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Overview

The Foreign Financial Instruments API provides reference data for foreign securities held in user accounts. This data includes current market prices (closing values) which are essential for Quicko to calculate unrealized P&L (Profit & Loss) on foreign holdings that have not been sold yet. When users hold foreign stocks, depository receipts, mutual funds, or ETFs, we need up-to-date pricing information to accurately compute:
  • Unrealized gains/losses on active foreign positions
  • Portfolio valuations in foreign currencies
  • Tax compliance reporting based on foreign investment holdings
  • Tax gain/loss harvesting opportunities on international securities

Response Format

Your API should return financial instrument reference data organized by four categories:

Stock Instruments

Stock data should include the following fields:
ParamTypeRequiredDescription
isinstringNoISIN is the international security identification number
symbolstringYesSymbol or description of stock
addressstringNoAddress of the company
countrystringYesCountry of the company
zip_codestringYesZip code of the address
52_week_highnumberYes52 week high price for the calendar year
closing_valuenumberYesClosing value as of last traded date of the calendar year (used to calculate current market value and unrealized P&L)

Depository Receipt Instruments

Depository receipt data should include the following fields:
ParamTypeRequiredDescription
isinstringNoISIN is the international security identification number
symbolstringYesSymbol or description of receipt
addressstringNoAddress of the company
countrystringYesCountry of the company
zip_codestringYesZip code of the address
52_week_highnumberYes52 week high price for the calendar year
closing_valuenumberYesClosing value as of last traded date of the calendar year (used to calculate current market value and unrealized P&L)

Mutual Fund Instruments

Mutual fund data should include the following fields:
ParamTypeRequiredDescription
isinstringNoISIN is the international security identification number
scheme_namestringYesSymbol or description of fund
addressstringNoAddress of the company
countrystringYesCountry of the company
zip_codestringYesZip code of the address
52_week_highnumberYes52 week high price for the calendar year
closing_valuenumberYesClosing value as of last traded date of the calendar year (used to calculate current market value and unrealized P&L)

ETF Instruments

ETF data should include the following fields:
ParamTypeRequiredDescription
isinstringNoISIN is the international security identification number
scheme_namestringYesSymbol or description of fund
addressstringNoAddress of the company
countrystringYesCountry of the company
zip_codestringYesZip code of the address
52_week_highnumberYes52 week high price for the calendar year
closing_valuenumberYesClosing value as of last traded date of the calendar year (used to calculate current market value and unrealized P&L)