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Calculator Collection Docs
Create Account
Organisation Collection Docs
Create Account
Overview of Risk Profile, Model Portfolio and Fund Service
Create and View Goal Journey
Download the Postman Script
Download Postman Script
Others
Usage Guidelines
Terms of Use
Calculator Collection Docs
Create Account
Organisation Collection Docs
Create Account
Overview of Risk Profile, Model Portfolio and Fund Service
Create and View Goal Journey
Download the Postman Script
Download Postman Script
Others
Usage Guidelines
Terms of Use
Registration
User
post
Create new user
post
Login
post
Generate API Key
get
Resend email verification
post
Refreshing a token
post
Reset Password using email
post
Reset Password
post
Logout (Not in V1)
API-Library V2
House Cost
post
House Cost Calculator
get
Get All House Cost Data
get
Get List of Regions, Cities and Districts by Country
get
Get House Type by Country and City
get
Get City By Region and Country
get
Get Location Enums by Regions or Country
Kids Education Cost
post
Kid's Education Calculator v2.1
get
Get All Kids Education Data
get
Get University Prices
Retirement Goal Calculator
post
Retirement Goal Calculator
get
Get Expenditures
get
Get Expenditure Categories
get
Get All Countries
get
Get Income Band
post
Retirement Income Calculator
Data
Country Data
get
Get all Countries
get
Get all Country Rates
post
Convert Currency from base currency to variable currency
Fund Data
get
Stock Info
get
Stock Data
get
Stock Data Filtered
get
Distinction
Performance, Monitoring and Projections
Graph
post
Decumulator (Retirement)
post
Decumulator (kid's education)
post
Projections
Rebalancing
post
Portfolio Rebalancer
post
Portfolio Rebalancer Sell Leg
post
Portfolio Rebalancer Buy Leg
Returns Calculators
post
TWRR Calculator
post
MWRR Calculator
post
Profit and Loss (Fund Level) (Multiple funds)
post
Profit and Loss (Goal Level) (Multiple goals)
AI
Customer Segmentation
post
Clustering Advanced Options
post
Data Retrieval
post
Clustering
post
Similarity
get
Moodboard
Portfolio Builder
post
Product Records
post
Risk Band Creation
post
Efficient Frontier
post
Constrained Efficient Frontier
post
Logical Threshold Upperbound
post
Backtest
post
Backtest - Portfolio Comparison
Auto ML
post
Data Retrieval
post
Numeric Features Info
post
Categoric Features Info
post
Features Visualization
post
Preprocessor
get
List of Metric
get
List of Classifier Model
post
Manual Selection
post
Ensemble
post
Multilayer Perceptron
post
Prediction
Transaction
Transactions
post
Fee Accruals Calculator
post
Order Aggregator
post
Order Size API
post
General Splitter
post
Order Splitter
post
Dividend Splitter
post
Rebalancing Trigger & Sell Leg
Organisation Collection
User
post
1. Create new tenant user
post
2. Login for tenant user
post
3. Generate Tenant API Key
post
4. Create new client user USING API KEY
post
6. [EXAMPLE] Creating a goal USING CLIENT TOKEN
post
Reset Password
post
Refreshing a token
get
Resend email verification
post
Reset Password using email
GOAL
Create general goals
Create house goals
Create retirement goals
Create education goals
get
Get All Goals
patch
Edit General Goals by goalId
get
Get Retirement Supplementary Fields by goalId
get
Get Retirement Supplementary Fields
patch
Edit Retirement Goals by supplementaryFieldId
Model Portfolio
get
List All Model Portfolios
get
Find a Model Portfolio Product Breakdown by Id
get
Find a Model Portfolio by Id
get
List Model Portfolios by Product
get
Calculate Model Portfolio Asset Breakdown
get
Calculate Model Portfolio Geography Breakdown
get
Find the Model Portfolio Policy config by id
Fund
get
List all Funds
get
Get Fund table by Fund ID
get
List all Fund Asset Breakdown Data
get
Get Fund Asset Breakdown by Fund id
get
List all Fund Geographical Breakdown data
get
Get Fund Geographical Breakdown by Fund id
Risk Profile
get
Get All Questions
get
Get All Answers
get
Get all FInancial Score Mapping
get
Get all RiskProfileToModelPortfolios
post
Calculate riskCapacityScore
post
Calculate riskToleranceScore
post
Calculate Total Risk Score
get
Get Model portfolio from Risk Profile Score
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