Public Equities

Overview

When you first create a US market public equity, you are provided with a search from which you select the US market ticker symbol. AssetView uses that ticker symbol to automatically associate relevant data such as market pricing and stock charting. AssetView supports multiple methods of stock lotting (e.g. FIFO, LIFO). The default method of Lotting aggregates purchases from the same day into a single lot.

Pricing

AssetView provides pricing for all US market public equities based on a feed from a third party that is delayed typically less than 30 minutes from real-time, trading day hours pricing.