Use cases
One endpoint, many fund products
How advisors, fintech teams and quants turn ISIN-keyed JSON into screeners, reports, look-through, monitoring and AI assistants — with the fields each one relies on.Fund screener
Build a fund screener on structured factsheet data
Filter thousands of UCITS share classes by asset class, region, risk rating, TER and size using one JSON endpoint per ISIN. Data model, code and caching.Portfolio look-through
Portfolio look-through: aggregate holdings, sectors and countries across funds
Aggregate underlying holdings, sector and country exposure across every fund a client holds. Data shape, a Python aggregation example and caching notes.Robo-advisor & model portfolios
Fund data for robo-advisors and model portfolios
Universe construction, model portfolio attributes, rebalancing inputs and KID-compliant fund display for digital advice products, from one endpoint per ISIN.Client reporting & factsheets
Client reporting and branded factsheets from structured fund data
Generate branded PDF and HTML fund pages, quarterly packs and factsheets from one JSON payload per ISIN, with as-of dates and disclaimers handled correctly.CRM & wealth platform enrichment
Enrich CRM and wealth platform positions with fund facts
Attach objective, risk rating, fees and exposure to every fund position in a CRM or PMS. Enrichment pattern, TypeScript example and refresh strategy.ETF comparison website
Build an ETF comparison website with a page per ISIN
Data model, SEO structure and refresh strategy for a content site that compares ETFs side by side, with one canonical page per ISIN and per pair.Quant research & notebooks
Fund data for quant research: pandas, NAV series and exposure matrices
Pull fund attributes, calendar returns, indexed NAV series and sector exposure into pandas from one endpoint per ISIN, with a reproducible local cache.Compliance & suitability monitoring
Compliance and suitability monitoring on daily fund data
Detect risk-rating drift, concentration changes and stale fund documents with a daily snapshot-and-diff loop over the funds your clients hold.AI fund assistant