Instruments
Goal
View and search financial instrument master data in Axiom.
Prerequisites
- You are signed in to Axiom. See Sign In & Access.
- Your role includes access to the Instruments module.
Current status
The Instruments module is currently in development. When you navigate to Instruments, you will see a Coming Soon card indicating that the feature is not yet available for general use.
This page documents the planned behaviour so you know what to expect when the module is released.
Planned workflow
Search for an instrument
- Click Instruments in the top navigation.
- Use the Search bar to find an instrument by name, ISIN, or other identifier.
- Results appear in the table. Click a row to view the full instrument record.
View instrument details
- Click a row in the instruments table.
- The detail panel will show:
- Identifiers — ISIN, CUSIP, SEDOL, and internal identifier.
- Classification — asset class, instrument type, and sub-type.
- Issuer — name, LEI, and domicile of the issuing entity.
- Settlement details — settlement currency, settlement method, and clearing system.
Customise columns
- Click the Columns button in the page header.
- Toggle columns on or off to show the fields most relevant to you.
- Click Save as default to persist your selection.
Planned fields
| Field | Description | Example |
|---|---|---|
| ISIN | International Securities Identification Number (ISO 6166) | GB0002634946 |
| CUSIP | North American securities identifier | 037833100 |
| SEDOL | Stock Exchange Daily Official List identifier | B7TL820 |
| Name | Instrument name or description | Apple Inc Common Stock |
| Asset Class | Top-level asset classification | Equity |
| Instrument Type | More specific classification | Ordinary Share |
| Issuer Name | Name of the issuing entity | Apple Inc |
| Issuer LEI | LEI of the issuing entity | HWUPKR0MPOU8FGXBT394 |
| Currency | Settlement currency | USD |
| Status | Current status of the instrument record | ACTIVE |
Related tasks
- Accounts — account static data linked to instruments.
- LEI Records — LEI data for instrument issuers.
- Data Dictionary — field definitions for instrument records.
