Mock sample for your project: Portfolio Optimizer API

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Portfolio Optimizer

portfoliooptimizer.io

Version: 1.0.9


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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.

Other APIs in the same category

Business Registries

ato.gov.au
Introduction
The Business Registries API is built on HTTP. The API is RESTful. It has predictable resource URIs.
The API is documented in OpenAPI format.
In addition to the standard OpenAPI syntax we use a few
vendor extensions.
Overview
The following sections describe the resources that make up the Business Registries REST API.
Current Version
By default, all requests to https://api.abr.ato.gov.au receive the v1 version of the REST API. We encourage you to explicitly request this version via the Accept header.
Accept: application/vnd.abr-ato.v1+json
Schema
All API access is over HTTPS, and accessed from https://api.abr.ato.gov.au. All data is sent and received as JSON. Blank fields are included.
All dates use the ISO 8601 format:
YYYY-MM-DD
For example: 2017-07-01 (the 1st of July 2017)
All timestamps use the ISO 8601 format:
YYYY-MM-DDTHH:MM:SSZ
For example: 2017-07-01T11:05:06+10:00
Timezones
Some requests allow for specifying timestamps or generate timestamps with time zone information. We apply the following rules, in order of priority, to determine timezone information for API calls.
Explicitly provide an ISO 8601 timestamp with timezone information
For API calls that allow for a timestamp to be specified, we use that exact timestamp.
For example: 2017-07-01T11:05:06+10:00
Pagination
Information about pagination is provided in the Link header.
For example:
Link:; rel="next",; rel="last"
rel="next" states that the next page is page=2. This makes sense, since by default, all paginated queries start at page 1. rel="last" provides some more information, stating that the last page of results is on page 34. Accordingly, we have 33 more pages of information that we can consume.
Parameters
Many API methods take optional parameters:
GET /individuals/1234/addresses/?addressType='Mailing'
In this example, the '1234' value is provided for the :partyId parameter in the path while :addressType is passed in the query string.
For POST, PATCH, PUT, and DELETE requests, parameters not included in the URL should be encoded as JSON with a Content-Type of 'application/json'.
Metadata
The API provides metadata services that you can use to discover information about the classifcation schemes and values used by the Registry.
For example:
GET /classifications/roles
Sample response:
[
{
"id": "123e4567-e89b-12d3-a456-426655440001",
"role": "Director",
"roleDescription": "An individual responsible for managing a company's ...",
"relationship": "Directorship",
"reciprocalRole": "Company",
"reciprocalRoleDescription": "An incorporated legal entity."
},
{
...
}
]
Root Endpoint
You can issue a GET request to the root endpoint (also known as the service root) to get all the endpoint categories that the REST API supports:
curl https://api.abr.ato.gov.au
Authentication
The Business Registries API supports API Key authentication.
When you sign up for an account, you are given your first API key. You can generate additional API keys, and delete
API keys (as you may need to rotate your keys in the future). You authenticate to the Business Registries API by
providing your secret key in the request header.
Note: Some requests will return 404 Not Found, instead of 403 Permission Denied. This is to prevent the
accidental leakage of information to unauthorised users.

Taxrates.io API

taxrates.io
Introduction
Taxrates.io is a global tax rate service that automates the management of monitoring tax rates changes in 181 countries. We monitor over 14,000 US sales tax, VAT, GST rates for you and make updates via our API so you always have the most update tax rates.
You can use Taxrates.io as a virtual sandbox where we provide you with 30 days free trial.
Countries
We currently support the following countries around the world. If you would like to request the addition of a new country, please email us at [email protected]
Afghanistan Gambia Nicaragua
Albania Georgia Niger
Andorra Germany Nigeria
Angola Ghana North Korea
Antigua and Barbuda Greece Norway
Argentina Grenada Pakistan
Armenia Guam Palestine
Aruba Guatemala Panama
Australia Guinea Papua New Guinea
Austria Guyana Paraguay
Azerbaijan Haiti Peru
Bahamas Honduras Philippines
Bangladesh Hungary Poland
Barbados Iceland Portugal
Belarus India Puerto Rico
Belgium Indonesia Republic of the Congo
Belize Iran Romania
Benin Ireland Russian Federation
Bhutan Isle of Man Rwanda
Bolivia Israel Samoa
Bonaire Italy Senegal
Bosnia and Herzegovina Japan Serbia
Botswana Jersey Seychelles
Brazil Jordan Sierra Leone
Bulgaria Jordan Singapore
Burkina Faso Kazakhstan Slovakia
Burundi Kenya Slovenia
Cambodia Kiribati Solomon Islands
Cameroon Kosovo Somalia
Cape Verde Kyrgyzstan South Africa
Central African Republic Laos South Korea
Chad Latvia South Sudan
Chile Lebanon Spain
China Lesotho Sri Lanka
Columbia Liberia St Lucia
Comoros Liechtenstein Sudan
Cook Islands Lithuania Suriname
Costa Rica Luxembourg Swaziland
Cote d'Ivoire Macedonia Sweden
Croatia Madagascar Switzerland
Cuba Malawi Tahiti
Curacao Malaysia Taiwan
Cyprus Maldives Tajikistan
Czech Republic Mali Tanzania
Democratic Republic of the Congo Malta Thailand
Denmark Mauritania Togo
Djbouti Mauritius Tonga
Dominica Mexico Trinidad and Tobago
Dominican Republic Micronesia Tunisia
Ecuador Moldova Turkmenistan
Egypt Monaco Tuvalu
El Salvador Mongolia Uganda
Equatorial Guinea Montenegro Ukraine
Eritrea Morocco United Kingdom
Estonia Mozambique United States
Ethiopia Myanmar Uruguay
Fiji Namibia Vanuatu
Finland Nepal Venezuela
France Netherlands Vietnam
Gabon New Zealand Yemen
Products codes
The Taxrates.io API’s provides product-level tax rates for a subset of product codes. These codes are to be used for products that are either exempt from tax in some jurisdictions or are taxed at reduced rates.
We will be expanding support for additional, less common categories over time. If you would like to request the addition of a new product category, please email us at [email protected]
Please select a product code/s when making a request to the Taxrates.io API
Product code Product Description
C010 Services which are not subject to a service-specific tax
C011 Software - Downloaded
C012 Books - Downloaded
C011 Music - Downloaded
C011 Movies/Digital Video - Downloaded
C011 Other Electronic Goods - Downloaded
C011 Streaming Music/Audio Services new
C011 Streaming Video Services new
C018 Software as a Services, Generally (Remote Access to Hosted Software)
C018 Remote Access to Hosted Software - Personal Use
C018 Remote Access to Hosted Software - Business Use
C021 Remote Access to Hosted Business Custom Applications
C021 Personal Cloud Storage/Backup
C021 Business Cloud Storage/Backup
C021 Business Data Warehouses
C022 Infrastructure as Service, Generally
C022 Ecommerce Site/Webserver Hosting
C022 Provision of Virtual Computing Capacity
C022 Software - package or canned program
C022 Software - modifications to canned program
C022 Software - custom programs - material
C022 Software - custom programs - professional serv.
C022 Information services
C022 Data processing services
C022 Mainframe computer access and processing serv.
C022 Online Data processing services
Filtering
When calling the API endpoints you can use 'filter' parameters to get tax rate for the selected type. You can get the following tax types (Each tax rate will always have one of following types)
US Sales tax Rates
CombinedRate
StateRate
CountyRate
CityRate
SpecialRate
We recommend using Postman when discovering our API. Happy using!
Rate Limiting
We limit API requests.
If you’re exceeding this rate and encountering 429 errors, review the following:
Only make requests in states / regions where you have enabled.
Cache responses if the order details haven’t changed since the last calculation at checkout.
Errors
The Taxrates.io API uses the following error codes:
Code Error Message
400 Bad Request – Your request format is bad.
401 Unauthorized – Your API key is wrong.
404 Not Found – The specified resource could not be found.
405 Method Not Allowed – You tried to access a resource with an invalid method.
429 Too Many Requests – You’re requesting too many resources! Slow down!
500 Internal Server Error – We had a problem with our server. Try again later.
503 Service Unavailable – We’re temporarily offline for maintenance. Try again later.
Verify your API token is correct and make sure you’re correctly setting the Authorization header.
If you’re still not sure what’s wrong, contact us and we’ll investigate.
Changelog
Stay on top of new developer-facing features, accuracy improvements, and bug fixes for our API. Have a request? Encounter an issue? We’d love to hear your feedback.
Contact Support:
Name: [email protected]

Fire Financial Services Business API

The fire.com API allows you to deeply integrate Business Account features into your application or back-office systems.
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.

Account and Transaction API Specification

openbanking.org.uk
Swagger for Account and Transaction API Specification

Storecove API

storecove.com
Storecove API

Paylocity API

paylocity.com
For general questions and support of the API, contact: [email protected]
Overview
Paylocity Web Services API is an externally facing RESTful Internet protocol. The Paylocity API uses HTTP verbs and a RESTful endpoint structure. OAuth 2.0 is used as the API Authorization framework. Request and response payloads are formatted as JSON.
Paylocity supports v1 and v2 versions of its API endpoints. v1, while supported, won't be enhanced with additional functionality. For direct link to v1 documentation, please click here. For additional resources regarding v1/v2 differences and conversion path, please contact [email protected].
Setup
Paylocity will provide the secure client credentials and set up the scope (type of requests and allowed company numbers). You will receive the unique client id, secret, and Paylocity public key for the data encryption. The secret will expire in 365 days.
Paylocity will send you an e-mail 10 days prior to the expiration date for the current secret. If not renewed, the second e-mail notification will be sent 5 days prior to secret's expiration. Each email will contain the code necessary to renew the client secret.
You can obtain the new secret by calling API endpoint using your current not yet expired credentials and the code that was sent with the notification email. For details on API endpoint, please see Client Credentials section.
Both the current secret value and the new secret value will be recognized during the transition period. After the current secret expires, you must use the new secret.
If you were unable to renew the secret via API endpoint, you can still contact Service and they will email you new secret via secure email.
When validating the request, Paylocity API will honor the defaults and required fields set up for the company default New Hire Template as defined in Web Pay.
Authorization
Paylocity Web Services API uses OAuth2.0 Authentication with JSON Message Format.
All requests of the Paylocity Web Services API require a bearer token which can be obtained by authenticating the client with the Paylocity Web Services API via OAuth 2.0.
The client must request a bearer token from the authorization endpoint:
auth-server for production: https://api.paylocity.com/IdentityServer/connect/token
auth-server for testing: https://apisandbox.paylocity.com/IdentityServer/connect/token
Paylocity reserves the right to impose rate limits on the number of calls made to our APIs. Changes to API features/functionality may be made at anytime with or without prior notice.
Authorization Header
The request is expected to be in the form of a basic authentication request, with the "Authorization" header containing the client-id and client-secret. This means the standard base-64 encoded user:password, prefixed with "Basic" as the value for the Authorization header, where user is the client-id and password is the client-secret.
Content-Type Header
The "Content-Type" header is required to be "application/x-www-form-urlencoded".
Additional Values
The request must post the following form encoded values within the request body:
granttype = clientcredentials
scope = WebLinkAPI
Responses
Success will return HTTP 200 OK with JSON content:
{
"access_token": "xxx",
"expires_in": 3600,
"token_type": "Bearer"
}
Encryption
Paylocity uses a combination of RSA and AES cryptography. As part of the setup, each client is issued a public RSA key.
Paylocity recommends the encryption of the incoming requests as additional protection of the sensitive data. Clients can opt-out of the encryption during the initial setup process. Opt-out will allow Paylocity to process unencrypted requests.
The Paylocity Public Key has the following properties:
2048 bit key size
PKCS1 key format
PEM encoding
Properties
key (base 64 encoded): The AES symmetric key encrypted with the Paylocity Public Key. It is the key used to encrypt the content. Paylocity will decrypt the AES key using RSA decryption and use it to decrypt the content.
iv (base 64 encoded): The AES IV (Initialization Vector) used when encrypting the content.
content (base 64 encoded): The AES encrypted request. The key and iv provided in the secureContent request are used by Paylocity for decryption of the content.
We suggest using the following for the AES:
CBC cipher mode
PKCS7 padding
128 bit block size
256 bit key size
Encryption Flow
Generate the unencrypted JSON payload to POST/PUT
Encrypt this JSON payload using your own key and IV (NOT with the Paylocity public key)
RSA encrypt the key you used in step 2 with the Paylocity Public Key, then, base64 encode the result
Base64 encode the IV used to encrypt the JSON payload in step 2
Put together a "securecontent" JSON object:
{
'secureContent' : {
'key' : -- RSA-encrypted & base64 encoded key from step 3,
'iv' : -- base64 encoded iv from step 4
'content' -- content encrypted with your own key from step 2, base64 encoded
}
}
Sample Example
{
"secureContent": {
"key": "eS3aw6H/qzHMJ00gSi6gQ3xa08DPMazk8BFY96Pd99ODA==",
"iv": "NLyXMGq9svw0XO5aI9BzWw==",
"content": "gAEOiQltO1w+LzGUoIK8FiYbU42hug94EasSl7N+Q1w="
}
}
Sample C# Code
using Newtonsoft.Json;
using System;
using System.IO;
using System.Security.Cryptography;
using System.Text;
public class SecuredContent
{
[JsonProperty("key")]
public string Key { get; set; }
[JsonProperty("iv")]
public string Iv { get; set; }
[JsonProperty("content")]
public string Content { get; set; }
}
public class EndUserSecureRequestExample
{
public string CreateSecuredRequest(FileInfo paylocityPublicKey, string unsecuredJsonRequest)
{
string publicKeyXml = File.ReadAllText(paylocityPublicKey.FullName, Encoding.UTF8);
SecuredContent secureContent = this.CreateSecuredContent(publicKeyXml, unsecuredJsonRequest);
string secureRequest = JsonConvert.SerializeObject(new { secureContent });
return secureRequest;
}
private SecuredContent CreateSecuredContent(string publicKeyXml, string request)
{
using (AesCryptoServiceProvider aesCsp = new AesCryptoServiceProvider())
{
aesCsp.Mode = CipherMode.CBC;
aesCsp.Padding = PaddingMode.PKCS7;
aesCsp.BlockSize = 128;
aesCsp.KeySize = 256;
using (ICryptoTransform crt = aesCsp.CreateEncryptor(aesCsp.Key, aesCsp.IV))
{
using (MemoryStream outputStream = new MemoryStream())
{
using (CryptoStream encryptStream = new CryptoStream(outputStream, crt, CryptoStreamMode.Write))
{
byte[] encodedRequest = Encoding.UTF8.GetBytes(request);
encryptStream.Write(encodedRequest, 0, encodedRequest.Length);
encryptStream.FlushFinalBlock();
byte[] encryptedRequest = outputStream.ToArray();
using (RSACryptoServiceProvider crp = new RSACryptoServiceProvider())
{
crp.FromXmlstring(publicKeyXml);
byte[] encryptedKey = crp.Encrypt(aesCsp.Key, false);
return new SecuredContent()
{
Key = Convert.ToBase64string(encryptedKey),
Iv = Convert.ToBase64string(aesCsp.IV),
Content = Convert.ToBase64string(encryptedRequest)
};
}
}
}
}
}
}
}
Support
Questions about using the Paylocity API? Please contact [email protected].
Deductions (v1)
Deductions API provides endpoints to retrieve, add, update and delete deductions for a company's employees. For schema details, click here.
OnBoarding (v1)
Onboarding API sends employee data into Paylocity Onboarding to help ensure an easy and accurate hiring process for subsequent completion into Web Pay. For schema details, click here.

IBKR 3rd Party Web API

interactivebrokers.com
Interactive Brokers Web API for 3rd Party Companies

Tradematic Cloud API

tradematic.com
Overview
Tradematic Cloud is a trading infrastructure for building investment services.
It’s a trading engine + API + ready-made adapters to stock and forex brokers, crypto exchanges, and market data providers.
You can use it as a cloud API, or you can deploy it on your servers.
How to use Tradematic Cloud API
Sign up at tradematic.cloud. After signing up, you will receive your API key.
Authorization
Add the 'X-API-KEY' header with your API key to each request.
Examples of writing code with Tradematic Cloud API
Examples are available at tradematic.cloud.
Swagger (.yaml) File
Swagger (.yaml) file can be found here.

Sonar Trading

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Currency Authority: Exchange Rate of 1453 country currencies and crypto currencies

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openbanking.org.uk
Swagger for Payment Initiation API Specification

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KYC API Documentation

API Interface to retrieve company data and products from business registers