insighta-sdk 0.2.0

Insighta Cloud SDK - API client and data models

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

Method	Description
create_portfolio(config)	Create a new portfolio
get_portfolios()	List own portfolios
search_portfolios(...)	Search public portfolios
delete_portfolio(id)	Delete a portfolio
send_order(portfolio_id, group, currency)	Submit an order group
get_nav_history(id)	Get NAV history
get_metrics_history(id, ...)	Get metrics (TWR, etc.)

Utilities

Function	Description
load_order_groups(path)	Parse order.csv into OrderGroup list
load_cash_deposits(path)	Parse cash_deposits.csv
merge_and_sort_groups(orders, deposits, memos)	Merge and sequence order groups
load_rate_file(path)	Load exchange rate CSV
lookup_rate(entries, dt, cur, base)	Find applicable rate for a trade
fetch_ticker_info(tickers)	Query ticker metadata from API

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