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Integrate an Investment Portfolio
Integrate your investment holdings from their primary source (e.g. e*Trade, charles schwab, Fidelity) into IBM's Investment Portfolio service. Once your portfolio data is with Investment Portfolio service, you can integrate with Fintech's multiple services to perform cutting-edge analysis, and get the edge for your portfolio. This journey provides step by step API calls to get portfolio information from user's brokerage account using Quovo, and loading the portfolio data into the Investment Portfolio service.
Emerging Technologies
The Bluemix Investment Portfolio service enables user to store, update and query their investment portfolios and associated holdings through API calls. The service maintains a record of holdings through time, and provides flexible object definition to store more information. Once portfolio data is loaded into the Investment Portfolio service, user can make use of Fintech services to perform cutting-edge analytics with their portfolio. This journey lists steps to retrieve investment portfolio and holding from financial institutions using Quovo's Aggregation API, and then load the portfolio and holdings data into Investment Portfolio service. The steps are listed in a Jupyter Notebook, which can be opened using IBM Data Science Experience, allowing user to run each step with their portfolio account information. In addition, the journey contains a web interface performing the steps to integrate your brokerage portfolio data into Investment Portfolio service using Quovo.
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This Fintech journey will demonstrate how to integrate a user's investment account from a financial institution (e.g. e*Trade, charles schwab, Fidelity) into Bluemix Investment Portfolio service using Quovo's Aggregation API. This journey provides a building block for fintechs / enterprise innovation teams or individual developers looking to use IBM's analytics services with their users' portfolios.
The journey provides a workflow, as steps in a Jupyter Notebook with instructions prior to running each each cell. User would need to have a Quovo account and have the Investment Portfolio service. The notebooks then can be opened in IBM Data Science Experience to run each step. The steps provide a python script to make the API call, first to retrieve portfolio information from a brokerage account using Quovo's Aggregation API, and then to load the data into the Investment Portfolio service. In addition, the journey includes a web ui to perform the integration and display the portfolio and holdings in user's Investment Portfolio.
- The user logs into IBM Data Science Experience
- The user creates a project and opens the notebook
- The initial steps walk through retrieving brokerage portfolio account info using Quovo Aggregation API
- The next steps loads the portfolio and associated holdings into the Investment Portfolio service
- Bluemix Investment Portfolio
- Quovo's Aggregation API service
- IBM Data Science Experience
- Jupyter Notebook
- Python
Title (Move your portfolio data into IBM's Investment Portfolio service) by Rob Seidman
Tracking investments can be a messy business. Sometimes it’s hard to get a snapshot of one’s current holdings. Investment portfolios don’t always stand still as every buy or sell trade alters the makeup of a portfolio. This can be further complicated by the way people think about their investment; securities related to retirement accounts might need to be categorized separately for those purchased for speculative trading. Those different types of investment accounts may not reside in the same place, with a number of data management and transformation requirements adding further complexity to the process.
There’s all manner of reasons why you might want a snapshot of your holdings. Perhaps someone wants to determine their net worth at a particular time, inclusive of investments. A user might want to run projections to determine if they’re going to meet or fall short of their investment goals. Maybe someone just wants to understand what’s going on in the news, and how that relates to their personal holdings. In all of these cases, the contents of one’s investment portfolio forms the foundation of this analysis.
We’ve created the Integrate an Investment Portfolio developer journey to simplify the process of onboarding a user’s holdings without having to worry about a bunch of messy data transformations. This journey shows you how to seamless integrate your investment portfolios from their primary sources – brokerage accounts, trading platforms, banks – and manage those connections.
A few new technologies enable this easy integration including the Investment Portfolio service which allows users to store their holdings over time in a consistent format. Data Science Experience provides a nice platform for working with code to walk a developer through exactly what’s going on under the hood, and share/distribute code built for or around some of these processes.
This is all made possible by Quovo, one of our exciting new fintech partners. Quovo is an account aggregation service that maintains all of the plug-ins and standardizations between various brokerages and account services so you don’t have to.
We hope this journey provides an on-ramp for developers to more easily consume some of the more innovative fintech capabilities out there on the market, as well as IBM’s new capabilities. Equipped with your personal portfolio, you can curate news, determine news relevance, perform a predictive stress test, or even optimize/rebalance your holdings. Most importantly, we hope that this functionality reduces the burden of data transformations such that you can start innovating more quickly.