# Moment Documentation > Documentation for Moment ## Guides: Documentation - [Getting Started With Moment's Fixed Income Data](https://docs.moment.com/docs/getting-started.md): This guide will help you get started with Moment's Data Products. You'll be up and running in a jiffy! - [Overview of Fixed Income & Reference Data](https://docs.moment.com/docs/overview-of-fixed-income-data.md): Overview of what fixed income is and how to leverage fixed income reference data. - [Case Study: Visualizing Fixed Income Data](https://docs.moment.com/docs/case-study-visualizing-fixed-income-data.md): Example case study and mockups exemplifying how clients can show various data components to their end users. - [Reference Data Glossary](https://docs.moment.com/docs/reference-data-glossary.md): This glossary includes definitions of all terms found anywhere in Moment’s reference data including fields, available values, and general terms. Each definition includes context, caveats and… - [Understanding Evaluated Pricing](https://docs.moment.com/docs/understanding-evaluated-pricing.md): This guide is a walk-through of how to understand and use Moment's Evaluated Pricing products. ## Guides: getting-started-moment-portfolio-optimizer - [Model Library](https://docs.moment.com/docs/model-library.md): The Model Library includes sample strategies schemas for a variety of treasury, CD, corporate, and municipal bond portfolios. - [Advisory Platforms](https://docs.moment.com/docs/multi-custodial-ria-platforms.md) - [Treasury Management Platforms at Apex](https://docs.moment.com/docs/treasury-management-platforms-at-apex.md) ## API Reference: API Overview - [API Errors](https://docs.moment.com/reference/api-errors.md) ## API Reference: REAL-TIME API - [Real-time APIs](https://docs.moment.com/reference/getting-started-with-your-api.md): This page will help you get started with Moment's real-time APIs. - [Real-time Orders API](https://docs.moment.com/reference/real-time-orders-api.md) - [Real-time Prices API](https://docs.moment.com/reference/real-time-prices-api.md) ## API Reference: Data API - [Special Instruments](https://docs.moment.com/reference/data-special-instruments.md) - Reference Data - [All Securities](https://docs.moment.com/reference/listinstruments.md): List and filter reference data for all instruments. - [Single Security](https://docs.moment.com/reference/retrieveinstrument.md): Retrieve reference data for a single instrument. - [Bulk Download](https://docs.moment.com/reference/bulkdownloadreference.md): The bulk download endpoint can be used to download all reference data for all securities in Moment's system at once as a zipped csv file. This endpoint is intended to be called once per day as a way… - [Latest Update](https://docs.moment.com/reference/bulkdownloadinfo.md): The bulk download info endpoint can be used to get the timestamp of the last reference data update. This can be used to infer when there is new information available to download. - Market Data - [Historical Prices](https://docs.moment.com/reference/getprices.md): The Price Chart API returns aggregate data for a given bond identifier over a specified time period. This should be queried on demand to provide users with a chart of prices for a given bond. ###… - [Last Price](https://docs.moment.com/reference/getmarks.md): The marks endpoint can be used to retrieve the most recently observed price for each ISIN in a collection of ISINs (up to 100 maximum). It is intended to be used to mark a portfolio's current value.… - Corporate Actions - [All Corporate Actions](https://docs.moment.com/reference/listcorporateactions.md): List the corporate actions that occurred in a particular time period. Optionally filter by security and event type. The returned events will be sorted in descending order by the update time.… - [Single Corporate Action](https://docs.moment.com/reference/retrievecorporateaction.md): Retrieve complete details for the specified corporate action event including event details, past lifecycle details, and associated instruments. These will all have the same event ID and event type.… ## API Reference: Orders API - Orders - [Allocate an Order](https://docs.moment.com/reference/allocateorderbyorderid.md): Allocates a block order to one or more customer accounts. - [Understanding Orders Guide](https://docs.moment.com/reference/understand-orders.md): This guide is meant to help users understand how to use Moment's Orders API. - [UAT Testing Environment](https://docs.moment.com/reference/uat-testing-environment.md) - [UAT Mock Instruments Guide](https://docs.moment.com/reference/mock-instruments.md) - Orders - [Create an Order](https://docs.moment.com/reference/postorder-1.md): Places a request for a new order for the given account. - [Create Multiple Orders](https://docs.moment.com/reference/bulkordersubmission.md): Creates multiple orders in a single request. - [List all Orders](https://docs.moment.com/reference/getallorders-1.md): Retrieves a list of orders for the account, filtered by the supplied query parameters. - [Cancel an Order](https://docs.moment.com/reference/deleteorderbyorderid-1.md): Attempts to cancel an open Order. If the order is no longer cancelable, a subsequent cancel reject event will be sent to the client via the Real-Time Orders API. - [Retrieve an Order](https://docs.moment.com/reference/getorderbyorderid-1.md): Retrieves a single order for the given id. - [Manually Approve an Order](https://docs.moment.com/reference/approveorderbyorderid-1.md): Approves an order for the given order ID. Applicable only for orders that are pending approval and held for manual review. - [Reject an Order](https://docs.moment.com/reference/rejectorderbyorderid-1.md): Rejects an order for the given order ID. Applicable only for orders that are pending approval and held for manual review. - Execution Orders - [Create a LOB SOR Execution Order](https://docs.moment.com/reference/createexecutionorderlobsor-1.md): Creates an execution order for trading on the limit order books using Smart Order Routing (SOR). **Requirements:** - The parent order must be in the `pending_execution` or `partially_filled` state.… - [Create an RFQ Quote Response Execution Order](https://docs.moment.com/reference/createexecutionordermanualrfq-1.md): Creates an execution order in response to an RFQ quote for the given order. **Requirements:** - The parent order must be in the `pending_execution` or `partially_filled` state. - Multiple execution… - [Create a LOB Manual Execution Order](https://docs.moment.com/reference/createexecutionorderlobmanual.md): Creates an execution order for trading on the limit order book for a specific venue and ISIN. **Requirements:** - The parent order must be in the `pending_execution` or `partially_filled` state. -… - [Create an External Trade Execution Order](https://docs.moment.com/reference/createexecutionorderexternaltrade-1.md): Creates an execution order for processing an external trade for the specified order. A user may want to trade off-platform and report the trade to Moment for record-keeping & updating the order… - [Create an AutoEx RFQ Execution Order](https://docs.moment.com/reference/createexecutionorderautoexrfq.md): Creates an AutoEx RFQ execution order for the given order. **Requirements:** - The parent order must be in the `pending_execution` or `partially_filled` state. - Multiple execution orders can be… - [Cancel an Execution Order](https://docs.moment.com/reference/cancelexecutionorder-1.md): Cancels the specified execution order for the given order. **Requirements:** - The execution order must be in the `pending_execution` or `partially_filled` state. Event notifications: - On Reciept:… - [Report an External Trade](https://docs.moment.com/reference/reportexternaltrade-1.md): Reports an executed external trade for a pre-existing execution order. **Requirements:** - An execution order of protocol `external` must exist. - The execution order must be in the… - [Create a Custodian Manual Execution Order](https://docs.moment.com/reference/createexecutionordercustodianmanual.md): Creates an execution order routed directly to a custodian for the given parent order. **Requirements:** - The parent order must be in the `pending_execution` or `partially_filled` state. -… - List RFQ - [Create Batch List RFQs with Auto-Ex Execution Orders](https://docs.moment.com/reference/createbatchlistrfqwithautoex.md): Creates multiple List RFQs and their corresponding Auto-Ex RFQ execution orders in a single request. - Allocations - [Cancel an Allocation](https://docs.moment.com/reference/deleteallocation-2.md): Attempts to cancel an open Allocation. If the allocation is no longer cancelable, a subsequent allocation cancel reject event will be sent to the client via the Real-Time Orders API. - Events - [Events](https://docs.moment.com/reference/getevents-1.md): The Events API returns a list of order-related events that have occurred. When 'start' is omitted, the endpoint defaults to events from the last two trading days. When 'start' is provided, any range… - Booking Configuration - [Delete a Booking Configuration by ID](https://docs.moment.com/reference/deletebookingconfigurationbyid.md): Deletes a booking configuration by the specified ID. - RFQ - [Cancel RFQ](https://docs.moment.com/reference/deleterfq-1.md): Attempts to cancel an open RFQ. If the RFQ is no longer cancelable, a subsequent cancel reject event will be sent to the client via the Real-Time RFQ API. - [Create RFQ](https://docs.moment.com/reference/createrfq-1.md): Creates a new RFQ. ## API Reference: Analytics API - Bond Calculator - [Markup Calculator](https://docs.moment.com/reference/getmarkupcalculator-1.md): Get markup-adjusted prices and yields for a given instrument and risk group, for each leg of a trade. - For the `user`: the returned price and yields will be net of all markups (from street to… - [Price to Yield](https://docs.moment.com/reference/pricetoyield-1.md): Given a price for an instrument, calculate the yield to maturity and yield to worst at a given time. If a particular value is unavailable, it will be left null in the response. - [Yield Grid](https://docs.moment.com/reference/getyieldgrid.md): Given a range of prices, calculate yield to worst and yield to maturity for a representative sample of prices in the range. If a particular value is unavailable, it will be left null in the response. - [Portfolio Statistics](https://docs.moment.com/reference/postportfoliostats.md): Given the holdings in a portfolio, calculate aggregate statistics for the portfolio. If a particular value is unavailable, it will be left null in the response. ## API Reference: Quotes API - Hydrate Quotes - [Hydrate Quotes](https://docs.moment.com/reference/hydratequotes-1.md): The Hydrate Quotes API accepts a list of pre fee quotes, an optional list of custom fees, and returns a list of post fee quotes with yields and spread prices. - Unified Market - [Unified Market](https://docs.moment.com/reference/getunifiedmarket-1.md): The Unified Market API returns the cumulative information for a specified bond for a given risk group. If the specified bond exists in our universe, you will receive a response with the full order… - Order Book - [Full Order Book](https://docs.moment.com/reference/getfullorderbook-1.md): The Full Order Book API returns the current full order book for a specified bond. If the specified bond exists in our universe, you will receive a response with all bids and asks in the order book.… - [Quotes](https://docs.moment.com/reference/gettopoforderbook-1.md): The Top of Order Book API returns the current best bid and offer for a specified bond. If the specified bond exists in our universe, you will receive a response with all available data regarding the… - Trade Price - [Trade Price](https://docs.moment.com/reference/gettradeprice-1.md): The Trade Price API returns the principal, the accrued interest, the total fees (as a result of the risk group), and the total trade costs for a specified instrument, trade size, price, and risk… - Calendar - [Trading Calendar](https://docs.moment.com/reference/gettradingcalendar-1.md): The Trading Calendar API returns a list of days in sequential order, with information regarding whether that day is a full trading day, half trading day, holiday, or weekend. Currently, Moment only… - Fractional Universe - [Fractional Universe](https://docs.moment.com/reference/getfractionaluniverse-1.md): The GET fractional universe endpoint returns a list of ISINs representing all fractional bonds available for trading on the platform. ## API Reference: RFQ API - RFQ - [Cancel RFQ](https://docs.moment.com/reference/deleterfq.md): Attempts to cancel an open RFQ. If the RFQ is no longer cancelable, a subsequent cancel reject event will be sent to the client via the Real-Time RFQ API. - [Get RFQ](https://docs.moment.com/reference/getrfq.md): Retrieves an RFQ by its id. - [List RFQs](https://docs.moment.com/reference/listrfqs.md): Retrieves a list of RFQs for the authenticated organization. - [Create RFQ](https://docs.moment.com/reference/createrfq.md): Creates a new RFQ. - [List RFQ Events](https://docs.moment.com/reference/getrfqevents.md): Retrieves RFQ events for the authenticated organization. - [Create List RFQ](https://docs.moment.com/reference/createlistrfq.md): Creates a new list of RFQs. - [Understanding RFQs Guide](https://docs.moment.com/reference/understanding-rfqs-guide.md) - [RFQ UAT Testing Environment](https://docs.moment.com/reference/rfq-uat-testing-environment.md) - [RFQ UAT Mock Instruments Guide](https://docs.moment.com/reference/rfq-mock-instruments.md) - [Venue Specific Behavior](https://docs.moment.com/reference/venue-specific-behavior.md) ## API Reference: Risk API - Instruments - [Eligible Universe](https://docs.moment.com/reference/gettradeableuniverse-1.md): Get the tradable universe for the specified risk group. This endpoint is paginated. - Risk Groups - [All Risk Groups](https://docs.moment.com/reference/listriskgroups-1.md): List all risk groups for the specified introducing broker. ## API Reference: Organizations API - Organizations - [Organization Profile](https://docs.moment.com/reference/getorganizationinfo-1.md): Get information about the authenticated organization. If the organization is a clearer/custodian for other introducing brokers, this will also return information about those introducing brokers. - IP Allowlist - [Get FIX IP Allowlist](https://docs.moment.com/reference/getipallowlist.md): Retrieve the IPs that are allowed to connect to Moment's FIX sessions for a given organization. - [Add IP to FIX IP Allowlist](https://docs.moment.com/reference/addipallowlist.md): Add a new IP address to the IPs that are allowed to connect to Moment's FIX sessions for a given organization. - [Remove IP from FIX IP Allowlist](https://docs.moment.com/reference/removeipallowlist.md): Remove an IP address from the IPs that are allowed to connect to Moment's FIX sessions for a given organization. ## API Reference: FIX Trading API - [Trading with Moment](https://docs.moment.com/reference/the-order-lifecycle.md): This section outlines the key concepts that Clients should understand regarding Moment's Execution Management System and Trading APIs. - [Session Connectivity](https://docs.moment.com/reference/session-connectivity.md) - [Standard FIX](https://docs.moment.com/reference/common-message-component-blocks-1.md): Some components will be used in most (if not all) messages. To avoid repeating them for each message type, they’re included below and simply referenced in the specs for each trading message (e.g.… - [Messages](https://docs.moment.com/reference/messages-by-message-type.md) - [Logon (35=A)](https://docs.moment.com/reference/logon-35a.md) - [Logout (35=5)](https://docs.moment.com/reference/logout.md) - [Test Request (35=1)](https://docs.moment.com/reference/test-request-351.md) - [Heartbeat (35=0)](https://docs.moment.com/reference/heartbeat-350.md) - [New Order Single (35=D)](https://docs.moment.com/reference/new-order-single.md) - [Order Execution Report (35=8)](https://docs.moment.com/reference/execution-report.md) - [Order Cancel Request (35=F)](https://docs.moment.com/reference/order-cancel-request.md) - [Order Cancel Reject (35=9)](https://docs.moment.com/reference/order-cancel-reject.md) - [Business Message Reject (35=j)](https://docs.moment.com/reference/business-message-reject-35j.md) - [Messages by Event](https://docs.moment.com/reference/order-lifecycle-messaging.md) - [Submit an Order Request](https://docs.moment.com/reference/send-a-new-order.md) - [Order is Acknowledged](https://docs.moment.com/reference/order-is-acknowledged.md) - [Order is Rejected](https://docs.moment.com/reference/order-is-rejected.md) - [Order is Approved](https://docs.moment.com/reference/order-is-approved.md) - [Order is Partially Filled](https://docs.moment.com/reference/order-is-partially-or-fully-filled.md) - [Order is Fully Filled](https://docs.moment.com/reference/order-is-partially-filled-copy.md) - [Submit a Cancel Request](https://docs.moment.com/reference/cancel-an-order.md) - [Cancel Request is Acknowledged](https://docs.moment.com/reference/cancel-request-is-acknowledged.md) - [Cancel Request is Rejected](https://docs.moment.com/reference/order-cancel-request-is-rejected.md) - [Order is Canceled](https://docs.moment.com/reference/order-is-canceled.md) - [Order Expires](https://docs.moment.com/reference/order-expires.md) ## API Reference: FIX Guidelines for Trading Venues - [Overview](https://docs.moment.com/reference/overview.md) - [Standard FIX](https://docs.moment.com/reference/standard-fix-copy.md): Some components will be used in most (if not all) messages. To avoid repeating them for each message type, they’re included below and simply referenced in the specs for each trading message (e.g.… - [Market Data Session](https://docs.moment.com/reference/market-data-messages.md) - [Market Data Incremental Refresh (35=X)](https://docs.moment.com/reference/mdir-356.md) - [Order Entry Session](https://docs.moment.com/reference/trading.md) - [New Order Single (35=D)](https://docs.moment.com/reference/new-order-single-35d.md) - [Order Cancel Request (35=F)](https://docs.moment.com/reference/order-cancel-request-1.md) - [Order Cancel Reject (35=9)](https://docs.moment.com/reference/order-cancel-reject-1.md) - [Cancel Request Execution Report (35=8)](https://docs.moment.com/reference/cancel-request-execution-report.md) - [Order Execution Report (35=8)](https://docs.moment.com/reference/execution-report-358.md) ## API Reference: Portfolio Optimizer API - Optimization - [Get Optimization Status](https://docs.moment.com/reference/getoptimizationstatus.md): The Get Optimization Status API returns the status for a specific optimization. The status can be one of the following: - `queued`: The optimization has been queued for processing. - `running`: The… - [Get Optimization Orders](https://docs.moment.com/reference/getoptimizationsorders.md): The Get Optimization Orders API returns the orders for a specific optimization. If the specified optimization ID does not exist, you will receive a `not_found` error. - [Submit Optimization](https://docs.moment.com/reference/postoptimization-1.md): The Submit Optimization API submits a set of accounts and their strategies to generate an optimized portfolio. The API returns an optimization ID that can be used to check the status of the… - [Generate Preview](https://docs.moment.com/reference/postpreview.md): The Generate Preview API submits an account and its strategy to create a preview of an optimized portfolio. This endpoint synchronously returns the generated orders for the account, utilizing cached… - [Get Replacement Candidates](https://docs.moment.com/reference/postreplacementcandidates.md): The Get Replacement Candidates API returns the replacement candidates for a specific instrument, across a set of accounts. - Backtesting - [Submit Backtest](https://docs.moment.com/reference/postbacktest.md): The Submit Backtest API initiates a backtest of portfolio optimizations over a specified date range. The API returns a backtest ID that can be used to check the status of the backtest and retrieve… - [Get Backtest Status](https://docs.moment.com/reference/getbackteststatus.md): The Get Backtest Status API returns the current status and results of a specific backtest. If the specified backtest ID does not exist, you will receive a `not_found` error. ## API Reference: Models API - Models - [List all Models](https://docs.moment.com/reference/listmodels.md) - [Create a Model](https://docs.moment.com/reference/createmodel.md) - [Get a Model](https://docs.moment.com/reference/getmodel.md) - [Update a Model](https://docs.moment.com/reference/updatemodel.md) - [Preview a Model](https://docs.moment.com/reference/previewmodel.md) - [Delete a Model](https://docs.moment.com/reference/deletemodel.md) - [Get a Model's version history](https://docs.moment.com/reference/getmodelhistory.md): Returns the audit trail of changes for a security_list strategy, most recent first. Not available for fixed_income models. - Asset Allocation Templates - [List Asset Allocation Templates](https://docs.moment.com/reference/listallocationtemplates.md) - [Create an Asset Allocation Template](https://docs.moment.com/reference/createallocationtemplate.md): Creates a template and publishes version 1 atomically. Standalone templates send a config; linked templates send base_template_id plus overrides (may be empty). A template only ever exists published. - [Get an Asset Allocation Template](https://docs.moment.com/reference/getallocationtemplate.md): Details include the published materialized config, overrides, lineage in both directions, counts, and - when the template needs resolution - the conflict view recomputed against the base's current… - [Update an Asset Allocation Template's metadata](https://docs.moment.com/reference/updateallocationtemplatemetadata.md): Lightweight name/description edit: does not create a version, but is recorded in the audit history. - [Publish an Asset Allocation Template](https://docs.moment.com/reference/publishallocationtemplate.md): Validates and publishes a new version, then re-resolves each live descendant one hop at a time: valid children auto-publish propagated versions, conflicting children freeze with needs_resolution set.… - [Preview an Asset Allocation Template publish](https://docs.moment.com/reference/previewallocationtemplatepublish.md): Dry-run of the publish walk with zero writes: returns the blast radius (descendants that will auto-update, descendants that will be flagged needs-resolution, and assigned descendants that would be… - [List an Asset Allocation Template's versions](https://docs.moment.com/reference/listallocationtemplateversions.md) - [Get a single Asset Allocation Template version](https://docs.moment.com/reference/getallocationtemplateversion.md) - [Restore a previous Asset Allocation Template version](https://docs.moment.com/reference/restoreallocationtemplate.md): Re-publishes an old version's overrides (standalone: its config) through the publish pipeline against the base's current published version. When the restored configuration no longer validates,… - [Archive an Asset Allocation Template](https://docs.moment.com/reference/archiveallocationtemplate.md): Soft delete. Blocked while the template has live linked children (archive children first, leaf to root) or account assignments (unassign them first). - [Unarchive an Asset Allocation Template](https://docs.moment.com/reference/unarchiveallocationtemplate.md): Restores an archived template. A linked template re-resolves against its base's current published version and may re-enter needs_resolution. Blocked while the base is archived or when a live template… - Asset Allocation Template Assignments - [List Asset Allocation Template Assignments](https://docs.moment.com/reference/listallocationtemplateassignments.md) - [Create an Asset Allocation Template Assignment](https://docs.moment.com/reference/createallocationtemplateassignment.md): Assigns a published template to an account. Server-side Resolve(assigned_version, overrides) persists materialized_config. Unique on account_id. Materializes the tree on the account's sleeves in the… - [Get an Asset Allocation Template Assignment](https://docs.moment.com/reference/getallocationtemplateassignment.md) - [Update an Asset Allocation Template Assignment's overrides](https://docs.moment.com/reference/updateallocationtemplateassignment.md): Replaces the assignment's overrides, recomputes materialized_config from the assigned published version, and updates the account's sleeves the same way create does. The sleeve changes are listed in… - [Unassign an Asset Allocation Template Assignment](https://docs.moment.com/reference/unassignallocationtemplateassignment.md): Removes the assignment and detaches the template from the account's sleeves: they stay on the account with their strategies and targets and are no longer template-managed. If accounts gives no clear… - [Preview an Asset Allocation Template Assignment update](https://docs.moment.com/reference/previewallocationtemplateassignment.md): Plans a candidate override set exactly as the update would — same resolution, validation and sleeve plan — and writes nothing: no assignment, buffer cash, or sleeve changes. Invalid overrides get the… ## API Reference: Organizations, Roles, Users, Permissions APIs - IP Allowlist - [Update organization IP allowlist](https://docs.moment.com/reference/updateorganizationipallowlist.md): Update the list of IP addresses that are allowed to connect for the organization - [Get FIX IP Allowlist](https://docs.moment.com/reference/getfixipallowlist.md): Retrieve the IPs that are allowed to connect to Moment's FIX sessions for a given organization. - [Add IP to FIX IP Allowlist](https://docs.moment.com/reference/addfixipallowlist.md): Add a new IP address to the IPs that are allowed to connect to Moment's FIX sessions for a given organization. - [Remove IP from FIX IP Allowlist](https://docs.moment.com/reference/removefixipallowlist.md): Remove an IP address from the IPs that are allowed to connect to Moment's FIX sessions for a given organization. ## API Reference: Live Inventory API - Reference Data - [Inventory Filtering](https://docs.moment.com/reference/postliveinventory.md): The inventory filtering endpoint filters for bonds that are available for trading at the time of the request. Multiple fields can be filtered for, including reference data fields (such as S&P rating,… - [Inventory Filtering](https://docs.moment.com/reference/getliveinventory.md): The inventory filtering endpoint filters for bonds that are available for trading at the time of the request. Multiple parameters can be filtered for, including reference data fields (such as S&P… - Market Data - [Maturity Bucket Percentiles](https://docs.moment.com/reference/getmaturitybucketpercentiles.md): The maturity bucket percentiles endpoint groups bond inventory by maturity buckets and calculates yield to worst percentiles for each bucket. This endpoint accepts the same filtering parameters as… - [Batched Maturity Bucket Percentiles](https://docs.moment.com/reference/postmaturitybucketpercentilesbatch.md): Computes several maturity-bucket percentile series in a single request. Each series is identical in semantics to a `GET /v1/data/maturity-bucket/percentile/` call: the shared `percentile`,… ## API Reference: Risk Control API - Risk - [List the risk controls that pertain to the organization.](https://docs.moment.com/reference/getriskcontrols.md): Get all risk controls for the organization that you are currently authenticated as. This endpoint will return all risk controls that you own and/or that have been assigned to you by a parent… - [Create a new risk control.](https://docs.moment.com/reference/createriskcontrol.md): Create a new risk control for the organization that you are currently authenticated as. This endpoint will create a new risk control with the provided parameters and return the ID of the… ## API Reference: Account Management API - Accounts - [Get an Account](https://docs.moment.com/reference/accountdetail-1.md) - [Get the Statistics for an Account](https://docs.moment.com/reference/get_v1-account-account-id-stats-1.md) - [Get the Statistics for the accounts of an Advisor](https://docs.moment.com/reference/get_v1-advisor-advisor-id-stats-1.md) - [Update the Cash Allocation policy for an Account](https://docs.moment.com/reference/updatecashallocation.md) - [Update platform-level settings for an Account](https://docs.moment.com/reference/updateaccountsettings.md) - [Activate or deactivate trading restrictions for an Account](https://docs.moment.com/reference/updateaccountrestrictions.md) - [Apply field overrides for a single Lot](https://docs.moment.com/reference/upsertlotoverrides.md): Upserts and/or reverts field overrides on the given lot. The owning account is resolved from the lot on the server and access-checked against the caller's allowed orgs; callers do not need to supply… - [Get Account Statistics](https://docs.moment.com/reference/getaccountstatistics.md): Returns account-level and per-sleeve statistics for a single managed portfolio account. The account may be identified by its Moment account ID or its custodian account ID. - [Get Account Lots](https://docs.moment.com/reference/getaccountlots.md): Returns per-lot holdings with security data for a single managed portfolio account. Only open lots are returned. The account may be identified by its Moment account ID or its custodian account ID. - [Upload an Account Document](https://docs.moment.com/reference/uploadaccountdocument.md): Uploads a document for a custodian account. The document payload is stored as a text file in the organization's document store. The organization is resolved from the authenticated API key. - [Get Account Statistics for Multiple Accounts](https://docs.moment.com/reference/batchgetaccountstatistics.md): Returns account-level and per-sleeve statistics for each of the requested accounts. Accounts may be identified by their Moment account ID or their custodian account ID. All identifiers are validated… - Orders - [Place an Order for an Account](https://docs.moment.com/reference/placeorder.md) - [Cancel an Order](https://docs.moment.com/reference/cancelorder.md): Attempts to cancel an open Order. If the order is no longer cancelable, a subsequent cancel reject event will be sent to the client via the Real-Time Orders API. - Sleeves - [Create a sleeve within an account](https://docs.moment.com/reference/createsleeve.md) - [Update a sleeve](https://docs.moment.com/reference/updatesleeve.md) - [Delete a sleeve](https://docs.moment.com/reference/deletesleeve.md) - [Specify which lots are assigned to a sleeve](https://docs.moment.com/reference/assignlotstosleeve.md) - [Assigns a sleeve to a model](https://docs.moment.com/reference/assignsleevetomodel.md) - [Unassigns a sleeve from a model](https://docs.moment.com/reference/unassignsleevefrommodel.md) - Accounts - [Update the Do Not Trade status for an Account](https://docs.moment.com/reference/updatedonottrade.md) ## API Reference: Account Management Extended API - Accounts - [Get accounts within an organization](https://docs.moment.com/reference/getorganizationaccounts.md): Retrieves all accounts within an organization that can be manually assigned to users. Used to populate the account selection modal. - Projected Cash - [Get projected cash for an account](https://docs.moment.com/reference/getprojectedcash.md): Projects an account's cash forward over upcoming dates, starting from the settled cash balance and applying every known future cash event in date order. Answers "will cash be available on date X".… - Metadata - [Update account metadata](https://docs.moment.com/reference/updateaccountmetadata.md): Update account metadata for a specific account. This endpoint allows you to: - Add new metadata keys - Update existing metadata values - Delete keys by setting them to an empty string ("") - Cash Raises - [Get all cash raises for an account](https://docs.moment.com/reference/getcashraises.md): Retrieve all cash raises associated with the specified account, including historical records. - [Create a new cash raise](https://docs.moment.com/reference/createcashraise.md): Submit a cash raise request for a particular account. - [Update a cash raise](https://docs.moment.com/reference/updatecashraise.md): Update a cash raise. Completed, canceled, and liquidation cash raises cannot be modified. - [Cancel a cash raise](https://docs.moment.com/reference/cancelcashraise.md): Cancel an existing cash raise. Cash raises that have already been completed or canceled cannot be canceled again. - [Mark a cash raise as complete](https://docs.moment.com/reference/completecashraise.md): Mark a cash raise as successfully completed. Only pending cash raises can be completed. - [Get a cash raise by ID](https://docs.moment.com/reference/getcashraisebyid.md): Retrieve a single cash raise by its ID, scoped to the specified account. - [Resolve active cash raises after custodian withdrawals](https://docs.moment.com/reference/resolvecashraises.md): Marks every active, non-liquidation cash raise on each requested account as completed after the custodian has already withdrawn the cash. The operation does not book another cash withdrawal. The… - User - [Get advisor codes for a user](https://docs.moment.com/reference/getadvisorcodes.md): Get advisor codes for a user - [Get account counts for a list of users](https://docs.moment.com/reference/getaccountcounts.md): Get account counts for a list of users - [Get accounts for a user](https://docs.moment.com/reference/getaccountsforuser.md): Get accounts for a user - [Get manual account overrides for a user](https://docs.moment.com/reference/getmanualaccountoverrides.md): Get manual account overrides for a user - [Get advisor codes for a list of users](https://docs.moment.com/reference/getadvisorcodesbatch.md): Get advisor codes for a list of users - [Create a manual account override](https://docs.moment.com/reference/createmanualaccountoverride.md): Create a manual account override - [Get organization account statuses for a user](https://docs.moment.com/reference/getorganizationaccountstatusesforuser.md): Get organization account statuses for a user - [Get user organization account access](https://docs.moment.com/reference/getuserorgaccountaccess.md): Check if a user has organization-wide access - Organization - [Get advisor codes for an organization](https://docs.moment.com/reference/getorganizationadvisorcodes.md): Retrieves advisor codes within an organization with account counts and pagination - Advisor - [Get users associated with an advisor](https://docs.moment.com/reference/getadvisorusers.md): Lists users associated with an advisor, paginated - [Get accounts associated with an advisor](https://docs.moment.com/reference/getadvisoraccounts.md): Lists accounts associated with an advisor, paginated ## API Reference: Reporting API - Reports - [Generate a PDF report for an account's proposal](https://docs.moment.com/reference/generateproposalpdf.md): Creates and returns a PDF report containing account details, statistics, compliance information, and holdings for a proposal ## API Reference: Filter Lists API - Filter Lists - [List all Filter Lists](https://docs.moment.com/reference/listlists.md) - [Create a Filter List](https://docs.moment.com/reference/createlist.md) - [Create a new version of a Filter List](https://docs.moment.com/reference/createversion.md) - [Delete a Filter List](https://docs.moment.com/reference/deletelist.md) - [Get version history of a Filter List](https://docs.moment.com/reference/listversions.md) - [Get a specific version of a Filter List](https://docs.moment.com/reference/getversion.md) ## API Reference: Transactions API - Transactions - [List historical transactions.](https://docs.moment.com/reference/gettransactions.md) - [Retrieve daily summary statistics for a given instrument.](https://docs.moment.com/reference/getdailytransactionsummaries.md) ## API Reference: Refdata Service API - System - [Health Check](https://docs.moment.com/reference/gethealth-3.md): Returns the health status of the service - Equity - [Get Equity by identifier](https://docs.moment.com/reference/getequitybyid.md): Returns a single equity record by ISIN. If the identifier is not an ISIN, the service attempts to auto-detect the symbol type and resolve it to the underlying ISIN. - [Get Equity Snapshot](https://docs.moment.com/reference/getequitysnapshot.md): Returns equity records as newline-delimited JSON (NDJSON). Use the filter parameter to narrow results and the fields parameter to select which fields are returned. When the filter targets the cache… - [Get Equity by identifier](https://docs.moment.com/reference/getequitybyid-1.md): Returns a single equity record by ISIN. If the identifier is not an ISIN, the service attempts to auto-detect the symbol type and resolve it to the underlying ISIN. - [Get Equity Snapshot](https://docs.moment.com/reference/getequitysnapshot-1.md): Returns equity records as newline-delimited JSON (NDJSON). Use the filter parameter to narrow results and the fields parameter to select which fields are returned. When the filter targets the cache… - System - [Health Check](https://docs.moment.com/reference/gethealth.md): Returns the health status of the service - FixedIncome - [Get FixedIncome by identifier](https://docs.moment.com/reference/getfixedincomebyid.md): Returns a single fixed-income record by ISIN. If the identifier is not an ISIN, the service attempts to auto-detect the symbol type and resolve it to the underlying ISIN. - [Get FixedIncome Snapshot](https://docs.moment.com/reference/getfixedincomesnapshot.md): Returns fixed-income records as newline-delimited JSON (NDJSON). Use the filter parameter to narrow results and the fields parameter to select which fields are returned. When the filter targets the… - [Compute Fixed-Income Analytics](https://docs.moment.com/reference/postfixedincomeanalytics.md): Accepts a matrix of symbols and analytic fields, computes the requested analytics for each symbol using in-memory reference data. - [Get FixedIncome by identifier](https://docs.moment.com/reference/getfixedincomebyid-1.md): Returns a single fixed-income record by ISIN. If the identifier is not an ISIN, the service attempts to auto-detect the symbol type and resolve it to the underlying ISIN. - [Get FixedIncome Snapshot](https://docs.moment.com/reference/getfixedincomesnapshot-1.md): Returns fixed-income records as newline-delimited JSON (NDJSON). Use the filter parameter to narrow results and the fields parameter to select which fields are returned. When the filter targets the… - [Compute Fixed-Income Analytics](https://docs.moment.com/reference/postfixedincomeanalytics-1.md): Accepts a matrix of symbols and analytic fields, computes the requested analytics for each symbol using in-memory reference data. - Fund - [Get Fund by identifier](https://docs.moment.com/reference/getfundbyid.md): Returns a single fund record by ISIN. If the identifier is not an ISIN, the service attempts to auto-detect the symbol type and resolve it to the underlying ISIN. - [Get Fund Snapshot](https://docs.moment.com/reference/getfundsnapshot.md): Returns fund records as newline-delimited JSON (NDJSON). Use the filter parameter to narrow results and the fields parameter to select which fields are returned. When the filter targets the cache… - [Get Fund by identifier](https://docs.moment.com/reference/getfundbyid-1.md): Returns a single fund record by ISIN. If the identifier is not an ISIN, the service attempts to auto-detect the symbol type and resolve it to the underlying ISIN. - [Get Fund Snapshot](https://docs.moment.com/reference/getfundsnapshot-1.md): Returns fund records as newline-delimited JSON (NDJSON). Use the filter parameter to narrow results and the fields parameter to select which fields are returned. When the filter targets the cache… - FundHolding - [Get Fund Holdings](https://docs.moment.com/reference/getfundholdings.md): Returns holdings for a single fund by ISIN. If the identifier is not an ISIN, the service attempts to auto-detect the symbol type and resolve it to the underlying ISIN. - [Get Fund Holdings Snapshot](https://docs.moment.com/reference/getfundholdingssnapshot.md): Returns all fund holdings across all funds as NDJSON. Use the filter parameter to narrow results and the fields parameter to select which fields are returned. When the filter targets the cache key… - [Get Fund Holdings](https://docs.moment.com/reference/getfundholdings-1.md): Returns holdings for a single fund by ISIN. If the identifier is not an ISIN, the service attempts to auto-detect the symbol type and resolve it to the underlying ISIN. - [Get Fund Holdings Snapshot](https://docs.moment.com/reference/getfundholdingssnapshot-1.md): Returns all fund holdings across all funds as NDJSON. Use the filter parameter to narrow results and the fields parameter to select which fields are returned. When the filter targets the cache key… - Security - [Get Security by identifier](https://docs.moment.com/reference/getsecuritybyid.md): Returns a single security record by ISIN across all asset classes. If the identifier is not an ISIN, the service attempts to auto-detect the symbol type and resolve it to the underlying ISIN. - [Get Security Snapshot](https://docs.moment.com/reference/getsecuritysnapshot.md): Returns security records across all asset classes as NDJSON. Use the filter parameter to narrow results and the fields parameter to select which fields are returned. When the filter targets the… - [Get Security by identifier](https://docs.moment.com/reference/getsecuritybyid-1.md): Returns a single security record by ISIN across all asset classes. If the identifier is not an ISIN, the service attempts to auto-detect the symbol type and resolve it to the underlying ISIN.… - [Get Security Snapshot](https://docs.moment.com/reference/getsecuritysnapshot-1.md): Returns security records across all asset classes as NDJSON. Use the filter parameter to narrow results and the fields parameter to select which fields are returned. When the filter targets the… - [Resolve Securities in Bulk](https://docs.moment.com/reference/postsecurityresolve.md): Resolves a batch of identifiers (ISIN, CUSIP, symbol) and returns one result per identifier, keyed by the identifier exactly as sent. Each identifier is looked up the same way GET /v1/security/{id}… ## Recipes - [Optimize a portfolio with Moment](https://docs.moment.com/recipes/optimize-a-portfolio-with-moment.md) - [Place your first order with Moment](https://docs.moment.com/recipes/place-your-first-order-with-moment.md)