Introduction

API Base URL:

https://api.everysk.com

Everysk API is organized around the open standard protocol REST. Our API has predictable, resource-oriented URLs, and uses HTTP response codes to indicate API errors. We use built-in HTTP features, like HTTP authentication and HTTP verbs, which are understood by off-the-shelf HTTP clients. All API responses are returned in JSON, including errors.

We also have some specific language examples to make integration easier. You can switch the programming language of the examples with the tabs in the top right. You can request a Trial API Key at Contact Us.

Versioning

You can pass a specific API version such as:

https://api.everysk.com/v2

Every time a backwards-incompatible change is made to the Everysk API, a new version is released. Each provided API has a separate version. (listed below).

Version	Status
v2	Current
v1	Deprecated

Everysk API current version is v2.

Authentication

A request example with arguments:

curl https://api.everysk.com/v2/health_check \
  -H "Content-Type: application/json" \
  -u YOUR_ACCOUNT_SID:YOUR_AUTH_TOKEN \
  -G

Alternatively pass a Bearer token in an Authorization header:

curl https://api.everysk.com/v2/health_check \
  -H "Authorization: Bearer YOUR_ACCOUNT_SID:YOUR_ACCOUNT_SID" \
  -G

import requests
import json

url = 'https://api.everysk.com/v2/health_check'
headers = {
    'Content-Type': 'application/json',
    'Authorization': 'Bearer YOUR_ACCOUNT_SID:YOUR_ACCOUNT_SID'
}

response = requests.get(url=url, headers=headers)

print(json.dumps(response.json(), indent=2))

The above call returns a JSON structure like this:

{
  "api_status": "OK",
  "version": "v2",
  "name": "Everysk API"
}

The API uses exclusive POST HTTP method to access resources URI. In the POST, you represent the arguments of methods in JSON encoded dictionary in the request body.

The maximum JSON encoded payload size is 1MB. Be sure to encode the Content-Type header for your requests as "application/json".

Authenticate your account when using the API by including your secret API key in the request. Authentication to the API is performed via HTTP Basic Authentication. In short, you will use your Everysk API Account SID as the username and your Auth Token as the password for HTTP Basic authentication. API requests without authentication will fail. You can manage your API keys in the API Settings. Be sure to keep your Account SID and Auth Token secret.

The API tokens have two types of permission: enterprise and sub-user. When a sub-user token is performing a request to the API, it must inform the workspace by parameter. For more information about Governance and Permissions click here.

The API is served over HTTPS. Calls made over plain HTTP will fail.

Errors

An error response example:

{
  "code": 400,
  "message": "Bad Request - Please visit https://www.everysk.com/api/docs for more information."
}

The API uses conventional HTTP response codes to indicate the success or failure of an API request. In general, codes in the 2xx range indicate success, codes in the 4xx range indicate an error that failed given the information provided (e.g., a required parameter was omitted, etc.), and codes in the 5xx range indicate an error with Everysk's servers.

HTTP Status Code Summary:

Code	Message	Description
200	OK	Everything worked as expected.
400	Bad Request	The request was unacceptable. This could be due to a missing required field, an invalid parameter or another issue.
401	Unauthorized	No valid credentials provided.
403	Forbidden	The credentials provided do not have permission to access the requested resource.
404	Not Found	The requested resource doesn't exist.
429	Too Many Requests	Too many requests hit the API too quickly. We recommend an exponential backoff of your requests.
5XX	Server Errors	Something went wrong with Everysk Servers.

Rate limiting

Example on how to check the remaining requests in the current window:

curl -i https://api.everysk.com/v2/health_check \
  -G

Example of HTTP header response:

HTTP/2 200
content-type: application/json; charset=utf-8
x-everysk-request-id: ed888caa18904ca5b5f05e305ab11551
x-everysk-request-duration: 81.3500881195
x-everysk-rate-limit-allowed: 60
x-everysk-rate-limit-remaining: 49
x-everysk-rate-limit-reset: 10

Example rate limit error response:

{
  "code": 429,
  "message": "Too Many Requests - You've exceeded the rate limit for your api account SID. Please try again using truncated exponential backoff."
}

Everysk API is rate-limited to 60 requests per minute as default. This safety limit is set by Everysk to protect the integrity of our system. If you exceed the limit established in your plan, any request you send will return a 429 error: "Too Many Requests". If you require a higher limit, please contact us.

The API will respond to every request with five HTTP headers (three headers being related to rate limit and two being related to request id and duration),providing additional information about the status of the request:

Header	Description
X-Everysk-Rate-Limit-Allowed	This header provides the number of requests you are allowed per 1 minute window.
X-Everysk-Rate-Limit-Remaining	This header provides the number of requests you can make before hitting the limit.
X-Everysk-Rate-Limit-Reset	This header provides the remaining window before the rate limit resets, in seconds.

Request IDs

Each API request has an associated request identifier. You can find this value in the response headers, under X-Everysk-Request-Id. If you need to contact us about a specific request, providing the request identifier will ensure the fastest possible resolution.

Header	Description
X-Everysk-Request-Id	This header provides a unique identifier for your request. If you need to contact us about a specific request, providing the request identifier will ensure the fastest possible resolution.
X-Everysk-Request-Duration	This header specifies the amount of time that Everysk servers spent processing this request, in milliseconds.

Pagination

All top-level API resources have support for bulk fetches via "list" API methods. These list API methods share a common structure, taking at least these two parameters: page_size and page_token.

Everysk utilizes cursor-based pagination via the page_token. The page_token parameter returns objects listed after the named object in reverse chronological order.

Parameter	Description
page_size integer	A limit on the number of objects to be returned, between 1 and 100.
page_token string	Returns the previous page token.

Auto-Pagination

Auto-Pagination example

# The auto-pagination feature is specific to Everysk's
# libraries and cannot be used directly with curl.

import everysk

everysk.api_sid = <YOUR_API_SID>
everysk.api_token = <YOUR_API_TOKEN>

for portfolio in everysk.Portfolio.auto_paging_iter(page_size=3):
  #Do something with portfolio

Our libraries support auto-pagination. This feature easily handles fetching large lists of resources without having to manually paginate results and perform subsequent requests.

Calculation

Endpoints

POST    /calculations/risk_attribution
POST    /calculations/stress_test
POST    /calculations/exposure
POST    /calculations/properties
POST    /calculations/sensitivity
POST    /calculations/marginal_tracking_error
POST    /calculations/parametric_risk_attribution

The Calculation API provides endpoints to perform portfolio stress tests, risk attribution, exposure and sensitivity calculations. Monte Carlo with full revaluation as well as parametric end points are provided.

If you want, you can pass a portfolio id for a calculation instead of parameters.

Monte Carlo Risk Attribution

To calculate the MCTR, run the following:

curl https://api.everysk.com/v2/calculations/risk_attribution \
  -H "Content-Type: application/json" \
  -u YOUR_ACCOUNT_SID:YOUR_AUTH_TOKEN \
  -d '{
        "securities": [
          {
            "id": "id1",
            "symbol": "AAPL",
            "quantity": 1000.0
          },
          {
            "id": "id2",
            "symbol": "SIE:XETR",
            "quantity": 750.0
          }
        ],
        "date": "20210622"
      }' \
  -X POST

import everysk
import json

everysk.api_sid = <YOUR_ACCOUNT_SID>
everysk.api_token = <YOUR_ACCOUNT_TOKEN>

response = everysk.Calculation.riskAttribution(
  securities = [
    {
      "id": "id1",
      "symbol": "AAPL",
      "quantity": 1000.0
    },
    {
      "id": "id2",
      "symbol": "SIE:XETR",
      "quantity": 750.0
    }
  ],
  date = '20210622'
)

print(json.dumps(response, indent=2))

The above call returns the following JSON object:

{
  "risk_attribution": {
    "unmapped_tickers": [],
    "results": [
      {
        "id": "id1",
        "mctr": [
          {
            "projection": "IND:SPX",
            "value": 0.0731895836099715
          },
          {
            "projection": "residual",
            "value": 0.048455690761258066
          }
        ]
      },
      {
        "id": "id2",
        "mctr": [
          {
            "projection": "IND:SPX",
            "value": 0.043270012765204605
          },
          {
            "projection": "residual",
            "value": 0.024765489616676867
          }
        ]
      }
    ]
  }
}

The goal of Monte Carlo Risk Attribution is to calculate the contribution to the overall portfolio risk from each security. We use a measure called Marginal Contribution to Total Risk (MCTR) for Monte Carlo Risk Attribution.

To compute the Monte Carlo Risk Attribution (MCTR) for a portfolio, make an HTTP POST to your calculation resource URI:

HTTP Request

POST /calculations/risk_attribution

HTTP Parameters

Parameter	Description
portfolio_id string	optional It is the ID of and existing portfolio. When passing a portfolio's ID as parameter the calculation will be performed using the given portfolio's securities, date, base currency and nlv. The securities parameter is no longer required.
securities array	REQUIRED * It is an array of objects to describe the securities in the portfolio. Each object represents a security with a unique id, symbol, quantity and label. For more details click here. * Not required if portfolio_id is being provided.
date string date	optional, default is null (today) Portfolio date in the format: YYYYMMDD. The Portfolio Date is important because it instructs the API to use the market conditions and security prices prevailing on that date. Therefore, historical portfolios will be calculated without looking ahead. In order to run the portfolio using the market conditions prevailing today, use null.
base_currency string	optional, default is USD 3-letter ISO 4217 code for currency. Portfolios can have their base currency changed via the API call. By changing the base currency, a new set of currency risks is automatically taken into account. To see all supported currencies click here.
nlv float	optional, default is null (calculated) The net liquidating value of the portfolio (also called NAV). When not supplied by user, the API will calculate the net liquidating value of all the cash securities. Securities traded on margin are assumed to have NLV zero. Supplying a NLV effectively reconciles the margin.
horizon integer	optional, default is 5 Simulates the behavior of each security via their underlying risk factors. It accepts: 1, 5, 20 or 60. For more information click here.
sampling integer	optional, default is 1 Sampling represents the frequency that historical prices and rates (spreads) are collected in order to compute the invariant risk factors. In order to sample daily, use 1. In order to sample weekly (non-overlapping), pass 5. It accepts: 1 or 5. For various combinations between horizon and sampling click here.
aggregation string	optional, default is position Aggregation computes individual security MCTR's and aggregates them according to the supported criteria:custom, position, country, sector, gics_sector, market_capitalization, liquidity, implied_rating, duration, security_type, security_type_refined, dividend_yield, exposure, currency, fixed_income, total_esg. For more information click here.
projection array	optional, default is ["IND:SPX"] User supplied array of securities to be used as a top-down factor model. Maximum number of elements in the projection array is 15.
volatility_half_life integer	optional, default is 2 Half life of volatility information in months: 0 (no decay), 2, 6, 12, 24 or 48.
correlation_half_life integer	optional, default is 6 Half life of correlation information in months: 0 (no decay), 2, 6, 12, 24 or 48.
risk_measure string	optional, default is vol Specifies the forward looking portfolio risk property being measured by MCTR, such as: vol, var or cvar. vol: forward looking annualized volatility of the P&L distribution for the portfolio. var: Value-at-Risk of the P&L distribution for the portfolio. cvar: Conditional Value-at-Risk of the P&L distribution for the portfolio.
filter string	optional, default is null (use the whole portfolio) Filter Expression: When present it runs a pre-processing calculation to select identifiers that satisfy certain criteria. It can be used to highlight the properties of a subset of the portfolio, for example: only fixed income securities. Calculations are performed for the whole portfolio and only displayed for the securities that satisfy the filter. For more details click here.

Stress Test

To calculate the CVaR-, EV, CVaR+, run the following:

curl https://api.everysk.com/v2/calculations/stress_test \
  -H "Content-Type: application/json" \
  -u YOUR_API_SID:YOUR_API_TOKEN \
  -d '{
        "securities": [
          {
            "id": "id1",
            "symbol": "AAPL",
            "quantity": 1000.0
          },
          {
            "id": "id2",
            "symbol": "SIE:XETR",
            "quantity": 750.0
          }
        ],
        "date": "20210622",
        "projection": ["SPY"],
        "shock": "IND:SPX",
        "magnitude": -0.1
      }' \
  -X POST

import everysk
import json

everysk.api_sid = <YOUR_API_SID>
everysk.api_token = <YOUR_API_TOKEN>

response = everysk.Calculation.stressTest(
  securities = [
    {
      "id": "id1",
      "symbol": "AAPL",
      "quantity": 1000.0
    },
    {
      "id": "id2",
      "symbol": "SIE:XETR",
      "quantity": 750.0
    }
  ],
  date = '20210622',
  projection = ["SPY"],
  shock = 'IND:SPX',
  magnitude = -0.1
)

print(json.dumps(response, indent = 2))

The above call returns the following JSON object:

{
  "stress_test": {
    "extrapolated": false,
    "out_of_range": false,
    "implied_magnitudes": [-0.1],
    "results": [
      {
        "ev": [
          {
            "projection": "SPY",
            "value": -0.05381884985690465
          },
          {
            "projection": "residual",
            "value": -0.00029460954393996727
          }
        ],
        "cvar_neg": [
          {
            "projection": "SPY",
            "value": -0.09483311872511944
          },
          {
            "projection": "residual",
            "value": -0.024535867284700787
          }
        ],
        "cvar_pos": [
          {
            "projection": "SPY",
            "value": -0.009455158729183554
          },
          {
            "projection": "residual",
            "value": 0.029583437854230045
          }
        ],
        "id": "id2"
      },
      {
        "ev": [
          {
            "projection": "SPY",
            "value": -0.08655629290002333
          },
          {
            "projection": "residual",
            "value": -0.0001557620360950901
          }
        ],
        "cvar_neg": [
          {
            "projection": "SPY",
            "value": -0.15251911222218337
          },
          {
            "projection": "residual",
            "value": -0.0412765118097164
          }
        ],
        "cvar_pos": [
          {
            "projection": "SPY",
            "value": -0.015206632816483687
          },
          {
            "projection": "residual",
            "value": 0.061881587296071544
          }
        ],
        "id": "id1"
      }
    ],
    "dynamic_range": [-0.11251559173161693, 0.12721726088932167],
    "unmapped_tickers": [],
    "implied_horizon": 90
  }
}

Stress Test calculates the expected behavior of the portfolio under different scenarios, including extreme events. Everysk API calculates the probabilities of extreme events happening and factors those probabilities into the calculations. For example: it takes into account that correlations and volatility tend to increase in periods of market distress, resulting in large price oscillations for securities.

This API call returns 3 main measures for the specific scenario requested, namely:

• Conditional value at risk at the left tail of the distribution (CVaR-): The average of the worst (1-confidence) percentile outcomes from the forward looking P&L distribution of the portfolio.
• Expected profit and loss (EV): The average of the full forward looking P&L distribution of the portfolio.
• Conditional value at risk at the right tail of the distribution (CVaR+): The average of the best (1-confidence) percentile outcomes from the forward looking P&L distribution of the portfolio.

To compute CVaR-, EV, CVaR+ for a portfolio, make an HTTP POST to your calculation resource URI:

HTTP Request

POST /calculations/stress_test

HTTP Parameters

Parameter	Description
portfolio_id string	optional It is the ID of and existing portfolio. When passing a portfolio's ID as parameter the calculation will be performed using the given portfolio's securities, date, base currency and nlv. The securities parameter is no longer required.
securities array	REQUIRED * It is an array of objects to describe the securities in the portfolio. Each object represents a security with a unique id, symbol, quantity and label. For more details click here. * Not required if portfolio_id is being provided.
date string date	optional, default is null (today) Portfolio date in the format: YYYYMMDD. The Portfolio Date is important because it instructs the API to use the market conditions and security prices prevailing on that date. Therefore, historical portfolios will be calculated without look ahead. In order to run the portfolio using market conditions prevailing today, use null.
base_currency string	optional, default is USD 3-letter ISO 4217 code for currency. Portfolios can have their base currency changed via the API call. By changing the base currency, a new set of currency risks is automatically taken into account. To see all supported currencies click here.
nlv file	optional, default is null (calculated) The net liquidating value of the portfolio (also called NAV). When not supplied by user, the API will calculate the net liquidating value of all the cash securities. Securities traded on margin are assumed to have NLV zero. Supplying a NLV effectively reconciles the margin.
horizon integer	optional, default is 5 Sometimes, the magnitude of the shock cannot be observed in the horizon specified. For example: passing a -50% shock for an index for a day-ahead horizon might not make sense. By passing null, we are instructing the calculation engine to try further out simulation horizons until the shock magnitude is an observable. It accepts: 1, 5, 20 or 60. For more information click here.
sampling integer	optional, default is 1 Sampling represents the frequency that historical prices and rates (spreads) are collected in order to compute the invariant risk factors. In order to sample daily, use 1. In order to sample weekly (non-overlapping), pass 5. It accepts: 1 or 5. For various combinations between horizon and sampling click here.
aggregation string	optional, default is position (no aggregation) Aggregation computes individual security MCTR's and aggregates them according to the supported criteria: custom, position, country, sector, gics_sector, market_capitalization, liquidity, implied_rating, duration, security_type, security_type_refined, dividend_yield, exposure, currency, fixed_income, total_esg. For more information click .
projection array	optional, default is ["IND:SPX"] User supplied array of securities to be used as a top-down factor model. Maximum number of elements in the projection array is 15.
volatility_half_life integer	optional, default is 2 Half life of volatility information in months: 0 (no decay), 2, 6, 12, 24 or 48.
correlation_half_life integer	optional, default is 6 Half life of correlation information in months: 0 (no decay), 2, 6, 12, 24 or 48.
shock string	optional, default is "IND:SPX" The security being used for the stress test.
magnitude file	REQUIRED The magnitude of the shock. For more details click here.
confidence string	optional, default is "95%" This parameter determines the confidence level for calculating the CVaR. Values accepted: 1sigma, 2sigma, 3sigma, 85%, 90%, 95%, 97% or 99%. For more details click here.
filter string	optional, default is null (use the whole portfolio) Filter Expression: When present it runs a pre-processing calculation to select identifiers that satisfy certain criteria. It can be used to highlight the properties of a subset of the portfolio, for example: only fixed income securities. Calculations are performed for the whole portfolio and only displayed for the securities that satisfy the filter. For more details click here.

Exposure

To calculate the exposure, run the following:

curl https://api.everysk.com/v2/calculations/exposure \
  -H "Content-Type: application/json" \
  -u YOUR_API_SID:YOUR_API_TOKEN \
  -d '{
        "securities": [
          {
            "id": "id1",
            "symbol": "AAPL",
            "quantity": 1000.0
          },
          {
            "id": "id2",
            "symbol": "SIE:XETR",
            "quantity": 750.0
          }
        ]
      }' \
  -X POST

import everysk
import json

everysk.api_sid = <YOUR_API_SID>
everysk.api_token = <YOUR_API_TOKEN>

response = everysk.Calculation.exposure(
    securities = [
    {
      "id": "id1",
      "symbol": "AAPL",
      "quantity": 1000.0
    },
    {
      "id": "id2",
      "symbol": "SIE:XETR",
      "quantity": 750.0
    }
  ]
)

print(json.dumps(response, indent=2))

The above call returns the following JSON object:

{
  "exposure": {
    "unmapped_tickers": [],
    "results": [
      {
        "notional": 133980.0,
        "beta_notional": [
          {
            "projection": "IND:SPX",
            "value": 144201.42194706676
          },
          {
            "projection": "residual",
            "value": -10221.42194706676
          }
        ],
        "id": "id1",
        "notional_gross": 133980.0
      },
      {
        "notional": 122421.00149999997,
        "beta_notional": [
          {
            "projection": "IND:SPX",
            "value": 127031.28308587175
          },
          {
            "projection": "residual",
            "value": -4610.28158587178
          }
        ],
        "id": "id2",
        "notional_gross": 122421.00149999997
      }
    ],
    "nlv": 256401.00149999995
  }
}

Calculates the delta-adjusted notional exposure of each security, converted to the base currency of the portfolio.

To compute the exposures for a portfolio, make an HTTP POST to your calculation resource URI:

HTTP Request

POST /calculations/exposure

HTTP Parameters

Parameter	Description
portfolio_id string	optional It is the ID of and existing portfolio. When passing a portfolio's ID as parameter the calculation will be performed using the given portfolio's securities, date, base currency and nlv. The securities parameter is no longer required.
securities array	REQUIRED * It is an array of objects to describe the securities in the portfolio. Each object represents a security with a unique id, symbol, quantity and label. For more details click here. *Not required if portfolio_id is being provided.
date string date	optional, default is null (today) Portfolio date in the format: YYYYMMDD. The Portfolio Date is important because it instructs the API to use the market conditions and security prices prevailing on that date. Therefore, historical portfolios will be calculated without look ahead. In order to run the portfolio using market conditions prevailing today, use null.
base_currency string	optional, default is USD 3-letter ISO 4217 code for currency. Portfolios can have their base currency changed via the API call. By changing the base currency, a new set of currency risks is automatically taken into account. To see all supported currencies click here.
nlv file	optional, default is null (calculated) The net liquidating value of the portfolio (also called NAV). When not supplied by user, the API will calculate the net liquidating value of all the cash securities. Securities traded on margin are assumed to have NLV zero. Supplying a NLV effectively reconciles the margin.
sampling integer	optional, default is 1 Sampling represents the frequency that historical prices and rates (spreads) are collected in order to compute the invariant risk factors. In order to sample daily, use 1. In order to sample weekly (non-overlapping), pass 5. It accepts: 1 or 5.
aggregation string	optional, default is position (no aggregation) Aggregation computes individual security MCTR's and aggregates them according to the supported criteria: custom, position, country, sector, gics_sector, market_capitalization, liquidity, implied_rating, duration, security_type, security_type_refined, dividend_yield, exposure, currency, fixed_income, total_esg. For more information click here.
filter string	optional, default is null (use the whole portfolio) Filter Expression: When present it runs a pre-processing calculation to select identifiers that satisfy certain criteria. It can be used to highlight the properties of a subset of the portfolio, for example: only fixed income securities. Calculations are performed for the whole portfolio and only displayed for the securities that satisfy the filter. For more details click here.

Properties

To calculate the properties, run the following:

curl https://api.everysk.com/v2/calculations/properties \
  -H "Content-Type: application/json" \
  -u YOUR_API_SID:YOUR_API_TOKEN \
  -d '{
        "securities": [
          {
            "id": "id1",
            "symbol": "AAPL",
            "quantity": 1000.0
          },
          {
            "id": "id2",
            "symbol": "SIE:XETR",
            "quantity": 750.0
          }
        ],
        "date": "20210622"
      }' \
  -X POST

import everysk
import json

everysk.api_sid = <YOUR_API_SID>
everysk.api_token = <YOUR_API_TOKEN>

response = everysk.Calculation.properties(
    securities = [
    {
      "id": "id1",
      "symbol": "AAPL",
      "quantity": 1000.0
    },
    {
      "id": "id2",
      "symbol": "SIE:XETR",
      "quantity": 750.0
    }
  ],
  date = '20210622'
)

print(json.dumps(response, indent = 2))

The above call returns the following JSON object:

{
  "properties": {
    "unmapped_tickers": [],
    "results": [
      {
        "value": 0.04480515690789044,
        "measure": "expected_return"
      },
      {
        "value": 0.18968077675311104,
        "measure": "expected_volatility"
      },
      {
        "value": -0.042711478991844576,
        "measure": "var"
      },
      {
        "value": -0.0528583774329209,
        "measure": "cvar"
      },
      {
        "value": 1.0,
        "measure": "net_exposure"
      },
      {
        "value": 1.0,
        "measure": "gross_exposure"
      },
      {
        "value": 0.0013916717517594335,
        "measure": "liquidity"
      },
      {
        "value": 256401.00149999995,
        "measure": "nlv"
      },
      {
        "value": 0.0,
        "measure": "delta"
      },
      {
        "value": 0.0,
        "measure": "gamma"
      },
      {
        "value": 0.0,
        "measure": "theta"
      },
      {
        "value": 0.0,
        "measure": "vega"
      },
      {
        "value": 0.0,
        "measure": "duration"
      },
      {
        "value": 0.0,
        "measure": "effective_duration"
      },
      {
        "value": 0.0,
        "measure": "macaulay_duration"
      },
      {
        "value": 0.0,
        "measure": "modified_duration"
      },
      {
        "value": 0.0,
        "measure": "cs01"
      },
      {
        "value": 0.0,
        "measure": "dv01"
      },
      ...
    ]
  }
}

Calculates the overall portfolio properties with a single API call. Sensitivities, exposures and risk are aggregated from individual securities to a portfolio level:

HTTP Request

POST /calculations/properties

HTTP Parameters

Parameter	Description
portfolio_id string	optional It is the ID of and existing portfolio. When passing a portfolio's ID as parameter the calculation will be performed using the given portfolio's securities, date, base currency and nlv. The securities parameter is no longer required.
securities array	REQUIRED * It is an array of objects to describe the securities in the portfolio. Each object represents a security with a unique id, symbol, quantity and label. For more details click here. * Not required if portfolio_id is being provided.
date string date	optional, default is null (today) Portfolio date in the format: YYYYMMDD. The Portfolio Date is important because it instructs the API to use the market conditions and security prices prevailing on that date. Therefore, historical portfolios will be calculated without look ahead. In order to run the portfolio using market conditions prevailing today, use null.
base_currency string	optional, default is USD 3-letter ISO 4217 code for currency. Portfolios can have their base currency changed via the API call. By changing the base currency, a new set of currency risks is automatically taken into account. To see all supported currencies click here.
nlv file	optional, default is null (calculated) The net liquidating value of the portfolio (also called NAV). When not supplied by user, the API will calculate the net liquidating value of all the cash securities. Securities traded on margin are assumed to have NLV zero. Supplying a NLV effectively reconciles the margin.
horizon integer	optional, default is 5 Simulates the behavior of each security via their underlying risk factors. It accepts: 1, 5, 20 or 60. For more information click here.
sampling integer	optional, default is 1 Sampling represents the frequency that historical prices and rates (spreads) are collected in order to compute the invariant risk factors. In order to sample daily, use 1. In order to sample weekly (non-overlapping), pass 5. It accepts: 1 or 5. For various combinations between horizon and sampling click here.
aggregation string	optional, default is position (no aggregation) Aggregation computes individual security MCTR's and aggregates them according to the supported criteria: custom, position, country, sector, gics_sector, market_capitalization, liquidity, implied_rating, duration, security_type, security_type_refined, dividend_yield, exposure, currency, fixed_income, total_esg. For more information click here.
projection array	optional, default is ["IND:SPX"] User supplied array of securities to be used as a top-down factor model. Maximum number of elements in the projection array is 10.
volatility_half_life integer	optional, default is 2 Half life of volatility information in months: 0 (no decay), 2, 6, 12, 24 or 48.
correlation_half_life integer	optional, default is 6 Half life of correlation information in months: 0 (no decay), 2, 6, 12, 24 or 48.
confidence string	optional, default is 95% This parameter determines the confidence level for calculating CVaR. Values accepted: 1sigma, 2sigma, 3sigma, 85%, 90%, 95%, 97% or 99%. For more details click here.

Sensitivity

To calculate the sensitivity, run the following:

curl https://api.everysk.com/v2/calculations/sensitivity \
   -H "Content-Type: application/json" \
   -u YOUR_API_SID:YOUR_API_TOKEN \
   -d '{
         "securities": [
           {
             "id": "id1",
             "symbol": "AAPL 20210629 P120 0.905",
             "quantity": 1000.0
           },
           {
             "id": "id2",
             "symbol": "TWTR 20230120 C100.000 4.3",
             "quantity": 750.0
           }
         ],
         "date": "20210622"
       }' \
   -X POST

import everysk
import json

everysk.api_sid = <YOUR_ACCOUNT_SID>
everysk.api_token = <YOUR_ACCOUNT_TOKEN>

response = everysk.Calculation.sensitivity(
    securities = [
    {
      "id": "id1",
      "symbol": "AAPL 20210629 P120 0.905",
      "quantity": 1000.0
    },
    {
      "id": "id2",
      "symbol": "TWTR 20230120 C100.000 4.3",
      "quantity": 750.0
    }
  ],
  date = '20210622'
)

print(json.dumps(response, indent=2))

The above call returns the following JSON object:

{
  "sensitivity": {
    "unmapped_tickers": [],
    "sensitivity_type": "delta",
    "results": {
      "id2": 0.2714842229039089,
      "id1": -0.12767219639181443
    }
  }
}

Calculates greeks for options and various fixed income sensitivities for fixed income securities. Values can be unitized when “compute_notional” is False, or weighted by the notional exposure of the security when “compute_notional” is True.

HTTP Request

POST /calculations/sensitivity

HTTP Parameters

Parameter	Description
portfolio_id string	optional It is the ID of and existing portfolio. When passing a portfolio's ID as parameter the calculation will be performed using the given portfolio's securities, date, base currency and nlv. The securities parameter is no longer required.
securities array	REQUIRED \ It is an array of objects to describe the securities in the portfolio. Each object represents a security with a unique id, symbol, quantity and label. For more details click here. * Not required if portfolio_id is being provided.
date string date	optional, default is null (today) Portfolio date in the format: YYYYMMDD. The Portfolio Date is important because it instructs the API to use the market conditions and security prices prevailing on that date. Therefore, historical portfolios will be calculated without looking ahead. In order to run the portfolio using the market conditions prevailing today, use null.
base_currency string	optional, default is USD 3-letter ISO 4217 code for currency. Portfolios can have their base currency changed via the API call. By changing the base currency, a new set of currency risks is automatically taken into account. To see all supported currencies click here.
sensitivity_type string	optional, default is delta The sensitivity type. It accepts the following values: delta, gamma, theta, vega, duration, effective_duration, macaulay_duration, modified_duration, cs01, dv01, average_life, rolled_average_life or volatility.
compute_notional boolean	optional, default is False Determines whether sensitivities should be weighted by the notional exposure or unitized. True:Weight sensitivities by notional exposure. False: Unitize sensitivities.

Tracking Errors

To calculate the tracking errors, run the following:

curl https://api.everysk.com/v2/calculations/marginal_tracking_error \
   -H "Content-Type: application/json" \
   -u YOUR_API_SID:YOUR_API_TOKEN \
   -d '{
          "portfolio_id1": "port_tOeqCAgM02AdfNfoLaKynRvVw",
          "portfolio_id2": "port_Ij8wTCniFM9sZKDB0HbigYidc",
          "aggregation": 'position',
          "weekly": false,
       }' \
   -X POST

import everysk
import json

everysk.api_sid = <YOUR_ACCOUNT_SID>
everysk.api_token = <YOUR_ACCOUNT_TOKEN>

response = everysk.Calculation.marginalTrackingError(
  portfolio_id1='port_xSfACHDE90AvzylJWDDriiniS',
  portfolio_id2='port_cDUtA9h0rLalPsFxu8FyPOyp7',
  weekly=False
)

print(json.dumps(response, indent = 2))

The above call returns the following JSON object:

{
  "marginal_tracking_error": {
    "unmapped_tickers": [],
    "results": {
      "mcte": {
        "ksav3g08": 0.011946318320363839
      },
      "te": 0.01731762913056002
    }
  }
}

Tracking error is the divergence between the price behavior of a position or a portfolio and the price behavior of a benchmark. This is often in the context of a hedge fund, mutual fund, or exchange-traded fund (ETF) that did not work as effectively as intended, creating an unexpected profit or loss.

HTTP Request

POST /calculations/marginal_tracking_error

HTTP Parameters

Parameter	Description
portfolio1 string	REQUIRED The portfolio that is going to be analysed.
portfolio2 string	REQUIRED The portfolio that is going to be used as a benchmark to calculate the deviation of differences.
weekly boolean	optional, default is True The Calculation API will use weekly return to calculate the tracking error.
EWMA boolean	optional, default is False If True, the exponentially weighted moving average will be applied to volatilities.
exponential_decay float	optional, default is 0.94 Weighting factor determining the rate at which "older" data enter into the calculation of the EWMA. It accetps float values from 0 to 1. This parameter is only used when EWMA is True.
nDays integer	optional, default is 252 Number of historical business days used in calculation when weekly is False.
nWeeks integer	optional, default is 200 Number of historical weeks used in calculation when weekly is True.

Parametric Risk Attribution

To calculate the parametric risk, run the following:

curl https://api.everysk.com/v2/calculations/parametric_risk_attribution \
   -H "Content-Type: application/json" \
   -u YOUR_API_SID:YOUR_API_TOKEN \
   -d '{
        "projection": ["IND:BVSP"],
        "securities": [
          {
            "id": "id1",
            "symbol": "PETR4:BVMF",
            "quantity": 150.0
          }
        ],
        "base_currency": "BRL",
        "date": "20210711"
       }' \
   -X POST

import everysk
import json

everysk.api_sid = <YOUR_ACCOUNT_SID>
everysk.api_token = <YOUR_ACCOUNT_TOKEN>

response = everysk.Calculation.parametricRiskAttribution(
    projection = ["IND:BVSP"],
    securities = [
      {
        "id": "id1",
        "symbol": "PETR4:BVMF",
        "quantity": 150.0
      }
    ],
    base_currency = 'BRL',
    date = '20210711'
)

print(json.dumps(response, indent = 2))

The above call returns the following JSON object:

{
  "parametric_risk_attribution": {
    "unmapped_tickers": [],
    "results": {
      "port_parametric_var": -705.5372072762883,
      "sec_factor_exposure_dixpre": {
        "id1": 0.0
      },
      "factor_parametric_correlations": [
        [
          1.0
        ]
      ],
      "sec_parametric_standalone_vol": {
        "id1": 428.93616533156944
      },
      "port_parametric_vol": 428.93616533156944,
      "sec_parametric_no_sens_factor_exposure": {
        "id1": [
          6881.489986196383
        ]
      }
      ...
    }
  }
}

Calculates the magnitude of a security's reaction to changes in underlying factors, most often in terms of its price response to other factors.

HTTP Request

POST /calculations/parametric_risk_attribution

HTTP Parameters

Parameter	Description
id string	REQUIRED A string used to identify the portfolio.
projection array	REQUIRED User supplied array of securities to be used as a top-down factor model. Maximum number of elements in the projection array is 15.
portfolio_id string	optional It is the ID of and existing portfolio. When passing a portfolio's ID as parameter the calculation will be performed using the given portfolio's securities, date, base currency and nlv. The securities parameter is no longer required.
securities array	REQUIRED * It is an array of objects to describe the securities in the portfolio. Each object represents a security with a unique id, symbol, quantity and label. For more details click here. * Not required if portfolio_id is being provided.
use_cashflow boolean	optional, default is True For fixed income securities, when True, maps each cashflow event (interest, principal amortization) to various key points in the respective interest rate curve. When flag is False, it uses the Macaulay duration to map bond price to neighboring key points in the respective interest rate curve: True or False.
sampling integer	optional, default is 1 Sampling represents the frequency that historical prices and rates (spreads) are collected in order to compute the invariant risk factors. In order to sample daily, use 1. In order to sample weekly (non-overlapping), pass 5. It accepts: 1 or 5.
confidence string	optional, default is 95% This parameter determines the confidence level for calculating VaR and CVaR. Values accepted: 1sigma, 2sigma, 3sigma, 85%, 90%, 95%, 97% or 99%. For more details click here.
historical_days integer	optional, default is 252 Number of business days used to calculate the covariance for the primitive risk factors: 0 (no decay), 2, 6, 12, 24 or 48.
exponential_decay float	optional, default is 0.94 Factor used in the exponentially weighted moving average (ewma): 0 (no decay); it accetps float values from 0 to 1.

Workspace

Endpoints

GET       /workspaces
GET       /workspaces/:id
POST      /workspaces/:id
DELETE    /workspaces/:id

A workspace is a grouping of all entities used inside the Everysk platform. Inside a workspace you have access to portfolios, datastores, reports, custom indexes, files, workflows and report templates.

The workspace object

What a workspace object looks like?

{
  "updated": 1625775417,
  "version": "v1",
  "description": "This is my first workspace",
  "name": "sandbox",
  "created": 1625775417
}

Property	Description
name string	A unique identifier (UID) for the workspace.
created timestamp	Time at which the workspace was created. Measured in seconds since the Unix epoch.
updated timestamp	Time at which the workspace was updated. Measured in seconds since the Unix epoch.
description string	An arbitrary string attached to the report. Often useful for finding detailed information about the report.
version string	Indicates the workspace's current version.

Create a workspace

To create a new workspace, run the following:

curl https://api.everysk.com/v2/workspaces \
  -H "Content-Type: application/json" \
  -u YOUR_ACCOUNT_SID:YOUR_AUTH_TOKEN \
  -d '{
        "name": "sandbox",
        "description": "This is my first workspace"
      }' \
  -X POST

import everysk
import json

everysk.api_sid=<YOUR_API_SID>
everysk.api_token=<YOUR_API_TOKEN>

response = everysk.Workspace.create(
  name='sandbox',
  description='This is my first workspace'
)

print(json.dumps(response, indent=2))

The above call returns the following JSON object:

{
  "updated": 1625775417,
  "version": "v1",
  "description": "This is my first workspace",
  "name": "sandbox",
  "created": 1625775417
}

Creates and then returns the new workspace.

HTTP Request

POST /workspaces

HTTP Parameters

Parameter	Description
name string	REQUIRED A unique identifier (UID) for the workspace. Every workspace name must have no spaces between the words.
description string	optional, default is null Provides detailed information about your workspace.

List all workspaces

To list all workspaces, run the following:

curl https://api.everysk.com/v2/workspaces \
  -H "Content-Type: application/json" \
  -u YOUR_ACCOUNT_SID:YOUR_AUTH_TOKEN \
  -G

import everysk
import json

everysk.api_sid = <YOUR_API_SID>
everysk.api_token = <YOUR_API_TOKEN>

response = everysk.Workspaces.list(query='sandbox')

print(json.dumps(response, indent=2))

The above call returns the following JSON object:

[
  {
    "updated": 1625775417,
    "version": "v1",
    "description": "This is my first workspace",
    "name": "sandbox",
    "created": 1625775417
  }
]

Returns a list of workspaces you’ve previously created. The workspaces are returned in sorted order, with the most recent workspace appearing first.

HTTP Request

GET /workspaces

HTTP Parameters

Parameter	Description
query string	optional, default is null Request a list of workspaces filtering it by name.
page_size integer	optional, default is 10 Set the number of objects that will be listed per page.
page_token integer	optional, default is null The token defines which page will be returned to the user. For further information, please check out our pagination guide.

Retrieve a workspace

To retrieve a workspace, run the following:

curl https://api.everysk.com/v2/workspaces/sandbox \
  -H "Content-Type: application/json" \
  -u YOUR_ACCOUNT_SID:YOUR_AUTH_TOKEN \
  -G

import everysk
import json

everysk.api_sid = <YOUR_API_SID>
everysk.api_token = <YOUR_API_TOKEN>

response = everysk.Workspace.retrieve('sandbox')

print(json.dumps(response, indent=2))

The above call returns the following JSON object:

{
  "updated": 1625775417,
  "version": "v1",
  "description": "This is my first workspace",
  "name": "sandbox",
  "created": 1625775417
}

Retrieves the details of an existing workspace by supplying the workspace's id.

HTTP Request

GET /workspaces/:id

HTTP Parameters

Parameter	Description
name string	REQUIRED A unique identifier for the workspace. Every workspace name must have no spaces between the words.

Update a workspace

To update a workspace, run the following:

curl https://api.everysk.com/v2/workspaces/sandbox \
  -H "Content-Type: application/json" \
  -u YOUR_ACCOUNT_SID:YOUR_AUTH_TOKEN \
  -d '{
        "name": "sandbox",
        "description": "My new workspace description",
      }' \
  -X PUT

import everysk
import json

everysk.api_sid = <YOUR_API_SID>
everysk.api_token = <YOUR_API_TOKEN>

response = everysk.Workspace.modify(
  'sandbox',
  name='sandbox',
  description='My new workspace description'
)

print(json.dumps(response, indent=2))

The above call returns the following JSON object:

{
  "updated": 1625775417,
  "version": "v1",
  "description": "This is my new workspace description",
  "name": "new_workspace_name",
  "created": 1625775417
}

Updates a workspace and then returns the updated workspace.

HTTP Request

PUT /workspaces/:id

HTTP Parameters

Parameter	Description
name string	REQUIRED A unique identifier (UID) for the workspace. Every workspace name must have no spaces between the words. The workspace name can't be changed.
description string	optional, default is null Use this field to provide detailed information about your workspace.

Delete a workspace

To delete a workspace, run the following:

curl https://api.everysk.com/v2/workspaces/sandbox \
  -H "Content-Type: application/json" \
  -u YOUR_ACCOUNT_SID:YOUR_AUTH_TOKEN \
  -X DELETE

import everysk
import json

everysk.api_sid = <YOUR_API_SID>
everysk.api_token = <YOUR_API_TOKEN>

response = everysk.Workspace.remove('sandbox')

print(json.dumps(response, indent=2))

The above call returns the following JSON object:

{
  "deleted": true,
  "name": "sandbox"
}

Permanently deletes a workspace. It cannot be undone. Returns an object with the workpaces's id and an attribute specifying whether the workspace was successfully deleted or not.

Warning: Deleting a workspace does not delete it's objects!

HTTP Request

DELETE /workspaces/:id

HTTP Parameters

Parameter	Description
name string	REQUIRED A unique identifier (UID) for the workspace.

Portfolio

Endpoints

POST      /portfolios
GET       /portfolios
GET       /portfolios/:id
PUT       /portfolios/:id
DELETE    /portfolios/:id

A portfolio is a collection of financial investments like stocks, bonds, derivatives, commodities, cash, and cash equivalents. Each security can be traded in a specific local currency. The portfolio has a base currency that is required to reflect each FX risk.

The portfolio object

What a portfolio object looks like?

{
  "status": "OK",
  "updated": 1625680032,
  "description": "This is my first portfolio",
  "created": 1625680032,
  "tags": [
    "first",
    "portfolio",
    "20210622"
  ],
  "securities": [
    {
      "status": "OK",
      "cost_price": null,
      "fx_rate": null,
      "unrealized_pl_in_base": null,
      "exchange": "XNAS",
      "symbol": "AAPL",
      "multiplier": null,
      "label": null,
      "currency": "USD",
      "market_price": null,
      "unrealized_pl": null,
      "isin": null,
      "extra_data": null,
      "id": "id1",
      "quantity": 1000.0,
      "name": "Apple Inc"
    },
    ...
  ],
  "date": "20210622",
  "version": "v1",
  "workspace": "main",
  "nlv": null,
  "base_currency": "USD",
  "id": "port_V7xU8dwCMnJIuyUPHJPx2ynuz",
  "name": "My First Portfolio"
}

Property	Description
id string	Unique identifier (UID) for the portfolio.
created timestamp	Time at which the object was created. Measured in seconds since the Unix epoch.
updated timestamp	Time at which the object was updated. Measured in seconds since the Unix epoch.
name string	The portfolio's name.
description string	An arbitrary string attached to the portfolio. Often useful for finding detailed information about the portfolio.
tags array	Sequence of hashtags used to find the related portfolio. The more hashtags that are used, the more elements that are filtered out from the search. Any sequence of lowercase character, numbers and underscore might be used.
date string date	Portfolio date in the format: YYYYMMDD. The Portfolio Date is important because it instructs the API to use the market conditions and security prices prevailing on that date. In order to run the portfolio using the market conditions prevailing today, use null.
base_currency string	3-letter ISO 4217 code for currency. Portfolios can have their base currency changed via the API call. To see all supported currencies click here.
nlv file	The net liquidating value of the portfolio (also called NAV). When not supplied by user, the API will calculate the net liquidating value of all the cash securities. Securities traded on margin are assumed to have NLV zero. Supplying a NLV effectively reconciles the margin.
securities array	It is an array of objects to describe the securities in the portfolio. Each object represents a security with a unique id, symbol, quantity and label. For more details click here.
workspace string	The workspace where the portfolio was generated.

Create a portfolio

To create a new portfolio, run the following:

curl https://api.everysk.com/v2/portfolios \
  -H "Content-Type: application/json" \
  -u YOUR_ACCOUNT_SID:YOUR_AUTH_TOKEN \
  -d '{
        "name": "My First Portfolio",
        "tags": [
          "first",
          "portfolio",
          "20210622"
        ],
        "securities": [
          {
            "id": "id1",
            "symbol": "AAPL",
            "quantity": 1000.0
          },
          {
            "id": "id2",
            "symbol": "SIE:XETR",
            "quantity": 750.0
          }
        ],
        "workspace": "main"
      }' \
  -X POST

import everysk
import json

everysk.api_sid = <YOUR_API_SID>
everysk.api_token = <YOUR_API_TOKEN>

response = everysk.Portfolio.create(
  name = 'My First Portfolio',
  tags = [
    "first",
    "portfolio",
    "20210622"
  ],
  securities = [
    {
      "id": "id1",
      "symbol": "AAPL",
      "quantity": 1000.0
    },
    {
      "id": "id2",
      "symbol": "SIE:XETR",
      "quantity": 750.0
    }
  ],
  workspace='main',
  date = '20210622'
)

print(json.dumps(response, indent=2))

The above call returns the following JSON object:

{
  "status": "OK",
  "updated": 1625680032,
  "description": "",
  "created": 1625680032,
  "tags": [
    "first",
    "portfolio",
    "20210622"
  ],
  "securities": [
    {
      "status": "OK",
      "cost_price": null,
      "fx_rate": null,
      "unrealized_pl_in_base": null,
      "exchange": "XNAS",
      "symbol": "AAPL",
      "multiplier": null,
      "label": null,
      "currency": "USD",
      "market_price": null,
      "unrealized_pl": null,
      "isin": null,
      "extra_data": null,
      "id": "id1",
      "quantity": 1000.0,
      "name": "Apple Inc"
    },
    ...
  ],
  "date": "20210622",
  "version": "v1",
  "workspace": "main",
  "nlv": null,
  "base_currency": "USD",
  "id": "port_V7xU8dwCMnJIuyUPHJPx2ynuz",
  "name": "My First Portfolio"
}

Creates and then returns the new portfolio.

HTTP Request

POST /portfolios

HTTP Parameters

Parameter	Description
name string	REQUIRED A mnemonic string to identify a portfolio, besides the portfolio's unique id.
description string	optional, default is null Provides detailed information about your portfolio.
tags array	optional, default is empty Sequence of hashtags used to label the related Potfolio. Any sequence of lowercase character, numbers and underscore might be used.
date string date	optional, default is null (today) Portfolio date in the format: YYYYMMDD. The Portfolio Date is important because it instructs the API to use the market conditions and security prices prevailing on that date. Therefore, historical portfolios will be calculated without look ahead. In order to run the portfolio using market conditions prevailing today, use null.
base_currency string	optional, default is USD 3-letter ISO 4217 code for currency. Portfolios can have their base currency changed via the API call. To see all supported currencies click herehere.
nlv file	optional, default is null (calculated) The net liquidating value of the portfolio (also called NAV). When not supplied by user, the API will calculate the net liquidating value of all the cash securities. Securities traded on margin are assumed to have NLV zero. Supplying a NLV effectively reconciles the margin.
securities array	REQUIRED It is an array of objects to describe the securities in the portfolio. Each object represents a security, which requires a unique id, symbol, quantity. For more details click here.
with_securities boolean	optional, default is True When True, the the securities inside the generated portfolio will be returned in the api response.
workspace string	optional, default is main Determines on which workspace the request will be made.

List all portfolios

To list all portfolios, run the following:

curl https://api.everysk.com/v2/portfolios?query=#20210622&workspace=main \
  -H "Content-Type: application/json" \
  -u YOUR_ACCOUNT_SID:YOUR_AUTH_TOKEN \
  -G

import everysk
import json

everysk.api_sid = <YOUR_API_SID>
everysk.api_token = <YOUR_API_TOKEN>

response = everysk.Portfolio.list(query='#20210622', workspace='main')

print(json.dumps(response, indent=2))

The above call returns the following JSON object:

[
  {
    "status": "OK",
    "updated": 1625064158,
    "description": "",
    "created": 1625064158,
    "tags": [
      "first",
      "portfolio",
      "20210622"
    ],
    "date": "20210622",
    "version": "v1",
    "workspace": "main",
    "nlv": null,
    "base_currency": "USD",
    "id": "port_EUCUUH8M3GNeopdFvrZ47qGx3",
    "name": "My First Portfolio"
  },
  ...
]

Returns a list of portfolios you’ve previously created. The portfolios are returned in sorted order, with the most recent portfolio appearing first.

HTTP Request

GET /portfolios

HTTP Parameters

Parameter	Description
query string	optional, default is null Request a list of portfolios filtering it by name or tag. When using a tag to perform a query, each term must include a hashtag prefix. (e.g: query="#april #sample")
workspace string	optional, default is main Determines on which workspace the request will be made.
page_size integer	optional, default is 10 Set the number of objects that will be listed per page.
page_token integer	optional, default is null The token defines which page will be returned to the user. For further information, please check out our pagination guide.

Retrieve a portfolio

To retrieve a portfolio, run the following:

curl https://api.everysk.com/v2/portfolios/port_V7xU8dwCMnJIuyUPHJPx2ynuz?workspace=main \
  -H "Content-Type: application/json" \
  -u YOUR_ACCOUNT_SID:YOUR_AUTH_TOKEN \
  -G

import everysk
import json

everysk.api_sid = <YOUR_API_SID>
everysk.api_token = <YOUR_API_TOKEN>

response = everysk.Portfolio.retrieve(
  'port_V7xU8dwCMnJIuyUPHJPx2ynuz', 
  workspace='main'
)

print(json.dumps(response, indent=2))

The above call returns the following JSON object:

{
  "status": "OK",
  "updated": 1625680032,
  "description": "",
  "created": 1625680032,
  "tags": [
    "first",
    "portfolio",
    "20210622"
  ],
  "securities": [
    {
      "status": "OK",
      "cost_price": null,
      "fx_rate": null,
      "unrealized_pl_in_base": null,
      "exchange": "XNAS",
      "symbol": "AAPL",
      "multiplier": null,
      "label": null,
      "currency": "USD",
      "market_price": null,
      "unrealized_pl": null,
      "isin": null,
      "extra_data": null,
      "id": "id1",
      "quantity": 1000.0,
      "name": "Apple Inc"
    },
    ...
  ],
  "date": "20210622",
  "version": "v1",
  "workspace": "main",
  "nlv": null,
  "base_currency": "USD",
  "id": "port_V7xU8dwCMnJIuyUPHJPx2ynuz",
  "name": "My First Portfolio"
}

Retrieves the details of an existing portfolio by supplying the portfolio's id.

HTTP Request

GET /portfolios/:id

HTTP Parameters

Parameter	Description
id string	REQUIRED A unique identifier (UID) for a portfolio. A portfolio's id will always look like this: port_V7xU8dwCMnJIuyUPHJPx2ynuz
workspace string	optional, default is main Determines on which workspace the request will be made.

Update a portfolio

To update a portfolio, run the following:

curl https://api.everysk.com/v2/portfolios/port_V7xU8dwCMnJIuyUPHJPx2ynuz \
  -H "Content-Type: application/json" \
  -u YOUR_ACCOUNT_SID:YOUR_AUTH_TOKEN \
  -d '{
        "name": "New Portfolio`s Name",
        "description": "New Portfolio`s Description",
        "securities": [
          {
            "id": "id3",
            "symbol": "NFLX",
            "quantity": 500.0
          }
        ],
        "workspace": "main"
      }' \
  -X PUT

import everysk
import json

everysk.api_sid = <YOUR_API_SID>
everysk.api_token = <YOUR_API_TOKEN>

response = everysk.Portfolio.modify(
  'port_V7xU8dwCMnJIuyUPHJPx2ynuz',
  name = 'New Portfolio Name',
  description = 'New Portfolio Description',
  securities = [
    {
      "id": "id3",
      "symbol": "NFLX",
      "quantity": 500.0
    }
  ],
  workspace='main'
)

print(json.dumps(response, indent=2))

The above call returns the following JSON object:

{
  "status": "OK",
  "updated": 1625680366,
  "description": "New Portfolio's Description",
  "created": 1625680032,
  "tags": [
    "first",
    "portfolio",
    "20210622"
  ],
  "securities": [
    {
      "status": "OK",
      "cost_price": null,
      "fx_rate": null,
      "unrealized_pl_in_base": null,
      "exchange": "XNAS",
      "symbol": "NFLX",
      "multiplier": null,
      "label": null,
      "currency": "USD",
      "market_price": null,
      "unrealized_pl": null,
      "isin": null,
      "extra_data": null,
      "id": "id3",
      "quantity": 500.0,
      "name": "NetFlix Inc"
    }
  ],
  "date": "20210707",
  "version": "v1",
  "workspace": "main",
  "nlv": null,
  "base_currency": "USD",
  "id": "port_V7xU8dwCMnJIuyUPHJPx2ynuz",
  "name": "New Portfolio's Name"
}

Updates a portfolio and then returns the updated portfolio.

HTTP Request

PUT /portfolios/:id

HTTP Parameters

Parameter	Description
id string	REQUIRED A unique identifier (UID) for a portfolio.
name string	optional, default is null A string to identify a portfolio besides the portfolio's id. Feel free to use a meaningful name for your portfolio.
description string	optional, default is null Use this field to provide detailed information about your portfolio.
tags array	Sequence of hashtags used to find the related Portfolio. The more hashtags that are used, the more elements that are filtered out from the search. Any sequence of lowercase character, numbers and underscore might be used.
base_currency string	optional, default is null 3-letter ISO 4217 code for currency. Entering a currency here changes the base currency of the portfolio. To see all supported currencies click here.
securities array	It is an array of objects to describe the securities in the portfolio. Each object represents a security with a unique id, symbol, quantity and label. For more details click here.
workspace string	optional, default is main Determines on which workspace the request will be made.

Delete a portfolio

To delete a portfolio, run the following:

curl https://api.everysk.com/v2/portfolios/port_V7xU8dwCMnJIuyUPHJPx2ynuz?workspace=main \
  -H "Content-Type: application/json" \
  -u YOUR_ACCOUNT_SID:YOUR_AUTH_TOKEN \
  -X DELETE

import everysk
import json

everysk.api_sid = <YOUR_API_SID>
everysk.api_token = <YOUR_API_TOKEN>

response = everysk.Portfolio.remove('port_V7xU8dwCMnJIuyUPHJPx2ynuz', workspace='main')

print(json.dumps(response, indent=2))

The above call returns the following JSON object:

{
  "deleted": true,
  "id": "port_V7xU8dwCMnJIuyUPHJPx2ynuz",
  "name": "My First Portfolio"
}

Permanently deletes a portfolio. It cannot be undone. Returns an object with the portfolio's id and an attribute specifying whether the portfolio was successfully deleted or not.

HTTP Request

DELETE /portfolios/:id

HTTP Parameters

Parameter	Description
id string	REQUIRED The portfolio's unique indetifier.
workspace string	optional, default is main Determines on which workspace the request will be made.

Datastore

Endpoints

POST      /datastores
GET       /datastores
GET       /datastores/:id
PUT       /datastores/:id
DELETE    /datastores/:id

Datastores are fully integrated repositories to manage and persist data. They can record data calculated by Everysk’s servers, proprietary data from the client or both. The most common usage is the storage of securities as rows and related properties as columns, but there are no constraints on the usage. They enable powerful data explorations and trend analysis to be performed.

The datastore object

What a datastore object looks like?

{
  "updated": 1625688283,
  "name": "My First Datastore",
  "tags": [
    "first",
    "datastore",
    "20210622"
  ],
  "created": 1625688283,
  "version": "v1",
  "workspace": "main",
  "date": "20210622 12:00:00",
  "data": [
    [
      "MIC", 
      "SYMBOL", 
      "LATEST SECURITY DATE", 
      "LATEST SECURITY VALUE"
    ],
    [
      "XKRX", 
      "003550:XKRX", 
      "20210429", 
      126500.0
    ]
  ],
  "id": "dats_52KiJy2yFvosTtWM5aUJcOs1R",
  "description": "This is my first datastore"
}

Property	Description
id string	Unique identifier (UID) for the datastore.
created timestamp	Time at which the object was created. Measured in seconds since the Unix epoch.
updated timestamp	Time at which the object was updated. Measured in seconds since the Unix epoch.
name string	The datastore's name.
description string	An arbitrary string attached to the datastore. Often useful for finding detailed information about the datastore.
tags array	Sequence of hashtags used to find the related Datastore. The more hashtags that are used, the more elements that are filtered out from the search. Any sequence of lowercase character, numbers and underscore might be used.
version string	Indicates the datastore's current version.
date string	Datastore date in the format: YYYYMMDD. The Datastore Date is important because it instructs the API to use the market conditions and security prices prevailing on that date. In order to run the datastore using the market conditions prevailing today, use null.
data array	The content that will be stored inside the Datastore.
workspace string	The workspace where the datastore was generated.

Create a datastore

To create a new datastore, run the following:

curl https://api.everysk.com/v2/datastores \
  -H "Content-Type: application/json" \
  -u YOUR_ACCOUNT_SID:YOUR_AUTH_TOKEN \
  -d '{
        "name": "My First Datastore",
        "tags": [
          "first",
          "datastore",
          "20210622"
        ],
        "description": "This is my second datastore",
        "date": "20210622",
        "data": [
          [
            "MIC",
            "SYMBOL",
            "LATEST SECURITY DATE",
            "LATEST SECURITY VALUE"
          ],
          [
            "XKRX",
            "003550:XKRX",
            "20210429",
            126500.0
          ],
        ],
        "workspace": "main"
      }' \
  -X POST

import everysk
import json

everysk.api_sid = <YOUR_API_SID>
everysk.api_token = <YOUR_API_TOKEN>

response = everysk.Datastore.create(
  name='My First Datastore',
  tags=[
    "first",
    "datastore",
    "20210622"
  ],
  description='This is my second datastore',
  date='20210622',
  data=[
    [
      "MIC",
      "SYMBOL",
      "LATEST SECURITY DATE",
      "LATEST SECURITY VALUE"
    ],
    [
      "XKRX",
      "003550:XKRX",
      "20210429",
      126500.0
    ],
  ],
  workspace="main"
)

print(json.dumps(response, indent=2))

The above call returns the following JSON object:

{
  "updated": 1625688283,
  "name": "My First Datastore",
  "tags": [
    "first",
    "datastore",
    "20210622"
  ],
  "created": 1625688283,
  "version": "v1",
  "workspace": "main",
  "date": "20210622 12:00:00",
  "data": [
    [
      "MIC", 
      "SYMBOL", 
      "LATEST SECURITY DATE", 
      "LATEST SECURITY VALUE"
    ],
    [
      "XKRX", 
      "003550:XKRX", 
      "20210429", 
      126500.0
    ]
  ],
  "id": "dats_52KiJy2yFvosTtWM5aUJcOs1R",
  "description": "This is my first datastore"
}

Creates and then returns the new datastore.

HTTP Request

POST /datastores

HTTP Parameters

Parameter	Description
name string	REQUIRED A string to identify a datastore besides the datastore's id. Feel free to use a meaningful name for your datastore.
description string	optional, default is null Provides detailed information about your datastore.
tags array	optional, default is empty Sequence of hashtags used to label the related Datastore. Any sequence of lowercase character, numbers and underscore might be used.
date string	optional, default is null (today) Datastore date in the format: YYYYMMDD. The Datastore Date is important because it instructs the API to use the market conditions and security prices prevailing on that date. Therefore, historical datastores will be calculated without look ahead. In order to run the datastore using market conditions prevailing today, use null.
data array	REQUIRED The content that will be stored inside the Datastore.
with_data boolean	optional, default is True When True, the the data inside the generated datastore will be returned in the api response.
workspace string	optional, default is main Determines on which workspace the request will be made.

List all datastores

To list all datastores, run the following:

curl https://api.everysk.com/v2/datastores?query=#20210622&workspace=main \
  -H "Content-Type: application/json" \
  -u YOUR_ACCOUNT_SID:YOUR_AUTH_TOKEN \
  -G

import everysk
import json

everysk.api_sid = <YOUR_API_SID>
everysk.api_token = <YOUR_API_TOKEN>

response = everysk.Datastore.list(query='#20210622', workspace='main')

print(json.dumps(response, indent=2))

The above call returns the following JSON object:

[
  {
    "updated": 1625507085,
    "name": "My First Datastore",
    "tags": [
      "first",
      "datastore",
      "20210622"
    ],
    "created": 1625507085,
    "version": "v1",
    "workspace": "main",
    "date": "20210622 12:00:00",
    "id": "dats_xSYqUnLuQue8WwE9nEfgg0TVL",
    "description": "This is my first datastore"
  },
  ...
]

Returns a list of datastores you’ve previously created. The datastores are returned in sorted order, with the most recent datastore appearing first.

HTTP Request

GET /datastores

HTTP Parameters

Parameter	Description
query string	optional, default is null Request a list of datastores filtering it by name or tag. When using a tag to perform a query, each term must include a hashtag prefix. (e.g: query="#april #sample")
workspace string	optional, default is main Determines on which workspace the request will be made.
page_size integer	optional, default is 10 Set the number of objects that will be listed per page.
page_token integer	optional, default is null The token defines which page will be returned to the user. For further information, please check out our pagination guide.

Retrieve a datastore

To retrieve a datastore, run the following:

curl https://api.everysk.com/v2/datastores/dats_52KiJy2yFvosTtWM5aUJcOs1R?workspace=main \
  -H "Content-Type: application/json" \
  -u YOUR_ACCOUNT_SID:YOUR_AUTH_TOKEN \
  -G

import everysk
import json

everysk.api_sid = <YOUR_API_SID>
everysk.api_token = <YOUR_API_TOKEN>

response = everysk.Datastore.retrieve(
  'dats_52KiJy2yFvosTtWM5aUJcOs1R', 
  workspace='main'
)

print(json.dumps(response, indent=2))

The above call returns the following JSON object:

{
  "updated": 1625688283,
  "name": "My First Datastore",
  "tags": [
    "first",
    "datastore",
    "20210622"
  ],
  "created": 1625688283,
  "version": "v1",
  "workspace": "main",
  "date": "20210622 12:00:00",
  "data": [
    [
      "MIC", 
      "SYMBOL", 
      "LATEST SECURITY DATE", 
      "LATEST SECURITY VALUE"
    ],
    [
      "XKRX", 
      "003550:XKRX", 
      "20210429", 
      126500.0
    ]
  ],
  "id": "dats_52KiJy2yFvosTtWM5aUJcOs1R",
  "description": "This is my first datastore"
}

Retrieves the details of an existing datastore by supplying the datastore's id.

HTTP Request

GET /datastores/:id

HTTP Parameters

Parameter	Description
id string	REQUIRED A unique identifier (UID) for a datastore. A datastore's id will always look like this: dats_52KiJy2yFvosTtWM5aUJcOs1R.
workspace string	optional, default is main Determines on which workspace the request will be made.

Update a datastore

To update a datastore, run the following:

curl https://api.everysk.com/v2/datastores/dats_52KiJy2yFvosTtWM5aUJcOs1R \
  -H "Content-Type: application/json" \
  -u YOUR_ACCOUNT_SID:YOUR_AUTH_TOKEN \
  -d '{
        "name": "My New Datastore Name",
        "description": "My new datastore description",
        "data": [
          [
            "MIC",
            "SYMBOL",
            "LATEST SECURITY DATE",
            "LATEST SECURITY VALUE"
          ],
          [
            "XLIF",
            "CAM:XLIF",
            "20190211",
            17.504
          ],
        ],
        "workspace": "main"
      }' \
  -X PUT

import everysk
import json

everysk.api_sid = <YOUR_API_SID>
everysk.api_token = <YOUR_API_TOKEN>

response = everysk.Datastore.modify(
  'dats_52KiJy2yFvosTtWM5aUJcOs1R',
  name = 'My New Datastore Name',
  description = 'My new datastore description',
  data = [
    [
      "MIC",
      "SYMBOL",
      "LATEST SECURITY DATE",
      "LATEST SECURITY VALUE"
    ],
    [
      "XLIF",
      "CAM:XLIF",
      "20190211",
      17.504
    ],
  ],
)

print(json.dumps(response, indent=2))

The above call returns the following JSON object:

{
  "updated": 1625690528,
  "name": "My New Datastore Name",
  "tags": [
    "first",
    "datastore",
    "20210622"
  ],
  "created": 1625688283,
  "version": "v1",
  "workspace": "main",
  "date": "20210707 20:42:08",
  "data": [
    [
      "MIC", 
      "SYMBOL", 
      "LATEST SECURITY DATE", 
      "LATEST SECURITY VALUE"
    ],
    [
      "XLIF", 
      "CAM:XLIF", 
      "20190211", 
      17.504
    ]
  ],
  "id": "dats_52KiJy2yFvosTtWM5aUJcOs1R",
  "description": "My new datastore description"
}

Updates a datastore and then returns the updated datastore.

HTTP Request

PUT /datastores/:id

HTTP Parameters

Parameter	Description
id string	REQUIRED A unique identifier (UID) for a datastore.
name string	optional, default is null A string to identify a datastore besides the datastore's id. Feel free to use a meaningful name for your datastore.
description string	optional, default is null Use this field to provide detailed information about your datastore.
tags array	Sequence of hashtags used to find the related Datastore. The more hashtags that are used, the more elements that are filtered out from the search. Any sequence of lowercase character, numbers and underscore might be used.
data array	The content that will be stored inside the Datastore.
workspace string	optional, default is main Determines on which workspace the request will be made.

Delete a datastore

To delete a datastore, run the following:

curl https://api.everysk.com/v2/datastores/dats_52KiJy2yFvosTtWM5aUJcOs1R?workspace=main \
  -H "Content-Type: application/json" \
  -u YOUR_ACCOUNT_SID:YOUR_AUTH_TOKEN \
  -X DELETE

import everysk
import json

everysk.api_sid = <YOUR_API_SID>
everysk.api_token = <YOUR_API_TOKEN>

response = everysk.Datastore.remove('dats_52KiJy2yFvosTtWM5aUJcOs1R', workspace='main')

print(json.dumps(response, indent=2))

The above call returns the following JSON object:

{
  "deleted": true,
  "id": "dats_52KiJy2yFvosTtWM5aUJcOs1R",
  "name": "My First Datastore"
}

Permanently deletes a datastore. It cannot be undone. Returns an object with the datastore's id and an attribute specifying whether the datastore was successfully deleted or not.

HTTP Request

DELETE /datastores/:id

HTTP Parameters

Parameter	Description
id string	REQUIRED The datastore's unique indetifier.
workspace string	optional, default is main Determines on which workspace the request will be made.

Report

Endpoints

GET       /reports
GET       /reports/:id
POST      /reports/:id/share
DELETE    /reports/:id

Interactive dashboards that present portfolio analytics information in an intuitive and explorable way. Reports represent a specific portfolio and date so that they can be referenced in the future.

The report object

What a report object looks like?

{
  "updated": 1624633602,
  "name": "My First Report",
  "relative_url": "/report/f46906305657494f9e6bd25e0dcae769",
  "tags": [
    "first",
    "report",
    "20210622"
  ],
  "url": "https://app.everysk.com/report/f46906304787494f9e6bd25e0dcae769",
  "absolute_url": "https://app.everysk.com/report/f46906304787494f9e6bd25e0dcae769",
  "created": 1624633585,
  "version": "v1",
  "workspace": "preview",
  "id": "repo_KqbStPc7x2m5GW1GWKZCVlzPM",
  "authorization": "PRIVATE",
  "description": "This is my first report."
}

Property	Description
id string	Unique identifier (UID) for the report.
created timestamp	Time at which the object was created. Measured in seconds since the Unix epoch.
updated timestamp	Time at which the object was updated. Measured in seconds since the Unix epoch.
name string	The report's name.
description string	An arbitrary string attached to the report. Often useful for finding detailed information about the report.
tags array	Sequence of hashtags used to find the related report. The more hashtags that are used, the more elements that are filtered out from the search. Any sequence of lowercase character, numbers and underscore might be used.
version string	Indicates the report's current version.
date string	report date in the format: YYYYMMDD. The report Date is important because it instructs the API to use the market conditions and security prices prevailing on that date. In order to run the report using the market conditions prevailing today, use null.
data array	The content that will be stored inside the report.
authorization string	Indicates wheter the report is public or not.
url string	A web address where the report can be accessed.
absolute_url string	The absolute web address where the report can be accessed.
relative_url string	The endpoint where the report can be accessed.
workspace string	The workspace where the report was generated.

List all reports

To list all reports, run the following:

curl https://api.everysk.com/v2/reports?query=#20210622&workspace=main \
  -H "Content-Type: application/json" \
  -u YOUR_ACCOUNT_SID:YOUR_AUTH_TOKEN \
  -G

import everysk
import json

everysk.api_sid = <YOUR_API_SID>
everysk.api_token = <YOUR_API_TOKEN>

response = everysk.Report.list(query='#20210622', workspace='main')

print(json.dumps(response, indent=2))

The above call returns the following JSON object:

[
  {
    "updated": 1624633522,
    "name": "My Second Report",
    "relative_url": "/report/6870426745114f7cb17595be77bea64c",
    "tags": [
      "second",
      "report",
      "20210622"
    ],
    "url": "https://app.everysk.com/report/6870426745114f7cb17595be77bea64c",
    "absolute_url": "https://app.everysk.com/report/6870426745114f7cb17595be77bea64c",
    "created": 1624633522,
    "version": "v1",
    "workspace": "main",
    "id": "repo_N2wZOHGo5pbmhVwQT3UX2ifk4",
    "authorization": "PRIVATE",
    "description": ""
  },
  {
    "updated": 1624633602,
    "name": "My First Report",
    "relative_url": "/report/f46906305657494f9e6bd25e0dcae769",
    "tags": [
      "first",
      "report",
      "20210622"
    ],
    "url": "https://app.everysk.com/report/f46906304787494f9e6bd25e0dcae769",
    "absolute_url": "https://app.everysk.com/report/f46906304787494f9e6bd25e0dcae769",
    "created": 1624633585,
    "version": "v1",
    "workspace": "main",
    "id": "repo_KqbStPc7x2m5GW1GWKZCVlzPM",
    "authorization": "PRIVATE",
    "description": ""
  }
]

Returns a list of reports you’ve previously generated. The reports are returned in sorted order, with the most recent report appearing first.

HTTP Request

GET /reports

HTTP Parameters

Parameter	Description
query string	optional, default is null Request a list of reports filtering it by name or tag. When using a tag to perform a query, each term must include a hashtag prefix. (e.g: query="#april #sample")
workspace string	optional, default is main Determines on which workspace the request will be made.
page_size int	optional, default is 10 Set the number of objects that will be listed per page.
page_token int	optional, default is null The token defines which page will be returned to the user. For further information, please check out our pagination guide.

Retrieve a report

To retrieve a report, run the following:

curl https://api.everysk.com/v2/reports/repo_N2wZOHGo5pbmhVwQT3UX2ifk4?workspace=main \
  -H "Content-Type: application/json" \
  -u YOUR_ACCOUNT_SID:YOUR_AUTH_TOKEN \
  -G

import everysk
import json

everysk.api_sid = <YOUR_API_SID>
everysk.api_token = <YOUR_API_TOKEN>

response = everysk.Report.retrieve(
  'repo_N2wZOHGo5pbmhVwQT3UX2ifk4', 
  workspace='main'
)

print(json.dumps(response, indent=2))

The above call returns the following JSON object:

{
  "updated": 1624633522,
  "name": "My First Report",
  "relative_url": "/report/6870426745114f7cb17595be77bea64c",
  "tags": [
    "first",
    "report",
    "20210622"
  ],
  "url": "https://app.everysk.com/report/6870426745114f7cb17595be77bea64c",
  "absolute_url": "https://app.everysk.com/report/6870426745114f7cb17595be77bea64c",
  "created": 1624633522,
  "version": "v1",
  "workspace": "main",
  "widgets": [
    {
      "absolute_url": "https://app.everysk.com/widget/5a4b6fc49767400c9f1cdddd4cc31050",
      "id": "5a4b6fc49767400c9f1cdddd4cc31050",
      "relative_url": "/widget/5a4b6fc49767400c9f1cdddd4cc31050",
      "name": "Portfolio Property"
    }
  ],
  "id": "repo_N2wZOHGo5pbmhVwQT3UX2ifk4",
  "authorization": "PRIVATE",
  "description": "This is my first report!"
}

Retrieves the details of an existing report by supplying the report's id.

HTTP Request

GET /reports/:id

HTTP Parameters

Parameter	Description
id string	REQUIRED A unique identifier (UID) for a report. A report's id will always look like this: repo_N2wZOHGo5pbmhVwQT3UX2ifk4.
workspace string	optional, default is main Determines on which workspace the request will be made.

Share a report

To share a report, run the following:

curl https://api.everysk.com/v2/reports/repo_N2wZOHGo5pbmhVwQT3UX2ifk4/share \
  -H "Content-Type: application/json" \
  -u YOUR_ACCOUNT_SID:YOUR_AUTH_TOKEN \
  -X POST

import everysk
import json

everysk.api_sid = <YOUR_API_SID>
everysk.api_token = <YOUR_API_TOKEN>

response = everysk.Report.retrieve('repo_N2wZOHGo5pbmhVwQT3UX2ifk4', workspace='main').share()

print(json.dumps(response, indent=2))

The above call returns the following JSON object:

{
  "authorization": "private",
  "created": 1574790153,
  "description": "This is my first report",
  "edited": false,
  "id": "repo_NZes7ptmIwJNitfJJwtvXI8RV",
  "name": "My First Report",
  "shared_url": "https://app.everysk.com/report/shared_TVRSaVltTXhZMkptTVRBeE5ETTNPV0V6TWpKbE1qaGpOVFEzTnpFMk9HRTZiV0U2LjE1NzQ4NjM2NjYuMDAwMDAwMzYwMC4yQnlFWFFsQUlnbjZmcTU0bjBRcUZWS2NxallDM3FnM3NXTTdOWmtNc2dz/light",
  "tags": [
    "first",
    "report",
    "20210622"
  ],
  "url": "https://app.everysk.com/report/14bbc1cbf1014379a322e28c5477168a"
}

Generates a url address where the report can be accessed.

HTTP Request

POST /reports/:id/share

HTTP Parameters

Parameter	Description
id string	REQUIRED A unique identifier (UID) for a report.
expires_after string	optional, default is 1 hour Remaning time for the url address to expire.
skin_theme string	optional, default is Light Sets the report's color theme. It accepts: Dark or Light.
workspace string	optional, default is main Determines on which workspace the request will be made.

Delete a report

To delete a report, run the following:

curl https://api.everysk.com/v2/reports/repo_N2wZOHGo5pbmhVwQT3UX2ifk4?workspace=main \
  -H "Content-Type: application/json" \
  -u YOUR_ACCOUNT_SID:YOUR_AUTH_TOKEN \
  -X DELETE

import everysk
import json

everysk.api_sid = <YOUR_API_SID>
everysk.api_token = <YOUR_API_TOKEN>

response = everysk.Report.remove('repo_N2wZOHGo5pbmhVwQT3UX2ifk4', workspace='main')

print(json.dumps(response, indent=2))

The above call returns the following JSON object:

{
  "deleted": true,
  "id": "repo_N2wZOHGo5pbmhVwQT3UX2ifk4"
}

Permanently deletes a report. It cannot be undone. Returns an object with the report's id and an attribute specifying whether the report was successfully deleted or not.

HTTP Request

DELETE /reports/:id

HTTP Parameters

Parameter	Description
id string	REQUIRED A unique identifier (UID) for a report.
workspace string	optional, default is main Determines on which workspace the request will be made.

Custom Index

Endpoints

POST      /custom_indexes
GET       /custom_indexes
GET       /custom_indexes/:id
PUT       /custom_indexes/:id
DELETE    /custom_indexes/:id

A custom index is a proprietary vector of date-value tuples. It can represent a proprietary benchmark, a risk factor, a proxy or any other measure. Even when persisted to your account, it is only available to the account. Custom Indexes are not bind to a workspace. All custom indexes must be created as the following pattern: "CUSTOM:[A-Z_][A-Z0-9_]"

The custom index object

What a custom index object looks like?

{
  "updated": 1625598288,
  "description": "This is my first custom index",
  "data_type": "PRICE",
  "created": 1625598288,
  "symbol": "CUSTOM:AAPLBRL",
  "tags": [
      "first",
      "custom_index",
      "20210622"
  ],
  "name": "AAPL in BRL",
  "currency": "BRL",
  "version": "v1",
  "data": [
    ["20201209", 554.69],
    ["20190814", 985.45],
    ["20171012", 885.07]
  ],
  "periodicity": "D",
  "base_price": 1.0
}

Property	Description
symbol string	Unique identifier for the custom index.
created timestamp	Time at which the object was created. Measured in seconds since the Unix epoch.
updated timestamp	Time at which the object was updated. Measured in seconds since the Unix epoch.
name string	The name of the custom index.
description string	An arbitrary string attached to the custom index. Often useful for finding detailed information about the custom index.
tags array	Sequence of hashtags used to find the related Custom Index. The more hashtags that are used, the more elements that are filtered out from the search. Any sequence of lowercase character, numbers and underscore might be used.
data_type string	The type of data sent through the data parameter. It can be: PRICE, RETURN(Decimal) or RETURN_100(Percentual).
currency string	3-letter ISO 4217 code for currency. To see all supported currencies click here.
version string	Indicates the custom index's current version.
periodicity string	The periodicity of the data changes. It can be: D (Daily) or M (Monthly).
base_price float	The base price when data_type is set to RETURN or RETURN_100 .
data array	The content that will be stored inside the Custom Index.

Create a custom index

Creates and then returns the new custom index.

To create a new custom index, run the following:

curl https://api.everysk.com/v2/custom_indexes \
  -H "Content-Type: application/json" \
  -u YOUR_ACCOUNT_SID:YOUR_AUTH_TOKEN \
  -d '{
        "symbol": "CUSTOM:AAPLBRL",
        "name": "AAPL-BRL",
        "tags": [
          "first",
          "custom_index",
          "20210622"
        ],
        "description": "This is my first custom index",
        "currency": "BRL",
        "date": "20210622",
        "data": [
          ["20201209", 554.69],
          ["20190814", 985.45],
          ["20171012", 885.07]
        ]
      }' \
  -X POST

import everysk
import json

everysk.api_sid = <YOUR_API_SID>
everysk.api_token = <YOUR_API_TOKEN>

response = everysk.CustomIndex.create(
    symbol='CUSTOM:AAPLBRL',
    name='AAPL-BRL',
    tags=[
      "first",
      "custom_index",
      "20210622"
    ],
    description='This is my first custom index',
    currency='BRL',
    date='20210622',
    data=[
        ["20201209", 554.69],
        ["20190814", 985.45],
        ["20171012", 885.07]
    ]
)

print(json.dumps(response, indent=2))

The above call returns the following JSON object:

{
  "updated": 1625598288,
  "description": "This is my first custom index",
  "data_type": "PRICE",
  "created": 1625598288,
  "symbol": "CUSTOM:AAPLBRL",
  "tags": [
    "first",
    "custom_index",
    "20210622"
  ],
  "name": "AAPL in BRL",
  "currency": "BRL",
  "version": "v1",
  "data": [
    ["20201209", 554.69],
    ["20190814", 985.45],
    ["20171012", 885.07]
  ],
  "periodicity": "D",
  "base_price": 1.0
}

HTTP Request

POST /custom_indexes

HTTP Parameters

Parameter	Description
symbol string	REQUIRED A unique identifier (UID) for a custom index. Every custom index symbol must begins with CUSTOM and have no spaces between words.
name string	REQUIRED A string to identify a custom index besides the custom index's id. Feel free to use a meaningful name for your custom index.
description string	optional, default is null Use this field to provide detailed information about your custom index.
tags array	optional, default is empty Sequence of hashtags used to label the related Custom Index. Any sequence of lowercase character, numbers and underscore might be used.
data_type string	optional, default is PRICE The type of data sent through the data parameter. It can be: PRICE, RETURN(Decimal) or RETURN_100(Percentual).
periodicity string	optional, default is D The periodicity of the data changes. It can be: D (Daily) or M (Monthly).
currency string	optional, default is USD 3-letter ISO 4217 code for currency. To see all supported currencies click here.
base_price float	optional, default is 1.0 The base price when data_type is set to RETURN or RETURN_100.
data array	REQUIRED The content that will be stored inside the Custom Index.

List all custom indexes

To list all custom indexes, run the following:

curl https://api.everysk.com/v2/custom_indexes?query=#20210622 \
  -H "Content-Type: application/json" \
  -u YOUR_ACCOUNT_SID:YOUR_AUTH_TOKEN \
  -G

import everysk
import json

everysk.api_sid = <YOUR_API_SID>
everysk.api_token = <YOUR_API_TOKEN>

response = everysk.CustomIndex.list(query='#20210622')

print(json.dumps(response, indent=2))

The above call returns the following JSON object:

[
  {
    "updated": 1625598288,
    "description": "This is my first custom index",
    "data_type": "PRICE",
    "created": 1625598288,
    "symbol": "CUSTOM:APPLBRL",
    "tags": [
      "first",
      "custom_index",
      "20210622"
    ],
    "name": "AAPL in BRL",
    "currency": "USD",
    "version": "v1",
    "periodicity": "D",
    "base_price": 1.0
  },
  ...
]

Returns a list of custom indexes you’ve previously created. The custom indexes are returned in sorted order, with the most recent custom index appearing first.

HTTP Request

GET /custom_indexes

HTTP Parameters

Parameter	Description
query string	optional, default is null Request a list of custom indexes filtering it by name or tag. When using a tag to perform a query, each term must include a hashtag prefix. (e.g: query="#april #sample")
page_size integer	optional, default is 10 Set the number of objects that will be listed per page.
page_token integer	optional, default is null The token defines which page will be returned to the user. For further information, please check out our pagination guide.

Retrieve a custom index

To retrieve a custom index, run the following:

curl https://api.everysk.com/v2/custom_indexes/CUSTOM:APPLBRL \
  -H "Content-Type: application/json" \
  -u YOUR_ACCOUNT_SID:YOUR_AUTH_TOKEN \
  -G

import everysk
import json

everysk.api_sid = <YOUR_API_SID>
everysk.api_token = <YOUR_API_TOKEN>

response = everysk.CustomIndexes.retrieve('CUSTOM:APPLBRL')

print(json.dumps(response, indent=2))

The above call returns the following JSON object:

{
  "updated": 1625598288,
  "description": "This is my first custom index",
  "data_type": "PRICE",
  "created": 1625598288,
  "symbol": "CUSTOM:AAPLBRL",
  "tags": [
    "first",
    "custom_index",
    "20210622"
  ],
  "name": "AAPL in BRL",
  "currency": "BRL",
  "version": "v1",
  "data": [
    ["20201209", 554.69],
    ["20190814", 985.45],
    ["20171012", 885.07]
  ],
  "periodicity": "D",
  "base_price": 1.0
}

Retrieves the details of an existing custom index by supplying the custom index's symbol.

HTTP Request

GET /custom_indexes/:id

HTTP Parameters

Parameter	Description
symbol string	REQUIRED A unique identifier (UID) for a custom index. A custom index symbol will always look like this: CUSTOM:APPLBRL.

Update a custom index

Updates a custom index and then returns the updated custom index.

To update a custom index, run the following:

curl https://api.everysk.com/v2/custom_indexes/CUSTOM:AAPLBRL \
  -H "Content-Type: application/json" \
  -u YOUR_ACCOUNT_SID:YOUR_AUTH_TOKEN \
  -d '{
        "data": [
            ["20200622", 952.12],
            ["20200522", 953.06],
            ["20200421", 953.25],
        ],
        "description": "My new custom index description",
        "data_type": "PRICE",
        "periodicity": "M"
      }' \
  -X PUT

import everysk
import json

everysk.api_sid = <YOUR_API_SID>
everysk.api_token = <YOUR_API_TOKEN>

response = everysk.CustomIndex.modify(
    'CUSTOM:AAPLBRL',
    data=[
        ["20200622", 952.12],
        ["20200522", 953.06],
        ["20200421", 953.25],
    ],
    description='My new custom index description',
    data_type='PRICE',
    periodicity='M'
)

print(json.dumps(response, indent=2))

The above call returns the following JSON object:

{
  "updated": 1625668154,
  "description": "My new custom index description",
  "data_type": "PRICE",
  "created": 1625598288,
  "symbol": "CUSTOM:AAPLBRL",
  "tags": [
    "first",
    "custom_index",
    "20210622"
  ],
  "name": "My New Custom Index",
  "currency": "BRL",
  "version": "v1",
  "data": [
    ["20200622", 952.12],
    ["20200522", 953.06],
    ["20200421", 953.25]
  ],
  "periodicity": "M",
  "base_price": 1.0
}

HTTP Request

PUT /custom_indexes/:symbol

HTTP Parameters

Parameter	Description
name string	REQUIRED A string to identify a custom index besides the custom index's id. Feel free to use a meaningful name for your custom index.
description string	optional, default is null Use this field to provide detailed information about your custom index.
tags array	Sequence of hashtags used to find the related Custom Index. The more hashtags that are used, the more elements that are filtered out from the search. Any sequence of lowercase character, numbers and underscore might be used.
data_type string	optional, default is PRICE The type of data sent through the data parameter. It can be: PRICE, RETURN(Decimal) or RETURN_100(Percentual).
periodicity string	optional, default is D The periodicity of the data changes. It can be: D (Daily) or M (Monthly).
currency string	optional, default is USD 3-letter ISO 4217 code for currency. To see all supported currencies click here.
base_price float	optional, default is 1.0 The base price when data_type is set to RETURN or RETURN_100.
data array	REQUIRED The content that will be stored inside the Custom Index.

Delete a custom index

To delete a custom index, run the following:

curl https://api.everysk.com/v2/custom_indexes/CUSTOM:AAPLBRL \
  -H "Content-Type: application/json" \
  -u YOUR_ACCOUNT_SID:YOUR_AUTH_TOKEN \
  -X DELETE

import everysk
import json

everysk.api_sid = <YOUR_API_SID>
everysk.api_token = <YOUR_API_TOKEN>

response = everysk.CustomIndex.remove('CUSTOM:AAPLBRL')

print(json.dumps(response, indent=2))

The above call returns the following JSON object:

{
  "deleted": true,
  "symbol": "CUSTOM:AAPLBRL",
  "name": "AAPL in BRL"
}

Permanently deletes a custom index. It cannot be undone. Returns an object with the custom index's id and an attribute specifying whether the custom index was successfully deleted or not.

HTTP Request

DELETE /custom_indexes/:id

HTTP Parameters

Parameter	Description
symbol string	REQUIRED A unique identifier (UID) for a custom index. Every custom index symbol must begins with CUSTOM and have no spaces between words.

File

Endpoints

POST      /files
GET       /files
GET       /files/:id
PUT       /files/:id
DELETE    /files/:id

A file is a collection of data stored in one unit, identified by a filename. It can be a document, picture, data library, application, or other collection of data.

The file object

What a file object looks like?

{
  "content_type": "text/csv",
  "url": "/file/40218fbb3b2c49d7b78c5bfc40f66b56",
  "tags": [
    "first",
    "file",
    "20210622"
  ],
  "created": 1628774405,
  "updated": 1628774405,
  "version": "v1",
  "id": "file_F6jkfLDarpyTQAJBjGwx9r2cl",
  "workspace": "main",
  "data": "aGVsbG8gd29ybGQ=",
  "name": "MyFirstFile.csv",
  "description": "This is my first file"
}

Property	Description
id string	Unique identifier (UID) for the file.
content_type string	A string to identify the file's format.
created timestamp	Time at which the object was created. Measured in seconds since the Unix epoch.
updated timestamp	Time at which the object was updated. Measured in seconds since the Unix epoch.
name string	The file's name.
description string	An arbitrary string attached to the report. Often useful for finding detailed information about the file.
tags array	Sequence of hashtags used to find the related file. The more hashtags that are used, the more elements that are filtered out from the search. Any sequence of lowercase character, numbers and underscore might be used.
version string	Indicates the file's current version.
date string	File date in the format: YYYYMMDD.
data string	The content that will be stored inside the file. It must be in Base64 format.
workspace string	The workspace where the file was generated.

Create a file

To create a new file, run the following:

curl https://api.everysk.com/v2/files \
  -H "Content-Type: application/json" \
  -u YOUR_ACCOUNT_SID:YOUR_AUTH_TOKEN \
  -d '{
        "name": "MyFirstFile.csv",
        "tags": [
          "first",
          "file",
          "20210622"
        ],
        "description": "This is my first stored file",
        "data": "aGVsbG8gd29ybGQ=",
        "content-type": "text/csv",
        "workspace": "main"
      }' \
  -X POST

import everysk
import json

everysk.api_sid = <YOUR_API_SID>
everysk.api_token = <YOUR_API_TOKEN>

response = everysk.File.create(
    name='My First File',
    tags=[
      "first",
      "file",
      "20210622"
    ],
    description='This is my first stored file',
    data="aGVsbG8gd29ybGQ=",
    content_type='text/csv',
    workspace='main'
)

print(json.dumps(response, indent=2))

The above call returns the following JSON object:

{
  "status": "OK",
  "data": {
    "content_type": "text/csv",
    "workspace": "main",
    "data": "aGVsbG8gd29ybGQ=",
    "name": "MyFirstFile.csv",
    "tags": [
      "first",
      "file",
      "20210622"
    ],
    "description": "My first stored file"
  }
}

Creates and then returns the new file.

HTTP Request

POST /files

HTTP Parameters

Parameter	Description
name string	REQUIRED A string to identify a file besides the file's id. Feel free to use a meaningful name for your file.
description string	REQUIRED Provides detailed information about your file.
tags array	optional, default is empty Sequence of hashtags used to label the related File. Any sequence of lowercase character, numbers and underscore might be used.
data string	REQUIRED The content that will be stored inside the file. It must be in Base64 format.
with_data boolean	optional, default is True When True, the the data inside the generated file will be returned in the api response.
content_type string	REQUIRED A string to identify the file's format. It accepts image/svg+xml, image/bmp, image/jpeg, image/png, image/gif, application/xml, text/xml, application/javascript, application/json, text/plain, text/csv, application/csv, text/x-comma-separated-values, text/comma-separated-values, application/vnd.openxmlformats-officedocument.spreadsheetml.sheet, application/vnd.ms-excel, application/pdf, application/zip, 'application/x-zip-compressed', application/octet-stream.
workspace string	optional, default is main Determines on which workspace the request will be made.

List all files

To list all files, run the following:

curl https://api.everysk.com/v2/files?query=#20210622&workspace=main \
  -H "Content-Type: application/json" \
  -u YOUR_ACCOUNT_SID:YOUR_AUTH_TOKEN \
  -G

import everysk
import json

everysk.api_sid = <YOUR_API_SID>
everysk.api_token = <YOUR_API_TOKEN>

response = everysk.File.list(query='#20210622', workspace='main')

print(json.dumps(response, indent=2))

The above call returns the following JSON object:

[
  {
    "content_type": "text/csv",
    "name": "MyFirstFile.csv",
    "url": "/file/cd83dc4a00ca489fb4c5b37bee26c86e",
    "workspace": "main",
    "data": "aGVsbG8gd29ybGQ=",
    "version": "v1",
    "description": "My first stored file",
    "created": 1628791473,
    "id": "file_TIi0Fsjab3bbJoyg4cezSGEiY",
    "updated": 1628791473,
    "tags": [
      "first",
      "file",
      "20210622"
    ],
  },
  ...
]

Returns a list of files you’ve previously created. The files are returned in sorted order, with the most recent file appearing first.

HTTP Request

GET /files

HTTP Parameters

Parameter	Description
query string	optional, default is null Request a list of files filtering it by name or tag. When using a tag to perform a query, each term must include a hashtag prefix. (e.g: query="#april #sample")
workspace string	optional, default is main Determines on which workspace the request will be made.
page_size integer	optional, default is 10 Set the number of objects that will be listed per page.
page_token integer	optional, default is null The token defines which page will be returned to the user. For further information, please check out our pagination guide.

Retrieve a file

To retrieve a file, run the following:

curl https://api.everysk.com/v2/files/file_F6jkfLDarpyTQAJBjGwx9r2cl?workspace=main \
  -H "Content-Type: application/json" \
  -u YOUR_ACCOUNT_SID:YOUR_AUTH_TOKEN \
  -G

import everysk
import json

everysk.api_sid = <YOUR_API_SID>
everysk.api_token = <YOUR_API_TOKEN>

response = everysk.File.retrieve(
  'file_F6jkfLDarpyTQAJBjGwx9r2cl', 
  workspace='main'
)

print(json.dumps(response, indent=2))

The above call returns the following JSON object:

{
  "status": "OK",
  "data": {
    "file": {
      "content_type": "text/csv",
      "url": "/file/40218fbb3b2c49d7b78c5bfc40f66b56",
      "created": 1628774405,
      "tags": [
        "first",
        "file",
        "20210622"
      ],
      "updated": 1628774405,
      "version": "v1",
      "id": "file_F6jkfLDarpyTQAJBjGwx9r2cl",
      "workspace": "main",
      "data": "aGVsbG8gd29ybGQ=",
      "name": "MyFirstFile.csv",
      "description": "This is my first stored file"
    }
  }
}

Retrieves the details of an existing file by supplying the file's id.

HTTP Request

GET /files/:id

HTTP Parameters

Parameter	Description
id string	REQUIRED A unique identifier (UID) for a file. A file's id will always look like this: file_F6jkfLDarpyTQAJBjGwx9r2cl.
workspace string	optional, default is main Determines on which workspace the request will be made.

Update a file

To update a file, run the following:

curl https://api.everysk.com/v2/files/file_F6jkfLDarpyTQAJBjGwx9r2cl \
  -H "Content-Type: application/json" \
  -u YOUR_ACCOUNT_SID:YOUR_AUTH_TOKEN \
  -d '{
        "name": "UpdatedFile.csv",
        "description": "My first file was updated",
        "data": "aGVsbG8geW91IGFsbA==",
        "content_type": "text/csv"
      }' \
  -X PUT

import everysk
import json

everysk.api_sid = <YOUR_API_SID>
everysk.api_token = <YOUR_API_TOKEN>

response = everysk.File.modify(
    'file_F6jkfLDarpyTQAJBjGwx9r2cl',
    name='UpdatedFile.csv',
    description='My first file was updated',
    data="aGVsbG8geW91IGFsbA==",
    content_type='text/csv',
    workspace='main'
)

print(json.dumps(response, indent=2))

The above call returns the following JSON object:

{
  "status": "OK",
  "data": {
    "file": {
      "data": "aGVsbG8geW91IGFsbA==",
      "content_type": "text/csv",
      "name": "UpdatedFile.csv",
      "url": "/file/8c5bdaf066bc4208a06e9808426afdda",
      "workspace": "main",
      "version": "v1",
      "description": "My first file was updated",
      "created": 1628774405,
      "id": "file_F6jkfLDarpyTQAJBjGwx9r2cl",
      "updated": 1628792475,
      "tags": [
        "first",
        "file",
        "20210622"
      ],
    }
  }
}

Updates a file and then returns the updated file.

HTTP Request

PUT /files/:id

HTTP Parameters

Parameter	Description
name string	REQUIRED A string to identify a file besides the file's id. Feel free to use a meaningful name for your file.
description string	REQUIRED Provides detailed information about your file.
tags array	Sequence of hashtags used to find the related File. The more hashtags that are used, the more elements that are filtered out from the search. Any sequence of lowercase character, numbers and underscore might be used.
data string	REQUIRED The content that will be stored inside the file. It must be in Base64 format.
content_type string	REQUIRED A string to identify the file's format. It accepts image/svg+xml, image/bmp, image/jpeg, image/png, image/gif, application/xml, application/javascript, application/json, application/csv, application/vnd.openxmlformats-officedocument.spreadsheetml.sheet, application/vnd.ms-excel, application/pdf, application/octet-stream, application/zip, text/xml, text/plain, text/csv, text/comma-separated-values, text/x-comma-separated-values.
workspace string	optional, default is main Determines on which workspace the request will be made.

Delete a file

To delete a file, run the following:

curl https://api.everysk.com/v2/files/dats_52KiJy2yFvosTtWM5aUJcOs1R?workspace=main \
  -H "Content-Type: application/json" \
  -u YOUR_ACCOUNT_SID:YOUR_AUTH_TOKEN \
  -X DELETE

import everysk
import json

everysk.api_sid = <YOUR_API_SID>
everysk.api_token = <YOUR_API_TOKEN>

response = everysk.Datastore.remove('file_F6jkfLDarpyTQAJBjGwx9r2cl')

print(json.dumps(response, indent=2))

The above call returns the following JSON object:

{
  "id": "file_F6jkfLDarpyTQAJBjGwx9r2cl",
  "name": "MyFirstFile.csv",
  "deleted": true
}

Permanently deletes a file. It cannot be undone. Returns an object with the file's id and an attribute specifying whether the file was successfully deleted or not.

HTTP Request

DELETE /files/:id

HTTP Parameters

Parameter	Description
id string	REQUIRED The file's unique indetifier.
workspace string	optional, default is main Determines on which workspace the request will be made.

Workflow

Endpoints

GET       /workflows
GET       /workflows/:id
POST      /workflows/:id
DELETE    /workflows/:id

A workflow is a collection of digital workers linked together to perform tasks in an automated fashion. Workflows can incorporate portfolios, datastores, report templates, API, and email distributions, as well as standard and custom digital workers.

The workflow object

What a workflow object looks like?

{
  "status": "OK",
  "updated": 1624633670,
  "description": "This is my first workflow. #first #new #workflow",
  "tags": [
    "first", 
    "new", 
    "workflow"
  ],
  "trigger_enabled": true,
  "gui": {
    "offset_x": 0,
    "zoom": 75,
    "offset_y": 0
  },
  "created": 1624633670,
  "starter_worker_id": "wrkr_aVFPQTerHF2JaO0hILbp959v7",
  "version": "v1",
  "workspace": "main",
  "trigger_type": "MANUAL",
  "trigger_config": {},
  "id": "wrkf_8fRueOt4JlXV9k5o9HZDMWfw7",
  "name": "My First Workflow"
}

Property	Description
id string	Unique identifier (UID) for the workflow.
created timestamp	Time at which the object was created. Measured in seconds since the Unix epoch.
updated timestamp	Time at which the object was updated. Measured in seconds since the Unix epoch.
name string	The workflow's name.
description string	An arbitrary string attached to the workflow. Often useful for finding detailed information about the workflow.
tags array	Sequence of hashtags used to find the related workflow. The more hashtags that are used, the more elements that are filtered out from the search. Any sequence of lowercase character, numbers and underscore might be used.
version string	Indicates the workflow's current version.
trigger_type string	The type of the workflow's trigger. It can be Manual, API, Time-Based or Integration File Received.
trigger_config object	Parameters used to activate the workflow's trigger.
workspace string	The workspace where the workflow was generated.

List all workflows

To list all workflows, run the following:

curl https://api.everysk.com/v2/workflows?query=#20210622&workspace=main \
  -H "Content-Type: application/json" \
  -u YOUR_ACCOUNT_SID:YOUR_AUTH_TOKEN \
  -G

import everysk
import json

everysk.api_sid = <YOUR_API_SID>
everysk.api_token = <YOUR_API_TOKEN>

response = everysk.Workflow.list(query='#first', workspace='main')

print(json.dumps(response, indent=2))

The above call returns the following JSON object:

[
  {
  "status": "OK",
  "updated": 1624633670,
  "description": "This is my first workflow. #first #new #workflow",
  "tags": [
    "first",
    "new",
    "workflow"
  ],
  "trigger_enabled": true,
  "gui": {
    "offset_x": 0,
    "zoom": 75,
    "offset_y": 0
  },
  "created": 1624633670,
  "starter_worker_id": "wrkr_aVFPQTerHF2JaO0hILbp959v7",
  "version": "v1",
  "workspace": "main",
  "trigger_type": "MANUAL",
  "trigger_config": {},
  "id": "wrkf_8fRueOt4JlXV9k5o9HZDMWfw7",
  "name": "My First Workflow"
},
  ...
]

Returns a list of workflows you’ve previously created. The workflows are returned in sorted order, with the most recent workflow appearing first.

HTTP Request

GET /workflows

HTTP Parameters

Parameter	Description
query string	optional, default is null Request a list of workflows filtering it by name or tag. When using a tag to perform a query, each term must include a hashtag prefix. (e.g: query="#april #sample")
workspace string	optional, default is main Determines on which workspace the request will be made.
page_size integer	optional, default is 10 Set the number of objects that will be listed per page.
page_token integer	optional, default is null The token defines which page will be returned to the user. For further information, please check out our pagination guide.

Retrieve a workflow

Retrieves the details of an existing workflow by supplying the workflow's id.

To retrieve a workflow, run the following:

curl https://api.everysk.com/v2/workflows/wrkf_uylMWijKauV4B4Te7UJg9cNIv?workspace=main \
  -H "Content-Type: application/json" \
  -u YOUR_ACCOUNT_SID:YOUR_AUTH_TOKEN \
  -G

import everysk
import json

everysk.api_sid = <YOUR_API_SID>
everysk.api_token = <YOUR_API_TOKEN>

response = everysk.Workflow.retrieve(
  'wrkf_uylMWijKauV4B4Te7UJg9cNIv', 
  workspace='main'
)

print(json.dumps(response, indent=2))

The above call returns the following JSON object:

{
  "status": "OK",
  "updated": 1624309266,
  "description": "This is my first workflow. #first #new #workflow",
  "tags": [
    "first",
    "new",
    "workflow"
  ],
  "trigger_enabled": true,
  "workers": [
    ...
  ],
  "created": 1624309074,
  "starter_worker_id": "wrkr_jcQBp4Hj2MX3l9xsk8wgAByi7",
  "version": "v1",
  "workspace": "main",
  "id": "wrkf_uylMWijKauV4B4Te7UJg9cNIv",
  "trigger_type": "MANUAL",
  "trigger_config": {},
  "gui": {
    "offset_x": 0,
    "zoom": 75,
    "offset_y": 0
  },
  "name": "My First Workflow"
}

HTTP Request

GET /workflows/:id

HTTP Parameters

Parameter	Description
id string	REQUIRED A unique identifier (UID) for a workflow. A workflow's id will always look like this: wrkf_uylMWijKauV4B4Te7UJg9cNIv.
workspace string	optional, default is main Determines on which workspace the request will be made.

Run a workflow

Runs a specific workflow through the api. On this example we are running a workflow that contains a File Generator worker.

To run a workflow, run the following:

curl https://api.everysk.com/v2/workflows/wrkf_P95OLO61oGM5NwFn3W4iMl7rs/run \
  -H "Content-Type: application/json" \
  -u YOUR_ACCOUNT_SID:YOUR_AUTH_TOKEN \
  -d '{
        "parameters": {
          "file": {
          "name": "SimpleTextFile.txt",
          "content_type": "text/plain",
          "data": "SGVsbG8gV29ybGQ=",
          }
        },
        "workspace": "main"
      }' \
  -X POST

import everysk
import json

everysk.api_sid = <YOUR_API_SID>
everysk.api_token = <YOUR_API_TOKEN>

params = {
  'parameters': {
    'file': {
      'name': 'SimpleTextFile.txt',
      'content_type': 'text/plain',
      'data': 'SGVsbG8gV29ybGQ=',
    }
  }
}

response = everysk.Workflow.run('wrkf_P95OLO61oGM5NwFn3W4iMl7rs',  workspace='main', **params)

print(json.dumps(response, indent=2))

The above call returns the following JSON object:

{
  "workflow_execution":{
    "status": "OK",
    "started_worker_id": "wrkr_Sut4ZTaePs4PkdjDliVWYseGD",
    "version": "v1",
    "created": 1632835285,
    "started": null,
    "workflow_name": "File Generator Workflow",
    "started_worker_name": "Starter",
    "workflow_id": "wrkf_P95OLO61oGM5NwFn3W4iMl7rs",
    "trigger": "API",
    "id": "wfex_T1eYymTSIptJ4Hyt1Z6p4uGOe"
  }
}

HTTP Request

POST /workflows/:id

HTTP Parameters

Parameter	Description
id string	REQUIRED The workflow's unique indetifier.
workspace string	optional, default is main Determines on which workspace the request will be made.
parameters object	REQUIRED Object sent to be used inside the workflow that will be started through the API. Usually this object contains information and data required by the workers inside the workflow in order to execute properly. If the workers inside the target workflow do not require external inputs you can pass a empty object as parameter. In Python it must be used as kwargs.

Delete a workflow

Permanently deletes a workflow. It cannot be undone. Returns an object with the workflow's id and an attribute specifying whether the workflow was successfully deleted or not.

To delete a workflow, run the following:

curl https://api.everysk.com/v2/workflows/wrkf_uylMWijKauV4B4Te7UJg9cNIv?workspace=main \
  -H "Content-Type: application/json" \
  -u YOUR_ACCOUNT_SID:YOUR_AUTH_TOKEN \
  -X DELETE

import everysk
import json

everysk.api_sid = <YOUR_API_SID>
everysk.api_token = <YOUR_API_TOKEN>

response = everysk.Workflow.remove('wrkf_uylMWijKauV4B4Te7UJg9cNIv', workspace='main')

print(json.dumps(response, indent=2))

The above call returns the following JSON object:

{
  "deleted": true,
  "id": "wrkf_uylMWijKauV4B4Te7UJg9cNIv",
  "name": "My First Workflow"
}

HTTP Request

DELETE /workflows/:id

HTTP Parameters

Parameter	Description
id string	REQUIRED The workflow's unique indetifier.
workspace string	optional, default is main Determines on which workspace the request will be made.

Report Template

Endpoints

GET       /report_templates
GET       /report_templates/:id
DELETE    /report_templates/:id

A report template is a set of reporting widgets that are able to calculate, visualize and aggregate analytics based on a portfolio and/or datastores.

The report template object

What a report object looks like?

{
  "status": "OK",
  "updated": 1624633635,
  "name": "My First Report Template",
  "tags": [
    "first", 
    "new", 
    "report_template"
  ],
  "created": 1624633635,
  "version": "v1",
  "workspace": "main",
  "id": "rtpl_UHAo64xdlah3iR9lZgB6LFwAb",
  "categories": [],
  "description": "Design a custom report using Everysk's library of widgets and analytics. #blank #new #report"
}

Property	Description
id string	Unique identifier (UID) for the report template.
created timestamp	Time at which the object was created. Measured in seconds since the Unix epoch.
updated timestamp	Time at which the object was updated. Measured in seconds since the Unix epoch.
name string	The report template's name.
description string	An arbitrary string attached to the report template. Often useful for finding detailed information about the report template.
tags array	Sequence of hashtags used to find the related report template. The more hashtags that are used, the more elements that are filtered out from the search. Any sequence of lowercase character, numbers and underscore might be used.
authorization string	Indicates wheter the report template is public or not.
categories array	The report template template category.
workspace string	The workspace where the report template was generated.

List all report templates

Returns a list of report templates you’ve previously generated. The report templates are returned in sorted order, with the most recent report template appearing first.

To list all report templates, run the following:

curl https://api.everysk.com/v2/report_templates?query=#first&workspace=main \
  -H "Content-Type: application/json" \
  -u YOUR_ACCOUNT_SID:YOUR_AUTH_TOKEN \
  -G

import everysk
import json

everysk.api_sid = <YOUR_API_SID>
everysk.api_token = <YOUR_API_TOKEN>

response = everysk.ReportTemplate.list(query='#first', workspace='main')

print(json.dumps(response, indent=2))

The above call returns the following JSON object:

[
  {
    "status": "OK",
    "updated": 1632329105,
    "name": "First Report Template",
    "tags": [
      "first", 
      "new", 
      "report_template"
  ],
    "created": 1630348524,
    "version": "v1",
    "workspace": "main",
    "id": "rtpl_oobGe082N8U4PPhLrU60xNOLT",
    "categories": [],
    "description": "Design a custom report using Everysk's library of widgets and analytics. #blank #new #report"
  },
  {
    "status": "OK",
    "updated": 1627663323,
    "name": "Second Report Template",
    "tags": [
      "blank",
      "new",
      "report"
    ],
    "created": 1627593196,
    "version": "v1",
    "workspace": "main",
    "id": "rtpl_oZbdHf786RRZIGN3WJQSY2M88",
    "categories": [],
    "description": "Design a custom report using Everysk's library of widgets and analytics. #blank #new #report"
  }
]

HTTP Request

GET /report_templates

HTTP Parameters

Parameter	Description
query string	optional, default is null Request a list of report templates filtering it by name or tag. When using a tag to perform a query, each term must include a hashtag prefix. (e.g: query="#april #sample")
page_size int	optional, default is 10 Set the number of objects that will be listed per page.
page_token int	optional, default is null The token defines which page will be returned to the user. For further information, please check out our pagination guide.
workspace string	optional, default is main Determines on which workspace the request will be made.

Retrieve a report template

Retrieves the details of an existing report template by supplying the report template's id.

To retrieve a report template, run the following:

curl https://api.everysk.com/v2/report_template/rtpl_UHAo64xdlah3iR9lZgB6LFwAb?workspace=main \
  -H "Content-Type: application/json" \
  -u YOUR_ACCOUNT_SID:YOUR_AUTH_TOKEN \
  -G

import everysk
import json

everysk.api_sid = <YOUR_API_SID>
everysk.api_token = <YOUR_API_TOKEN>

response = everysk.ReportTemplate.retrieve(
  'rtpl_UHAo64xdlah3iR9lZgB6LFwAb', 
  workspace='main'
)

print(json.dumps(response, indent=2))

The above call returns the following JSON object:

{
  "status": "OK",
  "updated": 1624633635,
  "layout": [
    ...
  ],
  "description": "Design a custom report using Everysk's library of widgets and analytics. #blank #new #report",
  "created": 1624633635,
  "tags": [
    "first", 
    "new", 
    "report_template"
  ],
  "version": "v1",
  "workspace": "main",
  "global_parameters": {
    "advanced_settings": {
      "confidence": {
        "variant": "select",
        "select": {
          "value": "95%",
          "label": "95%"
        }
      },
      "correlation_half_life": {
        "variant": "select",
        "select": {
          "value": 6,
          "label": "6-months"
        }
      }
      ...
    }
  },
  "id": "rtpl_UHAo64xdlah3iR9lZgB6LFwAb",
  "categories": [],
  "name": "First Report Template"
}

HTTP Request

GET /report_templates/:id

HTTP Parameters

Parameter	Description
id string	REQUIRED A unique identifier (UID) for a report template. A report template's id will always look like this: rtpl_UHAo64xdlah3iR9lZgB6LFwAb.
workspace string	optional, default is main Determines on which workspace the request will be made.

Delete a report template

To delete a report template, run the following:

curl https://api.everysk.com/v2/report_templates/rtpl_UHAo64xdlah3iR9lZgB6LFwAb?workspace=main \
  -H "Content-Type: application/json" \
  -u YOUR_ACCOUNT_SID:YOUR_AUTH_TOKEN \
  -X DELETE

import everysk
import json

everysk.api_sid = <YOUR_API_SID>
everysk.api_token = <YOUR_API_TOKEN>

response = everysk.ReportTemplate.remove('rtpl_UHAo64xdlah3iR9lZgB6LFwAb', workspace='main')

print(json.dumps(response, indent=2))

The above call returns the following JSON object:

{
  "deleted": true,
  "id": "rtpl_UHAo64xdlah3iR9lZgB6LFwAb",
  "name": "First Report Template"
}

Permanently deletes a report template. It cannot be undone. Returns an object with the report template's id and an attribute specifying whether the report was successfully deleted or not.

HTTP Request

DELETE /report_templates/:id

HTTP Parameters

Parameter	Description
id string	REQUIRED A unique identifier (UID) for a report.
workspace string	optional, default is main Determines on which workspace the request will be made.

Parameter Details

Securities

Example of long/short global stocks portfolio with user defined label (JSON):

[
  {
    "id": "0f82eb",
    "symbol": "GMEXICOB:XMEX",
    "quantity": 125000.0,
    "label": "AB"
  },
  {
    "id": "76ac8d",
    "symbol": "CNCO",
    "quantity": 150000.0,
    "label": "DL"
  },
  {
    "id": "47e7ba",
    "symbol": "SIE:XETR",
    "quantity": 10000.0,
    "label": "DL"
  },
  {
    "id": "86f551",
    "symbol": "BN:XPAR",
    "quantity": 4000.0,
    "label": "AB"
  },
  {
    "id": "1b9b11",
    "symbol": "BMW:XETR",
    "quantity": 2000.0,
    "label": "AB"
  },
  {
    "id": "a089b0",
    "symbol": "AAPL",
    "quantity": -1000.0,
    "label": "AB"
  },
  {
    "id": "bc1413",
    "symbol": "FB",
    "quantity": -2400.0,
    "label": "DL"
  }
]

The parameter securities is an array of objects representing each security in the portfolio. Each object in the array has the following attributes:

Attribute	Description
id string	REQUIRED A unique identifier (UID) for a security.
symbol string	REQUIRED Security symbol: Please refer to our symbology.
quantity file	REQUIRED Numbers of shares or contracts. Positive quantities are longs and negative are shorts. For fixed income securities, mutual funds, swaps, cash and margin the amounts are defined in the security's currency.
label string	optional, default is "" (no aggregation label) Aggregation label defined by the user. It is utilized when aggregation is set to "aggregation_label".
cost_price float	optional, default is null Unit price of the security.
market_price float	optional, default is null Current market price in local currency.
currency string	optional, default is null 3-letter ISO 4217 code for currency. The currency of the security. To see all supported currencies click here.
fx_rate float	optional, default is null The price of the domestic currency stated in terms of another currency.
multiplier float	optional, default is null The securitie's multiplier.
unrealized_pl float	optional, default is null The current profit or loss on an open security.
unrealized_pl_in_base float	optional, default is null The current profit or loss on an open security based on the portfolio base currency.
isin string	optional, default is null A 12-digit alphanumeric code that uniquely identifies a specific security. The numbers are allocated by a country's respective national numbering agency (NNA).
status string	optional, default is OK It can be "OK", "ERROR" or "UNHEALTHY".
exchange string	optional, default is null The stock exchange where the security is traded.
name string	optional, default is null The security full name in the market.
extra_data object	optional, default is null An object sent by the user in order to give more details to the API.

Maximum securities length:

• 250 securities (with or without a supplied nlv).
• 3000 securities (nlv is not optional and needs to be supplied).

Magnitude

The parameter magnitude is an instantaneous shock as a decimal number: -10% = -0.10.

Certain rates/spreads can also be shocked and the magnitude of the shock is an absolute widening or tightening of the rate/spread. For example:

Shock	Magnitude	Current level	New level
IND:SPX	-1%	2821	2792
IND:LIBOR3M	-1%	1.77	0.77

In the table above, the shock in SPX is a percent change, whereas the libor shock is an absolute shift.

For a list of rates and spreads that are shocked in absolute terms please click here.

Confidence

The parameter confidence can be one of: 1sigma, 2sigma, 3sigma, 85%, 90% or 95%. For example: 1sigma represents the left tail outside a one-sigma move from the mean of the profit and loss distribution (PL). It would represent roughly the worst/best 16% (=68%+16%) forecasted outcomes. Conversely, 95% explicitly represents the worst/best 5% forecasted outcomes.

The table below clarifies:

Confidence	Probability
1sigma	One sigma dispersion around the mean (approx. 68.27%) + one tail Tail measure* ≅ 15.86%
2sigma	Two sigma dispersion around the mean (approx. 95.45%) + one tail Tail measure* ≅ 2.27%
3sigma	Three sigma dispersion around the mean (approx. 99.73%) + one tail Tail measure* ≅ 0.13%
85%	Explicit 85% Tail measure* = 15%
90%	Explicit 90% Tail measure* = 10%
95%	Explicit 95% Tail measure* = 5%
97%	Explicit 95% Tail measure* = 3%
99%	Explicit 95% Tail measure* = 1%

* Tail measure = (1-confidence)

Use Drift

By default our simulations are zero-centered. This flag specifies that the dispersion of simulations should be around the average of the historical risk factors instead.

In the calculation of the averages, volatility_half_life and correlation_half_life are taken into account.

Forecasts

Example of forecast (JSON):

[
  {
    "symbol": "NFLX",
    "years": 1.0,
    "targets": [160, 260, 400, 480],
    "probabilities": [0.55, 0.15, 0.15, 0.15]
  },
  {
    "symbol": "SPY",
    "years": 0.5,
    "targets": [270, 260, 200],
    "probabilities": [0.5, 0.4, 0.1]
  }
]

User-supplied forecasts can represent outcomes that are difficult to be captured by the covariance matrix, for example: a takeover situation, a pharmaceutical company clearing a drug trial or even a large correction not captured with the historical data.

The parameter forecasts is an array of objects representing the price forecast for a security in the portfolio. Each object in the array has the following attributes:

Attribute	Description
years file	REQUIRED Timeframe for the forecast to materialize in years.
targets array	REQUIRED Target prices at a horizon represented by attribute years. Can contain any number of targets.
probabilities array	REQUIRED Probabilities associated to each element inside the attribute targets.

The arrays targets and probabilities have to be of same size and probabilities need to sum to 1.0.

Volatility Surface

Example of volatility surface (JSON):

[
  {
    "symbol": "IBM",
    "time_to_expiration": [0.12, 0.25],
    "moneyness": [0.97, 1, 1.03, 1.05],
    "volatilities": [
      [0.36, 0.16, 0.33, 0.26],
      [0.19, 0.2, 0.17, 0.16]
    ]
  }
]

Surfaces are parameterized in years to expiration and moneyness. When supplied, the surface is used to price any options on the underlying. When omitted, an implied volatility is calculated with Black and Scholes.

The parameter volatility_surface is an array of objects representing the implied volatilities for underlying securities in the portfolio. Each object in the array has the following attributes:

Attribute	Description
time_to_expiration array	REQUIRED Various times to expiration (as a fraction of a year).
moneyness array	REQUIRED Various moneyness.
volatilities 2d array	REQUIRED Implied volatilities, with times_to_expiration rows and moneyness columns.

Filter Expression

Example using logical operator 'and'. Retrieve identifiers for positions that are long and also denominated in a currency different than the base currency of the portfolio:

"exposure('long') and currency('foreign securities')"

Example using logical operator 'or'. Retrieve any shorts or illiquid positions:

"exposure('short') or liquidity('>300%')"

Example using logical operator 'not'. Retrieve all positions that are not long options:

"not(type('equity option long delta'))"

Example using logical operators combined:

"currency('foreign securities') and (not(exposure('short') or liquidity('>300%')))"

Filters are powerful constructs to return the unique identifiers of certain positions in the portfolio, satisfying a specific criteria. When used, they isolate the behavior of a unique group, compared to the whole. For example: how illiquid securities might react to an oil shock.

The parameter filter supports the following expressions:

Filter Function	Description
years file	REQUIRED Extracts the unique identifiers according to different currency related buckets: 'foreign securities', 'domestic securities'.
targets array	REQUIRED Extracts the unique identifiers that represent long exposures (including long calls and short puts) and short exposures (including long puts and short calls): 'long', 'short'.
probabilities array	REQUIRED Extracts the identifiers of securities from a specific type: 'equity option long delta', 'equity option short delta', 'future option long delta', 'future option short delta', 'foreign equity long', 'foreign equity short', 'us equity long', 'us equity short', 'fx forward', 'fx option long delta', 'fx option short delta'.
liquidity array	REQUIRED Extracts the identifiers of securities satisfying certain liquidity criteria: '0-5%', '5-25%', '25-50%', '50-100%', '100-300%', '>300%'.

Liquidity above is expressed as the proportion of the 20-day average trading volume required to unwind a position in full, taking into account a 20% participation rate. Thus, ">300%" means that will take at least 3 days to unwind the position(s) in full.

Simple filters above can be combined into complex filters using logical expressions, namely: or, and and not. Please see various examples in the right panel.

Filters that do not satisfy all the conditions return an empty dictionary, therefore the whole portfolio is used.

Sampling Combinations

Sampling	Horizon	Explanation
1	1	One-day ahead forecasts with daily sampling
5	5	Week-ahead forecasts with weekly (non-overlapping) sampling
1	5	Week-ahead forecasts with daily (overlapping) sampling