API Coming Soon

Build with
FolioForecast

Programmatic portfolio optimization for AI agents, robo-advisors, and fintech apps. One API call to optimize, search, or stress-test any portfolio.

Explore the API View Pricing
50 free compute units/month No credit card to start Works with any language
Use Cases

What You Can Build

The FolioForecast API gives you the same professional-grade optimization engine that powers our web app — accessible via simple REST calls.

AI Portfolio Agents

Let LLM-powered agents optimize portfolios on behalf of users. Provide tickers and constraints, get back optimal weights and metrics.

Robo-Advisor Backends

Power automated portfolio management with Mean-Variance, CVaR, Risk Parity, and robust optimization methods — no quant team required.

Custom Dashboards

Embed optimization results, stress tests, and efficient frontier data into your own app or internal tools.

Endpoints

Core API Surface

Four endpoints cover the full optimization workflow. All return JSON.

POST /api/v1/optimize
Run portfolio optimization. Supports Max Sharpe, Min Volatility, CVaR, Risk Parity, Kelly, and all robust methods. Returns optimal weights, metrics, and efficient frontier data.
1–2 compute units
GET /api/v1/search?q=
Search 100,000+ tickers across US, UK, and global exchanges. Returns symbol, name, exchange, and asset type.
Free (0 units)
POST /api/v1/crisis-scenarios
Stress-test a portfolio against historical crises (2008 GFC, COVID crash, dot-com, etc.). Returns drawdowns, recovery times, and relative performance.
3 compute units
POST /api/v1/asset-metadata
Look up sector, industry, asset class, and market cap classification for any list of tickers.
0.1 units per ticker
Try it now — this endpoint is live 
# Health check — no authentication required
curl https://www.folioforecast.com/api/v1/health

# Response
{
  "status": "ok",
  "version": "v1",
  "api": "FolioForecast Agent API",
  "auth": "API key (X-API-Key header)",
  "billing": "Usage-based per compute unit. Stripe metered for growth/scale tiers.",
  "rate_limiting": "Per API key, tier-based RPM limits. See X-RateLimit-* headers.",
  "docs": "https://www.folioforecast.com/developers",
  "openapi_spec": "https://www.folioforecast.com/api/v1/openapi.yaml",
  "key_format": "ff_live_<32-char-hex>",
  "optimization_goals": ["equal_weight", "max_sharpe", "min_volatility", ...],
  "endpoints": { ... }
}

  Building an AI agent? Import our OpenAPI spec directly:

  OpenAPI Spec (YAML)   OpenAPI Spec (JSON)
Authentication

API Keys

Each API key is scoped to a single environment and tied to a billing account.

Key Format

Production keys start with ff_live_ followed by 32 hex characters. Sandbox keys use ff_test_ — same format, no billing.

How to Authenticate

Pass your key via the X-API-Key header on every request. Alternatively, use Authorization: Bearer ff_live_....

Rate Limits

Limits are per API key, not per IP. Responses include X-RateLimit-Remaining and Retry-After headers.

Security

Keys are SHA-256 hashed at rest — we never store your raw key. Rotate keys anytime from your dashboard. HTTPS required on all calls.

Usage-Based Pricing

Pay for What You Use

Every API call costs a set number of compute units. API access requires an Advisor subscription ($50/mo), which includes 50 compute units. Scale as you grow.

Starter
Included
50 units/month with Advisor plan
Hard cap — no overages
  • All endpoints
  • 10 requests/min
  • Sandbox + production
  • Email support
Growth
$0.02 /unit
500 units/month included
Then $0.02 per additional unit
  • All endpoints
  • 60 requests/min
  • Sandbox + production
  • Email support
Scale
$0.01 /unit
5,000 units/month included
Then $0.01 per additional unit
  • All endpoints
  • 300 requests/min
  • Sandbox + production
  • Priority support
Enterprise
Custom
Volume pricing
Dedicated infrastructure
  • All endpoints
  • Custom rate limits
  • SLA guarantee
  • Dedicated support

Developer FAQ

When will the API endpoints go live?
All API endpoints are live. You can create an API key from the Advisor dashboard, then start calling /optimize, /search, /crisis-scenarios, and /asset-metadata right away. See the OpenAPI spec for full details.
Do I need an Advisor subscription to use the API?
Yes. API access requires an active Advisor subscription ($50/month). Your subscription includes 50 compute units per month on the Starter API tier. If you need more capacity, you can upgrade to the Growth or Scale API tiers for higher limits and pay-per-unit overage billing.
What counts as a compute unit?
Each endpoint has a fixed cost. Ticker search is free (0 units). A basic optimization is 1 unit. Advanced or robust optimization is 2 units. Crisis scenario analysis is 3 units. Asset metadata is 0.1 units per ticker. These costs are shown on each endpoint card above.
What programming languages are supported?
The API is a standard REST API that returns JSON. Any language that can make HTTP requests works — Python, JavaScript, Go, Rust, Ruby, Java, or curl from the command line. We'll provide official SDKs for Python and Node.js when the API reaches general availability.
Is there a sandbox environment?
Yes. Sandbox API keys (ff_test_*) hit the same endpoints but don't incur billing. Use them for development and testing. Switch to production keys (ff_live_*) when you're ready to go live.

Ready to Integrate?

The API is coming soon. In the meantime, try the health endpoint and explore the documentation.

Try the Web App See Subscription Plans