API archive entry · source-reported
Portfolio Optimizer
Portfolio Optimizer is a Web API to analyze and optimize investment portfolios (collection of financial assets such as stocks, bonds, ETFs, crypto-currencies) using modern portfolio theory algorithms (mean-variance, VaR, etc.). # API General Information Portfolio Optimizer is based on REST for easy integration, uses JSON for the exchange of data and uses a standard HTTP verb (`POST`) to represent the action(s). 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: * `Content-Encoding: gzip` This header indicates that the data provided in input to the endpoint is compressed with gzip. * `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 ob
Plan the first integration safely
The access fields below come from the connected directory. Their likely implementation impact is explained without assuming provider-specific behavior.
Authentication
OAuth is reported. Confirm flows, scopes, consent, token lifetime, and refresh rules.
Transport
HTTPS is not confirmed. Do not send credentials or production data until secure transport is verified.
Browser access
CORS is unknown. Treat direct browser access as unconfirmed and test before choosing a client-only architecture.
First-request sequence
- Identify the current base URL, version, and endpoint for the use case.
- Confirm how credentials are issued and where they may be stored.
- Test success, invalid input, throttling, unavailable data, and timeouts.
- Record response fields, pagination, caching, and error shapes.
- Add monitoring, retries with backoff, and an appropriate fallback.
Questions to resolve before production
Pricing and quotas
Confirm current plans, free-tier limits, overages, and request ceilings.
Endpoint coverage
Check that the operations and response fields match the intended workload.
Reliability
Look for uptime history, a status page, support routes, and service commitments.
Data and privacy
Review retention, licensing, regional processing, and compliance requirements.
Versioning
Confirm the active version, change policy, deprecation window, and migration guidance.
Developer experience
Validate SDKs, examples, error formats, pagination, and test environments.
Source reference
This page separates source-reported facts from questions that need live provider verification.