Institution Portfolio Returns

GET /api/v1.0/quote/institution/return-rate

Get an institution's historical cumulative return curve and latest portfolio market value / stock count changes. Optional compare_code (e.g. US.SPY / US.QQQ) for benchmark comparison.

Request

Parameter	Type	In	Required	Description
institution_id	int	query	yes	Institution ID, e.g. 255251 (Berkshire Hathaway)
compare_code	string	query	no	Benchmark symbol for comparison, e.g. US.SPY / US.QQQ; omit for no comparison

Example

curl -X GET 'https://webapi.moomoo.com/api/v1.0/quote/institution/return-rate?institution_id=1&compare_code=1' \
  -H 'Authorization: Bearer <AccessToken>' | jq

Response

Field	Type	Description
data.items	object[]
data.total_return_rate	number	Period cumulative return in percent
data.market_value	string	Latest portfolio market value in USD
data.market_value_change	string	Market value change vs prior period in USD
data.stock_count	integer	Number of holdings
data.stock_count_change	integer	Change in number of holdings vs prior period
data.items[].date	integer	Period date YYYY-MM-DD
data.items[].timestamp	integer	Period timestamp in milliseconds
data.items[].return_rate	number	Cumulative return in percent
data.items[].compare_increase	number	Benchmark return in percent

Errors

ret_code	error.code	Description
0	—	Success
-3	invalid_parameter	Missing or invalid parameter
-7	invalid_symbol	Unknown symbol
-8	unsupported	Market or product is not supported
-9	permission_denied	Missing permission
-10	no_data	No data
-11	rate_limited	Too many requests

Sample

{
  "ret_code": 0,
  "ret_msg": "success",
  "data": {
    "total_return_rate": "example",
    "market_value": "example",
    "market_value_change": "example",
    "stock_count": "example",
    "stock_count_change": "example",
    "items": [
      {
        "date": 0,
        "timestamp": 0,
        "return_rate": "example",
        "compare_increase": "example"
      }
    ]
  }
}