2-week integration path

Create your account and get API keys

Sign up at portfolwright.com/login/signup.html. API keys are provisioned instantly in your dashboard. Two keys created: a sandbox key (sk_test_) and a production key (sk_live_) that is initially rate-limited.

npm install @portfolwright/sdk

Create a test portfolio with holdings

POST a portfolio with synthetic holdings to the sandbox. Sandbox portfolios come pre-loaded with realistic European equity positions across 3 exchanges for testing.

const portfolio = await pwt.portfolios.create({
  name: "Test Portfolio",
  currency: "EUR",
  tax_jurisdiction: "DE",
  account_type: "depot"
});

Trigger your first rebalance in sandbox

POST target weights. The engine detects drift in the test portfolio and returns an order_sequence with synthetic fills. No real orders placed in sandbox.

Wire up webhooks and test event delivery

Register a webhook endpoint in your dashboard. The sandbox delivers rebalance.calculated and rebalance.completed events within seconds of each test rebalance. Verify HMAC signature with the provided secret.

UAT sign-off and production go-live

Run your UAT checklist with the integration engineer. Lift rate limits on the production key. Your first live rebalance is ready to send.