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Integrate an Investment Portfolio
Integrate your investment portfolio 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, you can integrate with Fintech's multiple services to perform cutting-edge analysis 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 Profile service.
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IBM's 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 Investment Portfolio, user can make use of Fintech services to perform cutting-edge analytics with their portfolio. This journey walks through 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 presented in a Jupyter Notebook, which can be opened using IBM Data Science Experience. Each step provides a brief description of the step and a Python script to execute. The user can walk through the steps, by running the script associated with each step, to capture their portfolio data into Investment Portfolio service.
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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 IBM's 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 to perform the integration. User would need to have a Quovo account and Investment Portfolio service credentials. The notebook can then be opened in IBM Data Science Experience to walk through each step of the integration. 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 notebook with scripts to look up portfolios and holdings in user's Investment Portfolio service for verification.
- 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
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