Portfolio Analysis

Overview

Portfolio Analysis is a function located at "https://fcsdata.broadridge.com//GetPortfolioAnalysis". It can be accessed via a POST request and expects to receive a portfolio of sedols and weightings separated by the pipe character. This must be defined in the request body as shown below:

{ "Portfolio": ["B50WGN5|0.1", "B510V99|0.1", "B528ZY5|0.1", "B54S9M9|0.1", "B53X9K3|0.1", "0394286|0.1", "0394402|0.1", "0421065|0.1", "0421344|0.1", "0480516|0.1"] }

Get Access Token

curl --location --request POST "https://identity.fundslibrary.net/connect/token" -u "AE84D509BF3A4847809A27F8D97FE54E:Playground_Secret" --form "grant_type=client_credentials"

Use the generated access-token by the above command. The access-token shall be valid for 1hr and can be reused for all other requests.

The request must also contain the relevant HTTP Headers such as your authorization key, content type, and accept header. Below is an example of typical request headers taken from fiddler.

POST "https://fcsdata.broadridge.com//GetPortfolioAnalysis" HTTP/1.1
Host: fcsdata.broadridge.com
Connection: keep-alive
Content-Length: 167
Accept: application/json
Postman-Token: 2f2e7b5d-848d-72d0-1e06-d0f1944155b6
Cache-Control: no-cache
Origin: chrome-extension://nldpokdkacpigphpflbfjmdfamincnln
Authorization: Bearer {access_token}
User-Agent: Mozilla/5.0 (Windows NT 6.1; WOW64) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/51.0.2704.84 Safari/537.36
Content-Type: application/json
Accept-Encoding: gzip, deflate, br
Accept-Language: en-US,en;q=0.8
{ "Portfolio": ["B50WGN5|0.1", "B510V99|0.1", "B528ZY5|0.1", "B54S9M9|0.1", "B53X9K3|0.1", "0394286|0.1", "0394402|0.1", "0421065|0.1", "0421344|0.1", "0480516|0.1"] }
		

And a curl request example...

curl --insecure -X POST"https://fcsdata.broadridge.com//GetPortfolioAnalysis" --header 'Content-Type:application/json' --header 'Accept:application/json' --header 'Cache-Control:no-cache' --header 'Authorization:Bearer {access_token}' --data '{ "Portfolio": ["B50WGN5|0.1", "B510V99|0.1", "B528ZY5|0.1", "B54S9M9|0.1", "B53X9K3|0.1", "0394286|0.1", "0394402|0.1", "0421065|0.1", "0421344|0.1", "0480516|0.1"] }'