Integrate the Portfolio Optimizer API with the Snowflake API

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

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Popular Portfolio Optimizer and Snowflake Triggers#

New Row from the Snowflake API

Emit new event when a row is added to a table

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New Query Results from the Snowflake API

Run a SQL query on a schedule, triggering a workflow for each row of results

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Failed Task in Schema from the Snowflake API

Emit new events when a task fails in a database schema

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New Database from the Snowflake API

Emit new event when a database is created

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New Deleted Role from the Snowflake API

Emit new event when a role is deleted

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Popular Portfolio Optimizer and Snowflake Actions#

Execute SQL Query with the Snowflake API

Execute a custom Snowflake query. See our docs to learn more about working with SQL in Pipedream.

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Insert Multiple Rows with the Snowflake API

Insert multiple rows into a table

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Insert Single Row with the Snowflake API

Insert a row into a table

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Query SQL Database with the Snowflake API

Execute a SQL Query. See our docs to learn more about working with SQL in Pipedream.

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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 Snowflake#

Snowflake offers a cloud database and related tools to help developers create robust, secure, and scalable data warehouses. See Snowflake's Key Concepts & Architecture.

Getting Started

1. Create a user, role and warehouse in Snowflake

Snowflake recommends you create a new user, role, and warehouse when you integrate a third-party tool like Pipedream. This way, you can control permissions via the user / role, and separate Pipedream compute and costs with the warehouse. You can do this directly in the Snowflake UI.

We recommend you create a read-only account if you only need to query Snowflake. If you need to insert data into Snowflake, add permissions on the appropriate objects after you create your user.

2. Enter those details in Pipedream

Visit https://pipedream.com/accounts. Click the button to Connect an App. Enter the required Snowflake account data.

You'll only need to connect your account once in Pipedream. You can connect this account to multiple workflows to run queries against Snowflake, insert data, and more.

3. Build your first workflow

Visit https://pipedream.com/new to build your first workflow. Pipedream workflows let you connect Snowflake with 1,000+ other apps. You can trigger workflows on Snowflake queries, sending results to Slack, Google Sheets, or any app that exposes an API. Or you can accept data from another app, transform it with Python, Node.js, Go or Bash code, and insert it into Snowflake.

Learn more at Pipedream University.

Connect Snowflake#

import snowflake from '@pipedream/snowflake';

export default defineComponent({
  props: {
    snowflake,
  },
  async run({ $ }) {
    // Component source code:
    // https://github.com/PipedreamHQ/pipedream/tree/master/components/snowflake
    
    return this.snowflake.executeQuery({
      sqlText: `SELECT CURRENT_TIMESTAMP()`,
      binds: [],
    });
  },
});

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