Integrate the Portfolio Optimizer API with the Bash API

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

Popular Portfolio Optimizer and Bash Actions#

Run Bash Code with the Bash API

Run any Bash in a Pipedream step within your workflow. Refer to the Pipedream Bash docs to learn more.

Try it

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#

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
  },
})

Connect Bash#

# $PIPEDREAM_STEPS file contains data from previous steps
cat $PIPEDREAM_STEPS | jq .trigger.context.id

# Write data to $PIPEDREAM_EXPORTS to return it from the step
# Exports must be written as key=value
echo foo=bar >> $PIPEDREAM_EXPORTS