Use Case
Portfolio & Wealth Management
Positions, performance, and client portfolios.
28 providers
120 APIs
21 declared variants
Tracking holdings and performance across accounts — position keeping, valuation, rebalancing, attribution, and client and investment reporting.
28 API providers on the APIs.io network offer portfolio & wealth management. The highest-rated are Kraken, Upvest, Amazon Migration Hub, Ally Invest, Wrike.
Providers
Ranked by API Evangelist rating — Exemplar and Strong are expanded by default.
Exemplar 1 Complete, well-documented, and agent-ready
Strong 1 Solid coverage with minor gaps
Developing 5 Usable, with meaningful gaps to close
Amazon Migration HubAWS Migration Hub provides a single location to track the progress of application migrations across multipl...Ally InvestAlly Invest is an online brokerage platform offering commission-free self-directed trading of US stocks, ET...WrikeWrike is a collaborative work management platform used by 30,000+ organizations. The Wrike Developer Platfo...MEXCMEXC is a global cryptocurrency exchange providing REST and WebSocket APIs for spot trading, perpetual futu...BinanceBinance is the world's largest cryptocurrency exchange by trading volume, providing APIs for spot trading, ...
Thin 11 Limited public surface area
BankruptcyWatchBankruptcyWatch is the proven creditor bankruptcy platform built with machine learning and intelligent auto...Bloomberg NewsBloomberg News is a leading global provider of financial news, data, and analysis, delivering breaking news...ArchrockArchrock (NYSE: AROC) is the premier provider of natural gas compression services and equipment to customer...BlackstoneBlackstone is the world's largest alternative asset manager with over $1 trillion in assets under managemen...AvaloqAvaloq is a leading provider of wealth management technology and digital banking solutions, offering over 7...CBRECBRE Group, Inc. (NYSE: CBRE) is the world's largest commercial real estate services and investment firm, w...Aladdin StudioAladdin Studio is BlackRock's developer platform enabling institutional investors, asset managers, and weal...SimCorp DimensionSimCorp Dimension is the investment management system at the core of SimCorp One, the front-to-back platfor...Bloomberg Professional ServiceBloomberg Professional Service is a comprehensive financial data, news, and analytics platform serving inve...ArchiMateArchiMate is an open and independent enterprise architecture modeling language developed by The Open Group,...BitMartBitMart is a global cryptocurrency exchange providing REST and WebSocket APIs for spot trading, perpetual f...
Emerging 8 Early or largely undocumented
VeliVeli provides crypto investment strategies via API, enabling platforms to offer smart investment solutions ...Bloomberg TerminalThe Bloomberg Terminal (Bloomberg Professional Service) is the flagship product of Bloomberg LP, providing ...BlackRockBlackRock is the world's largest asset manager with over $10 trillion in assets under management. Through i...Bloomberg Valuation Service (BVAL)Bloomberg Valuation Service (BVAL) is Bloomberg's evaluated pricing service providing independent fair valu...Arch CoalArch Coal was a St. Louis-based producer and marketer of metallurgical and thermal coal, renamed Arch Resou...Zions BancorporationZions Bancorporation is one of the nation's premier financial services companies, operating under local man...Apogee EnterprisesApogee Enterprises (Nasdaq: APOG), founded in 1949 as the Harmon Glass Company and headquartered in Minneap...AIS GroupAIS Group — trading as AIS Capital Management, L.P., where AIS stands for "Applied Intelligence Strategies"...
What Providers Actually Declared
This use case is a canonical term. These are the free-text strings
providers wrote in their own apis.yml that map onto it.
API Portfolio ManagementAutomated RebalancingCorporate Real Estate Portfolio ManagementDigital Wealth ManagementIT Portfolio ManagementInvestment ResearchInvestment Research IntegrationLoan Portfolio MonitoringMigration Portfolio ManagementNFT Portfolio ManagementPerformance AttributionPortfolio ManagementPortfolio MonitoringPortfolio management and analysisPortfolio management and risk analysisProject Portfolio ManagementRobo-Advisor for CryptoTactical Asset AllocationWealth ManagementWealth Management Platform IntegrationWhite-Label Wealth Management
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