Financial Data API for Portfolio Management
Real-time portfolio valuation. Risk metrics. Multi-asset class. Rebalancing signals. The portfolio data API and wealth management API for portfolio analytics.
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Real-time valuation
Live portfolio valuation. Sub-10ms latency.
Risk metrics
VaR, beta, correlation, volatility surfaces.
Multi-asset class
Equities, bonds, FX, commodities, derivatives.
Rebalancing signals
Drift detection. Target allocation. Trade lists.
Batch endpoints
100 symbols in one call. Efficient portfolio updates.
WebSocket streaming
Real-time updates. No polling.
Multi-asset coverage
Equities
90+ exchanges. OHLCV. Fundamentals. Dividends.
Fixed Income
Govs, corporates, munis. Yield curves.
FX & Commodities
2,000+ pairs. Spot, forwards. Metals, energy.
Derivatives
Options chains. Futures. Greeks.
Use case examples
Wealth management dashboards
Real-time client portfolio valuation. Allocation breakdown. Performance attribution.
Rebalancing engines
Detect drift. Compute trade lists. Execute via your broker.
Risk monitoring
VaR, stress tests. Position sizing. Exposure reports.
Model portfolios
Target allocation. Historical backtest. Forward simulation.