RiskModels Search
riskmodels_searchResolve stock, ETF, mutual fund, and 13F filer names or fragments to tickers, bw_fund_id, or bw_filer_id.
Instructions
Use when you need to resolve a name or fragment to an identifier: a stock ticker, an ETF ticker, a mutual fund's bw_fund_id or a 13F filer's bw_filer_id. Not for data about the match (use riskmodels_get_stock_snapshot, riskmodels_get_etf, riskmodels_get_fund or riskmodels_get_filer). Returns matches from GET /tickers (type stock), GET /data/etf/search (etf), GET /funds/search (fund: bw_fund_id, ticker, name, style box, asset class, total assets) or GET /13f/filers/search (filer: bw_filer_id). Registry refreshed end-of-day. Free.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| q | No | Symbol or name fragment, e.g. "nvidia", "SMH", "contrafund" or "berkshire"; required for type filer | |
| mag7 | No | type stock only: true returns the seven largest US technology names, e.g. true | |
| type | No | What to search for, e.g. filer (default stock) | |
| limit | No | Maximum matches, integer, e.g. 10 (default 25 for etf and filer, 50 for fund; max 100, fund 500; ignored for stock) | |
| primary | No | type fund only: true returns share-class primaries only, e.g. true | |
| include_etfs | No | type fund only: false drops funds flagged as ETFs, e.g. false (default true) | |
| include_inactive | No | type fund only: true also returns funds without a recent holdings report, e.g. true (default false) | |
| include_metadata | No | type stock only: true adds sector and company metadata per match, e.g. true | |
| equity_style_9box | No | type fund only: style box slug or name, e.g. "large-growth" or "Large Growth" |