Fidelity
Overview
Financial services platform. Stock quotes, market indices, mutual fund research, company profiles, and news from Fidelity Investments.
Workflows
Look up a stock
getQuote(symbol) → lastPrice, volume, peRatio, marketCap, 52-week rangegetCompanyProfile(symbols) → sector, industry, employeeCount, descriptiongetNewsHeadlines(symbol) → headlines[].text, provider, impactRating
Research mutual funds
listAssetClasses → code (mstarAssetClassCd), categories[].code (mstarCtgyCd)searchFunds(searchFilter) → funds[].fundInformation.cusip, ticker, legalNamegetFundPicks(mstarAssetClassCd, mstarCtgyCd) → funds[].fundInformation.cusip, tickergetFundPerformance(cusip) → YTD, 1/3/5/10yr annual returnsgetFundSummary(cusip) → composition, ratings, fees, top10Holdings
Market overview
getMarketSummary → quotes[].label, lastPrice, pctChgToday (S&P 500, DJIA, NASDAQ)getIndexQuotes(symbol) → quotes[].name, pctChgToday (global indices, currencies)
Operations
| Operation |
Intent |
Key Input |
Key Output |
Notes |
| getQuote |
real-time stock price |
symbol |
lastPrice, netChgToday, pctChgToday, volume, marketCap |
adapter: fidelity-api |
| getMarketSummary |
major US indices |
— |
quotes[].label, lastPrice, netChgToday |
adapter: fidelity-api, entry point |
| getCompanyProfile |
company details |
symbols[] |
companyName, sector, industry, employeeCount |
adapter: fidelity-api |
| getNewsHeadlines |
stock/market news |
symbol |
headlines[].text, provider, resDate, impactRating |
adapter: fidelity-api |
| getIndexQuotes |
global indices/forex |
symbol (comma-separated) |
quotes[].name, pctChgToday |
adapter: fidelity-api |
| getResearchData |
analyst ratings/holdings |
apiTokenName, params |
varies by apiTokenName |
adapter: fidelity-api, proxy endpoint |
| getCompanyLogo |
company logo URL |
fvSymbols |
logo URL |
adapter: fidelity-api |
| searchFunds |
browse/filter mutual funds |
searchFilter, pageNumber, noOfRowsPerPage |
funds[].fundInformation, mstarOverallRating |
entry point for fund research |
| listAssetClasses |
asset class/category codes |
— |
code, description, categories[] |
entry point for screening |
| listFundFamilies |
fund family names |
— |
code, description |
entry point |
| getFundPicks |
recommended funds |
mstarAssetClassCd, mstarCtgyCd ← listAssetClasses |
fundPicks.funds[].ticker, legalName, mstarOverallRating |
|
| getFundPerformance |
fund annual returns |
cusip ← searchFunds/getFundPicks |
performanceAverageAnnualReturns |
CUSIP from fund search |
| getFundSummary |
fund composition/fees |
cusip ← searchFunds/getFundPicks |
fundInformation, details (expenseRatio, NAV), top10Holdings, quarterEndAverageAnnualReturns |
CUSIP from fund search |
Quick Start
# Get a stock quote
openweb fidelity exec getQuote '{"symbol":"AAPL"}'
# Get market summary
openweb fidelity exec getMarketSummary '{"supportCrypto":"N"}'
# Search mutual funds (all US equity funds)
openweb fidelity exec searchFunds '{"searchFilter":{"includeLeveragedAndInverseFunds":"N","openToNewInvestors":"OPEN","investmentTypeCode":"MFN"},"sortBy":"legalName","sortOrder":"ASC","currentPageNumber":1,"businessChannel":"RETAIL","noOfRowsPerPage":10,"subjectAreaCode":"fundInformation,mstarRatings"}'
# Get Fidelity fund picks (large blend domestic stock)
openweb fidelity exec getFundPicks '{"mstarAssetClassCd":"DSTK","mstarCtgyCd":"LB"}'
# Get fund performance (FXAIX = Fidelity 500 Index Fund, CUSIP 315911750)
openweb fidelity exec getFundPerformance '{"cusip":"315911750","funduniverse":"RETAIL","documentId":"315911750"}'
1---2name: fidelity3description: Fidelity4---5# Fidelity67## Overview8Financial services platform. Stock quotes, market indices, mutual fund research, company profiles, and news from Fidelity Investments.910## Workflows1112### Look up a stock131. `getQuote(symbol)` → lastPrice, volume, peRatio, marketCap, 52-week range142. `getCompanyProfile(symbols)` → sector, industry, employeeCount, description153. `getNewsHeadlines(symbol)` → headlines[].text, provider, impactRating1617### Research mutual funds181. `listAssetClasses` → `code` (mstarAssetClassCd), categories[].`code` (mstarCtgyCd)192. `searchFunds(searchFilter)` → funds[].fundInformation.`cusip`, ticker, legalName203. `getFundPicks(mstarAssetClassCd, mstarCtgyCd)` → funds[].fundInformation.`cusip`, ticker214. `getFundPerformance(cusip)` → YTD, 1/3/5/10yr annual returns225. `getFundSummary(cusip)` → composition, ratings, fees, top10Holdings2324### Market overview251. `getMarketSummary` → quotes[].label, lastPrice, pctChgToday (S&P 500, DJIA, NASDAQ)262. `getIndexQuotes(symbol)` → quotes[].name, pctChgToday (global indices, currencies)2728## Operations2930| Operation | Intent | Key Input | Key Output | Notes |31|-----------|--------|-----------|------------|-------|32| getQuote | real-time stock price | symbol | lastPrice, netChgToday, pctChgToday, volume, marketCap | adapter: fidelity-api |33| getMarketSummary | major US indices | — | quotes[].label, lastPrice, netChgToday | adapter: fidelity-api, entry point |34| getCompanyProfile | company details | symbols[] | companyName, sector, industry, employeeCount | adapter: fidelity-api |35| getNewsHeadlines | stock/market news | symbol | headlines[].text, provider, resDate, impactRating | adapter: fidelity-api |36| getIndexQuotes | global indices/forex | symbol (comma-separated) | quotes[].name, pctChgToday | adapter: fidelity-api |37| getResearchData | analyst ratings/holdings | apiTokenName, params | varies by apiTokenName | adapter: fidelity-api, proxy endpoint |38| getCompanyLogo | company logo URL | fvSymbols | logo URL | adapter: fidelity-api |39| searchFunds | browse/filter mutual funds | searchFilter, pageNumber, noOfRowsPerPage | funds[].fundInformation, mstarOverallRating | entry point for fund research |40| listAssetClasses | asset class/category codes | — | code, description, categories[] | entry point for screening |41| listFundFamilies | fund family names | — | code, description | entry point |42| getFundPicks | recommended funds | mstarAssetClassCd, mstarCtgyCd ← listAssetClasses | fundPicks.funds[].ticker, legalName, mstarOverallRating | |43| getFundPerformance | fund annual returns | cusip ← searchFunds/getFundPicks | performanceAverageAnnualReturns | CUSIP from fund search |44| getFundSummary | fund composition/fees | cusip ← searchFunds/getFundPicks | fundInformation, details (expenseRatio, NAV), top10Holdings, quarterEndAverageAnnualReturns | CUSIP from fund search |4546## Quick Start4748```bash49# Get a stock quote50openweb fidelity exec getQuote '{"symbol":"AAPL"}'5152# Get market summary53openweb fidelity exec getMarketSummary '{"supportCrypto":"N"}'5455# Search mutual funds (all US equity funds)56openweb fidelity exec searchFunds '{"searchFilter":{"includeLeveragedAndInverseFunds":"N","openToNewInvestors":"OPEN","investmentTypeCode":"MFN"},"sortBy":"legalName","sortOrder":"ASC","currentPageNumber":1,"businessChannel":"RETAIL","noOfRowsPerPage":10,"subjectAreaCode":"fundInformation,mstarRatings"}'5758# Get Fidelity fund picks (large blend domestic stock)59openweb fidelity exec getFundPicks '{"mstarAssetClassCd":"DSTK","mstarCtgyCd":"LB"}'6061# Get fund performance (FXAIX = Fidelity 500 Index Fund, CUSIP 315911750)62openweb fidelity exec getFundPerformance '{"cusip":"315911750","funduniverse":"RETAIL","documentId":"315911750"}'63```
spike-faye-lei