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Finance

Integrate a financial investment portfolio

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Summary

Developers are increasingly looking to apply analytics services to investment portfolios. This developer pattern shows you how to retrieve portfolios and holdings from financial institutions using the Quovo Aggregation API and then load that data into the IBM Cloud Investment Portfolio service. The steps are listed in a Jupyter Notebook, which can be opened using IBM Watson Studio.

Description

This developer pattern demonstrates how to integrate an investment account with multiple holdings from a financial institution (for example, E*TRADE, Charles Schwab, or Fidelity Investments) into the IBM Cloud Investment Portfolio service using the Quovo Aggregation API.

The IBM Cloud Investment Portfolio service enables you to store, update, and query investment portfolios and associated holdings through API calls. The service maintains a record of holdings over time and provides flexible object definition to store more information. Once portfolio data is loaded into the service, you can utilize financial technology services to perform cutting-edge analytics with portfolios.

The pattern provides a workflow as steps in a Jupyter Notebook with instructions prior to running each cell. Each user needs to have a Quovo account and the Investment Portfolio service on IBM Cloud. The notebooks then can be opened in IBM Watson Studio to run each step. A Python script is used to make the API call, first to retrieve portfolio information from a brokerage account using Quovo’s Aggregation API, then to load the data into the Investment Portfolio service. In addition, the journey includes a web interface to perform the integration and display the portfolio and holdings in the user’s investment portfolio.

Flow

flow

  1. The user logs into IBM Data Science Experience.
  2. The user creates a project and opens the notebook.
  3. Initial steps walk through retrieving brokerage portfolio account info using the Quovo Aggregation API.
  4. Subsequent steps load the portfolio and associated holdings into the IBM Cloud Investment Portfolio service.

Instructions

Find the detailed steps for this pattern in the README.