Advanced tools to simplify investment tracking, portfolio management, and real-time market alerts.
Access detailed information on various investment products including funds, bonds, and alternative investments.
Receive instant notifications for price movements, trade executions, and portfolio changes.
Monitor investment performance, gains/losses, and market movements affecting your portfolio.
Access tax-related data including capital gains, dividends, and tax-deductible investments.
Manage retirement investment options, contributions, and long-term performance tracking.
Explore commodities, real estate, private equity, and other non-traditional investment products.
Comprehensive set of APIs for investment products, market data, and portfolio management.
Access fund details, performance metrics, and fee structures.
/investment-products/mutual-funds
Retrieve bond details, yields, credit ratings, and maturity information.
/investment-products/bonds
Access commodities, real estate, private equity, and other non-traditional products.
/investment-products/alternative
Retrieve retirement investment options, contributions, and performance data.
/investment-products/retirement
Access tax-related data including capital gains, dividends, and interest income.
/reporting/tax
Notify customers of significant portfolio changes, gains, or losses.
/alerts/portfolio
Send real-time alerts when trades are executed or modified.
/alerts/trade-execution
Trigger alerts when specific securities hit predefined price levels or thresholds.
/alerts/price-market
Access a wide range of investment products with detailed performance metrics and analytics.
Stay informed with instant notifications for market movements, trades, and portfolio changes.
Simplify tax reporting with accurate tracking of capital gains, dividends, and deductible investments.
Manage retirement investments with comprehensive tracking and performance analysis tools.