Aladdin Studio · Capability

Aladdin Studio Portfolio Analytics

Workflow capability combining the Aladdin Graph API and Data Cloud API for institutional portfolio analytics. Provides portfolio managers, risk analysts, and quantitative researchers with unified access to positions, risk metrics, factor exposures, and large-scale analytics data.

Run with Naftiko Aladdin StudioPortfolio ManagementRisk AnalyticsInvestment ManagementFinancial

What You Can Do

GET
List portfolios — List accessible Aladdin portfolios
/v1/portfolios
GET
Get positions — Get current portfolio positions
/v1/portfolios/{portfolioId}/positions
GET
Get risk — Get portfolio risk analytics and factor exposures
/v1/portfolios/{portfolioId}/risk
GET
Get security — Get security reference data
/v1/securities/{securityId}
GET
List datasets — List available Data Cloud datasets
/v1/data-cloud/datasets
POST
Execute query — Execute SQL query against Data Cloud
/v1/data-cloud/query

MCP Tools

list-portfolios

List Aladdin portfolios accessible to the authenticated user

read-only
get-portfolio

Get details for a specific Aladdin portfolio

read-only
get-portfolio-positions

Get current positions and holdings for an Aladdin portfolio including market values, quantities, and weights by security.

read-only
get-portfolio-risk

Get risk analytics for an Aladdin portfolio including tracking error, VaR, beta, volatility, and factor exposures computed by Aladdin's risk engine.

read-only
get-security

Get security reference data from Aladdin including classification attributes

read-only
list-data-cloud-datasets

List available datasets in the Aladdin Data Cloud for analytics

read-only
query-data-cloud

Execute SQL query against the Aladdin Data Cloud Snowflake database for large-scale portfolio analytics and data science workflows.

read-only

APIs Used

aladdin-graph aladdin-data-cloud