Portfolio review through the PMSInsights API
This page talks only to sifinsights.com. A small server here makes each call to PMSInsights with your API key, the way a firm would wire the API into its own site. Every call it makes is listed at the bottom.
Your API key GET /api/v1/portfolios
Create one on pmsinsights.in under Members → Settings → API. The key goes only to this site's server, with each call, and is not stored. Reviews are charged to that key's account.
1. Import holdings POST /api/v1/portfolios
A CAS statement from CDSL/NSDL, or a spreadsheet with one holding per row: an ISIN or BSE symbol, a quantity, and a value for anything not listed on BSE.
2. Request the review GET /api/v1/strategies · POST /api/v1/reports
Compare against an index and up to four PMS strategies. Leave strategies empty and PMSInsights picks the best three-year performers. Each review uses one report's credits from the member's wallet.
3. Collect it GET /api/v1/reports/{id}
Reviews build in the background. This page asks for the status every few seconds, then fetches the finished document with ?format=html.
API calls made by this page's server
No calls yet.