Pick a template → connect your tools → go live in 2 minutes.
Read a client portfolio from Google Sheets each night, call Portfolio Optimizer for minimum-variance weights, and write the recommended allocation back for advisor review.
Portfolio Optimizer: Nightly schedule triggered
Arahi AI: Decide the next action
Google Sheets: Read client portfolio holdings
Portfolio Optimizer: Calculate minimum-variance weights
Google Sheets: Write allocation recommendations
Pull current Alpaca positions, run Portfolio Optimizer to compute target weights, and route the resulting rebalance orders back through Alpaca when drift exceeds five percent.
Alpaca: Portfolio drift above 5%
Arahi AI: Decide the next action
Portfolio Optimizer: Compute target weights
Alpaca: Submit rebalance orders
Run Portfolio Optimizer each Monday for every managed account and email PDF efficient-frontier reports through Postmark so clients get weekly allocation updates by 9am.
Portfolio Optimizer: Weekly schedule triggered
Arahi AI: Generate output
Portfolio Optimizer: Generate efficient-frontier PDF report
Postmark: Email PDF report to clients
An event occurs in Portfolio Optimizer or a connected app that starts your automation.
The AI agent analyzes the data, makes intelligent decisions, and determines the best actions.
The agent executes actions in Portfolio Optimizer and other tools — no manual work required.
Portfolio Optimizer simplifies workflows, while Arahi AI empowers these tasks with AI analysts.
Alert via Slack, SMS, or email when a Portfolio Optimizer ticker crosses your price or indicator threshold.
Summarize portfolio moves from Portfolio Optimizer data into a morning email before the open.
Flag unusual volume or volatility in Portfolio Optimizer tickers your watchlist cares about.
Pull historical Portfolio Optimizer bars, run a backtest, and log results to a spreadsheet as you iterate.
Ready-to-use Portfolio Optimizer actions you can add to your agents instantly.
Custom API calls to Portfolio Optimizer with full control for advanced use cases.
Sign in to your Arahi AI account and navigate to integrations or create a new AI agent.
A secure pop-up will ask you to log in. This authorizes Arahi AI to access your API using API Key.
Choose "Portfolio Optimizer" from the tool list, then select the action you want to perform.
Test your automation with sample data, then deploy it to run on schedule or by event.
The integration uses secure API Key authentication, ensuring only authorized workflows access your Portfolio Optimizer data.
Your data remains private and is never used for model training.
We never store anything we don't need to. Inputs and outputs of your tools are never stored.
The Nobel Prize-winning science of portfolio optimization, available as a Web API. With Arahi AI, you can connect Portfolio Optimizer to Alpaca, Alpha Vantage, Cobalt and 1,500+ other apps using AI-powered workflows. No coding required — set up triggers, actions, and intelligent automation in minutes.
As a business management tool, Portfolio Optimizer connects with other business management apps like Alpaca, Alpha Vantage, Cobalt, Coinbase through Arahi AI's integration platform. Build multi-step automations that combine Portfolio Optimizer with AI-powered decision making, data transformation, and cross-app orchestration.
Curated for Portfolio Optimizer's real category — not Pipedream's auto-tagged bucket.
Explore AI-powered workflows that work with Portfolio Optimizer.
