API Overview

Please note this a beta feature and subject to changes before a wide release.

If you want to pull data into Tactyc, we recommend using the Bulk Import options. If you want to pull data out of Tactyc, we recommend using the Excel or PDF reports and export options.

Use the API if you want to programmatically add a new investment into your Tactyc fund model

Requirements

• Please contact us at [e-mail] to receive an API Key

• Take a note of the fund ID that you want to programmatically add investments into. This is available under the Fund ID column from your Tactyc home screen.

Formulating the Request Header

Header must have the following key pair:

• Key: Authorization

• Value: Your API Key

#FORMULATING THE HEADER WITH FUND ID AND API KEY. REPLACE THE VALUE WITHIN {{ }} WITH #YOUR FUND ID AND API KEY

curl https://tactycapi.com/api/fund/{{FUND_ID}}/investment 
-X POST 
-H 'Authorization:{{API KEY}}'

Quick Start Methods:

Adding a Single Investment

Adding Multiple Investments

Fund Configuration and Metadata

Performance Metrics

Performance Summary

Investment Cashflows

KPI Metrics

Update KPI Metrics