Developers / API

Every surface, over HTTP.

It is the same owner-scoped API the product itself uses, covering portfolios, optimisation, the advisor, strategies and the tax ledger.

01 · AUTH

Auth

Bearer-token sessions, and every request is owner-scoped and permission-checked.

02 · PORTFOLIOS AND TRADES

Portfolios and trades

Create books, record lot-aware trades and read back the realised-gains ledger.

03 · OPTIMISE AND ADVISE

Optimise and advise

Request a rebalance, an efficient frontier or a full grounded advisory.

04 · STRATEGIES

Strategies

Save policies, apply them and bind them to scheduled rebalancing.

POST /v1/finance/advisor/advise

{
  "portfolioId": "pf_9x2",
  "interval": "1d"
}

200 {
  "summary": "Broadly sound but concentrated.",
  "findings": [{ "evidence": "weight 80%" }],
  "recommendedStrategy": { "riskProfile": "conservative" }
}