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.
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.
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FAQs
Related Use Cases
Wealth Management
Portfolio Aggregation
Aggregate investments, bank accounts, and assets into one unified portfolio view. Provide clients with complete wealth visibility across all institutions.
Wealth Management
Investment Tax Reporting
Generate investment tax reports automatically from transaction data. Simplify tax return preparation with capital gains, dividend income, and deduction tracking.
Wealth Management
Net Worth Calculation
Calculate and track net worth automatically from aggregated financial accounts. Monitor wealth growth over time with automated asset and liability tracking.
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