Read AlphaInsider strategies, positions, stocks, bots and account data, and manage strategies, posts and notifications (no trading).
Explore 54 workflow actions for AlphaInsider, including account permissions and operation limits.
37 read actions17 write actions
WORKFLOW ACTIONS
What you can configure.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Create strategy
Write
Create a strategy.
Permissions and limits
Account permissions
An AlphaInsider API key with this operation's permission
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create timeline post
Write
Create a new timeline post.
Permissions and limits
Account permissions
An AlphaInsider API key with this operation's permission
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete bot
Write
Delete the bot record.
Permissions and limits
Account permissions
An AlphaInsider API key with this operation's permission
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete strategy
Write
Delete a strategy.
Permissions and limits
Account permissions
An AlphaInsider API key with this operation's permission
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete strategy calculation
Write
Delete a relative strategy calculation.
Permissions and limits
Account permissions
An AlphaInsider API key with this operation's permission
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete strategy subscription
Write
Unsubscribe from a strategy.
Permissions and limits
Account permissions
An AlphaInsider API key with this operation's permission
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete timeline post
Write
Delete a timeline post.
Permissions and limits
Account permissions
An AlphaInsider API key with this operation's permission
A repeated request may repeat the external action. Review the previous result before retrying a write.
Get account subscription
Read
Get the account subscription and the current account's complete limits, including shared limits and any account-specific overrides.
Permissions and limits
Account permissions
An AlphaInsider API key with this operation's permission
Get account tiers
Read
Get all account subscription tiers and their default limits.
Permissions and limits
Account permissions
An AlphaInsider API key with this operation's permission
Get all stocks
Read
Get all stock information.
Permissions and limits
Account permissions
An AlphaInsider API key with this operation's permission
Get bot activities
Read
Get bot events and errors.
Permissions and limits
Account permissions
An AlphaInsider API key with this operation's permission
Get bot allocations
Read
Get current performance-adjusted allocation weights and normalized strategy positions.
Permissions and limits
Account permissions
An AlphaInsider API key with this operation's permission
Get bot info
Read
Get broker connectivity, account values, and positions.
Permissions and limits
Account permissions
An AlphaInsider API key with this operation's permission
Get bot performance
Read
Get portfolio value history in real broker currency.
Permissions and limits
Account permissions
An AlphaInsider API key with this operation's permission
Get bots
Read
Get bot settings and execution status.
Permissions and limits
Account permissions
An AlphaInsider API key with this operation's permission
Get exchange status
Read
Get stock and cryptocurrency exchange status.
Permissions and limits
Account permissions
An AlphaInsider API key with this operation's permission
Get income
Read
Get income.
Permissions and limits
Account permissions
An AlphaInsider API key with this operation's permission
Get invoice items
Read
Get invoice items.
Permissions and limits
Account permissions
An AlphaInsider API key with this operation's permission
Get invoices
Read
Get invoices.
Permissions and limits
Account permissions
An AlphaInsider API key with this operation's permission
Get max order size
Read
Get normalized quantity and cash capacities for a strategy order.
Permissions and limits
Account permissions
An AlphaInsider API key with this operation's permission
Get orders
Read
Get open strategy orders.
Permissions and limits
Account permissions
An AlphaInsider API key with this operation's permission
Get payout fees
Read
Get withdrawal payout fees.
Permissions and limits
Account permissions
An AlphaInsider API key with this operation's permission
Get payouts
Read
Get payouts.
Permissions and limits
Account permissions
An AlphaInsider API key with this operation's permission
Get positions
Read
Get strategy positions.
Permissions and limits
Account permissions
An AlphaInsider API key with this operation's permission
Get recommended strategies
Read
Get recommended strategies.
Permissions and limits
Account permissions
An AlphaInsider API key with this operation's permission
Get stock price history
Read
Get stock price history.
Permissions and limits
Account permissions
An AlphaInsider API key with this operation's permission
Get stocks
Read
Get stock information.
Permissions and limits
Account permissions
An AlphaInsider API key with this operation's permission
Get strategies
Read
Get strategy information.
Permissions and limits
Account permissions
An AlphaInsider API key with this operation's permission
Get strategy calculation
Read
Get relative strategy calculations.
Permissions and limits
Account permissions
An AlphaInsider API key with this operation's permission
Get strategy performance
Read
Get strategy performance data.
Permissions and limits
Account permissions
An AlphaInsider API key with this operation's permission
Get strategy subscriptions
Read
Get strategy subscriptions.
Permissions and limits
Account permissions
An AlphaInsider API key with this operation's permission
Get strategy timelines
Read
Get strategy timeline events.
Permissions and limits
Account permissions
An AlphaInsider API key with this operation's permission
Get strategy values
Read
Get the current normalized strategy value.
Permissions and limits
Account permissions
An AlphaInsider API key with this operation's permission
Get timelines
Read
Get timeline events.
Permissions and limits
Account permissions
An AlphaInsider API key with this operation's permission
Get upcoming invoice
Read
Get the upcoming invoice.
Permissions and limits
Account permissions
An AlphaInsider API key with this operation's permission
Get upcoming invoice items
Read
Get upcoming invoice items.
Permissions and limits
Account permissions
An AlphaInsider API key with this operation's permission
Get user balance
Read
Get user balance.
Permissions and limits
Account permissions
An AlphaInsider API key with this operation's permission
Get user info
Read
Get private user information.
Permissions and limits
Account permissions
An AlphaInsider API key with this operation's permission
Get user strategies
Read
Get user strategies.
Permissions and limits
Account permissions
An AlphaInsider API key with this operation's permission
Get users
Read
Get public user information.
Permissions and limits
Account permissions
An AlphaInsider API key with this operation's permission
Like timeline event
Write
Like a timeline event.
Permissions and limits
Account permissions
An AlphaInsider API key with this operation's permission
A repeated request may repeat the external action. Review the previous result before retrying a write.
Preview timeline post
Read
Preview a new timeline post.
Permissions and limits
Account permissions
An AlphaInsider API key with this operation's permission
Reset bot performance
Write
Replace bot performance history with a new broker-value baseline.
Permissions and limits
Account permissions
An AlphaInsider API key with this operation's permission
A repeated request may repeat the external action. Review the previous result before retrying a write.
Search stocks
Read
Search stocks.
Permissions and limits
Account permissions
An AlphaInsider API key with this operation's permission
Search strategies
Read
Search strategies.
Permissions and limits
Account permissions
An AlphaInsider API key with this operation's permission
Unlike timeline event
Write
Remove a like from a timeline event.
Permissions and limits
Account permissions
An AlphaInsider API key with this operation's permission
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update bot notifications
Write
Update bot notifications.
Permissions and limits
Account permissions
An AlphaInsider API key with this operation's permission
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update strategy
Write
Update a strategy.
Permissions and limits
Account permissions
An AlphaInsider API key with this operation's permission
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update strategy calculation
Write
Update relative strategy calculations.
Permissions and limits
Account permissions
An AlphaInsider API key with this operation's permission
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update strategy price
Write
Update a strategy's subscription price.
Permissions and limits
Account permissions
An AlphaInsider API key with this operation's permission
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update strategy subscription notifications
Write
Set which notifications to receive from a strategy.
Permissions and limits
Account permissions
An AlphaInsider API key with this operation's permission
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update user info
Write
Update user profile information.
Permissions and limits
Account permissions
An AlphaInsider API key with this operation's permission
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update user notifications
Write
Update user notification settings.
Permissions and limits
Account permissions
An AlphaInsider API key with this operation's permission
A repeated request may repeat the external action. Review the previous result before retrying a write.
Verify token
Read
Verify that an API token is valid using the Authorization header.
Permissions and limits
Account permissions
An AlphaInsider API key with this operation's permission
SETUP
Start with a controlled test.
01Connect the intended account
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
02Review inputs and access
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
03Confirm the result
Inspect step outputs and confirm the result in AlphaInsider. A saved workflow is not a completed provider action.