Integrate the Portfolio Optimizer API with the Notion API

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

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Popular Portfolio Optimizer and Notion Triggers#

New Database from the Notion API

Emit new event when a database is created. Note: Databases must be shared with your Pipedream Integtration to trigger event.

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New Page in Database from the Notion API

Emit new event when a page in a database is created

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Page or Subpage Updated from the Notion API

Emit new event when a page or one of its sub-pages is updated.

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Updated Page ID from the Notion API

Emit new event when a selected page is updated

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Updated Page in Database from the Notion API

Emit new event when a page in a database is updated. To select a specific page, use Updated Page ID instead

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Popular Portfolio Optimizer and Notion Actions#

Append Block to Parent with the Notion API

Creates and appends blocks to the specified parent. See the documentation

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Create Page with the Notion API

Creates a page from a parent page. The only valid property is title. See the documentation

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Create Page from Database with the Notion API

Creates a page from a database. See the docs

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Duplicate Page with the Notion API

Creates a new page copied from an existing page block. See the docs

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Find a Page with the Notion API

Searches for a page by its title. 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 Notion#

Notion's API allows for the creation, reading, updating, and deleting of pages, databases, and their contents within Notion. Using Pipedream's platform, you can build workflows that connect Notion with various other services to automate tasks such as content management, task tracking, and data synchronization. With Pipedream's serverless execution, you can trigger these workflows on a schedule, or by external events from other services, without managing any infrastructure.

Connect Notion#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    notion: {
      type: "app",
      app: "notion",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.notion.com/v1/users/me`,
      headers: {
        Authorization: `Bearer ${this.notion.$auth.oauth_access_token}`,
        "Notion-Version": `2021-08-16`,
      },
    })
  },
})

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