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Asset Management as a Service - Core SDK

Project description

This is the Asset Management as a Service (AMaaS) Software Development Kit (SDK) for Python.

What is AMaaS?

AMaaS is a modular platform for Asset Managers with an open, RESTful API for programmatic access to its functionality.

AMaaS Core features a secure, encrypted database, which serves as the foundation for asset management platforms and FinTech solutions. AMaaS also provides portfolio visualizations and analytics through AMaaS Web, and exception management & financial event notification through AMaaS Monitor.

Quick Start

Install the AMaaS Core library from PyPI:

$ pip install amaascore

This module can then be immediately embedded into your Python applications to take advantage of the standardised class structure. In order to fully utilise the power of the AMaaS platform, sign-up for an account at http://www.amaas.com/.

Once you have your credentials, generate your API key by following these instructions:

TBD.

Example code and demonstrations

For examples of how the Python SDK can be used, clone the “AMaaS Core SDK for Python Examples” repository from: $TBD.

The following demos are available:

  • Book a set of transactions and then view the cumulative position

  • Signup clients and then book ETFs on their behalf, while managing their cash

  • A simulation of a simplified robo-advisor

Testing

The SDK contains wide-ranging unit tests within the AMaaS Core package itself. The easiest way to run the whole suite is to install tox, then run it from the root directory (where the tox.ini file resides).

$ pip install tox
$ tox

Individual test modules can be run using unittest in the usual fashion.

API Documentation

The complete API documentation can be found at XYZ.

Support

For support with the SDKs, please raise issues on GitHub. The AMaaS team can be contacted at support@amaas.com. Customers who have purchased a support plan can find the contact details within AMaaS Admin.

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