Integrate the Portfolio Optimizer API with the Twilio API

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

Popular Portfolio Optimizer and Twilio Triggers#

New Incoming SMS (Instant) from the Twilio API

Emit new event every time an SMS is sent to the phone number set. Configures a webhook in Twilio, tied to an incoming phone number.

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New Call (Instant) from the Twilio API

Emit new event each time a call to the phone number is completed. Configures a webhook in Twilio, tied to a phone number.

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New Phone Number from the Twilio API

Emit new event when you add a new phone number to your account

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New Recording from the Twilio API

Emit new event when a new call recording is created

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New Transcription from the Twilio API

Emit new event when a new call transcription is created

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Popular Portfolio Optimizer and Twilio Actions#

Send SMS with the Twilio API

Send a simple text-only SMS. See the docs for more information

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Make a Phone Call with the Twilio API

Make a phone call, passing text that Twilio will speak to the recipient of the call. See the docs for more information

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Send MMS with the Twilio API

Send an SMS with text and media files. See the docs for more information

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Check Verification Token with the Twilio API

Check if user-provided token is correct. See the documentation for more information

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Delete Call with the Twilio API

Remove a call record from your account. See the docs for more information

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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 Twilio#

Twilio's API on Pipedream opens up a multitude of communication capabilities, allowing you to build robust, scalable, and automated workflows. With Twilio, you can send and receive SMS and MMS messages, make voice calls, and perform other communication functions programmatically. Leveraging Pipedream's seamless integration, you can connect these communications features with hundreds of other services to automate notifications, streamline customer interactions, and enhance operational efficiency.

Connect Twilio#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    twilio: {
      type: "app",
      app: "twilio",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.twilio.com/2010-04-01/Accounts.json`,
      auth: {
        username: `${this.twilio.$auth.AccountSid}`,
        password: `${this.twilio.$auth.AuthToken}`,
      },
    })
  },
})

Community Posts#

How Our Family Uses SMS and Smart Picture Frames to Connect During Remote Holidays

Two days before Thanksgiving, I decided to put together a simple way for our family to share pictures, because we couldn’t be together in person. The idea: smart photo frames that everyone could text pictures to. Here’s how I got it working. tldr; A Pipedream workflow parses SMS messages sent to a Twilio phone number, extracting the pictures and then using SendGrid to email them to the dedicated email addresses used by our Pix-Star photo frames.