
Overviews
How it works?
Connect your Finage account
Link your Finage API credentials to CodeWords through a secure authentication process. This connection enables access to real-time and historical financial market data across multiple asset classes.
Set up market data triggers
Configure triggers based on specific market conditions, price movements, or data updates. Monitor stocks, forex pairs, cryptocurrencies, or economic indicators that matter most to your investment strategy.
Define data retrieval parameters
Specify which financial instruments, timeframes, and data types you want to collect. Customize your data feeds to include real-time quotes, historical prices, trading volumes, or fundamental data points.
Transform and enrich data
Process incoming financial data using CodeWords automation tools. Calculate technical indicators, normalize datasets, or combine multiple data sources to create comprehensive market analysis workflows.
Route data to destinations
Send processed market data to spreadsheets, databases, or analytics platforms. Ensure your trading systems, investment dashboards, or research tools receive timely and accurate financial information.
Set up alert conditions
Create intelligent alerts based on price thresholds, percentage changes, or technical patterns. Receive notifications through your preferred channels when market conditions match your criteria.
Automate portfolio tracking
Build automated workflows that monitor portfolio performance and update valuation data. Track multiple investments across different asset classes without manual data entry or spreadsheet updates.
Generate market reports
Compile financial data into formatted reports and distribute them on schedule. Create daily market summaries, weekly performance reviews, or custom investment research documents for stakeholders.

Configure
Build
Automated portfolio monitoring system
Create a comprehensive portfolio tracking solution that pulls real-time prices from Finage, calculates current valuations, and updates your investment dashboard. Set up alerts for significant price movements or portfolio value changes, and generate daily performance reports that summarize gains, losses, and allocation percentages across all your holdings.
Market data aggregation pipeline
Build a centralized financial data collection system that gathers market information from Finage and consolidates it into your analytics database. Combine stock prices, forex rates, and cryptocurrency data into unified datasets, apply technical analysis calculations, and prepare clean data feeds for trading algorithms or research applications.
Investment research alerts
Develop an intelligent alert system that monitors specific stocks, sectors, or market conditions based on Finage data. Set up complex trigger conditions combining price movements, volume changes, and technical indicators, then distribute actionable insights to your team through email, Slack, or mobile notifications when opportunities arise.
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connected.

