmallCap, MicroCap, ExtendedMarket, InformationTechnology, Financials, Industrials, HealthCare, ConsumerDiscretionary, Energy, RealEstate, CommunicationServices, Materials, ConsumerStaples, Utilities, Theme, HighDividendYield; broad-market funds (S&P 500, total market) are category SizeAndStyle, focus LargeCap or TotalMarket FixedIncome: category BroadMarketBroadBased, CorporateBroadBased, GovernmentLocalAuthorityMunicipal, GovernmentTreasury, GovernmentInflationLinked, CorporateBankLoans, CorporatePreferred, BroadMarketAssetBacked, GovernmentBroadBased, GovernmentMortgageBacked, GovernmentNonNativeCurrency, CorporateConvertible, CorporateAssetBacked, GovernmentAgency; focus InvestmentGrade, BroadCredit, HighYield Commodities: category PreciousMetals, BroadMarket, Energy, Agriculture, IndustrialMetals; focus BroadMarket, Gold, Silver, CrudeOil, NaturalGas, Copper, Platinum, CarbonCredits, Palladium, Wheat, Corn, Gasoline, Sugar, Soybeans Currency: category Pair, Basket; no focus filter; spot crypto funds (bitcoin, ether) are assetClass Currency Alternatives: category HedgeFundStrategies, TacticalTools; focus GlobalMacro, LongShort, Volatility, Spreads; buffer, defined-outcome and option-income funds have no filter value: screen assetClass=Alternatives alone AssetAllocation: category AssetAllocation; focus TargetOutcome, TargetRisk, TargetDate Factor and region funds (momentum, growth, value, quality, low volatility, emerging markets, Asia, Europe) have no screener value: look up the ETFs you know for them by ticker with get_assets_data (MTUM, SPMO for momentum; VWO, IEMG for emerging markets). |