Overview

Equity Analyzer provides tools to construct, analyze and compare portfolios

To be able to use Portfolio Analyzer the Feature EQUITY_ANALYZER must be enabled

You could construct a:

  • US Equity Portfolio
  • Canadian Equity Portfolio

Visit Equity Portfolio Api to get started. The Equity API endpoints should allow CRUD operations to be performed on Equity portfolios

To analyze an Equity portfolio visit Equity Analysis Api to get started.