Mock sample for your project: Portfolio Optimizer API
Integrate with "Portfolio Optimizer API" from portfoliooptimizer.io in no time with Mockoon's ready to use mock sample
Portfolio Optimizer
Version: 1.0.9
Integrate third-party APIs faster by using "Portfolio Optimizer API" ready-to-use mock sample. Mocking this API will allow you to start working in no time. No more accounts to create, API keys to provision, accesses to configure, unplanned downtime, just work.
Improve your integration tests by mocking third-party APIs and cover more edge cases: slow response time, random failures, etc.
Description
Portfolio Optimizer is a Web API to optimize the composition of investment portfolios (collection of financial assets such as stocks, bonds, ETFs, crypto-currencies) using modern portfolio theory-like algorithms (mean-variance, etc.).
API General Information
Portfolio Optimizer is based on REST for easy integration, uses JSON for the exchange of data and uses the two most common HTTP verbs (GET, POST) to represent the actions.
Portfolio Optimizer is also as secured as a Web API could be:
256-bit HTTPS Encryption
No usage of cookies
No usage of personal data
API Headers
The following HTTP header(s) are required when calling Portfolio Optimizer endpoints:
Content-type: application/json
This header specifies that the data provided in input to the endpoint is in JSON format
The following HTTP header(s) are optional when calling Portfolio Optimizer endpoints:
X-API-Key:
This header enables authenticated users to provide their private API key in order to benefit from higher API limits
API Key
Portfolio Optimizer is free to use, but not free to run.
In order to obtain an API key and benefit from higher API limits, a small participation to Portfolio Optimizer running costs is required.
This participation takes the form of coffee(s), with one coffee = one month of usage.
Notes:
> * Please make sure not to expose your API key publicly!
API Limits
Portfolio Optimizer comes with fairly reasonable API limits.
For anonymous users:
The API requests are restricted to a subset of all the available endpoints and/or endpoints features
The API requests are limited to 1 request per second for all the anonymous users combined, with concurrent requests rejected
The API requests are limited to 1 second of execution time
The API requests are limited to 20 assets, 100 portfolios, 500 series data points and 5 factors
For authenticated users with an API key:
The API requests have access to all the available endpoints and endpoints features
The API requests are limited to 10000 requests per 24 hour per API key, with concurrent requests queued
The API requests are limited to 2.5 seconds of execution time
The API requests are limited to 100 assets, 500 portfolios, 2500 series data points and 25 factors
> Notes:
> * It is possible to further relax the API limits, or to disable the API limits alltogether; please contact the support for more details.
> * Information on the API rate limits are provided in response messages HTTP headers x-ratelimit-*:
> * x-ratelimit-limit-second, the limit on the number of API requests per second
> * x-ratelimit-remaining-second, the number of remaining API requests in the current second
> * x-ratelimit-limit-minute, the limit on the number of API requests per minute
> * ...
API Regions
Portfolio Optimizer servers are located in Western Europe.
> Notes:
> * It is possible to deploy Portfolio Optimizer in other geographical regions, for example to improve the API latency; please contact the support for more details.
API Response Codes
Standard HTTP response codes are used by Portfolio Optimizer to provide details on the status of API requests.
| HTTP Code | Description | Notes |
| --------- | ----------- | ----- |
| 200 | Request successfully processed | - |
| 400 | Request failed to be processed because of incorrect content | The response message body contains information on the incorrect content |
| 401 | Request failed to be processed because of invalid API key | - |
| 404 | Request failed to be processed because of non existing endpoint | The requested endpoint might exist, but needs to be accessed with another HTTP method (e.g., POST instead of GET) |
| 429 | Request failed to be processed because of API limits violated | The response message HTTP headers x-ratelimit-* contain information on the API limits |
| 500 | Request failed to be processed because of an internal error | Something went wrong on Portfolio Optimizer side, do not hesitate to report the issue |
| 502 | Request failed to be processed because of a temporary connectivity error | Something went wrong on Portfolio Optimizer side, please check the API status and do not hesitate to report the issue |
API Status
Portfolio Optimizer is monitored 24/7 by UptimeRobot.
Support
For any issue or question about Portfolio Optimizer, please do not hesitate to contact the support.
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The API provides read access to your profile, accounts and transactions, event-driven notifications of activity on the account and payment initiation via batches. Each feature has its own HTTP endpoint and every endpoint has its own permission.
The API exposes 3 main areas of functionality: financial functions, service information and service configuration.
Financial Functions
These functions provide access to your account details, transactions, payee accounts, payment initiation etc.
Service Functions
These provide information about the fees and limits applied to your account.
Service configuration
These provide information about your service configs - applications, webhooks, API tokens, etc.
IBKR 3rd Party Web API
Frankie Financial API
This API allows developers to integrate the Frankie Financial Compliance Utility into their applications. The API allows:
Checking name, address, date of birth against national databases
Validating Australian driver's licences, passports, medicare, visas and other Australian national ID documents
Validating Australian electricity bills
Validating NZ driver's licences
Validating Chinese bank cards and national ID card
Validating International passports and national ID documents
PEP, Sanctions, Watchlist and adverse media checking
Australian visa checks
Fraud list and fraud background checks
ID validation and selfie check comparisons.
Industry specific services
Comparing Australian electricity retailers for a better deal.
KYB specific services
Query organisation ownership
Perform KYC & AML checks on shareholders, beneficial owners and office bearers.
Query credit score and credit reports
International company searches
International company profiles
The full version of this documentation along with supplemental articles can be found here:
https://apidocs.frankiefinancial.com/
The traditional Swagger view of this documentation can be found here:
https://app.swaggerhub.com/apis-docs/FrankieFinancial/kycutility
Sandbox base URL is:
https://api.demo.frankiefinancial.io/compliance/v1.2
We do have an old sandbox at https://sandbox.frankiefinancial.com/compliance/v1.2 but this has been retired.
All calls are the same as production, only with canned data.
Full Swagger definition, along with test data for playing in the sandbox can be obtained once initial commercial discussions have commenced.
Production and optional UAT access will be opened up only to those with a signed commercial contract.
Contact us at [email protected] to speak with a sales rep about issuing a Customer ID and Sandbox api key.
Event Notification API Specification - TPP Endpoints
API v1.0.0
or
View Postman docs
Quickstart
Visit github to view the quickstart tutorial.
Tutorial for running the API in postman
Click on ""Run in Postman"" button
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A new page will open.
Click the ""Postman for windows"" to run postman as a desktop app.
Make sure you have already installed Postman.
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In chrome an alert might show up to set a default app for opening postman links. Click on ""Open Postman"".
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The OpenAPI specification will be imported in Postman as a new collection named ""Envoice api""
postman - tutorial - 4
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When testing be sure to check and modify the environment variables to suit your api key and secret. The domain is set to envoice's endpoint so you don't really need to change that.
\*Eye button in top right corner
postman - tutorial - 5
postman - tutorial - 6
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You don't need to change the values of the header parameters, because they will be replaced automatically when you send a request with real values from the environment configured in the previous step.
postman - tutorial - 7
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Modify the example data to suit your needs and send a request.
postman - tutorial - 8
Webhooks
Webhooks allow you to build or set up Envoice Apps which subscribe to invoice activities.
When one of those events is triggered, we'll send a HTTP POST payload to the webhook's configured URL.
Webhooks can be used to update an external invoice data storage.
In order to use webhooks visit this link and add upto 10 webhook urls that will return status 200 in order to signal that the webhook is working.
All nonworking webhooks will be ignored after a certain period of time and several retry attempts.
If after several attempts the webhook starts to work, we will send you all activities, both past and present, in chronological order.
The payload of the webhook is in format: