Some brokers may not provide a security symbol (ticker) in their export(e.g., #10). If an export from these providers contains a lot of different securities, it would be tedious for the end user to create manual mappings for all of them.
Investigate the availability of third-party APIs that can be used to look up symbols from other identifiers (e.g., ISIN, CUSIP, company name). Some possible options:
- JerBouma/FinanceDatabase: local CSV files with mappings for tickers, ISINs, CUSIPs, company names, and other metadata for a large number of equities, ETFs, cryptos, etc. Users will have to download and keep the files up-to-date manually, but it will allows offline access without any rate limits or API keys.
- OpenFIGI (through gadicc/openfigi): free API that provides mappings for financial instruments. Has official public API, does not strictly require an API key, but is 10x more rate limited without it.
- Yahoo Finance (through gadicc/yahoo-finance2): a third-party API that provides financial data, including mappings for financial instruments. Doesn't have official public API, howeber gadicc/yahoo-finance2 uses unofficial one, does not require an API key, and can be rate limited.
Some brokers may not provide a security symbol (ticker) in their export(e.g., #10). If an export from these providers contains a lot of different securities, it would be tedious for the end user to create manual mappings for all of them.
Investigate the availability of third-party APIs that can be used to look up symbols from other identifiers (e.g., ISIN, CUSIP, company name). Some possible options: