Equity Search
Implementation details
Class names
| Model name | Parameters class | Data class |
|---|---|---|
EquitySearch | EquitySearchQueryParams | EquitySearchData |
Import Statement
from openbb_core.provider.standard_models.equity_search import (
EquitySearchData,
EquitySearchQueryParams,
)
Parameters
- standard
- cboe
- intrinio
- nasdaq
- sec
- tmx
- tradier
| Name | Type | Description | Default | Optional |
|---|---|---|---|---|
| query | str | Search query. | True | |
| is_symbol | bool | Whether to search by ticker symbol. | False | True |
| use_cache | bool | Whether to use the cache or not. | True | True |
| provider | Literal['cboe', 'intrinio', 'nasdaq', 'sec', 'tmx', 'tradier'] | The provider to use, by default None. If None, the priority list configured in the settings is used. Default priority: cboe, intrinio, nasdaq, sec, tmx, tradier. | None | True |
| Name | Type | Description | Default | Optional |
|---|---|---|---|---|
| query | str | Search query. | True | |
| is_symbol | bool | Whether to search by ticker symbol. | False | True |
| use_cache | bool | Whether to use the cache or not. | True | True |
| provider | Literal['cboe', 'intrinio', 'nasdaq', 'sec', 'tmx', 'tradier'] | The provider to use, by default None. If None, the priority list configured in the settings is used. Default priority: cboe, intrinio, nasdaq, sec, tmx, tradier. | None | True |
| Name | Type | Description | Default | Optional |
|---|---|---|---|---|
| query | str | Search query. | True | |
| is_symbol | bool | Whether to search by ticker symbol. | False | True |
| use_cache | bool | Whether to use the cache or not. | True | True |
| provider | Literal['cboe', 'intrinio', 'nasdaq', 'sec', 'tmx', 'tradier'] | The provider to use, by default None. If None, the priority list configured in the settings is used. Default priority: cboe, intrinio, nasdaq, sec, tmx, tradier. | None | True |
| active | bool | When true, return companies that are actively traded (having stock prices within the past 14 days). When false, return companies that are not actively traded or never have been traded. | True | True |
| limit | int | The number of data entries to return. | 10000 | True |
| Name | Type | Description | Default | Optional |
|---|---|---|---|---|
| query | str | Search query. | True | |
| is_symbol | bool | Whether to search by ticker symbol. | False | True |
| use_cache | bool | Whether to use the cache or not. | True | True |
| provider | Literal['cboe', 'intrinio', 'nasdaq', 'sec', 'tmx', 'tradier'] | The provider to use, by default None. If None, the priority list configured in the settings is used. Default priority: cboe, intrinio, nasdaq, sec, tmx, tradier. | None | True |
| is_etf | bool | If True, returns ETFs. | None | True |
| Name | Type | Description | Default | Optional |
|---|---|---|---|---|
| query | str | Search query. | True | |
| is_symbol | bool | Whether to search by ticker symbol. | False | True |
| use_cache | bool | Whether to use the cache or not. | True | True |
| provider | Literal['cboe', 'intrinio', 'nasdaq', 'sec', 'tmx', 'tradier'] | The provider to use, by default None. If None, the priority list configured in the settings is used. Default priority: cboe, intrinio, nasdaq, sec, tmx, tradier. | None | True |
| is_fund | bool | Whether to direct the search to the list of mutual funds and ETFs. | False | True |
| Name | Type | Description | Default | Optional |
|---|---|---|---|---|
| query | str | Search query. | True | |
| is_symbol | bool | Whether to search by ticker symbol. | False | True |
| use_cache | bool | Whether to use a cached request. The list of companies is cached for two days. | True | True |
| provider | Literal['cboe', 'intrinio', 'nasdaq', 'sec', 'tmx', 'tradier'] | The provider to use, by default None. If None, the priority list configured in the settings is used. Default priority: cboe, intrinio, nasdaq, sec, tmx, tradier. | None | True |
| Name | Type | Description | Default | Optional |
|---|---|---|---|---|
| query | str | Search query. | True | |
| is_symbol | bool | Whether the query is a symbol. Defaults to False. | False | True |
| use_cache | bool | Whether to use the cache or not. | True | True |
| provider | Literal['cboe', 'intrinio', 'nasdaq', 'sec', 'tmx', 'tradier'] | The provider to use, by default None. If None, the priority list configured in the settings is used. Default priority: cboe, intrinio, nasdaq, sec, tmx, tradier. | None | True |
Data
- standard
- cboe
- intrinio
- nasdaq
- sec
- tmx
- tradier
| Name | Type | Description |
|---|---|---|
| symbol | str | Symbol representing the entity requested in the data. |
| name | str | Name of the company. |
| Name | Type | Description |
|---|---|---|
| symbol | str | Symbol representing the entity requested in the data. |
| name | str | Name of the company. |
| dpm_name | str | Name of the primary market maker. |
| post_station | str | Post and station location on the CBOE trading floor. |
| Name | Type | Description |
|---|---|---|
| symbol | str | Symbol representing the entity requested in the data. |
| name | str | Name of the company. |
| cik | str | |
| lei | str | The Legal Entity Identifier (LEI) of the company. |
| intrinio_id | str | The Intrinio ID of the company. |
| Name | Type | Description |
|---|---|---|
| symbol | str | Symbol representing the entity requested in the data. |
| name | str | Name of the company. |
| nasdaq_traded | str | Is Nasdaq traded? |
| exchange | str | Primary Exchange |
| market_category | str | Market Category |
| etf | str | Is ETF? |
| round_lot_size | float | Round Lot Size |
| test_issue | str | Is test Issue? |
| financial_status | str | Financial Status |
| cqs_symbol | str | CQS Symbol |
| nasdaq_symbol | str | NASDAQ Symbol |
| next_shares | str | Is NextShares? |
| Name | Type | Description |
|---|---|---|
| symbol | str | Symbol representing the entity requested in the data. |
| name | str | Name of the company. |
| cik | str | Central Index Key |
| Name | Type | Description |
|---|---|---|
| symbol | str | Symbol representing the entity requested in the data. |
| name | str | Name of the company. |
| Name | Type | Description |
|---|---|---|
| symbol | str | Symbol representing the entity requested in the data. |
| name | str | Name of the company. |
| exchange | str | Exchange where the security is listed. |
| security_type | Literal['stock', 'option', 'etf', 'index', 'mutual_fund'] | Type of security. |