Introduction

portfolIQ — European financial data platform enriched by AI.

Introduction

portfolIQ is a financial data platform built for developers and data engineers. It provides interpreted, contextualized financial data — not just raw prices — with AI-generated analysis, VWAP consensus pricing, and Data Vault 2.0 dbt models ready to integrate into your project.

What you get

Redistributable price data — VWAP consensus calculated across 5 exchanges (Binance, Kraken, Coinbase, Bybit, OKX). Legally redistributable, methodology published and versioned.
AI analysis — Each asset carries a classification, fundamentals summary, and sentiment score. Historized with the prompt version and model ID.
Fundamentals — P/S and P/R ratios from DeFiLlama protocol fees (where available). Factual valuation metrics only.
dbt models — Data Vault 2.0 models you can drop into your existing dbt project. Every column described, public_doc tags for your own docs.

How data is built

Price data is a VWAP consensus across 5 major exchanges — no single source dominates more than 50% of the weight. Methodology is published and git-tagged before each production run.

AI analysis is generated by Claude (Haiku 4.5 / Sonnet 4.6), historized with the exact prompt version and model ID. Every analysis includes a disclaimer field — this is factual data, not financial advice.

The data layer follows Data Vault 2.0: Hubs, Links, Satellites. It is designed to be auditable, immutable, and incrementally loadable.

Asset identifiers

All endpoints use coingecko_id as the asset identifier — not the ticker symbol.

Identifier type	Example	Used in routes?
`coingecko_id`	`bitcoin`, `ethereum`, `uniswap`	YES — `GET /v1/assets/{id}`
`ticker`	`BTC`, `ETH`, `UNI`	NO — for display only

Why coingecko_id? Tickers are not unique (multiple tokens can share BTC). coingecko_id is stable and unambiguous.

To find the coingecko_id of an asset:

# List assets and read the coingecko_id field
curl "https://api.portfoliq.io/v1/assets?limit=10" \
  -H "X-API-Key: YOUR_KEY"

The coingecko_id field is returned in every asset list response.

Quick links

Quickstart — Make your first API call in 5 minutes
Authentication — Get your API key
API Reference — All endpoints

Developer tools

Python SDK

A synchronous Python client is available for fast integration:

pip install -e sdk/python  # local install

from portfoliq import Client

with Client(api_key="YOUR_KEY") as client:
    assets = client.assets.list_assets(limit=5)
    for a in assets.data:
        print(a.coingecko_id, a.ticker, a.price_usd)

Full examples: sdk/python/examples/quickstart.py

MCP Server (Claude Desktop)

portfolIQ exposes a Model Context Protocol server for use with Claude Desktop. 5 tools available: list_assets, get_asset, get_fundamentals, get_onchain, get_ai_analysis.

Setup: see mcp_server/README.md.

Not financial advice. portfolIQ provides factual data for informational purposes only. Methodology disclosed. Not a fatwa.