Depending on applicable regulations or business limitations, specific API requests may not be available for your use.

Folio Service Codes and Rules

Field Codes

Model Style Codes

Code Description
IN International
LC Large-Cap Core-Blend
LG Large-Cap Growth
LV Large-Cap Value
MC Mid-Cap Core-Blend
MG Mid-Cap Growth
MV Mid-Cap Value
NC Not Classified
SC Small-Cap Core-Blend
SG Small-Cap Growth
SV Small-Cap Value
SR Sector Rotator

Model Benchmark Codes

Benchmark Ticker Description
^DJCBTI Dow Jones CBOT Weighted Treasury
DJCBP Dow Jones Corporate Bond (Price Return)
^DJCBT Dow Jones Corporate Bond (Total Return)
^DJCSIN10 Dow Jones Credit Suisse 10-Year Inflation Breakeven Index
^CORHI Dow Jones Credit Suisse Core Hedge Fund Index (Total Return)
DWDV Dow Jones Developed Markets Total Stock Market (Price Return)
^DWDVT Dow Jones Developed Markets Total Stock Market (Total Return)
DWDX Dow Jones Developed Markets ex-U.S. Total Stock Market (Price Return)
^DWDXT Dow Jones Developed Markets ex-U.S. Total Stock Market (Total Return)
P100GLB Dow Jones Global Aggressive (Price Return)
P20GLB Dow Jones Global Conservative (Price Return)
^P80GLB Dow Jones Global Mod Aggressive (Price Return)
^P40GLB Dow Jones Global Mod Conservative (Price Return)
P60GLB Dow Jones Global Moderate (Price Return)
DJGSD Dow Jones Global Select Dividend (Price Return)
^DJGSDT Dow Jones Global Select Dividend (Total Return)
^DJI Dow Jones Industrial Average (Price Return)
^DJITR Dow Jones Industrial Average (Total Return)
^DJT Dow Jones Transports (Price Return)
^DJTTR Dow Jones Transports (Total Return)
^P100US Dow Jones U.S. Aggressive (Price Return)
DJUSBM Dow Jones U.S. Basic Materials (Price Return)
^DJUSBMT Dow Jones U.S. Basic Materials (Total Return)
^P20US Dow Jones U.S. Conservative (Price Return)
DJUSCY Dow Jones U.S. Consumer Goods (Price Return)
^DJUSCYT Dow Jones U.S. Consumer Goods (Total Return)
DJUSNC Dow Jones U.S. Consumer Services (Price Return)
^DJUSNCT Dow Jones U.S. Consumer Services (Total Return)
DJUSFN Dow Jones U.S. Financials (Price Return)
^DJUSFNT Dow Jones U.S. Financials (Total Return)
DJUSHC Dow Jones U.S. Health Care (Price Return)
^DJUSHCT Dow Jones U.S. Health Care (Total Return)
DJUSIN Dow Jones U.S. Industrials (Price Return)
^DJUSINT Dow Jones U.S. Industrials (Total Return)
^P80US Dow Jones U.S. Mod Aggressive (Price Return)
^P40US Dow Jones U.S. Mod Conservative (Price Return)
^P60US Dow Jones U.S. Moderate (Price Return)
DJUSEN Dow Jones U.S. Oil & Gas (Price Return)
^DJUSENT Dow Jones U.S. Oil & Gas (Total Return)
^DJDVP Dow Jones U.S. Select Dividend (Price Return)
^DJDVY Dow Jones U.S. Select Dividend (Total Return)
^DWRTF Dow Jones U.S. Select REIT (Price Return)
^DWRTFT Dow Jones U.S. Select REIT (Total Return)
DJUSTC Dow Jones U.S. Technology (Price Return)
^DJUSTCT Dow Jones U.S. Technology (Total Return)
DJUSTL Dow Jones U.S. Telecommunications (Price Return)
^DJUSTLT Dow Jones U.S. Telecommunications (Total Return)
DJUSUT Dow Jones U.S. Utilities (Price Return)
^DJUSUTT Dow Jones U.S. Utilities (Total Return)
AXTEN NYSE 10 Year Treasury
^AXTWO NYSE 2 Year Treasury
^AXTHR NYSE 30 Year Treasury
^AXFIV NYSE 5 Year Treasury
^NDX Nasdaq 100 (Price Return)
^XNDX Nasdaq 100 (Total Return)
^COMPX Nasdaq Composite (Price Return)
^XCMP Nasdaq Composite (Total Return)
TIPZ PIMCO Broad U.S. TIPS ETF
MUNI PIMCO Intermediate Municipal Bond ETF
^RAFILC RAFI Fundamental Large Core (Price Return)
^RAFILCTR RAFI Fundamental Large Core (Total Return)
^RUI Russell 1000 (Price Return)
^RUITR Russell 1000 (Total Return)
^RLG Russell 1000 Growth (Price Return)
^RLGTR Russell 1000 Growth (Total Return)
^RLV Russell 1000 Value (Price Return)
^RLVTR Russell 1000 Value (Total Return)
^RUT Russell 2000 (Price Return)
^RUTTR Russell 2000 (Total Return)
^RUO Russell 2000 Growth (Price Return)
^RUOTR Russell 2000 Growth (Total Return)
^RUJ Russell 2000 Value (Price Return)
^RUJTR Russell 2000 Value (Total Return)
^RUA Russell 3000 (Price Return)
^RUATR Russell 3000 (Total Return)
^RMCC Russell Mid Cap (Price Return)
^RMCCTR Russell Mid Cap (Total Return)
^RMCCG Russell Mid Cap Growth (Price Return)
^RMCCGTR Russell Mid Cap Growth (Total Return)
^RMCCV Russell Mid Cap Value (Price Return)
^RMCCVTR Russell Mid Cap Value (Total Return)
^OE S&P 100 (Price Return)
^MID S&P 400 (Price Return)
^IN S&P 500 (Price Return)
^PXT S&P 500 (Total Return)
^SPC S&P 600 Small Cap (Price Return)
^SPA S&P ADR (Price Return)
LAG SPDR Barclays Capital Aggregate Bond ETF
^W5000 Wilshire 5000 (Price Return)
^W5000FLT Wilshire 5000 (Total Return)

Folio Service Rule Error Code

Code Description
folio.creation.null.values.rule
folio.creation.not.null.values.rule
folio.update.null.values.rule
folio.benchmark.rule
prepackage.folio.rule
folio.exists.and.is.open.rule
folio.model.subscription.valid.constant.rule
target.weight.positive.and.has.right.scale.rule

Change Log

08/26/2016

  1. Added Russell 3000 Benchmarks

04/29/2016

  1. Added Change Log

Getting Started

Quick Start Guide

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Resources

Terms and Codes
Utils