Intrinio’s ETF Investment Insights is a quick write up that provides insights into an ETF Family or Fund. In today’s write up we analyze Cathie Wood’s ARKK — ARK Innovation ETF. ARKK – Ark Innovation ETF All Data As Of: 2022–07–13 ISIN: US00214Q1040 SEDOL: BSBNFV9 ARKK belongs to the ARK Funds Fund Family. ARK defines “disruptive innovation” as the introduction of…

This walkthrough will demonstrate how to use Intrinio’s API and the PyPI package Empyrical to backtest and analyze a portfolio’s performance quickly. Portfolio Backtesting Portfolio backtesting allows investors to simulate and analyze the performance of the investment strategies they design without putting dollars at risk. Typically investors will use portfolio backtesting after…

What is a robo-advisor? Innovative technologies are constantly transforming the way the financial services industry advances and performs, and robo-advisors are one of those modern technologies that have been changing the investment sector for the better. A robo-advisor is an online financial platform that uses computer algorithms to provide customized financial advisory and wealth…

What is a Webinar? A webinar is generally a live conference, lecture, or interactive event that’s hosted online by either a single host or a panel of experts. Webinars are excellent for generating leads and revenue, educating and training purposes, launching and demonstrating products, and great ways to connect with existing and potential clients…

Looking to learn more about ETFs and how to use Python to aggregate your ETF equity allocations? Look no further, this post will explain and elaborate on ETFs and also demonstrate how to use Python and Intrinio’s ETF Holdings data to calculate your ETF allocations to individual companies. What is an ETF? Exchange-Traded Funds…

The Simple Moving Average Crossover Strategy is one of many technical strategies used to predict the future price trend of an underlying security. This walkthrough will demonstrate how to use Intrinio’s API and End of Day Market Data to generate and backtest SMA trading signals quickly. Getting Started There are three components…

The walkthrough in Part I of this two-part tutorial demonstrated how to calculate portfolio weights. This Part II walkthrough will show you how to use these weights to automatically invest and rebalance a portfolio with Alpaca’s Trading API. What is the Alpaca Trading API? The Alpaca Trading API is an API interface that allows you to…

How blockchain technology is used in the fintech industry Blockchain technology has unquestionably transformed the financial services industry, and if you need a quick refresher on what blockchain technology is, please click here. So how exactly are fintech companies utilizing blockchain technology? For starters, the digital ledger helps fintech businesses through its distributed and decentralized structure, by successfully enabling…

What is a stock exchange, brokerage, and custody and clearing? A stock exchange is a place where investors can buy or sell shares of a publicly traded company and they have technically been around since the 1400’s. Today there are over 60 exchanges around the world! The process starts with Brokerage Firms and platforms such as Fidelity, Vanguard and Alpaca…