patchBay

Accounting API vs Portfolio Optimizer

If you need a Finance API that's easy to integrate, go with Portfolio Optimizer.

Accounting API

A flexible API for pulling accounting data, normalized and aggregated from 20 accounting integrations. Standardize how you connect to your customers’ accounting software. View, create, update, and...

Portfolio Optimizer

Portfolio analysis and optimization

Accounting API

  • Simple API key authentication
  • HTTPS supported

Portfolio Optimizer

  • No authentication required
  • HTTPS supported
  • CORS enabled for frontend use
FeatureAccounting APIPortfolio Optimizer
AuthenticationapiKeyNone
HTTPSYesYes
CORSUnknownYes

When to use which?

Portfolio Optimizer is the better choice for quick prototypes and hackathons since it requires no authentication. Portfolio Optimizer works directly from the browser with CORS enabled, making it better for frontend-only apps.