Integrate the Portfolio Optimizer API with the MongoDB API

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

Popular Portfolio Optimizer and MongoDB Triggers#

New Collection from the MongoDB API

Emit new an event when a new collection is added to a database

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New Database from the MongoDB API

Emit new an event when a new database is added

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New Document from the MongoDB API

Emit new an event when a new document is added to a collection

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New Field in Document from the MongoDB API

Emit new an event when a new field is added to a document

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Popular Portfolio Optimizer and MongoDB Actions#

Create New Document with the MongoDB API

Create a new document in a collection of your choice. See the docs here

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Delete a Document with the MongoDB API

Delete a single document by ID. See the docs here

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Find Document by Id with the MongoDB API

Retrieves a single document by ID. See the docs here

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Search Documents with the MongoDB API

Search for specific documents or return all documents. See the docs here

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Update a Document with the MongoDB API

Updates a single document by ID. See the docs here

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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 MongoDB#

The MongoDB API provides powerful capabilities to interact with a MongoDB database, allowing you to perform CRUD (Create, Read, Update, Delete) operations, manage databases, and execute sophisticated queries. With Pipedream, you can harness these abilities to automate tasks, sync data across various apps, and react to events in real-time. It’s a combo that’s particularly potent for managing data workflows, syncing application states, or triggering actions based on changes to your data.

Connect MongoDB#

import mongodb from 'mongodb'

export default defineComponent({
  props: {
    mongodb: {
      type: "app",
      app: "mongodb",
    },
    collection: {
      type: "string"
    },
    filter: {
      type: "object"
    }
  },
  async run({steps, $}) {
    const MongoClient = mongodb.MongoClient
    
    const {
      database,
      hostname,
      username,
      password,
    } = this.mongodb.$auth
    
    const url = `mongodb+srv://${username}:${password}@${hostname}/test?retryWrites=true&w=majority`
    const client = await MongoClient.connect(url, { 
      useNewUrlParser: true, 
      useUnifiedTopology: true 
    })
    
    const db = client.db(database)

    const results = await db.collection(this.collection).find(this.filter).toArray();
    $.export('results', results);
    
    await client.close()
  },
})