Portfolio Optimizer

Extra Credit builds an outline of Portfolio Optimizer's docs the first time your work uses it. Until then, start at the official documentation.

• OpenFIGI Equity, index, futures, options symbology from Bloomberg LP
• OpenTaxRate US sales tax rates by street address, from the states' own published data
• Pink Agentic AI Payments Approval layer for AI agent payments: per-agent budgets, rules, single-use credentials, sandbox
• PIT Financial State Point-in-time quarterly revenue for 20 U.S. issuers
• Polygon Historical stock market data
• PolyKal Fees Kalshi & Polymarket trading fee rates and formulas as verified JSON
• QuiVad Net short positions disclosed to 23 market regulators, fund by fund, since 2010
• Razorpay IFSC Indian Financial Systems Code (Bank Branch Codes)
• Real Time Finance Websocket API to access realtime stock data
• Sales Tax Calculator Computes exact sales tax amounts and breakdowns for checkout and billing
• SEC EDGAR Data API to access annual reports of public US companies
• Segmara IPO calendars, filing stages and estimated lockup dates