Pass the mutual fund symbol and receive the latest and historical rates.
Portfolio Optimization Tools: Fintech companies can use the Portfolio Analytics API to develop portfolio optimization tools that enable users to analyze their investment portfolios, identify opportunities for diversification, and optimize asset allocations to achieve their financial goals.
Risk Management Solutions: Financial institutions can integrate the API into their risk management systems to assess portfolio risk exposure, identify potential vulnerabilities, and implement strategies to mitigate risks and safeguard against market fluctuations.
Wealth Management Platforms: Wealth management firms can leverage the API to enhance their portfolio management platforms, providing clients with sophisticated analytics tools for monitoring portfolio performance, evaluating investment strategies, and making data-driven decisions.
Asset Allocation Advisory Services: Investment advisory firms can use the API to offer personalized asset allocation recommendations to clients based on their investment objectives, risk tolerance, and market conditions, helping clients optimize their portfolios for long-term growth and stability.
Quantitative Research and Backtesting: Quantitative analysts and researchers can utilize the API to conduct quantitative research and backtesting of investment strategies, leveraging advanced analytics to evaluate portfolio performance, assess strategy effectiveness, and refine investment models.
Besides the number of API calls per plan, there are no other limitations.
Check all the supported symbols on our API.
Object | Description |
---|---|
page |
[Optional] Pagination |
{"success":true,"status":200,"symbols":[{"id":"FMEIX","name":"Fidelity Covington Trust - Fidelity Enhanced Mid Cap ETF"},{"id":"STMKX","name":"Sierra Tactical Municipal A"},{"id":"STMHX","name":"Sierra Tactical Municipal C"},{"id":"SDICX","name":"Guggenheim Core Bond Fund C"},{"id":"GIUSX","name":"Guggenheim Core Bond Fund Institutional"},{"id":"SIUSX","name":"Guggenheim Core Bond Fund A"},{"id":"STMEX","name":"Sierra Tactical Municipal Institutional"},{"id":"STMNX","name":"Sierra Tactical Municipal Investor"},{"id":"CNFRX","name":"Columbia Bond Inst2"},{"id":"CNDCX","name":"Columbia Bond C"},{"id":"CNDRX","name":"Columbia Bond Adv"},{"id":"STMYX","name":"Sierra Tactical Municipal Special"},{"id":"CNDAX","name":"Columbia Bond A"},{"id":"CBFRX","name":"Columbia Bond R"},{"id":"UMMGX","name":"Columbia Bond Inst"},{"id":"CBFYX","name":"Columbia Bond Inst3"},{"id":"CADOX","name":"Columbia Minnesota Tax-Exempt Inst2"},{"id":"CMNZX","name":"Columbia Minnesota Tax-Exempt Inst"},{"id":"PTCOX","name":"Performance Trust Total Return Bd C"},{"id":"CLONX","name":"Columbia Minnesota Tax-Exempt Adv"}],"pagination":{"current_page":1,"last_page":90,"per_page":20,"total":1787,"next_page_url":"https:\/\/mutual-funds-api.zylalabs.com\/api\/v1\/symbols?page=2","prev_page_url":null}}
curl --location --request GET 'https://zylalabs.com/api/3993/portfolio+analytics+api/4758/supported+symbols' --header 'Authorization: Bearer YOUR_API_KEY'
Get the latest price for your selected Mutual Fund symbol.
Object | Description |
---|---|
symbol |
[Required] Mutual fund symbol |
{"success":true,"status":200,"symbol":"CMNZX","name":"Columbia Minnesota Tax-Exempt Inst","market":"Nasdaq - Delayed Quote \u2022 USD","price":{"current_close":"19.24","previous_close":"1","change":"0.00","change_%":"(0.00%)","ytdReturn":"0.23%"}}
curl --location --request GET 'https://zylalabs.com/api/3993/portfolio+analytics+api/4759/latest+price?symbol=CMNZX' --header 'Authorization: Bearer YOUR_API_KEY'
This endpoint will deliver historical rates on time series.
Object | Description |
---|---|
symbol |
[Required] Mutual fund symbol |
from |
[Required] Date from YYYY-MM-DD |
to |
[Required] Date to YYYY-MM-DD |
{"success":true,"status":200,"symbol":"PTCOX","name":"Performance Trust Total Return Bd C","market":"Nasdaq - Delayed Quote \u2022 USD","prices":[{"Apr 9, 2024":"19.45"},{"Apr 8, 2024":"19.39"},{"Apr 5, 2024":"19.41"},{"Apr 4, 2024":"19.48"},{"Apr 3, 2024":"19.43"},{"Apr 2, 2024":"19.42"},{"Apr 1, 2024":"19.47"},{"Mar 28, 2024":"19.60"},{"Mar 27, 2024":"19.59"},{"Mar 26, 2024":"19.54"},{"Mar 25, 2024":"19.52"},{"Mar 22, 2024":"19.55"},{"Mar 21, 2024":"19.48"},{"Mar 20, 2024":"19.46"},{"Mar 19, 2024":"19.44"},{"Mar 18, 2024":"19.39"},{"Mar 15, 2024":"0.05 Dividend"},{"Mar 15, 2024":"19.42"},{"Mar 14, 2024":"19.46"},{"Mar 13, 2024":"19.57"},{"Mar 12, 2024":"19.59"},{"Mar 11, 2024":"19.64"},{"Mar 8, 2024":"19.64"},{"Mar 7, 2024":"19.64"},{"Mar 6, 2024":"19.62"},{"Mar 5, 2024":"19.58"}]}
curl --location --request GET 'https://zylalabs.com/api/3993/portfolio+analytics+api/4760/historical+rates?symbol=PTCOX&from=2024-03-05&to=2024-04-10' --header 'Authorization: Bearer YOUR_API_KEY'
After signing up, every developer is assigned a personal API access key, a unique combination of letters and digits provided to access to our API endpoint. To authenticate with the Portfolio Analytics API REST API, simply include your bearer token in the Authorization header.
Header | Description |
---|---|
Authorization
|
[Required] Should be Bearer access_key . See "Your API Access Key" above when you are subscribed. |
No long term commitments. One click upgrade/downgrade or cancellation. No questions asked.
The Portfolio Analytics API offers comprehensive data on mutual funds, including but not limited to performance metrics (e.g., returns, volatility), expense ratios, asset allocation breakdowns, fund manager details, historical NAV (Net Asset Value) data, and dividend information.
The data within the Portfolio Analytics API is updated regularly to ensure accuracy and relevance. Typically, updates occur in real-time or at intervals ranging from daily to monthly, depending on the specific dataset.
Yes, the API provides access to historical data, allowing users to retrieve past performance metrics, NAV values, and other relevant information for mutual funds over specific time periods.
Yes, there may be rate limits imposed on API usage to ensure fair access and optimal performance for all users. The specific rate limits and throttling policies may vary depending on the API provider's terms of service.
Yes, the API typically employs authentication mechanisms such as API keys or OAuth tokens to authenticate users and control access to the data. Authorization mechanisms may also be implemented to restrict access to certain endpoints or datasets based on user roles and permissions.
Zyla API Hub is, in other words, an API MarketPlace. An all-in-one solution for your developing needs. You will be accessing our extended list of APIs with only your user. Also, you won't need to worry about storing API keys, only one API key for all our products is needed.
Prices are listed in USD. We accept all major debit and credit cards. Our payment system uses the latest security technology and is powered by Stripe, one of the worldβs most reliable payment companies. If you have any trouble with paying by card, just contact us at [email protected]
Sometimes depending on the bank's fraud protection settings, a bank will decline the validation charge we make when we attempt to be sure a card is valid. We recommend first contacting your bank to see if they are blocking our charges. If more help is needed, please contact [email protected] and our team will investigate further
Prices are based on a recurring monthly subscription depending on the plan selected β plus overage fees applied when a developer exceeds a planβs quota limits. In this example, you'll see the base plan amount as well as a quota limit of API requests. Be sure to notice the overage fee because you will be charged for each additional request.
Zyla API Hub works on a recurring monthly subscription system. Your billing cycle will start the day you purchase one of the paid plans, and it will renew the same day of the next month. So be aware to cancel your subscription beforehand if you want to avoid future charges.
Just go to the pricing page of that API and select the plan that you want to upgrade to. You will only be charged the full amount of that plan, but you will be enjoying the features that the plan offers right away.
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