Use Case

Portfolio & Wealth Management

Positions, performance, and client portfolios.

27 providers 117 APIs 21 declared variants

Tracking holdings and performance across accounts — position keeping, valuation, rebalancing, attribution, and client and investment reporting.

27 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
KrakenKraken is one of the world's largest and longest-running cryptocurrency exchanges, founded in 2011 and head...24 APIs72.2
Strong 1 Solid coverage with minor gaps
UpvestUpvest is a Berlin-based API-first investment infrastructure provider that enables banks, brokers, and weal...1 API57.0
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...1 API52.5Ally InvestAlly Invest is an online brokerage platform offering commission-free self-directed trading of US stocks, ET...1 API51.1WrikeWrike is a collaborative work management platform used by 30,000+ organizations. The Wrike Developer Platfo...1 API47.0MEXCMEXC is a global cryptocurrency exchange providing REST and WebSocket APIs for spot trading, perpetual futu...2 APIs46.1BinanceBinance is the world's largest cryptocurrency exchange by trading volume, providing APIs for spot trading, ...19 APIs41.4
Thin 12 Limited public surface area
BankruptcyWatchBankruptcyWatch is the proven creditor bankruptcy platform built with machine learning and intelligent auto...1 API38.4Bloomberg NewsBloomberg News is a leading global provider of financial news, data, and analysis, delivering breaking news...5 APIs36.4AvaloqAvaloq is a leading provider of wealth management technology and digital banking solutions, offering over 7...2 APIs35.1BlackstoneBlackstone is the world's largest alternative asset manager with over $1 trillion in assets under managemen...1 API35.0CBRECBRE Group, Inc. (NYSE: CBRE) is the world's largest commercial real estate services and investment firm, w...1 API34.2ArchrockArchrock (NYSE: AROC) is the premier provider of natural gas compression services and equipment to customer...1 API33.2SimCorp DimensionSimCorp Dimension is the investment management system at the core of SimCorp One, the front-to-back platfor...3 APIs32.1Bloomberg Professional ServiceBloomberg Professional Service is a comprehensive financial data, news, and analytics platform serving inve...9 APIs31.5Aladdin StudioAladdin Studio is BlackRock's developer platform enabling institutional investors, asset managers, and weal...10 APIs31.4ArchiMateArchiMate is an open and independent enterprise architecture modeling language developed by The Open Group,...3 APIs30.4BitMartBitMart is a global cryptocurrency exchange providing REST and WebSocket APIs for spot trading, perpetual f...6 APIs28.0VeliVeli provides crypto investment strategies via API, enabling platforms to offer smart investment solutions ...5 APIs26.7
Emerging 5 Early or largely undocumented
Bloomberg TerminalThe Bloomberg Terminal (Bloomberg Professional Service) is the flagship product of Bloomberg LP, providing ...4 APIs25.1BlackRockBlackRock is the world's largest asset manager with over $10 trillion in assets under management. Through i...1 API22.2Bloomberg Valuation Service (BVAL)Bloomberg Valuation Service (BVAL) is Bloomberg's evaluated pricing service providing independent fair valu...3 APIs20.3Arch CoalArch Coal was a St. Louis-based producer and marketer of metallurgical and thermal coal, renamed Arch Resou...1 API18.6Zions BancorporationZions Bancorporation is one of the nation's premier financial services companies, operating under local man...3 APIs14.5
Minimal 3 Almost no public developer surface
AIS GroupAIS Group — trading as AIS Capital Management, L.P., where AIS stands for "Applied Intelligence Strategies"...1 API10.9UBSA Swiss multinational investment bank and financial services company and the world's largest wealth manager...7 APIs10.4API HarmonyAPI Harmony was an API discovery and recommendation tool from IBM Research that used graph-based search, ma...1 API10.1

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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