moneypeak.ai

Fetches the aggregated performance data for all portfolio holdings across all user portfolios.

Retrieves comprehensive details about a stock, ETF, fund, or other financial instrument.

Searches for financial instruments (stocks, ETFs, funds, bonds, crypto, indices) by name, ISIN, WKN, or ticker symbol.

Searches for financial instruments and includes current price quotes in the results.

Retrieves historical performance metrics for a financial instrument over various time periods.

Triggers an AI-generated analysis for a specific stock/ETF by its ISIN.

Returns existing AI analyses for a specific instrument.

Returns a specific AI analysis response by its message ID.

Fetches current real-time price quotes for one or more financial instruments in a single request.

Fetches current price quotes for an instrument from multiple stock exchanges/markets simultaneously.

Retrieves the historical closing price of an instrument for a specific past date.

Fetches the current price quote for an instrument, optionally from a specific market/exchange.

Retrieves the dividend calendar showing all dividend payments scheduled for a specific month.

Retrieves the complete dividend history and upcoming dividend payments for a specific stock or ETF.

Retrieves balance sheet financial statements for a company over multiple reporting periods.

Retrieves cash flow statements for a company showing how cash moves in and out of the business.

Retrieves earnings data for a company including historical results and analyst estimates.

Retrieves income statements (profit & loss statements) for a company over multiple reporting periods.

Retrieves key financial ratios and metrics for a company - essential for quick fundamental analysis.

Retrieves ESG (Environmental, Social, Governance) risk ratings and sustainability scores for a company.

Retrieves share float data showing the number of shares available for public trading.

Retrieves the consensus analyst rating/recommendation for a stock based on aggregated Wall Street analyst opinions.

Retrieves analyst price target consensus showing where analysts expect the stock price to go.

Retrieves the latest AI-generated market report with comprehensive analysis of current market conditions.

Retrieves a historical market report from the archive for a specific past date.

Retrieves a personalized market report tailored to the user's portfolio holdings and watchlist.

Retrieves the current Fear and Greed Index, a popular market sentiment indicator ranging from 0 (Extreme Fear) to 100 (Extreme Greed).

Retrieves recent news articles and headlines for one or more financial instruments.

Retrieves a personalized news feed based on the user's portfolio holdings, watchlist, and interests.

Retrieves all available asset groups/classes supported by the platform.

Retrieves the list of all supported brokers and financial institutions for portfolio imports.

Retrieves the list of all supported currencies in the platform.

Retrieves the available transaction/cashflow types for a specific asset group.

Retrieves the list of all stock exchanges and trading venues identified by their MIC (Market Identifier Code).

Looks up the ticker symbol for an instrument on a specific stock exchange.

Retrieves the complete list of Frequently Asked Questions (FAQs) for the platform.

Retrieves a specific FAQ entry by its ID with the full question, detailed answer, related articles, and user feedback statistics (likes/dislikes).

Marks a FAQ entry as helpful by recording a 'like' vote from the user.

Marks a FAQ entry as not helpful by recording a 'dislike' vote from the user.

Sends user feedback, bug reports, feature requests, or support messages to the platform team.

Retrieves the authenticated user's account information and profile data.

Retrieves a specific configuration setting for the user's account.

Updates a specific configuration setting for the user's account.

Updates the authenticated user's account settings such as preferred language, currency, or UI preferences.

Retrieves all messages and notifications for the user's account.

Retrieves the next unread message for the user, useful for displaying notifications one at a time.

Marks a specific account message as read, removing it from the unread count.

Sends a response to an account message that requires user input.

Lists all API keys for the authenticated user.

Creates a new API key for the authenticated user.

Permanently deletes an API key by its ID.

Retrieves all portfolios belonging to the authenticated user with summary statistics.

Retrieves detailed information about a specific portfolio including all positions and their current values.

Creates a new portfolio for the user with the specified name and settings.

Updates an existing portfolio's settings such as name or currency.

Permanently deletes a portfolio and all its positions and transactions.

Archives a portfolio, hiding it from the main portfolio list without deleting it.

Restores an archived portfolio back to the active portfolio list.

Lists all archived portfolios for the user.

Returns the user's portfolio notification settings, such as price alerts and performance thresholds that trigger push notifications.

Updates the user's portfolio notification settings.

Retrieves all positions (holdings) in a specific portfolio with current values and performance.

Retrieves detailed information about a specific position in a portfolio.

Creates a new empty position (holding) in a portfolio by adding an instrument via ISIN.

Updates metadata for an existing position such as custom display name or currency override.

Deletes a position from a portfolio, removing the holding and all associated transactions.

Retrieves all transactions (buys, sells, dividends, splits) for a specific position.

Returns a single transaction by its ID.

Creates a new transaction for a position - records a buy or sell.

Updates an existing transaction (e.g., to correct the price, quantity, date, or fees).

Deletes a specific transaction from a position.

Returns the most recent transactions across all positions in a portfolio (or all portfolios).

Returns a single portfolio dividend entry by its ID.

Updates an existing portfolio dividend entry (e.g., to correct payout amount, date, currency, or tax information).

Lists all individual (manual) price overrides for a position.

Creates a manual price entry for a position on a specific date.

Updates an existing individual price entry for a position.

Retrieves a lightweight list of portfolios optimized for navigation/tab display.

Retrieves detailed performance data for a specific portfolio over time.

Retrieves aggregated performance data across all user portfolios.

Retrieves portfolio allocation breakdown by instrument/asset type (stocks, ETFs, bonds, crypto, etc.).

Retrieves portfolio allocation breakdown by business sector (Technology, Healthcare, Finance, etc.).

Retrieves portfolio allocation breakdown by specific industry (Software, Semiconductors, Banks, Pharma, etc.).

Retrieves portfolio allocation breakdown by country/region (USA, Germany, UK, Japan, etc.).

Retrieves portfolio allocation breakdown by currency (EUR, USD, GBP, CHF, etc.).

Retrieves the largest positions/holdings in a portfolio ranked by value.

Retrieves realized gains and losses from closed/sold positions in a portfolio.

Retrieves aggregated totals for a portfolio or all portfolios.

Retrieves all booked (received) dividends for a specific portfolio or all portfolios.

Retrieves upcoming/expected dividends for positions in a portfolio that haven't been received yet.

Retrieves the total dividend income summary for a portfolio.

Manually records a dividend payment received for a position in the portfolio.

Deletes a dividend record from a portfolio.

Automatically creates dividend records for a position based on the dividend calendar data.

Returns the finagent profile of the authenticated user, including preferences, language settings, and configuration used by the AI financial assistant.

Returns finagent usage statistics for the authenticated user, including the number of messages sent and remaining quota for the current period.

Lists all finagent conversation threads for the authenticated user.

Creates a new finagent conversation thread for the authenticated user.

Deletes a finagent conversation thread permanently.

Returns all messages in a finagent thread, including user messages and AI responses.

Sends a message to the finagent AI financial assistant in the specified thread and waits for the AI response (up to 90 seconds).

Updates a finagent conversation thread, e.g.

Creates a new finagent conversation thread pre-populated from a FAQ entry.

Lists all finagent library entries for the user.

Returns a single finagent library entry by its ID.

Creates a new finagent library entry by saving a reference to an existing finagent thread message.

Updates the title of an existing finagent library entry.

Deletes a finagent library entry permanently.

Attaches one or more finagent library entries to a thread, making their content available as additional context for the AI in that conversation.

Detaches one or more finagent library entries from a thread.

Returns the user's finagent watchlist/wishlist — a collection of instruments the user wants to monitor or is considering investing in.

Adds an instrument (by ISIN) to the user's finagent watchlist/wishlist.

Removes an instrument from the user's finagent watchlist/wishlist.

Lists all recurring finagent tasks for the user.

Returns a single recurring finagent task by its ID.

Creates a new recurring finagent task.

Updates an existing recurring finagent task.

Manually triggers a recurring finagent task to run immediately, outside of its regular schedule.