Use tools to retrieve stock information
Last updated: June 9, 2025
Here’s a breakdown of the most important tools for retrieving stock information.
1. Get stock country
What it is: The Get stock country tool ****identifies the country where a stock is based or primarily listed.
What it’s for: Used for analyzing geographical exposure in portfolios.
Example: "Which countries are the stocks in my portfolio based in?"
Key Features:
Returns ISO country codes
Ideal for regional diversification analysis
Use region filters for country-based filtering
2. Get stock domicile country
What it is: The Get stock domicile country tool retrieves the legal domicile country of a company—often relevant for tax and regulatory reasons.
What it’s for: Used for tax analysis, legal structure review, and compliance.
Example: "Which of these companies are domiciled in Ireland for tax purposes?"
Key features:
Returns full country names
Captures legal registration location, not operational base
Useful in jurisdictional or regulatory reviews
3. Get stock currency
What it is: The Get stock currency tool identifies the primary trading currency for a stock.
What it’s for: Used to understand currency exposure and FX risks.
Example: "What currencies are the stocks in my international portfolio traded in?"
Key features:
Returns ISO currency codes (e.g., USD, EUR, JPY)
Critical for currency risk management
Supports multi-currency portfolios
4. Get ISIN for stocks
What it is: The Get ISN for stocks tool provides the International Securities Identification Number (ISIN) for each stock.
What it’s for: Used in cross-border trading, regulatory filing, and global stock tracking.
Example: "What are the ISINs for the stocks in my European portfolio?"
Key features:
Delivers standardized 12-character ISINs
Globally recognized across financial institutions
Critical for compliance and operational tasks
5. Get sector for stocks
What it is: The Get sector for stocks tool returns the sector classification for each stock using the GICS Level 1 framework.
What it’s for: Useful for assessing broad industry exposure and sector diversification.
Example: "What sectors are represented in my portfolio?"
Key features:
Identifies macro-level industry groupings
Supports sector exposure analysis
Use sector filters for screening
6. Get industry group for stocks
What it is: The Get industry group for stocks tool returns GICS Level 2 classifications, identifying more specific industry groups.
What it’s for: Used for mid-level sector analysis, like focusing within technology or healthcare.
Example: "Which industry groups do these technology companies belong to?"
Key features:
More specific than sectors, also called “sub-sectors”
Helps refine portfolio breakdowns
Useful for comparing stocks within industry clusters
7. Get industry for stocks
What it is: The Get industry for stocks tool provides GICS Level 3 industry classifications for detailed insight.
What it’s for: Ideal for competitive analysis and business model comparisons.
Example: "What specific industries are these healthcare companies in?"
Key features:
Narrower than industry groups
Helps pinpoint a company’s direct peers
Supports fine-grained portfolio segmentation
8. Get stock sub-industry
What it is: The Get stock sub-industry tool delivers the GICS Level 4 sub-industry classification—the most specific categorization.
What it’s for: Use for peer group comparison, niche market analysis, or targeted screening.
Example: "What specific sub-industry is Amazon classified in?"
Key Features:
Most granular official classification
Supports deep industry mapping
Key for sector-focused investing strategies
9. Get stock universe
What it is: The Get stock universe tool returns the full list of stocks in a major index, ETF, or defined universe.
What it’s for: Used for index-based investing, benchmark comparisons, or custom universe creation.
Example: "Get all stocks in the S&P 500 index."
Key Features:
Works with indexes, ETFs, and other universes
Option to deduplicate companies
Supports historical and real-time views
10. Get ETF holdings
What it is: The Get ETF holdings tool retrieves the component stocks and their weightings for an ETF or index.
What it’s for: Used to understand ETF exposure, concentration, and underlying stock analysis.
Example: "What are the top holdings in the QQQ ETF and their weights?"
Key features:
Provides stock names and weight percentages
Supports exposure analysis and portfolio modeling
Can be used to replicate or analyze ETFs