Instruments
Financial instrument management — create, retrieve, deactivate, and lifecycle events
List instruments
Returns all instruments. Supports type filtering and identifier typeahead lookup via q/identifier_kind/limit.
Create a financial instrument
Creates a PERPETUAL or SHARABLE instrument. Presence of maturityDate determines the group. The details map is validated against the instrument type's JSON Schema.
Supersede an instrument's financial terms
Deactivates the original and creates a corrected successor with a fresh UUID. Blocked (409) when a confirmed/settling/settled/accounted deal references the instrument.
List instrument lifecycle events
Returns all lifecycle events (coupon, call, maturity, corporate action) for a SHARABLE instrument, ordered chronologically by event date.
Record an instrument lifecycle event
Records a coupon, call, maturity, corporate action, or custom event on a SHARABLE instrument. Returns 400 if the instrument is PERPETUAL.
Get an instrument by ID
Returns a single instrument by UUID.
Deactivate an instrument
Marks an instrument as INACTIVE (logical delete). The instrument remains queryable for historical data.
Administratively amend an instrument
Updates name, identifiers, and/or extensions in place. Rejects any attempt to change financial terms (details) with 400 — use supersede for that.
Get daily bond spread history
Returns persisted z-spread and g-spread snapshots plus server-side z-score statistics.
Get comparable bond peers
Returns same-issuer peers first, then sector/rating/tenor peers for relative-value analysis.
List supported instrument types
Returns schema-backed instrument types with display labels, lifecycle group, and identifier kinds.