Integrate the Portfolio Optimizer API with the Formatting API

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

Popular Portfolio Optimizer and Formatting Actions#

[Data] Convert JSON to String with the Formatting API

Convert an object to a JSON format string

Try it

[Data] Parse JSON with the Formatting API

Parse a JSON string

Try it

[Date/Time] Add/Subtract Time with the Formatting API

Add or subtract time from a given input

Try it

[Date/Time] Compare Dates with the Formatting API

Get the duration between two dates in days, hours, minutes, and seconds along with checking if they are the same.

Try it

[Date/Time] Format with the Formatting API

Format a date string to another date string. For more examples on formatting, see the Sugar Date Format documentation.

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 Formatting#

export default defineComponent({
  async run({ steps, $ }) {
    const text = ' Hello world! ';
    return text.trim()
  },
})