Portfolio Optimizer

The Nobel Prize-winning science of portfolio optimization, available as a Web API.

Integrate the Portfolio Optimizer API with the Airtable (OAuth) API

Setup the Portfolio Optimizer API trigger to run a workflow which integrates with the Airtable (OAuth) API. Pipedream's integration platform allows you to integrate Portfolio Optimizer and Airtable (OAuth) remarkably fast. Free for developers.

New Field from the Airtable (OAuth) API

Emit new event for each new field created in a table

 
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New Modified or Deleted Records (Instant) from the Airtable (OAuth) API

Emit new event each time a record is added, updated, or deleted in an Airtable table. See the documentation

 
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New or Modified Field from the Airtable (OAuth) API

Emit new event for each new or modified field in a table

 
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New or Modified Records from the Airtable (OAuth) API

Emit new event for each new or modified record in a table

 
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New or Modified Records in View from the Airtable (OAuth) API

Emit new event for each new or modified record in a view

 
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Create Comment with the Airtable (OAuth) API

Create a new comment on a record. See the documentation

 
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Create Field with the Airtable (OAuth) API

Create a new field in a table. See the documentation

 
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Create Multiple Records with the Airtable (OAuth) API

Create one or more records in a table by passing an array of objects containing field names and values as key/value pairs. See the documentation

 
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Create Single Record with the Airtable (OAuth) API

Adds a record to a table.

 
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Create Single Record Or Update with the Airtable (OAuth) API

Updates a record if recordId is provided or adds a record to a table.

 
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Overview of Portfolio Optimizer

The Portfolio Optimizer API allows you to build advanced financial models and investment strategies directly within Pipedream. With this API, you gain access to portfolio analysis tools that can optimize asset allocations, calculate efficient frontiers, and perform risk assessments. Leverage the power of Pipedream's serverless platform to automate these tasks, integrate with other financial data sources, and much more, facilitating smarter investment decisions and real-time portfolio management.

Connect Portfolio Optimizer

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    portfolio_optimizer: {
      type: "app",
      app: "portfolio_optimizer",
    }
  },
  async run({ steps, $ }) {
    const { data } = await axios({
      method: "POST",
      url: `https://${this.portfolio_optimizer.$auth.api_server}.portfoliooptimizer.io/v1/factors/residualization`,
      headers: {
        "Content-type": "application/json",
        "X-API-Key": this.portfolio_optimizer.$auth.api_key
      },
//Residualizes the returns of the first factor among a set of 2 factors, observed during 3 time periods
      data: {
        "factors": [
          {
            "factorReturns": [
              0.01,
              0.02,
              -0.01
            ]
          },
          {
            "factorReturns": [
              0.025,
              0.005,
              -0.02
            ]
          }
        ],
        "residualizedFactor": 1
      },
    })
    return data
  },
})

Overview of Airtable (OAuth)

Using the Airtable API, you can build applications that can:

  • Create and manage databases
  • Add, update, and delete records
  • Search for records
  • Sort and filter records
  • Display records in a variety of ways
  • Import and export data

Connect Airtable (OAuth)

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    airtable_oauth: {
      type: "app",
      app: "airtable_oauth",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.airtable.com/v0/meta/whoami`,
      headers: {
        Authorization: `Bearer ${this.airtable_oauth.$auth.oauth_access_token}`,
      },
    })
  },
})