Dragon API Documentation

Access our enterprise technology stack through a comprehensive API suite

Overview

The Dragon API provides comprehensive access to AI Dragon's portfolio management and analysis capabilities. This enterprise-grade API allows you to integrate our technology directly into your products and workflows.

Authentication

All API requests require authentication. To obtain your API credentials:

  1. Register for an API account
  2. Navigate to your account settings
  3. Generate your API credentials in the IAM section

API Endpoints

Portfolio Management & Analytics

Analytics

  • Compute and fetch portfolio analytics
  • Performance metrics calculation
  • Risk analysis and reporting

Attribution

  • Portfolio component attribution
  • Alpha signal attribution analysis
  • Factor contribution analysis

Risk Models

  • Equity factor risk model construction
  • Risk decomposition
  • Factor exposure analysis

Investment Operations

Strategy

  • Create and manage investment strategies
  • Configure portfolio rules and constraints
  • Define rebalancing parameters

Rebalance Entity

  • Portfolio construction
  • Target portfolio creation
  • Rebalancing execution

OMS Entity

  • Order generation from weights
  • Execution instructions
  • Trading rules implementation

Data & Research

Funds

  • Fund data access and management
  • Fund analytics
  • Performance tracking

GenAI

  • AI-generated content
  • Natural language insights
  • Automated analysis

Non-financials

  • ESG data access
  • Sustainability metrics
  • Impact reporting

Custom Solutions

Custom Variables

  • Create custom metrics
  • Define proprietary calculations
  • Custom data integration

Blueprint

  • Create investment blueprints
  • Template management
  • Strategy automation

Workflows

  • Create custom workflows
  • Process automation
  • Integration pipelines

Administration & Additional Features

IAM

  • Identity and access management
  • User permissions
  • Security controls

Plans

  • Plan management
  • Subscription control
  • Feature access

Status

  • System status checks
  • Health monitoring
  • Performance metrics

Delivery

  • Document creation
  • Remote publishing (SFTP)
  • Report automation

Notifications

  • Alert system
  • Custom notifications
  • Communication management

Custom Lists

  • Blacklist/whitelist management
  • Custom universe creation
  • Security filtering