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We need the ability to easily grab stock portfolio data

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Drake Shergill on 27 Jun 2019 06:35:16

We need an easy and intuitive way to pull stock portfolio data from sites like Bloomberg and investing.com. Pulling from portfolios that are created on said sites. Data such as dividends stock price amount owned and dates. I'm sure something like this is possible but it needs to be easier. Power BI can provide tremendous value to investors if it is easier to sync the data and have it auto update. It's a big market that Power BI can dominate

Comments (7)
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Power BI User on 05 Jul 2020 23:42:54

RE: We need the ability to easily grab stock portfolio data

When it gets to pulling charts through BDH historical data the API is essential...

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Power BI User on 05 Jul 2020 23:30:00

RE: We need the ability to easily grab stock portfolio data

Can re-create all those Financial Widgets we're now paying money for to get from 3rd parties..

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Nayan Patel on 05 Jul 2020 23:22:43

RE: We need the ability to easily grab stock portfolio data

ZappySys has released Drivers for REST API (JSON / XML / SOAP). Using these drivers you can connect to virtually any API service in Power BI. It comes with many advanced options such as OAuth, Pagination, Error Handling , Query Editor and many more. See below links.

https://zappysys.com/blog/howto-import-json-rest-api-power-bi/
https://zappysys.com/blog/call-soap-api-power-bi-read-xml-web-service-data/

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Scott Thompson on 05 Jul 2020 23:18:00

RE: We need the ability to easily grab stock portfolio data

The entire finance world still runs on Bloomberg connected to excel

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Power BI User on 05 Jul 2020 23:12:31

RE: We need the ability to easily grab stock portfolio data

Agree, this would be of great value for Financial Analysts.

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TinHau on 05 Jul 2020 22:46:33

RE: We need the ability to easily grab stock portfolio data

In the financial industry a Bloomberg Connector for Power BI Desktop would be a hugh benefit. All have the Bloomberg terminals and can access data from Bloomberg via there API. Providing support for the Bloomberg API https://www.bloomberg.com/professional/support/api-library/ could spark the adoption of Power BI Desktop in this community.

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Bryan Swan on 05 Jul 2020 22:27:13

RE: We need the ability to easily grab stock portfolio data

Financial content packs either via open source APIs or via asynchronous (10 minutes lagged) could be invaluable.