Documentation

Security and data sources

• Security
• Data sources

Portfolio data format and validation rules

• Reporting standard

How selected metrics and controls are calculated

• Aggregated credit rating
• Floaters and inflation-linked bonds

REST API for snapshot and transaction-based portfolios

• Transaction-based portfolios (API v3)
• Snapshot portfolios (API v2)

Request a walkthrough of the platform

• Request a demo
• Product overview