insighta-sdk

Insighta Cloud SDK — API client and data models for portfolio management.

Installation

pip install insighta-sdk

Authentication

You can obtain an API key from the Developer tab at insight.cloud/settings.

Save the key in a credentials.yaml file:

api_key: "your-api-key-here"
endpoint: "https://openapi.insighta.cloud"

Load it in your code:

from insighta_sdk import Credentials

creds = Credentials.from_file("credentials.yaml")

Quick Start

from insighta_sdk import Credentials, InsightaClient

creds = Credentials.from_file("credentials.yaml")
client = InsightaClient(creds)

# List portfolios
portfolios = client.get_portfolios()

# Create a portfolio
from insighta_sdk import UploadConfig
config = UploadConfig.from_file("upload.yaml")
portfolio_id = client.create_portfolio(config)

Features

• API Client — Full coverage of Insighta OpenAPI (portfolios, orders, metrics)
• Data Models — Trade, Holding, Deposit, OrderGroup, CashDeposit, RateEntry
• Utilities — Rate lookup, order grouping, deposit merging
• Workspace Management — Dirs class for consistent file path resolution

Use Cases

• AI Agent-driven portfolio automation — Integrate with LLM agents (e.g., LangChain, CrewAI) to build autonomous rebalancing, signal-based trading, or research-to-execution pipelines using the SDK as the execution layer.
• Backtesting dashboards — Pull NAV/metrics history and visualize portfolio performance programmatically.
• Multi-portfolio management — Automate creation, monitoring, and teardown of simulation portfolios at scale.

API Reference

Client

Utilities

API Endpoint

Base URL: https://openapi.insighta.cloud

OpenAPI spec: insighta-app/openapi-docs/

Development

pip install -e .
pytest

See CONTRIBUTING.md for guidelines.

License

CC-BY-NC-4.0 — See LICENSE