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InstrumentMetaData

Description: Metadata describing financial instruments held in account balances. Provides descriptive, non-quantifiable information about instruments to enable proper identification and categorization of holdings within an account.

note

The protobuf file is the authoritative source of documentation. Please refer to the Protobuf tab when in doubt about field definitions, validation rules, or type specifications.

FieldTypeDescriptionRequiredValidation
namestringThe official or commonly recognized name of the instrument. Examples: "Apple Inc.", "Bitcoin", "US Dollar".NoNone
typeInstrumentTypeClassification category of the financial instrument. Determines the instrument's fundamental nature and trading characteristics.NoNone
unitUnitStandard unit of measurement for quantifying the instrument. Examples: SHARE for equities, OUNCE for precious metals, NOTE for bonds.NoNone