Banking API — Wealth Management
Automated Investment Performance Tracking API
Track investment performance across all holdings and institutions. Monitor returns, analyze asset allocation, and optimise portfolio performance automatically.
Investment tracking across multiple brokers and platforms is complex. Fiskil aggregates investment holdings and calculates performance metrics automatically.
The Challenge
Investors can't easily track total investment performance when holdings are spread across multiple brokers and platforms.
The Solution
Automatically track investment holdings, calculate returns, and analyze performance across all accounts.
Capabilities
How Fiskil Helps
Holdings Aggregation
Aggregate all investment holdings across brokers, platforms, and accounts.
Performance Calculation
Calculate time-weighted returns, money-weighted returns, and total returns.
Dividend and Income Tracking
Track all dividends, distributions, and investment income automatically.
Benchmarking
Compare investment performance against market benchmarks and indices.
Implementation
How It Works
Connect Investment Accounts
User connects brokerage accounts, investment platforms, and super funds.
Import Holdings
API retrieves current holdings, quantities, purchase prices, and transaction history.
Calculate Performance
System calculates returns, performance metrics, and income for each holding.
Display Analytics
Present performance dashboard with returns, allocation, and benchmark comparisons.
In Practice
How Teams Use This
Investment App
An investment tracking app aggregates holdings from multiple brokers for performance analysis.
Users identify underperforming investments and improve returns by 1.2% through rebalancing.
Financial Advisor Portal
Advisors use investment tracking to monitor client portfolios across platforms.
Advisors manage 3x more clients with automated performance tracking and reporting.
Self-Directed Investor Dashboard
Active investors track all holdings and performance in unified dashboard.
Investors make better decisions with complete portfolio visibility, improving risk-adjusted returns.
Technical Details
What You Integrate With
API endpoints
GET /investments/holdingsGET /investments/performanceGET /investments/transactionsGET /investments/income
Data returned
Investment holdings
Current market values
Cost basis
Performance returns
Dividend and income
Unrealized gains/losses
Authorisation
OAuth 2.0 / CDR consent
Real-time data access.
Ready to get started?
Get your API keys today and start building with Fiskil's Banking API.
FAQs
Related Use Cases
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