Portfolio Analytics API
Built for Fintech Teams

Production-grade risk metrics, backtesting, and portfolio modeling. Calculate Sharpe ratios, alpha, beta, and drawdowns in one API call.

Get API Key — 2,000 Free Credits

No credit card required • Start building in 2 minutes • 99.9% uptime

40,000+ Securities. 37 Years of History.

Complete US market coverage with dividend-adjusted data back to 1988

30,000+
Mutual Funds
3,500+
ETFs
6,000+
Stocks
500+
Closed-End Funds
1,200+
Indexes

From Zero to Portfolio Analytics in 5 Lines

# Calculate risk metrics for a 60/40 portfolio
import requests

response = requests.post(
                    'https://api.fasttrack.net/v2/stats/snapshot',
    headers={'Authorization': 'Bearer YOUR_API_KEY'},
    json={
                    'assets': [{
                    'type': 'static',
                    'holdings': [
                {'ticker': 'VTI', 'weight': 60},
                {'ticker': 'BND', 'weight': 40}
            ],
                    'rebalance': 'quarter'
        }],
                    'time_periods': ['1y', '3y'],
                    'benchmark': 'SPY'
    }
)

data = response.json()

API Response (3-Year Period)

Total Return +24.3%
Annualized Return +7.5%
Sharpe Ratio 1.18
Max Drawdown -12.4%
Beta (vs SPY) 0.68
Alpha +1.8%
Sortino Ratio 1.89
Standard Deviation 11.2%

Why Fintech Teams Choose FastTrack

Accurate by Design

Validated against Bloomberg Terminal. Handles dividend adjustments, stock splits, mergers, and delistings automatically.

  • Total return with dividend reinvestment
  • Corporate action adjustments
  • Edge case handling (gaps, halts)

Built for Portfolios

Not just tickers — model static allocations, dynamic strategies, and momentum selection with automatic rebalancing.

  • Static portfolios with target weights
  • Dynamic strategies (time-based shifts)
  • Momentum ranking systems

Production Ready

Fast, reliable infrastructure built for fintech applications at scale.

  • 99.9% uptime SLA
  • <200ms p95 latency
  • Comprehensive documentation

Comprehensive Risk Metrics

All the calculations you need — from basic returns to advanced risk-adjusted performance.

  • Sharpe, Sortino, Treynor ratios
  • Alpha, beta, correlation
  • Drawdown analysis & recovery

Automatic Rebalancing

Backtest portfolios with daily, weekly, monthly, quarterly, or annual rebalancing — we handle the complexity.

  • Multiple rebalancing frequencies
  • Transaction cost modeling
  • Drift analysis

Flexible Time Periods

Analyze predefined periods (1d to 10y) or custom date ranges for specific market events.

  • Snapshot statistics (rolling periods)
  • Calendar breakdowns (yearly/quarterly)
  • Custom date ranges

Built For Your Use Case

Robo-Advisors

Power client portfolios with real-time risk metrics, rebalancing recommendations, and performance tracking.

Portfolio Analytics Tools

Build dashboards, comparison tools, and backtesting engines without writing calculation logic from scratch.

RIA Technology

White-label analytics for client reporting, proposal generation, and investment policy monitoring.

Quantitative Research

Backtest strategies, rank securities by momentum, and validate alpha hypotheses with production-grade data.

Fintech Apps

Add portfolio insights, risk analysis, and investment recommendations to your consumer app.

Financial Education

Build interactive learning tools that teach portfolio theory with real market data.

35+
Years Serving Investors
Trusted since 1988 by portfolio managers worldwide
$150B+
Assets Under Management
Trusted by RIAs managing substantial portfolios
98%
Annual Retention Rate
Customers stay with us for decades

Simple, Transparent Pricing

Pay for what you use. Cancel anytime.

Starter

$79/mo
Perfect for retail investors
  • Personal Use Only
  • 20,000 credits/month
  • Stocks, ETFs & mutual funds
  • 50 requests/minute
Get Started

Business

$499/mo
For small internal teams
  • Internal Data Use (Max 3 People)
  • 500,000 credits/month
  • 3 Separate API Keys
  • Centralized Billing
  • 200 requests/minute
Get Started

Enterprise

Custom
For apps & platforms
  • Commercial License
  • Site-Wide Internal Access
  • High-Volume Rate Limits
  • SLA & Custom Contracts
  • Dedicated Account Manager
Contact Sales

Building a customer-facing product? Contact us for a Commercial License.

"We evaluated 5 financial APIs before choosing FastTrack. The portfolio modeling capabilities and accurate dividend adjustments saved us 3 months of development time. Their API just works."

Alex Chen

CTO, Wealth Tech Startup

Frequently Asked Questions

How is the credit system calculated?

Credits = Assets × Periods × Complexity. A simple stock for 1 year = ~1 credit. A complex portfolio model = ~2-3 credits. Use our credit estimator in the docs.

What data sources do you use?

We aggregate data from multiple institutional-grade providers and validate against Bloomberg Terminal, NASDAQ, NYSE for accuracy.

Can I backtest custom strategies?

Yes! We support static portfolios, dynamic allocation shifts, and momentum-based ranking systems with automatic rebalancing.

What's your uptime guarantee?

We maintain 99.9% uptime with <200ms p95 latency. Business and Enterprise tiers include SLA guarantees.

Do you offer white-label options?

Yes, Enterprise customers can remove branding and use custom domains. Contact sales for details.

How accurate are your calculations?

All metrics are validated against Bloomberg Terminal. We publish detailed methodology docs and handle edge cases (splits, dividends, delistings) automatically.

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