TradingView Adds CFI Codes to Platform | LeapRate | Online Trading Industry News, Broker Intelligence & Fintech Analysis

TradingView Adds CFI Codes to Platform | LeapRate | Online Trading Industry News, Broker Intelligence & Fintech Analysis


TradingView has introduced Classification of Financial Instruments (CFI) codes across its platform, the company said on Friday. 

The move provides users with a standardised way to identify and compare stocks, bonds, and funds based on their structural characteristics rather than names alone.

The charting platform explained that CFI codes use a six-letter system in which each letter encodes a specific attribute of a financial instrument. 

The first letter denotes the top-level category, equities, debt, or collective investment vehicles, while subsequent letters describe structural details such as voting rights, interest type, redemption terms, and distribution policy.

The codes are said to now be visible on symbol pages, charts, and mobile apps across TradingView’s platform, with hover functionality providing a plain-language breakdown of each letter, localised into all supported languages. 

They are also available as columns and filters within the Stock, Bond, and ETF Screeners.

TradingView noted that the screener integration was where the feature became most practically useful, enabling users to isolate specific instrument types, such as convertible bonds, floating-rate notes, or non-voting share classes, without relying on provider-specific categories or ticker suffixes.

The company illustrated the value of the system by highlighting that a US Treasury note and an Apple corporate bond are both commonly described as bonds, yet their CFI codes immediately reveal them to be structurally distinct instruments.





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