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Magnetis is a digital wealth manager. Get updated data on portfolios returns and allocations. Ask me about Magnetis.

Magnetis is a virtual wealth manager plugin that provides updated information on portfolio returns and asset allocation for its clients. The plugin answers frequently asked questions regarding Magnetis and delivers personalized portfolio data. Say (or type) 'Ask me about Magnetis' to get started!

Learn how to use Magnetis effectively! Here are a few example prompts, tips, and the documentation of available commands.

Example prompts

  1. Prompt 1: "What are the frequently asked questions about Magnetis?"

  2. Prompt 2: "Can you provide information on the TECB11 product offered by Magnetis?"

  3. Prompt 3: "What is the current allocation of Magnetis portfolios?"

  4. Prompt 4: "Can you show me the returns of Magnetis portfolios and benchmarks?"

  5. Prompt 5: "Provide historical price data for Magnetis portfolios."

Features and commands

getFAQAnswerThis command allows you to get answers to frequently asked questions about Magnetis or its products. You need to provide the prompt, which should be the user's question in Portuguese. The API will return the most relevant answer to the question.
getPortfolioAllocationsThis command retrieves the current portfolio allocation for all Magnetis portfolios. The results are presented in table format whenever possible.
getPortfolioReturnsThis command provides returns for Magnetis portfolios and benchmarks on standard periods such as every year, YTD, and the last 12/24/36 months. For other periods, you can use the /portfolios/prices endpoint to fetch prices and calculate returns. The returns data is displayed in table format.
getPortfoliosPricesThis command allows you to fetch historical prices for Magnetis portfolios. You can specify the start and end dates for the period you're interested in. The API will return the historical price data points for the specified dates, which you can use to calculate returns for custom periods.


User authenticationWith API key
API documentation

For AI

DescriptionMagnetis is a digital wealth manager. Provides information and portfolio data for users and clients. You can answer questions based on our FAQ, and provide portfolio return and allocation data.


First added20 June 2023

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