Stocks, mutual funds, indices and other financial instruments.

Entity["Financial",name] or

represents an entity of type "Financial".

[prop]

gives the value of a specified property.

[{propi,}]

gives the value of a list of properties.

[prop,{qualivali,}]

gives the value of a specified property modified by qualifier rules quali->vali.

[Dated[prop,date]]

gives the value of a property associated with a particular date specification.

EntityClass["Financial",{propispeci,}]

represents a class of entities with values of propi defined by speci.

Sample Entities

Sample Entity Classes

Properties

  • AdjustedCloseadjusted closing price
    AdjustedHighadjusted high price
    AdjustedLowadjusted low price
    AdjustedOpenadjusted opening price
    Askask price
    AskSizeask size
    Average200Day200-day average
    Average50Day50-day average
    AverageVolume3Month3-month average volume
    Bidbid price
    BidSizebid size
    Changechange
    Change200Day200-day change
    Change50Day50-day change
    ChangeHigh52Weekchange from 52-week high
    ChangeLow52Weekchange from 52-week low
    CIKCIK
    Closeclosing price
    Companycompany
    CumulativeFractionalChangecumulative fractional change
    CumulativeReturncumulative return
    Currencymarket quote currency
    Dividenddividend
    DividendPerSharedividend per share
    DividendYielddividend yield
    EarningsPerShareearnings per share
    EarningsYieldearnings yield
    EBITDAEBITDA
    EntityClassesentity classes
    EntityTypeListentity type list
    Exchangeexchange
    FloatSharesshares outstanding
    ForeignListingforeign listing
    FractionalChangefractional change
    FractionalChange200Day200-day fractional change
    FractionalChange50Day50-day fractional change
    FractionalChangeHigh52Weekfractional change from 52-week high
    FractionalChangeLow52Weekfractional change from 52-week low
    FundamentalCurrencyfinancial statement currency
    FundFamilymutual fund family
    FundStylemutual fund investment style
    Highhigh price
    High52Week52-week high
    Imagecompany logo
    IPODateinitial public offering date
    Issueissue
    Lastlast price
    LastTradeSizelast trade size
    LatestTradelatest trade
    Lowlow price
    Low52Week52-week low
    MarketCapmarket capitalization
    Namename
    OfficialNameofficial name
    Openopening price
    OriginalSharePriceoriginal (split adjusted) closing price
    Priceprice
    PriceEarningsRatioP/E ratio
    Range52Week52-week range
    RawCloseraw closing price
    RawHighraw high price
    RawLowraw low price
    RawOpenraw opening price
    RawVolumeraw volume
    Returnreturn
    Sectorsector
    ShareClassDescriptionshare class description
    ShortSymbolshort symbol
    Symbolsymbol
    Typetype
    Volatility20Day20-day volatility
    Volatility250Day250-day volatility
    Volatility50Day50-day volatility
    Volumevolume
    Websitewebsite

Details

  • "Financial" entities include US and other stocks, mutual funds, indices and other financial instruments.
  • "Financial" entity classes includes stock indices, funds, sectors and industry groups.
  • Delayed quotes are only available for stocks listed on US exchanges.
  • Some properties are available for the "Financial" entity type as a whole and can be given using the form EntityValue["Financial",property]. Such properties include:
  • "Properties"the list of available properties
    "PropertyCanonicalNames"the standard names of available properties
    "SampleEntities"a sample list of available entities (typically of length 10)
    "SampleEntityClasses"a sample list of available entity classes (typically of length 10)
    "EntityCount"number of entities available
    "Entities"the list of available entities
    "EntityCanonicalNames"the standard names of available entities
    "EntityClasses"the list of available entity classes
    "EntityClassCanonicalNames"the standard names of available entity classes
    "PropertyClasses"the list of available property classes
    "PropertyClassCanonicalNames"the standard names of available property classes
    "PropertyCount"number of properties available
  • The following annotations can be used in the third argument of EntityValue["Financial",property,annotation]:
  • "Source"source information for the property
    "Date"the date associated with the entity-property value (if any)
    "EntityAssociation"an association of entities and entity-property values
    "PropertyAssociation"an association of properties and entity-property values
    "EntityPropertyAssociation"an association in which the specified entities are keys, and values are a nested association of properties and entity-property values
    "PropertyEntityAssociation"an association in which the specified properties are keys, and values are a nested association of entities and entity-property values
    "Dataset"a dataset in which the specified entities are keys, and values are an association of property names and entity-property values
  • The following annotations can be used in the second argument of EntityValue[property,annotation]:
  • "Qualifiers"the list of possible qualifiers for the property
    "QualifierValues"the list of possible values that can be given to each qualifier
    "DefaultQualifierValues"the list of default values for the property's qualifiers
    "Description"a brief textual description of the property
    "Definition"a detailed textual definition of the property
    "PhysicalQuantity"the physical quantity associated with the entity-property value
    "Unit"the unit associated with the entity-property value
  • A qualifier value of Automatic indicates that an applicable format of values can be used; e.g. for the "Date" qualifier, this includes a proper date or date span.

Examples

Basic Examples  (3)

Use for entity discovery:

Find a property value for an entity:

Retrieve a dataset of all available properties for an entity: