Build a mutual fund asset page

Introduction

This guide will show you how to build your own fund asset page for Mutual Funds using Atom's platform APIs. Your fund asset page can be customized using pricing data, fund overviews, fund composition data, and fund holdings data. For inspiration, check out Atom's consumer app. The same data, content, and tools that we used to build our apps are available to you via our API. Here's a few screenshots of how we laid out our fund pages on our web app:

Add price data

Mutual funds are priced once per trading day, after the end of normal market hours. Because of this, streaming prices for Mutual Funds don't exist. Instead, you can use the Price snapshot endpoint to get the price for a mutual fund asset.

You can also add a historical price chart using the Price history endpoint.

Add fund overviews

Next, add details such as the objective of the fund, assets under management, fund manager, initial investment minimum, and more to give your users a high-level overview of the mutual fund.

The Mutual Fund Overview endpoint returns general information about a single mutual fund asset, including administrative information, quick stats, fee data, and more.

Add fund holdings

To add transparency into the underlying holdings of a Mutual Fund, use the Fund Holdings endpoint to add the top 10 holdings of the fund, including various market data and price information.

This endpoint automatically returns the top 10 holdings of a given mutual fund. For full fund holdings, please reach out to your account representative or contact us.

Add fund composition

Pair your fund holdings with an asset or sector breakdown to give your users an overview of fund diversity. Use the Fund Composition endpoint to call sector and asset class breakdown information for a mutual fund .

You can visualize these breakdowns to give users a high-level overview of their fund allocations at a quick glance. The Fund Composition Donut Charts endpoint returns separate donut chart SVG strings for a fund's asset distribution and sector exposure.

These donut charts are customizable to match your color scheme. Use the optional "assetClassColors" and "sectorColors" parameters to select from an array of colors.