Integrate the Portfolio Optimizer API with the Email API

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

Popular Portfolio Optimizer and Email Triggers#

New Email from the Email API

Get a unique address where you can send emails to trigger your workflow.

Try it

Popular Portfolio Optimizer and Email Actions#

Send Yourself an Email with the Email API

Customize and send an email to the email address you registered with Pipedream. The email will be sent by notifications@pipedream.com.

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 Email#

export default defineComponent({
  async run({ $ }) {
    const options = {
      subject: 'Your subject here',
      text: 'Your text here'
    };
    $.send.email(options);
  },
});