Integrate the Portfolio Optimizer API with the Pipedream Utils API

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

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Popular Portfolio Optimizer and Pipedream Utils Actions#

Formatting - [Data] Convert JSON to String with the Pipedream Utils API

Convert an object to a JSON format string

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Formatting - [Data] Parse JSON with the Pipedream Utils API

Parse a JSON string

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Formatting - [Date/Time] Add/Subtract Time with the Pipedream Utils API

Add or subtract time from a given input

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Formatting - [Date/Time] Compare Dates with the Pipedream Utils API

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

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Formatting - [Date/Time] Format with the Pipedream Utils API

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

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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 Pipedream Utils#

The Pipedream Utils app is a set of pre-built functions that streamline common tasks in your workflows. It acts like a Swiss Army knife for developers, providing essential tools such as format conversion, date manipulation, and text processing. By leveraging these functions, you can reduce the boilerplate code needed for routine operations, speeding up the development of intricate automations. The Helper Functions API can be a game changer when it comes to tasks like parsing dates in user-friendly formats, encoding and decoding data, or generating UUIDs, making them more efficient and less error-prone.

Connect Pipedream Utils#

export default defineComponent({
  props: {
    pipedream_utils: {
      type: "app",
      app: "pipedream_utils",
    }
  },
  async run({steps, $}) {

  },
})

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