Performance chart

GET/api/fund/chart/performance

Chart-ready fund performance data over time from SEC N-CSR filings. Use series for absolute values (Net Assets, Holdings Count) and rates for percentage metrics (1-Year Return, Expense Ratio, Turnover Rate). Periods are sorted ascending for direct charting. Historical depth depends on subscription tier.

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Query parameters

symbol string optional min length 1 · max length 10

Fund ticker symbol (ETF or mutual fund). Identify the entity by exactly one of: symbol, cik, cusip, composite_figi, or share_class_figi. At least one is required.

Example: SPY
cik integer optional

SEC Central Index Key (CIK).

Example: 884394
cusip string optional min length 9 · max length 9

CUSIP identifier (9 characters).
composite_figi string optional

Composite OpenFIGI identifier.

Example: BBG000BDTBL9
share_class_figi string optional

Share-class OpenFIGI identifier.

Example request

curl 'https://api.stockfit.io/v1/api/fund/chart/performance?symbol=SPY&cik=884394&composite_figi=BBG000BDTBL9' \
  -H 'Authorization: Bearer YOUR_API_TOKEN'

Responses

200 OK

Series-oriented chart data with periods sorted ascending

Response schema

periods array of string
Period end dates sorted ascending
series array of object
Absolute value series: Net Assets (USD) and Holdings Count
array of:
- name string
- data array of number | null
rates array of object
Percentage metrics: 1-Year Return (%), Expense Ratio (%), Turnover Rate (%)
array of:
- name string
- data array of number | null

Example response

{
  "periods": [
    "2023-09-30",
    "2024-03-31",
    "2024-09-30",
    "2025-03-31"
  ],
  "series": [
    {
      "name": "Net Assets",
      "data": [
        600000000000,
        650000000000,
        680000000000,
        712072540255
      ]
    }
  ],
  "rates": [
    {
      "name": "1-Year Return",
      "data": [
        20.15,
        28.34,
        32.1,
        35.72
      ]
    }
  ]
}

400 Bad Request

Symbol not found or not a fund (ETF or mutual fund)

Response schema

error string
Human-readable error message

Example response

{}

403 Forbidden

Feature not available on current plan

Response schema

error string
Human-readable error message

Example response

{}