Super Basic API?

Product Feedback
1

Hello,

If something like this already exist, can someone point me in the right direction?

I would like to request a super basic read-only API so I can update balances in our internal systems without having to login and update all the time.

Maybe in settings you can add a page where we can access a key/token and a url that we can request via HTTPS that returns a JSON response with all portfolio balances?

E.g.

request: POST https://investengine.com/api/balances/?k=$KEY&t=$TOKEN

return:

{
	portfolios: [
		{
			"name":"A Test Portfolio",
			"balance": 21003.43
		},
		{
			"name":"Another Portfolio",
			"balance": 7033.21
		}
	]
}

It’d be super handy for me, and I imagine a lot of other people too.

1 Like
2

If you “share” your portfolio, you can crib the portfolio outline from the share link via a JSON URL, but its just ETF names and target percentages.

The URL is

[https://investengine.com/api/v0.30/portfolios/[portfolio id]/[share token]/](https://investengine.com/api/v0.30/portfolios/[portfolio id]/[share token]/)

There is a full portfolio API here, AFAIK, but you’ll need to replicate logon and maintain the cookies to get a reply. Alot of effort.

https://investengine.com/api/v0.30/portfolios/[portfolio id]/

Does not seem to much to ask for a version which gives balances given that most of the functionality seems to already exist.

3

Thanks, that’s handy to know.

Yep exactly and it’d be super useful for loads of people. An easy win for a day of a coders time.

4

I’d like to vote for this feature request.

Create an API Key in the dashboard, then a simple REST API to get a list of portfolios, and then get portfolio details by ID.

Ideally would have per holding: ticker, ISIN, name, holdings, book value, market value.

1 Like
5

Hi, thank you for getting in touch. I will forward your suggestion to our Development team and we will post updates here and in our socials once this feature has been released

6

I have been hassling poor customer services for various custom reports. A REST API would be very useful indeed. I think their reporting facility already uses an internal API - extending this a little would help.