The Recommended Entity API returns a ranked list of financial entities that are suggested for the target user to research or read about; those entities that are considered most relevant to the user, according to their interests and the interests of similar users.

Financial entities are defined here as instruments, tickers, or other symbols that are used to identify a stock, share, company, organisation or other financial entity that a user is researching or trading.

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Prerequisites

Before obtaining meaningful data from this API ensure that

  • You have you API apikey. Contact us to find out how to get access.
  • To personalise responses it is vital to capture an end user identifier as part of behaviour capture. Without such user ids, the api will not be able to return recommended entities.

Example Call

Querying the Recommended Entity API is as simple as making a call to the endpoint and including your apikey and a valid end user id.

Details of the request and response objects are given in Request/Response

{
  "apikey": <your apikey>,
  "max_results": 10,
  "customer_enduser_id": <end user id>
}
curl -X 'POST' \
  'https://personafinai.azurewebsites.net/v2/personalized/entity/recommended' \
  -H 'accept: */*' \
  -H 'Content-Type: application/json' \
  -d '{
  "apikey": <your apikey>,
  "max_results": 10,
  "customer_enduser_id": <end user id>
}'

The API will return a list of entity_id values corresponding to recommended entity symbols on the customer platform.

Request/Response

Request Object

The API request expects the following endpoint url and body parameters

POST https://personafinai.azurewebsites.net/v2/personalized/entity/recommended

FieldDescription
apikey
string
Authentication key to use to retrieve data
maxresults
_int
The number of results to return
customerenduser_id
_string
Value used to identify user on target platform

Response Object

The API will respond with an object containing the following

FieldDescription
entityguid
_string
Corresponds to an internal value assigned to the recommended entity.
This may be null depending on permissions enabled for your api
entityid
_object
Corresponds to the identifying symbol or instrument associated with the recommended entity on the platform on the platform that the api key is enabled for.
unixlast_updated
_datetime
Unix timestamp corresponding to the last time the recommendation was updated.
lastupdated
_datetime
Datetime when the recommendation was last updated.
score
float
The score associated with the recommendation. Can be used to rank and sort.

Notes

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