FinancialSecurity

Represents information about a financial security instrument, such as stocks and bonds. This object is available in API version 61.0 and later.

Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()

Special Access Rules

This is a standard object and is available only when you turn on the Financial Account Management Standard Objects setting.

Fields

AnnualHigh

  • Type: currency
  • Properties: Filter, Nillable, Sort
  • Description: Highest price in the last 52 weeks.

AnnualLow

  • Type: currency
  • Properties: Filter, Nillable, Sort
  • Description: Lowest price in the last 52 weeks.

AssetClass

  • Type: picklist
  • Properties: Filter, Group, Nillable, Sort
  • Description: Specifies the asset class.

AssetSubclass

  • Type: picklist
  • Properties: Filter, Group, Nillable, Sort
  • Description: Specifies the subclass of the Equities asset class.

ClosePrice

  • Type: currency
  • Properties: Filter, Nillable, Sort
  • Description: The last price when a security trades during a regular trading day.

CurrencyIsoCode

  • Type: picklist
  • Properties: Filter, Sort
  • Description: ISO code of the currency.

EarningsPerShare

  • Type: double
  • Properties: Filter, Nillable, Sort
  • Description: Company's net income divided by its outstanding shares of common stock.

EquityCategory

  • Type: picklist
  • Properties: Filter, Group, Nillable, Sort
  • Description: Specifies the market capitalization and investing style.

ExDividendDate

  • Type: date
  • Properties: Filter, Group, Nillable, Sort
  • Description: Trading date on (and after) where the dividend isn’t owed to a new buyer.

LastReferencedDate

  • Type: dateTime
  • Properties: Filter, Nillable, Sort
  • Description: The most recent date when a user referenced this record.

LastViewedDate

  • Type: dateTime
  • Properties: Filter, Nillable, Sort
  • Description: The most recent date when a user viewed this record.

MarketCap

  • Type: currency
  • Properties: Filter, Nillable, Sort
  • Description: Total value of a company's outstanding shares of stock.

MarketValue

  • Type: currency
  • Properties: Filter, Nillable, Sort
  • Description: The current market value of the securities.

MarketValueDateTime

  • Type: dateTime
  • Properties: Filter, Nillable, Sort
  • Description: The timestamp when the market value was recorded.

Name

  • Type: string
  • Properties: Filter, Group, idLookup, Sort
  • Description: The name that uniquely identifies the securities.

OpenPrice

  • Type: currency
  • Properties: Filter, Nillable, Sort
  • Description: Price when the security first trades at the opening of the day.

OwnerId

  • Type: reference
  • Properties: Filter, Group, Sort
  • Description: The owner of this record.

    This field is a polymorphic relationship field.

  • Relationship Name: Owner
  • Relationship Type: Lookup
  • Refers To: Group, User

PeRatio

  • Type: double
  • Properties: Filter, Nillable, Sort
  • Description: Price-Earnings Ratio of the security.

ProjectedDividend

  • Type: currency
  • Properties: Filter, Nillable, Sort
  • Description: Projected dividend payment.

ProjectedDividendYield

  • Type: percent
  • Properties: Filter, Nillable, Sort
  • Description: Projected dividend payment divided by the current stock price.

Sector

  • Type: picklist
  • Properties: Filter, Group, Nillable, Sort
  • Description: Group of related or common stocks.

SecurityIdentifier

  • Type: external lookup
  • Properties: Filter, Group, Nillable, Sort
  • Description: The unique identifier of the financial security.

SourceSystemIdentifier

  • Type: external lookup
  • Properties: Filter, Group, idLookup, Nillable, Sort
  • Description: The unique identifier of the financial security in an external system.

StockExchange

  • Type: picklist
  • Properties: Filter, Group, Nillable, Sort
  • Description: Exchange on which the securities are traded.

Symbol

  • Type: string
  • Properties: Filter, Group, Nillable, Sort
  • Description: A ticker symbol that is used to uniquely identify the publicly traded securities in a stock exchange.

Volume

  • Type: double
  • Properties: Filter, Nillable, Sort
  • Description: The amount of a security to trade during a specific period of time.

Associated Objects

This object has the following associated objects. If the API version isn’t specified, they’re available in the same API versions as this object. Otherwise, they’re available in the specified API version and later.

FinancialSecurityChangeEvent
Change events are available for the object.
FinancialSecurityFeed
Feed tracking is available for the object.
FinancialSecurityHistory
History is available for tracked fields of the object.
FinancialSecurityShare
Sharing is available for the object.