Capital Gains Data API for Financial Data Access

  • Financial Services
  • Data Management
Project Overview

Financial platforms often require reliable access to capital gains data for reporting, analytics, and financial operations. The objective was to transform large datasets stored in spreadsheets into a programmatic interface that software companies could integrate directly into their applications.

Key Challenges Faced

The client maintained a large and frequently updated dataset of capital gains information stored in Excel spreadsheets. The goal was to create a system capable of delivering this data efficiently and securely to partner companies through an API.

Key Challenges
  • Providing programmatic access to large financial datasets traditionally stored in spreadsheets


  • Supporting flexible query methods including single ticker, multiple tickers, and bulk queries


  • Maintaining high reliability and performance for multiple partners accessing the system


  • Enabling seamless updates when new spreadsheet data becomes available


  • Implementing authorization and usage tracking for partner integrations



Technology Stack

  • Backend
    Node.js

  • Hosting

    AWS ECS with auto-scaling

  • Database
    MongoDB Atlas

Solution

Virstack developed a REST API that allows software companies to retrieve capital gains data in a standardized format while ensuring reliability, scalability, and secure access.

Key Components

REST API for Data Access

A RESTful service allows partners to query capital gains data through HTTP requests, returning results in a standardized JSON format.

Flexible Query Support

Unique API keys enable secure access while tracking usage and managing permission levels for partner companies.

Authorization and Usage Tracking

Unique API keys enable secure access while tracking usage and managing permission levels for partner companies.

Scalable Cloud Infrastructure

The platform is deployed on AWS ECS with auto-scaling to support concurrent requests and maintain service reliability.

Database Synchronization

The system allows seamless database replacement with updated spreadsheet data, ensuring the API consistently serves the most current information.

Results

The platform enabled partner companies to access capital gains data programmatically while improving reliability and operational efficiency.

  • Efficient programmatic access to updated capital gains data

  • Infrastructure capable of handling concurrent requests and large query volumes

  • Improved partner management through API key-based authorization and usage tracking

  • Seamless updates allowing new spreadsheet data to be integrated without service disruption

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