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

NOWPayments API

nowpayments.io
NOWPayments is a non-custodial cryptocurrency payment processing platform. Accept payments in a wide range of cryptos and get them instantly converted into a coin of your choice and sent to your wallet. Keeping it simple – no excess.
Sandbox
Before production usage, you can test our API using the Sandbox. Details can be found here
Authentication
To use the NOWPayments API you should do the following:
Sign up at nowpayments.io
Specify your outcome wallet
Generate an API key
Standard e-commerce flow for NOWPayments API:
API - Check API availability with the "GET API status" method. If required, check the list of available payment currencies with the "GET available currencies" method.
UI - Ask a customer to select item/items for purchase to determine the total sum;
UI - Ask a customer to select payment currency
API - Get the minimum payment amount for the selected currency pair (payment currency to your Outcome Wallet currency) with the "GET Minimum payment amount" method;
API - Get the estimate of the total amount in crypto with "GET Estimated price" and check that it is larger than the minimum payment amount from step 4;
API - Call the "POST Create payment" method to create a payment and get the deposit address (in our example, the generated BTC wallet address is returned from this method);
UI - Ask a customer to send the payment to the generated deposit address (in our example, user has to send BTC coins);
UI - A customer sends coins, NOWPayments processes and exchanges them (if required), and settles the payment to your Outcome Wallet (in our example, to your ETH address);
API - You can get the payment status either via our IPN callbacks or manually, using "GET Payment Status" and display it to a customer so that they know when their payment has been processed.
API - you call the list of payments made to your account via the "GET List of payments" method. Additionally, you can see all of this information in your Account on NOWPayments website.
Alternative flow
API - Check API availability with the "GET API status" method. If required, check the list of available payment currencies with the "GET available currencies" method.
UI - Ask a customer to select item/items for purchase to determine the total sum;
UI - Ask a customer to select payment currency
API - Get the minimum payment amount for the selected currency pair (payment currency to your Outcome Wallet currency) with the "GET Minimum payment amount" method;
API - Get the estimate of the total amount in crypto with "GET Estimated price" and check that it is larger than the minimum payment amount from step 4;
API - Call the "POST Create Invoice method to create an invoice. Set "success_url" - parameter so that the user will be redirected to your website after successful payment.
UI - display the invoice url or redirect the user to the generated link.
NOWPayments - the customer completes the payment and is redirected back to your website (only if "success_url" parameter is configured correctly!).
API - You can get the payment status either via our IPN callbacks or manually, using "GET Payment Status" and display it to a customer so that they know when their payment has been processed.
API - you call the list of payments made to your account via the "GET List of payments" method. Additionally, you can see all of this information in your Account on NOWPayments website.
API Documentation
Instant Payments Notifications
IPN (Instant payment notifications, or callbacks) are used to notify you when transaction status is changed.
To use them, you should complete the following steps:
Generate and save the IPN Secret key in Store Settings tab at the Dashboard.
Insert your URL address where you want to get callbacks in createpayment request. The parameter name is ipn\callback\_url. You will receive payment updates (statuses) to this URL address.
You will receive all the parameters at the URL address you specified in (2) by POST request.
The POST request will contain the x-nowpayments-sig parameter in the header.
The body of the request is similiar to a get payment status response body.
Example:
{"paymentid":5077125051,"paymentstatus":"waiting","payaddress":"0xd1cDE08A07cD25adEbEd35c3867a59228C09B606","priceamount":170,"pricecurrency":"usd","payamount":155.38559757,"actuallypaid":0,"paycurrency":"mana","orderid":"2","orderdescription":"Apple Macbook Pro 2019 x 1","purchaseid":"6084744717","createdat":"2021-04-12T14:22:54.942Z","updatedat":"2021-04-12T14:23:06.244Z","outcomeamount":1131.7812095,"outcome_currency":"trx"}
Sort all the parameters from the POST request in alphabetical order.
Convert them to string using
JSON.stringify (params, Object.keys(params).sort()) or the same function.
Sign a string with an IPN-secret key with HMAC and sha-512 key
Compare the signed string from the previous step with the x-nowpayments-sig , which is stored in the header of the callback request.
If these strings are similar it is a success.
Otherwise, contact us on [email protected] to solve the problem.
Example of creating a signed string at Node.JS
const hmac = crypto.createHmac('sha512', notificationsKey);
hmac.update(JSON.stringify(params, Object.keys(params).sort()));
const signature = hmac.digest('hex');
Example of comparing signed strings in PHP
function checkipnrequestisvalid()
{
$error_msg = "Unknown error";
$auth_ok = false;
$request_data = null;
if (isset($SERVER['HTTPXNOWPAYMENTSSIG']) && !empty($SERVER['HTTPXNOWPAYMENTSSIG'])) {
$recivedhmac = $SERVER['HTTPXNOWPAYMENTS_SIG'];
$requestjson = fileget_contents('php://input');
$requestdata = jsondecode($request_json, true);
ksort($request_data);
$sortedrequestjson = jsonencode($requestdata);
if ($requestjson !== false && !empty($requestjson)) {
$hmac = hashhmac("sha512", $sortedrequestjson, trim($this->ipnsecret));
if ($hmac == $recived_hmac) {
$auth_ok = true;
} else {
$error_msg = 'HMAC signature does not match';
}
} else {
$error_msg = 'Error reading POST data';
}
} else {
$error_msg = 'No HMAC signature sent.';
}
}
Recurrent payment notifications
If an error is detected, the payment is flagged and will receive additional recurrent notifications (number of recurrent notifications can be changed in your Store Settings-> Instant Payment Notifications).
If an error is received again during processing of the payment, recurrent notifications will be initiated again.
Example: "Timeout" is set to 1 minute and "Number of recurrent notifications" is set to 3.
Once an error is detected, you will receive 3 notifications at 1 minute intervals.
Several payments for one order
If you want to create several payments for one Order you should do the following:
Create a payment for the full order amount.
Save "purchaseid" which will be in "createpayment" response
Create next payment or payments with this "purchaseid" in "createpayment" request.
Only works for partially_paid payments
It may be useful if you want to give your customers opportunity to pay a full order with several payments, for example, one part in BTC and one part in ETH. Also, if your customer accidentally paid you only part of a full amount, you can automatically ask them to make another payment.
Packages
Please find our out-of-the box packages for easy integration below:
JavaScript package
More coming soon!
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The Consumer Financial Protection Bureau

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1Forge Finance APIs

Stock and Forex Data and Realtime Quotes

Yunbi

yunbi.com
Professional Cloud Trading Platform for Digital Assets

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]

Xero Assets API

The Assets API exposes fixed asset related functions of the Xero Accounting application and can be used for a variety of purposes such as creating assets, retrieving asset valuations etc.

Xero Bank Feeds API

The Bank Feeds API is a closed API that is only available to financial institutions that have an established financial services partnership with Xero. If you're an existing financial services partner that wants access, contact your local Partner Manager. If you're a financial institution who wants to provide bank feeds to your business customers, contact us to become a financial services partner.

Tradeworks

magick.nu
Authentication is required to access all methods of the API. Enter username and password.
Credentials are automatically set as you type.

Xero Accounting API

Product Finder API

hsbc.com

Big Red Cloud API

bigredcloud.com
Welcome to the Big Red Cloud API
This API enables programmatic access to Big Red Cloud data.
We have used Swagger to auto generate the API documentation on this page, and it also enables direct interaction with the API in this page.
To get started, you will require an API Key - check out our guide at https://www.bigredcloud.com/support/generating-api-key-guide/ for information on how to get one.
Use the 'Enter API Key' button below to enter your API key and start interacting with your Big Red Cloud data right on this page.
The API key will be stored in your browsers local storage for convenience, but you will be able to delete it at any time if you wish.
For additional information on the API, check out our support article at https://www.bigredcloud.com/support/api/