Mutual Funds Insights API

API ID 3992

The Mutual Funds Insights API provides developers with comprehensive access to insightful data on mutual funds, including performance metrics, historical trends, fund manager details, and more. This versatile tool enables developers to build applications that empower investors with valuable insights for informed decision-making and portfolio optimization in the dynamic mutual funds market.

100% uptime 432 ms avg response

API Documentation

Endpoints

Request

Check all the supported symbols on our API.

Endpoint ID: 4755
GET https://docs.zylalabs.com/api/3992/mutual+funds+insights+api/4755/supported+symbols
INPUT PARAMETERS

Supported Symbols — Endpoint Features

Object Description
page Optional Pagination

Free test requests remaining: 3 of 3.


INPUT PARAMETERS

page
API EXAMPLE RESPONSE
JSON
{
  "success": true,
  "status": 200,
  "symbols": [
    {
      "id": "FMEIX",
      "name": "Fidelity Covington Trust - Fidelity Enhanced Mid Cap ETF"
    },
    {
      "id": "STMKX",
      "name": "Sierra Tactical Municipal A"
    },
    {
      "id": "STMHX",
      "name": "Sierra Tactical Municipal C"
    },
    {
      "id": "SDICX",
      "name": "Guggenheim Core Bond Fund C"
    },
    {
      "id": "GIUSX",
      "name": "Guggenheim Core Bond Fund Institutional"
    },
    {
      "id": "SIUSX",
      "name": "Guggenheim Core Bond Fund A"
    },
    {
      "id": "STMEX",
      "name": "Sierra Tactical Municipal Institutional"
    },
    {
      "id": "STMNX",
      "name": "Sierra Tactical Municipal Investor"
    },
    {
      "id": "CNFRX",
      "name": "Columbia Bond Inst2"
    },
    {
      "id": "CNDCX",
      "name": "Columbia Bond C"
    },
    {
      "id": "CNDRX",
      "name": "Columbia Bond Adv"
    },
    {
      "id": "STMYX",
      "name": "Sierra Tactical Municipal Special"
    },
    {
      "id": "CNDAX",
      "name": "Columbia Bond A"
    },
    {
      "id": "CBFRX",
      "name": "Columbia Bond R"
    },
    {
      "id": "UMMGX",
      "name": "Columbia Bond Inst"
    },
    {
      "id": "CBFYX",
      "name": "Columbia Bond Inst3"
    },
    {
      "id": "CADOX",
      "name": "Columbia Minnesota Tax-Exempt Inst2"
    },
    {
      "id": "CMNZX",
      "name": "Columbia Minnesota Tax-Exempt Inst"
    },
    {
      "id": "PTCOX",
      "name": "Performance Trust Total Return Bd C"
    },
    {
      "id": "CLONX",
      "name": "Columbia Minnesota Tax-Exempt Adv"
    }
  ],
  "pagination": {
    "current_page": 1,
    "last_page": 90,
    "per_page": 20,
    "total": 1787,
    "next_page_url": "page=2",
    "prev_page_url": null
  }
}
Supported Symbols — CODE SNIPPETS

curl --location --request GET 'https://zylalabs.com/api/3992/mutual+funds+insights+api/4755/supported+symbols' --header 'Authorization: Bearer YOUR_API_KEY' 


    
Request

Get the latest price for your selected Mutual Fund symbol.

Endpoint ID: 4756
GET https://docs.zylalabs.com/api/3992/mutual+funds+insights+api/4756/latest+price
INPUT PARAMETERS

Latest Price — Endpoint Features

Object Description
symbol Required Mutual fund symbol

Free test requests remaining: 3 of 3.


INPUT PARAMETERS

symbol
API EXAMPLE RESPONSE
JSON
{"success":true,"status":200,"symbol":"CMNZX","name":"Columbia Minnesota Tax-Exempt Inst","market":"Nasdaq - Delayed Quote \u2022 USD","price":{"current_close":"19.24","previous_close":"1","change":"0.00","change_%":"(0.00%)","ytdReturn":"0.23%"}}
Latest Price — CODE SNIPPETS

curl --location --request GET 'https://zylalabs.com/api/3992/mutual+funds+insights+api/4756/latest+price?symbol=CMNZX' --header 'Authorization: Bearer YOUR_API_KEY' 


    
Request

This endpoint will deliver historical rates on time series. 

Endpoint ID: 4757
GET https://docs.zylalabs.com/api/3992/mutual+funds+insights+api/4757/historical+rates
INPUT PARAMETERS

Historical Rates — Endpoint Features

Object Description
symbol Required Mutual fund symbol
from Required Date from YYYY-MM-DD
to Required Date to YYYY-MM-DD

Free test requests remaining: 3 of 3.


INPUT PARAMETERS

symbol
from
to
API EXAMPLE RESPONSE
JSON
{"success":true,"status":200,"symbol":"PTCOX","name":"Performance Trust Total Return Bd C","market":"Nasdaq - Delayed Quote \u2022 USD","prices":[{"Apr 9, 2024":"19.45"},{"Apr 8, 2024":"19.39"},{"Apr 5, 2024":"19.41"},{"Apr 4, 2024":"19.48"},{"Apr 3, 2024":"19.43"},{"Apr 2, 2024":"19.42"},{"Apr 1, 2024":"19.47"},{"Mar 28, 2024":"19.60"},{"Mar 27, 2024":"19.59"},{"Mar 26, 2024":"19.54"},{"Mar 25, 2024":"19.52"},{"Mar 22, 2024":"19.55"},{"Mar 21, 2024":"19.48"},{"Mar 20, 2024":"19.46"},{"Mar 19, 2024":"19.44"},{"Mar 18, 2024":"19.39"},{"Mar 15, 2024":"0.05 Dividend"},{"Mar 15, 2024":"19.42"},{"Mar 14, 2024":"19.46"},{"Mar 13, 2024":"19.57"},{"Mar 12, 2024":"19.59"},{"Mar 11, 2024":"19.64"},{"Mar 8, 2024":"19.64"},{"Mar 7, 2024":"19.64"},{"Mar 6, 2024":"19.62"},{"Mar 5, 2024":"19.58"}]}
Historical Rates — CODE SNIPPETS

curl --location --request GET 'https://zylalabs.com/api/3992/mutual+funds+insights+api/4757/historical+rates?symbol=PTCOX&from=2024-03-05&to=2024-04-10' --header 'Authorization: Bearer YOUR_API_KEY' 


    

API Access Key & Authentication

After signing up, every developer is assigned a personal API access key, a unique combination of letters and digits provided to access to our API endpoint. To authenticate with the Mutual Funds Insights API simply include your bearer token in the Authorization header.

Headers
Header Description
Authorization Required Should be Bearer access_key. See "Your API Access Key" above when you are subscribed.

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🚀 Enterprise Plan

Starts at
$ 10,000/Year


  • Custom Volume
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  • Real-Time API Monitoring

Overview

About the API:  

The Mutual Funds Insights API offers developers a comprehensive platform for accessing valuable data on mutual funds, encompassing performance metrics, historical trends, fund manager details, and more. By integrating this API into their applications, developers empower investors with actionable insights, facilitating informed decision-making and portfolio optimization in the dynamic mutual funds market. Whether analyzing historical performance, comparing fund managers, or tracking trends, users benefit from the rich and customizable data provided, enhancing their ability to navigate the complexities of mutual fund investments and achieve their financial objectives.

 
 

What this API receives and what your API provides (input/output)?

Pass the mutual fund symbol and receive the latest and historical rates. 

 

What are the most common uses cases of this API?

 

  • Portfolio Analysis Tools: Fintech companies can utilize the Mutual Funds Insights API to develop portfolio analysis tools that allow users to assess the performance of their mutual fund investments, identify strengths and weaknesses, and make informed decisions about portfolio adjustments.

  • Investment Research Platforms: Financial research firms can integrate the API into their platforms to provide investors with access to comprehensive data on mutual funds, enabling them to conduct in-depth research, compare fund performances, and identify potential investment opportunities.

  • Financial Advisory Services: Wealth management firms can leverage the API to enhance their financial advisory services by offering clients personalized recommendations and insights based on their investment goals, risk tolerance, and market trends in the mutual funds industry.

  • Regulatory Compliance Solutions: Compliance firms and financial institutions can use the API to ensure regulatory compliance by accessing accurate and up-to-date information on mutual funds, facilitating regulatory reporting and compliance monitoring processes.

  • Educational Platforms: Educational organizations and online learning platforms can integrate the API into their curriculum to teach students about mutual fund investments, providing real-world data and insights to enhance their understanding of financial markets and investment strategies.

 

 

Are there any limitations to your plans?

Besides the number of API calls per plan, there are no other limitations.

Mutual Funds Insights API FAQs

The Mutual Funds Insights API offers comprehensive data on mutual funds, including but not limited to performance metrics (e.g., returns, volatility), expense ratios, asset allocation breakdowns, fund manager details, historical NAV (Net Asset Value) data, and dividend information.

The data within the Mutual Funds API is updated regularly to ensure accuracy and relevance. Typically, updates occur in real-time or at intervals ranging from daily to monthly, depending on the specific dataset.

Yes, the API provides access to historical data, allowing users to retrieve past performance metrics, NAV values, and other relevant information for mutual funds over specific time periods.

Yes, there may be rate limits imposed on API usage to ensure fair access and optimal performance for all users. The specific rate limits and throttling policies may vary depending on the API provider's terms of service.

Yes, the API typically employs authentication mechanisms such as API keys or OAuth tokens to authenticate users and control access to the data. Authorization mechanisms may also be implemented to restrict access to certain endpoints or datasets based on user roles and permissions.

The "GET Supported Symbols" endpoint returns a list of mutual fund symbols along with their corresponding names. This allows users to identify which mutual funds are available for further queries.

The "GET Latest Price" endpoint typically includes fields such as the mutual fund symbol, latest price, date of the price, and possibly additional metrics like percentage change or volume, providing a snapshot of the fund's current market status.

The response from the "GET Historical Rates" endpoint is organized in a time series format, usually containing fields such as date, NAV (Net Asset Value), and performance metrics, allowing users to analyze trends over specified periods.

The "GET Latest Price" endpoint typically accepts parameters such as the mutual fund symbol to specify which fund's latest price is being requested, ensuring targeted data retrieval.

The "GET Historical Rates" endpoint provides historical NAV data, performance metrics, and possibly dividend information over specified time frames, enabling users to assess past fund performance.

Users can utilize the returned data by integrating it into financial applications for portfolio analysis, investment research, or advisory services, allowing for informed decision-making based on comprehensive mutual fund insights.

The data provided by the Mutual Funds Insights API is sourced from reputable financial institutions, market exchanges, and regulatory bodies, ensuring high accuracy and reliability for users.

Data accuracy is maintained through regular updates, validation checks, and cross-referencing with multiple data sources, ensuring that users receive reliable and up-to-date information for their investment decisions.

General FAQs

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