Accelerator Project Wealth

This project provide accelerator for wealth integration services using

• Yahoo Finance as Market News provider
• Drive-wealth integration as wealth provider

Market News Integration Services

• market-news-clients README.md
• market-news-service README.md

Wealth Integration Services

• drive-news-clients README.md
• portfolio-instrument-integration-service README.md
• portfolio-outbound-integration README.md
• portfolio-trading-integration-service README.md
• wealth-data-sync-service README.md

Documentation

The following documentation is an export from the project confluence docs, that contains the Architecture Diagram, API mapping, and Entitlement setup.

High Level Architecture

Data Ingestion

• drive-wealth-integration-entitlements
• model-ingest-product-catalog-accounts-json-in-bootstrap
• model-ingest-static-data-json-in-bootstrap
• model-ingest-user-portfolio-from-dw-into-dbs

Outbound Integration

• portfolio-outbound-integration-api-mapping
• portfolio-trading-outbound-api-mapping
• instrument-integration-outbound-api-mapping
• market-news-client-api-mapping

Data Synchronization

• bulk-funding-settlement
• modelbank-wealth-github-topics-topstack-selectors
• order-status-update
• update-instrument-holdings
• update-portfolio-allocation
• update-portfolio-list-performance
• update-portfolio-positions
• update-portfolio-transactions