Portfolio Analytics API

Portfolio Analytics API

The Portfolio Analytics API offers developers comprehensive tools for analyzing investment portfolios, including risk assessment, performance evaluation, asset allocation optimization, and benchmarking. This powerful API enables financial institutions and wealth managers to build sophisticated portfolio management applications, empowering investors with actionable insights for optimizing their investment strategies.

API description

About the API:  

The Portfolio Analytics API provides developers with advanced tools for in-depth analysis of investment portfolios, encompassing risk assessment, performance evaluation, asset allocation optimization, and benchmarking functionalities. Financial institutions and wealth managers can leverage this robust API to build sophisticated portfolio management applications, empowering investors with actionable insights for optimizing their investment strategies. By integrating cutting-edge analytics capabilities, users gain a comprehensive understanding of portfolio performance and risk exposure, facilitating informed decision-making and ensuring alignment with their financial objectives and risk preferences.

 
 

What this API receives and what your API provides (input/output)?

Pass the mutual fund symbol and receive the latest and historical rates. 

 

What are the most common uses cases of this API?

 

  • Portfolio Optimization Tools: Fintech companies can use the Portfolio Analytics API to develop portfolio optimization tools that enable users to analyze their investment portfolios, identify opportunities for diversification, and optimize asset allocations to achieve their financial goals.

  • Risk Management Solutions: Financial institutions can integrate the API into their risk management systems to assess portfolio risk exposure, identify potential vulnerabilities, and implement strategies to mitigate risks and safeguard against market fluctuations.

  • Wealth Management Platforms: Wealth management firms can leverage the API to enhance their portfolio management platforms, providing clients with sophisticated analytics tools for monitoring portfolio performance, evaluating investment strategies, and making data-driven decisions.

  • Asset Allocation Advisory Services: Investment advisory firms can use the API to offer personalized asset allocation recommendations to clients based on their investment objectives, risk tolerance, and market conditions, helping clients optimize their portfolios for long-term growth and stability.

  • Quantitative Research and Backtesting: Quantitative analysts and researchers can utilize the API to conduct quantitative research and backtesting of investment strategies, leveraging advanced analytics to evaluate portfolio performance, assess strategy effectiveness, and refine investment models.

 

 

Are there any limitations to your plans?

Besides the number of API calls per plan, there are no other limitations.

API Documentation

Endpoints


Check all the supported symbols on our API.



                                                                            
GET https://www.zylalabs.com/api/3993/portfolio+analytics+api/4758/supported+symbols
                                                                            
                                                                        

Supported Symbols - Endpoint Features
Object Description
page [Optional] Pagination
Test Endpoint

API EXAMPLE RESPONSE

       
                                                                                                        
                                                                                                                                                                                                                            {"success":true,"status":200,"symbols":[{"id":"FMEIX","name":"Fidelity Covington Trust - Fidelity Enhanced Mid Cap ETF"},{"id":"STMKX","name":"Sierra Tactical Municipal A"},{"id":"STMHX","name":"Sierra Tactical Municipal C"},{"id":"SDICX","name":"Guggenheim Core Bond Fund C"},{"id":"GIUSX","name":"Guggenheim Core Bond Fund Institutional"},{"id":"SIUSX","name":"Guggenheim Core Bond Fund A"},{"id":"STMEX","name":"Sierra Tactical Municipal Institutional"},{"id":"STMNX","name":"Sierra Tactical Municipal Investor"},{"id":"CNFRX","name":"Columbia Bond Inst2"},{"id":"CNDCX","name":"Columbia Bond C"},{"id":"CNDRX","name":"Columbia Bond Adv"},{"id":"STMYX","name":"Sierra Tactical Municipal Special"},{"id":"CNDAX","name":"Columbia Bond A"},{"id":"CBFRX","name":"Columbia Bond R"},{"id":"UMMGX","name":"Columbia Bond Inst"},{"id":"CBFYX","name":"Columbia Bond Inst3"},{"id":"CADOX","name":"Columbia Minnesota Tax-Exempt Inst2"},{"id":"CMNZX","name":"Columbia Minnesota Tax-Exempt Inst"},{"id":"PTCOX","name":"Performance Trust Total Return Bd C"},{"id":"CLONX","name":"Columbia Minnesota Tax-Exempt Adv"}],"pagination":{"current_page":1,"last_page":90,"per_page":20,"total":1787,"next_page_url":"https:\/\/mutual-funds-api.zylalabs.com\/api\/v1\/symbols?page=2","prev_page_url":null}}
                                                                                                                                                                                                                    
                                                                                                    

Supported Symbols - CODE SNIPPETS


curl --location --request GET 'https://zylalabs.com/api/3993/portfolio+analytics+api/4758/supported+symbols' --header 'Authorization: Bearer YOUR_API_KEY' 

    

Get the latest price for your selected Mutual Fund symbol.



                                                                            
GET https://www.zylalabs.com/api/3993/portfolio+analytics+api/4759/latest+price
                                                                            
                                                                        

Latest Price - Endpoint Features
Object Description
symbol [Required] Mutual fund symbol
Test Endpoint

API EXAMPLE RESPONSE

       
                                                                                                        
                                                                                                                                                                                                                            {"success":true,"status":200,"symbol":"CMNZX","name":"Columbia Minnesota Tax-Exempt Inst","market":"Nasdaq - Delayed Quote \u2022 USD","price":{"current_close":"19.24","previous_close":"1","change":"0.00","change_%":"(0.00%)","ytdReturn":"0.23%"}}
                                                                                                                                                                                                                    
                                                                                                    

Latest Price - CODE SNIPPETS


curl --location --request GET 'https://zylalabs.com/api/3993/portfolio+analytics+api/4759/latest+price?symbol=CMNZX' --header 'Authorization: Bearer YOUR_API_KEY' 

    

This endpoint will deliver historical rates on time series. 



                                                                            
GET https://www.zylalabs.com/api/3993/portfolio+analytics+api/4760/historical+rates
                                                                            
                                                                        

Historical Rates - Endpoint Features
Object Description
symbol [Required] Mutual fund symbol
from [Required] Date from YYYY-MM-DD
to [Required] Date to YYYY-MM-DD
Test Endpoint

API EXAMPLE RESPONSE

       
                                                                                                        
                                                                                                                                                                                                                            {"success":true,"status":200,"symbol":"PTCOX","name":"Performance Trust Total Return Bd C","market":"Nasdaq - Delayed Quote \u2022 USD","prices":[{"Apr 9, 2024":"19.45"},{"Apr 8, 2024":"19.39"},{"Apr 5, 2024":"19.41"},{"Apr 4, 2024":"19.48"},{"Apr 3, 2024":"19.43"},{"Apr 2, 2024":"19.42"},{"Apr 1, 2024":"19.47"},{"Mar 28, 2024":"19.60"},{"Mar 27, 2024":"19.59"},{"Mar 26, 2024":"19.54"},{"Mar 25, 2024":"19.52"},{"Mar 22, 2024":"19.55"},{"Mar 21, 2024":"19.48"},{"Mar 20, 2024":"19.46"},{"Mar 19, 2024":"19.44"},{"Mar 18, 2024":"19.39"},{"Mar 15, 2024":"0.05 Dividend"},{"Mar 15, 2024":"19.42"},{"Mar 14, 2024":"19.46"},{"Mar 13, 2024":"19.57"},{"Mar 12, 2024":"19.59"},{"Mar 11, 2024":"19.64"},{"Mar 8, 2024":"19.64"},{"Mar 7, 2024":"19.64"},{"Mar 6, 2024":"19.62"},{"Mar 5, 2024":"19.58"}]}
                                                                                                                                                                                                                    
                                                                                                    

Historical Rates - CODE SNIPPETS


curl --location --request GET 'https://zylalabs.com/api/3993/portfolio+analytics+api/4760/historical+rates?symbol=PTCOX&from=2024-03-05&to=2024-04-10' --header 'Authorization: Bearer YOUR_API_KEY' 

    

API Access Key & Authentication

After signing up, every developer is assigned a personal API access key, a unique combination of letters and digits provided to access to our API endpoint. To authenticate with the Portfolio Analytics API REST API, simply include your bearer token in the Authorization header.

Headers

Header Description
Authorization [Required] Should be Bearer access_key. See "Your API Access Key" above when you are subscribed.


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The Portfolio Analytics API offers comprehensive data on mutual funds, including but not limited to performance metrics (e.g., returns, volatility), expense ratios, asset allocation breakdowns, fund manager details, historical NAV (Net Asset Value) data, and dividend information.

The data within the Portfolio Analytics API is updated regularly to ensure accuracy and relevance. Typically, updates occur in real-time or at intervals ranging from daily to monthly, depending on the specific dataset.

Yes, the API provides access to historical data, allowing users to retrieve past performance metrics, NAV values, and other relevant information for mutual funds over specific time periods.

Yes, there may be rate limits imposed on API usage to ensure fair access and optimal performance for all users. The specific rate limits and throttling policies may vary depending on the API provider's terms of service.

Yes, the API typically employs authentication mechanisms such as API keys or OAuth tokens to authenticate users and control access to the data. Authorization mechanisms may also be implemented to restrict access to certain endpoints or datasets based on user roles and permissions.

Zyla API Hub is, in other words, an API MarketPlace. An all-in-one solution for your developing needs. You will be accessing our extended list of APIs with only your user. Also, you won't need to worry about storing API keys, only one API key for all our products is needed.

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Prices are based on a recurring monthly subscription depending on the plan selected β€” plus overage fees applied when a developer exceeds a plan’s quota limits. In this example, you'll see the base plan amount as well as a quota limit of API requests. Be sure to notice the overage fee because you will be charged for each additional request.

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 Service Level
100%
 Response Time
905ms

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