# Instruments ## Get Instruments `$ clear-street v1:instruments get-instruments` **get** `/v1/instruments` Retrieves a list of tradeable instruments. ### Parameters - `--easy-to-borrow: optional boolean` Filter by easy to borrow status - `--instrument-id: optional array of string` Comma-separated OEMS instrument UUIDs - `--instrument-type: optional "COMMON_STOCK" or "PREFERRED_STOCK" or "OPTION" or 2 more` Filter by instrument type. OPTION is not supported on this endpoint; use GET /instruments/options/contracts to list option contracts. If omitted, returns all supported instrument types except options. - `--is-liquidation-only: optional boolean` Filter by liquidation only status - `--is-marginable: optional boolean` Filter by marginable status - `--is-restricted: optional boolean` Filter by restricted status - `--is-short-prohibited: optional boolean` Filter by short prohibited status - `--is-threshold-security: optional boolean` Filter by threshold security status - `--page-size: optional number` The number of items to return per page. Only used when page_token is not provided. - `--page-token: optional string` Token for retrieving the next or previous page of results. Contains encoded pagination state; when provided, page_size is ignored. ### Returns - `V1InstrumentGetInstrumentsResponse: BaseResponse` - `data: array of InstrumentCore` - `id: string` Unique OEMS instrument identifier (UUID) - `country_of_issue: string` The ISO country code of the instrument's issue - `currency: string` The ISO currency code in which the instrument is traded - `easy_to_borrow: boolean` Indicates if the instrument is classified as Easy-To-Borrow - `is_liquidation_only: boolean` Indicates if the instrument is liquidation only and cannot be bought - `is_marginable: boolean` Indicates if the instrument is marginable - `is_restricted: boolean` Indicates if the instrument is restricted from trading - `is_short_prohibited: boolean` Indicates if short selling is prohibited for the instrument - `is_threshold_security: boolean` Indicates if the instrument is on the Regulation SHO Threshold Security List - `is_tradable: boolean` Indicates if the instrument is tradable - `symbol: string` The trading symbol for the instrument - `venue: string` The MIC code of the primary listing venue - `adv: optional string` Average daily share volume from the security definition. - `expiry: optional string` The expiration date for options instruments - `instrument_type: optional "COMMON_STOCK" or "PREFERRED_STOCK" or "OPTION" or 2 more` The type of security (e.g., Common Stock, ETF) - `"COMMON_STOCK"` - `"PREFERRED_STOCK"` - `"OPTION"` - `"CASH"` - `"OTHER"` - `long_margin_rate: optional string` The percent of a long position's value you must post as margin - `name: optional string` The full name of the instrument or its issuer - `notional_adv: optional string` Notional ADV (`adv × previous_close`). The primary liquidity signal used by `/instruments/search` ranking. Computed at response time so it stays consistent with whatever `adv` and `previous_close` show. - `previous_close: optional string` Last close price from the security definition. - `short_margin_rate: optional string` The percent of a short position's value you must post as margin - `strike_price: optional string` The strike price for options instruments ### Example ```cli clear-street v1:instruments get-instruments \ --api-key 'My API Key' ``` #### Response ```json { "data": [ { "country_of_issue": "US", "currency": "USD", "easy_to_borrow": true, "id": "0f5a1a4e-5b3e-4d8f-9b7a-2b1d0e3f4a5b", "instrument_type": "COMMON_STOCK", "is_liquidation_only": false, "is_marginable": true, "is_restricted": false, "is_short_prohibited": false, "is_threshold_security": false, "is_tradable": true, "name": "Apple Inc.", "symbol": "AAPL", "venue": "XNMS" } ], "error": null, "metadata": { "next_page_token": "cGFnZT0yJmxhc3Rfc3ltYm9sPUdNRQ==", "page_number": 1, "request_id": "4a5b6c7d-8e9f-0a1b-2c3d-4e5f6a7b8c9d", "total_items": 10, "total_pages": 5 } } ``` ## Get Instrument By ID `$ clear-street v1:instruments get-instrument-by-id` **get** `/v1/instruments/{instrument_id}` Retrieves detailed information for a specific instrument. ### Parameters - `--instrument-id: string` OEMS instrument UUID - `--include-options-expiry-dates: optional boolean` When true, include unique options expiry dates for this instrument ### Returns - `V1InstrumentGetInstrumentByIDResponse: BaseResponse` - `data: object { id, country_of_issue, currency, 19 more }` Represents a tradable financial instrument. - `id: string` Unique OEMS instrument identifier (UUID) - `country_of_issue: string` The ISO country code of the instrument's issue - `currency: string` The ISO currency code in which the instrument is traded - `easy_to_borrow: boolean` Indicates if the instrument is classified as Easy-To-Borrow - `is_liquidation_only: boolean` Indicates if the instrument is liquidation only and cannot be bought - `is_marginable: boolean` Indicates if the instrument is marginable - `is_restricted: boolean` Indicates if the instrument is restricted from trading - `is_short_prohibited: boolean` Indicates if short selling is prohibited for the instrument - `is_threshold_security: boolean` Indicates if the instrument is on the Regulation SHO Threshold Security List - `is_tradable: boolean` Indicates if the instrument is tradable - `symbol: string` The trading symbol for the instrument - `venue: string` The MIC code of the primary listing venue - `adv: optional string` Average daily share volume from the security definition. - `expiry: optional string` The expiration date for options instruments - `instrument_type: optional "COMMON_STOCK" or "PREFERRED_STOCK" or "OPTION" or 2 more` The type of security (e.g., Common Stock, ETF) - `"COMMON_STOCK"` - `"PREFERRED_STOCK"` - `"OPTION"` - `"CASH"` - `"OTHER"` - `long_margin_rate: optional string` The percent of a long position's value you must post as margin - `name: optional string` The full name of the instrument or its issuer - `notional_adv: optional string` Notional ADV (`adv × previous_close`). The primary liquidity signal used by `/instruments/search` ranking. Computed at response time so it stays consistent with whatever `adv` and `previous_close` show. - `options_expiry_dates: optional array of string` Available options expiration dates for this instrument. Present only when `include_options_expiry_dates=true` in the request. - `previous_close: optional string` Last close price from the security definition. - `short_margin_rate: optional string` The percent of a short position's value you must post as margin - `strike_price: optional string` The strike price for options instruments ### Example ```cli clear-street v1:instruments get-instrument-by-id \ --api-key 'My API Key' \ --instrument-id 182bd5e5-6e1a-4fe4-a799-aa6d9a6ab26e ``` #### Response ```json { "data": { "country_of_issue": "US", "currency": "USD", "easy_to_borrow": true, "id": "0f5a1a4e-5b3e-4d8f-9b7a-2b1d0e3f4a5b", "instrument_type": "COMMON_STOCK", "is_liquidation_only": false, "is_marginable": true, "is_restricted": false, "is_short_prohibited": false, "is_threshold_security": false, "is_tradable": true, "long_margin_rate": "0.25", "name": "Apple Inc.", "short_margin_rate": "0.25", "symbol": "AAPL", "venue": "XNMS" }, "error": null, "metadata": { "request_id": "5b6c7d8e-9f0a-1b2c-3d4e-5f6a7b8c9d0e" } } ``` ## Search Instruments `$ clear-street v1:instruments search-instruments` **get** `/v1/instruments/search` Search instruments by symbol, alternate identifier, or company name. The `q` parameter is case-insensitive and supports ticker symbols, alternate identifiers such as CUSIP, ISIN, OPRA root, and CMS identifiers, and company names for non-option instruments. Results are ranked by match quality plus instrument quality signals including log-scaled ADV, listing status, marginability, easy-to-borrow status, and OTC, restricted, and liquidation-only penalties. Defaults to the `EQUITY` asset class (common stocks, preferred shares, ADRs, ETFs, and exchange-traded mutual funds). Pass `asset_class=OPTION` to search option contracts by symbol or alternate identifier. ### Parameters - `--q: string` Search term applied case-insensitively to ticker symbols, alternate identifiers (CUSIP, ISIN, OPRA root, CMS), and company names for non-option instruments. Option searches match symbols and alternate identifiers. - `--asset-class: optional string` Comma-separated asset classes (EQUITY|OPTION|WARRANT|BOND|FX|OTHER). Defaults to EQUITY. - `--country: optional string` Optional listing-country filter (e.g., US). - `--currency: optional string` Optional ISO currency filter (e.g., USD). - `--include-inactive: optional boolean` Include inactive instruments. Default false. - `--include-restricted: optional boolean` Include restricted instruments. Default true (penalized in ranking). - `--page-size: optional number` The number of items to return per page. Only used when page_token is not provided. - `--page-token: optional string` Token for retrieving the next or previous page of results. Contains encoded pagination state; when provided, page_size is ignored. ### Returns - `V1InstrumentSearchInstrumentsResponse: BaseResponse` - `data: array of InstrumentCore` - `id: string` Unique OEMS instrument identifier (UUID) - `country_of_issue: string` The ISO country code of the instrument's issue - `currency: string` The ISO currency code in which the instrument is traded - `easy_to_borrow: boolean` Indicates if the instrument is classified as Easy-To-Borrow - `is_liquidation_only: boolean` Indicates if the instrument is liquidation only and cannot be bought - `is_marginable: boolean` Indicates if the instrument is marginable - `is_restricted: boolean` Indicates if the instrument is restricted from trading - `is_short_prohibited: boolean` Indicates if short selling is prohibited for the instrument - `is_threshold_security: boolean` Indicates if the instrument is on the Regulation SHO Threshold Security List - `is_tradable: boolean` Indicates if the instrument is tradable - `symbol: string` The trading symbol for the instrument - `venue: string` The MIC code of the primary listing venue - `adv: optional string` Average daily share volume from the security definition. - `expiry: optional string` The expiration date for options instruments - `instrument_type: optional "COMMON_STOCK" or "PREFERRED_STOCK" or "OPTION" or 2 more` The type of security (e.g., Common Stock, ETF) - `"COMMON_STOCK"` - `"PREFERRED_STOCK"` - `"OPTION"` - `"CASH"` - `"OTHER"` - `long_margin_rate: optional string` The percent of a long position's value you must post as margin - `name: optional string` The full name of the instrument or its issuer - `notional_adv: optional string` Notional ADV (`adv × previous_close`). The primary liquidity signal used by `/instruments/search` ranking. Computed at response time so it stays consistent with whatever `adv` and `previous_close` show. - `previous_close: optional string` Last close price from the security definition. - `short_margin_rate: optional string` The percent of a short position's value you must post as margin - `strike_price: optional string` The strike price for options instruments ### Example ```cli clear-street v1:instruments search-instruments \ --api-key 'My API Key' \ --q q ``` #### Response ```json { "data": [ { "currency": "USD", "id": "0f5a1a4e-5b3e-4d8f-9b7a-2b1d0e3f4a5b", "instrument_type": "COMMON_STOCK", "is_marginable": true, "name": "Apple Inc.", "symbol": "AAPL", "venue": "XNMS" } ], "error": null, "metadata": { "request_id": "..." } } ``` ## Get Option Contracts `$ clear-street v1:instruments get-option-contracts` **get** `/v1/instruments/options/contracts` List options contracts. Returns options contracts for a given underlier with options-specific metadata. Exactly one underlier identifier must be provided. ### Parameters - `--contract-type: optional "CALL" or "PUT"` Filter by contract type: CALL or PUT - `--expiry: optional string` Filter to contracts expiring on this date (YYYY-MM-DD) - `--page-size: optional number` The number of items to return per page. Only used when page_token is not provided. - `--page-token: optional string` Token for retrieving the next or previous page of results. Contains encoded pagination state; when provided, page_size is ignored. - `--underlier: optional string` Underlier symbol (e.g., AAPL, SPX) - `--underlying-instrument-id: optional string` OEMS instrument UUID or symbol of the underlying equity/index ### Returns - `V1InstrumentGetOptionContractsResponse: BaseResponse` - `data: array of OptionsContract` - `id: string` OEMS instrument identifier - `contract_type: "CALL" or "PUT"` Whether this is a CALL or PUT - `"CALL"` - `"PUT"` - `currency: string` ISO currency code - `exchange: string` MIC code of the primary listing venue - `exercise_style: "AMERICAN" or "EUROPEAN"` Exercise style - `"AMERICAN"` - `"EUROPEAN"` - `expiry: string` Expiration date - `is_liquidation_only: boolean` Whether the contract is liquidation-only - `is_marginable: boolean` Whether the contract is marginable - `is_restricted: boolean` Whether the contract is restricted from trading - `listing_type: "STANDARD" or "FLEX" or "OTC"` Listing type - `"STANDARD"` - `"FLEX"` - `"OTC"` - `multiplier: string` Contract multiplier (100 for standard options) - `strike_price: string` Strike price - `symbol: string` OSI symbol (e.g. "AAPL 251219C00150000") - `open_interest: optional number` Open interest (number of outstanding contracts), if available - `underlying_instrument_id: optional string` OEMS instrument ID of the underlying instrument, if resolvable ### Example ```cli clear-street v1:instruments get-option-contracts \ --api-key 'My API Key' ``` #### Response ```json { "data": [ { "contract_type": "CALL", "currency": "USD", "exchange": "BATO", "exercise_style": "AMERICAN", "expiry": "2026-03-20", "id": "b6f4b5e2-94a8-4fe4-9a85-2b4a81d30cc5", "is_liquidation_only": false, "is_marginable": true, "is_restricted": false, "is_tradable": true, "listing_type": "STANDARD", "multiplier": "100", "strike_price": "180", "symbol": "AAPL 260320C00180000", "underlying_instrument_id": "a1a2a3a4-b1b2-c1c2-d1d2-d3d4d5d6d7d8" }, { "contract_type": "PUT", "currency": "USD", "exchange": "BATO", "exercise_style": "AMERICAN", "expiry": "2026-03-20", "id": "c7e5c6f3-a5b9-5gf5-0b96-3c5b92e41dd6", "is_liquidation_only": false, "is_marginable": true, "is_restricted": false, "is_tradable": true, "listing_type": "STANDARD", "multiplier": "100", "strike_price": "180", "symbol": "AAPL 260320P00180000", "underlying_instrument_id": "a1a2a3a4-b1b2-c1c2-d1d2-d3d4d5d6d7d8" } ], "metadata": { "page_number": 1, "request_id": "c2d0429d-c629-4ee1-b719-df007157f3bb", "total_items": 2, "total_pages": 1 } } ``` ## Domain Types ### Contract Type - `contract_type: "CALL" or "PUT"` The type of options contract - `"CALL"` - `"PUT"` ### Exercise Style - `exercise_style: "AMERICAN" or "EUROPEAN"` The exercise style of an options contract - `"AMERICAN"` - `"EUROPEAN"` ### Instrument - `instrument: object { id, country_of_issue, currency, 19 more }` Represents a tradable financial instrument. - `id: string` Unique OEMS instrument identifier (UUID) - `country_of_issue: string` The ISO country code of the instrument's issue - `currency: string` The ISO currency code in which the instrument is traded - `easy_to_borrow: boolean` Indicates if the instrument is classified as Easy-To-Borrow - `is_liquidation_only: boolean` Indicates if the instrument is liquidation only and cannot be bought - `is_marginable: boolean` Indicates if the instrument is marginable - `is_restricted: boolean` Indicates if the instrument is restricted from trading - `is_short_prohibited: boolean` Indicates if short selling is prohibited for the instrument - `is_threshold_security: boolean` Indicates if the instrument is on the Regulation SHO Threshold Security List - `is_tradable: boolean` Indicates if the instrument is tradable - `symbol: string` The trading symbol for the instrument - `venue: string` The MIC code of the primary listing venue - `adv: optional string` Average daily share volume from the security definition. - `expiry: optional string` The expiration date for options instruments - `instrument_type: optional "COMMON_STOCK" or "PREFERRED_STOCK" or "OPTION" or 2 more` The type of security (e.g., Common Stock, ETF) - `"COMMON_STOCK"` - `"PREFERRED_STOCK"` - `"OPTION"` - `"CASH"` - `"OTHER"` - `long_margin_rate: optional string` The percent of a long position's value you must post as margin - `name: optional string` The full name of the instrument or its issuer - `notional_adv: optional string` Notional ADV (`adv × previous_close`). The primary liquidity signal used by `/instruments/search` ranking. Computed at response time so it stays consistent with whatever `adv` and `previous_close` show. - `options_expiry_dates: optional array of string` Available options expiration dates for this instrument. Present only when `include_options_expiry_dates=true` in the request. - `previous_close: optional string` Last close price from the security definition. - `short_margin_rate: optional string` The percent of a short position's value you must post as margin - `strike_price: optional string` The strike price for options instruments ### Instrument Core - `instrument_core: object { id, country_of_issue, currency, 18 more }` - `id: string` Unique OEMS instrument identifier (UUID) - `country_of_issue: string` The ISO country code of the instrument's issue - `currency: string` The ISO currency code in which the instrument is traded - `easy_to_borrow: boolean` Indicates if the instrument is classified as Easy-To-Borrow - `is_liquidation_only: boolean` Indicates if the instrument is liquidation only and cannot be bought - `is_marginable: boolean` Indicates if the instrument is marginable - `is_restricted: boolean` Indicates if the instrument is restricted from trading - `is_short_prohibited: boolean` Indicates if short selling is prohibited for the instrument - `is_threshold_security: boolean` Indicates if the instrument is on the Regulation SHO Threshold Security List - `is_tradable: boolean` Indicates if the instrument is tradable - `symbol: string` The trading symbol for the instrument - `venue: string` The MIC code of the primary listing venue - `adv: optional string` Average daily share volume from the security definition. - `expiry: optional string` The expiration date for options instruments - `instrument_type: optional "COMMON_STOCK" or "PREFERRED_STOCK" or "OPTION" or 2 more` The type of security (e.g., Common Stock, ETF) - `"COMMON_STOCK"` - `"PREFERRED_STOCK"` - `"OPTION"` - `"CASH"` - `"OTHER"` - `long_margin_rate: optional string` The percent of a long position's value you must post as margin - `name: optional string` The full name of the instrument or its issuer - `notional_adv: optional string` Notional ADV (`adv × previous_close`). The primary liquidity signal used by `/instruments/search` ranking. Computed at response time so it stays consistent with whatever `adv` and `previous_close` show. - `previous_close: optional string` Last close price from the security definition. - `short_margin_rate: optional string` The percent of a short position's value you must post as margin - `strike_price: optional string` The strike price for options instruments ### Instrument Core List - `instrument_core_list: array of InstrumentCore` - `id: string` Unique OEMS instrument identifier (UUID) - `country_of_issue: string` The ISO country code of the instrument's issue - `currency: string` The ISO currency code in which the instrument is traded - `easy_to_borrow: boolean` Indicates if the instrument is classified as Easy-To-Borrow - `is_liquidation_only: boolean` Indicates if the instrument is liquidation only and cannot be bought - `is_marginable: boolean` Indicates if the instrument is marginable - `is_restricted: boolean` Indicates if the instrument is restricted from trading - `is_short_prohibited: boolean` Indicates if short selling is prohibited for the instrument - `is_threshold_security: boolean` Indicates if the instrument is on the Regulation SHO Threshold Security List - `is_tradable: boolean` Indicates if the instrument is tradable - `symbol: string` The trading symbol for the instrument - `venue: string` The MIC code of the primary listing venue - `adv: optional string` Average daily share volume from the security definition. - `expiry: optional string` The expiration date for options instruments - `instrument_type: optional "COMMON_STOCK" or "PREFERRED_STOCK" or "OPTION" or 2 more` The type of security (e.g., Common Stock, ETF) - `"COMMON_STOCK"` - `"PREFERRED_STOCK"` - `"OPTION"` - `"CASH"` - `"OTHER"` - `long_margin_rate: optional string` The percent of a long position's value you must post as margin - `name: optional string` The full name of the instrument or its issuer - `notional_adv: optional string` Notional ADV (`adv × previous_close`). The primary liquidity signal used by `/instruments/search` ranking. Computed at response time so it stays consistent with whatever `adv` and `previous_close` show. - `previous_close: optional string` Last close price from the security definition. - `short_margin_rate: optional string` The percent of a short position's value you must post as margin - `strike_price: optional string` The strike price for options instruments ### Listing Type - `listing_type: "STANDARD" or "FLEX" or "OTC"` The listing type of an options contract - `"STANDARD"` - `"FLEX"` - `"OTC"` ### Options Contract - `options_contract: object { id, contract_type, currency, 12 more }` An options contract with options-specific metadata - `id: string` OEMS instrument identifier - `contract_type: "CALL" or "PUT"` Whether this is a CALL or PUT - `"CALL"` - `"PUT"` - `currency: string` ISO currency code - `exchange: string` MIC code of the primary listing venue - `exercise_style: "AMERICAN" or "EUROPEAN"` Exercise style - `"AMERICAN"` - `"EUROPEAN"` - `expiry: string` Expiration date - `is_liquidation_only: boolean` Whether the contract is liquidation-only - `is_marginable: boolean` Whether the contract is marginable - `is_restricted: boolean` Whether the contract is restricted from trading - `listing_type: "STANDARD" or "FLEX" or "OTC"` Listing type - `"STANDARD"` - `"FLEX"` - `"OTC"` - `multiplier: string` Contract multiplier (100 for standard options) - `strike_price: string` Strike price - `symbol: string` OSI symbol (e.g. "AAPL 251219C00150000") - `open_interest: optional number` Open interest (number of outstanding contracts), if available - `underlying_instrument_id: optional string` OEMS instrument ID of the underlying instrument, if resolvable ### Options Contract List - `options_contract_list: array of OptionsContract` - `id: string` OEMS instrument identifier - `contract_type: "CALL" or "PUT"` Whether this is a CALL or PUT - `"CALL"` - `"PUT"` - `currency: string` ISO currency code - `exchange: string` MIC code of the primary listing venue - `exercise_style: "AMERICAN" or "EUROPEAN"` Exercise style - `"AMERICAN"` - `"EUROPEAN"` - `expiry: string` Expiration date - `is_liquidation_only: boolean` Whether the contract is liquidation-only - `is_marginable: boolean` Whether the contract is marginable - `is_restricted: boolean` Whether the contract is restricted from trading - `listing_type: "STANDARD" or "FLEX" or "OTC"` Listing type - `"STANDARD"` - `"FLEX"` - `"OTC"` - `multiplier: string` Contract multiplier (100 for standard options) - `strike_price: string` Strike price - `symbol: string` OSI symbol (e.g. "AAPL 251219C00150000") - `open_interest: optional number` Open interest (number of outstanding contracts), if available - `underlying_instrument_id: optional string` OEMS instrument ID of the underlying instrument, if resolvable