Integrate the Portfolio Optimizer API with the Gmail API

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

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Popular Portfolio Optimizer and Gmail Triggers#

New Attachment Received from the Gmail API

Emit new event for each attachment in a message received. This source is capped at 100 max new messages per run.

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New Email Matching Search from the Gmail API

Emit new event when an email matching the search criteria is received. This source is capped at 100 max new messages per run.

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New Email Received from the Gmail API

Emit new event when a new email is received.

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New Labeled Email from the Gmail API

Emit new event when a new email is labeled.

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New Sent Email from the Gmail API

Emit new event for each new email sent. (Maximum of 100 events emited per execution)

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Popular Portfolio Optimizer and Gmail Actions#

Add Label to Email with the Gmail API

Add label(s) to an email message. See the docs

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Approve Workflow with the Gmail API

Suspend the workflow until approved by email. See the documentation

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Create Draft with the Gmail API

Create a draft from your Google Workspace email account. See the documentation

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Download Attachment with the Gmail API

Download an attachment by attachmentId to the /tmp directory. See the documentation

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Find Email with the Gmail API

Find an email using Google's Search Engine. See the docs

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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#

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 Gmail#

By connecting your personal Gmail account to Pipedream, you'll be able to incorporate email into whatever you're building with any of the thousands of apps that are available on Pipedream.

Connect Gmail#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    gmail: {
      type: "app",
      app: "gmail",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://www.googleapis.com/oauth2/v1/userinfo`,
      headers: {
        Authorization: `Bearer ${this.gmail.$auth.oauth_access_token}`,
      },
    })
  },
})

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