Connect in days, not months

REST API, JavaScript SDK, webhooks, and a dedicated quickstart guide. Portfolwright is designed to fit into your existing stack without a rearchitecture.

View quickstart guide Read the docs

Integration paths

Three ways to connect

Direct REST API

Use our REST API directly in any backend language. All endpoints are JSON over HTTPS. Authentication via bearer tokens scoped to read / write / admin permissions.

✓Language agnostic — any HTTP client works
✓OpenAPI 3.0 spec available for SDK generation
✓Idempotency keys on all mutation endpoints
✓Pagination via cursor on list endpoints

View API reference →

curl -X POST   https://api.portfolwright.com/v1/portfolios/pf_3x8k2m/rebalance   -H "Authorization: Bearer sk_live_••••"   -H "Content-Type: application/json"   -d '{"target_weights":{"IE00B4L5Y983":0.60},"tax_method":"HIFO"}'

JavaScript / TypeScript SDK

Install via npm. Full TypeScript types included. Designed for Node.js backends; works in browser for read-only dashboard use cases.

✓Full TypeScript definitions
✓Promise-based, async/await native
✓Automatic retry with exponential backoff
✓Built-in webhook signature verification

// npm install @portfolwright/sdk
import Portfolwright from "@portfolwright/sdk";

const pwt = new Portfolwright({
  apiKey: process.env.PWR_API_KEY
});

const result = await pwt.portfolios.rebalance({
  id: "pf_3x8k2m",
  target_weights: { "IE00B4L5Y983": 0.60 },
  tax_method: "HIFO"
});

Event webhooks

Subscribe to real-time events from rebalancing jobs, order fills, and drift alerts. HTTPS POST to your endpoint with HMAC-SHA256 signature for verification.

✓HMAC-SHA256 signature on every delivery
✓Automatic retry with exponential backoff (72h)
✓Event replay via dashboard
✓Delivery logs with response codes

Webhook reference →

{
  "event": "rebalance.completed",
  "created": 1750512734,
  "data": {
    "rebalance_id": "rb_7z4n9q",
    "portfolio_id": "pf_3x8k2m",
    "orders_placed": 3,
    "tax_impact_eur": -312.40
  }
}

Platform compatibility

Fits into your existing stack

Portfolwright is agnostic about your architecture. Works alongside common neobank platforms, custody providers, and trading infrastructure.

Neobank stacks

Core banking (any) Banking-as-a-Service Modular fintech stack Custom internal platform

Custody / clearing

CSD-connected custodians Prime brokerage accounts Sub-custody arrangements

Data & analytics

Data warehouse (any) BI tooling Compliance reporting tools

Ready to start integrating?

The quickstart guide walks you from API keys to your first rebalancing event in 14 steps, including sandbox testing across all 14 exchanges.

View quickstart guide Browse documentation