Architecture Design Challenge Tier 1 BIP Blog Sovereign Stack

Join the Founders Club

Professional-grade portfolio tracking, risk analysis, and client reporting tools for wealth managers and financial advisors. Sovereign data architecture meets enterprise needs.

Discovery Partner

Special thanks to WebOne for curating Pocket Portfolio as a featured Local-First utility in their 1EO Trust Library.

Review on WebOne →

Code Supporter

View Plan

Popular

Universal Data Engine

$200/year

Don't write parsers. Push any raw broker data to our endpoint, and let our engine normalize it for you.

$240/year if paid monthly

⚡ Universal Data Engine:

Don't write parsers. Push any raw broker data to our endpoint, and let our engine normalize it for you.

🚀 Developer Benefits:

• Priority access to the Roadmap & Insider Discord
• Influence product development decisions
• Early access to new features
• Direct line to the development team

⚡ Unlimited API Access:

• Unlimited API calls (stock prices, market data)
• Real-time quote data
• Historical ticker data (JSON format)
• No rate limits or throttling

💰 Save $40/year (2 months free!)

Corporate Ecosystem

View Plan

Join the Founders Club

View Plan

Code Supporter

$50/year

$60/year if paid monthly

I use the NPM packages and I support open source technologies.

💰 Save $10/year (2 months free!)

Popular

Universal Data Engine

$200/year

$240/year if paid monthly

Don't write parsers. Push any raw broker data to our endpoint, and let our engine normalize it for you.

⚡ Universal Data Engine:

Don't write parsers. Push any raw broker data to our endpoint, and let our engine normalize it for you.

🚀 Developer Benefits:

• Priority access to the Roadmap & Insider Discord
• Influence product development decisions
• Early access to new features
• Direct line to the development team

⚡ Unlimited API Access:

• Unlimited API calls (stock prices, market data)
• Real-time quote data
• Historical ticker data (JSON format)
• No rate limits or throttling

💰 Save $40/year (2 months free!)

Corporate Ecosystem

$1,000/year

$1,200/year if paid monthly

White Label Portal for Financial Advisors & Wealth Managers. Enterprise-grade portfolio analytics and client reporting.

🏢 White Label Features:

• Custom branded client dashboard
• White label PDF portfolio reports
• Firm logo integration
• Client-facing portal with your branding

⚡ Corporate Perks:

• Unlimited API calls (stock prices, market data)
• Advanced analytics (sector breakdown, portfolio risk, rebalancing)
• Priority support & onboarding
• Your logo on our README
• Early access to new features

✅ Sovereign Sync: Google Drive as Database (2 Seats)

Need more? Add seats for $50/mo.

💰 Save $200/year (2 months free!)

UK FOUNDER'S CLUB

Per month or per year — cancel anytime

£12/moor£100/yr

Save vs monthly with annual (billed yearly)

You are not tied to a specific broker. Switch brokerages freely; your data history stays here.

✓Unlimited API calls forever
✓Priority Discord access
✓Permanent "Founder" badge
✓Early access to new features
✓Advanced Analytics: Sector breakdown, portfolio risk (Beta), and rebalancing alerts
✓🏢 White Label Portfolio Reports: Generate professional branded PDF reports with your firm logo - same value as Corporate License

✅ Sovereign Sync: Google Drive as Database (1 Seat)

Need more? Add seats for £50/mo.

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openportfolio.co.uk — Open Portfolio.ArchitectureSovereign StackLocal-FirstFor advisors & wealth managers →

Verified Importers

Trade Republic CSV Importer
Interactive Brokers (IBKR) Importer
All broker importers →

Product

Sovereign Sync
Founders Club
For Advisors
Google Sheets Add-on
Portfolio Tracker
No Subscription Deal

Community

🟢X: Daily Research @ 18:00
LinkedIn
CoderLegion
Dev.to
GitHub
Discord
1EO Certified

Partners

Design challenge
Tier 1 design partner
Board of investors (BIP)
For developers & infrastructure →

Market Data

Browse Stocks (A-Z)
Browse Crypto
Global ETF List
Trending Assets
JSON API Directory
Insider Trading Data

Free Tools

JSON API Hub
Risk CalculatorNew
Track Stock Risk (15K+ Pages)
Google Sheets Formula
Advisor Report Generator
Tax Converter

Resources

Press Kit
Books
Blog
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Documentation
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Pocket Portfolio.

Join the Founders Club

Professional-grade portfolio tracking, risk analysis, and client reporting tools for wealth managers and financial advisors. Sovereign data architecture meets enterprise needs.

Discovery Partner

Special thanks to WebOne for curating Pocket Portfolio as a featured Local-First utility in their 1EO Trust Library.

Review on WebOne →

Code Supporter

View Plan

Popular

Universal Data Engine

$200/year

Don't write parsers. Push any raw broker data to our endpoint, and let our engine normalize it for you.

$240/year if paid monthly

⚡ Universal Data Engine:

Don't write parsers. Push any raw broker data to our endpoint, and let our engine normalize it for you.

🚀 Developer Benefits:

• Priority access to the Roadmap & Insider Discord
• Influence product development decisions
• Early access to new features
• Direct line to the development team

⚡ Unlimited API Access:

• Unlimited API calls (stock prices, market data)
• Real-time quote data
• Historical ticker data (JSON format)
• No rate limits or throttling

💰 Save $40/year (2 months free!)

Corporate Ecosystem

View Plan

Join the Founders Club

View Plan

Code Supporter

$50/year

$60/year if paid monthly

I use the NPM packages and I support open source technologies.

💰 Save $10/year (2 months free!)

Popular

Universal Data Engine

$200/year

$240/year if paid monthly

Don't write parsers. Push any raw broker data to our endpoint, and let our engine normalize it for you.

⚡ Universal Data Engine:

Don't write parsers. Push any raw broker data to our endpoint, and let our engine normalize it for you.

🚀 Developer Benefits:

• Priority access to the Roadmap & Insider Discord
• Influence product development decisions
• Early access to new features
• Direct line to the development team

⚡ Unlimited API Access:

• Unlimited API calls (stock prices, market data)
• Real-time quote data
• Historical ticker data (JSON format)
• No rate limits or throttling

💰 Save $40/year (2 months free!)

Corporate Ecosystem

$1,000/year

$1,200/year if paid monthly

White Label Portal for Financial Advisors & Wealth Managers. Enterprise-grade portfolio analytics and client reporting.

🏢 White Label Features:

• Custom branded client dashboard
• White label PDF portfolio reports
• Firm logo integration
• Client-facing portal with your branding

⚡ Corporate Perks:

• Unlimited API calls (stock prices, market data)
• Advanced analytics (sector breakdown, portfolio risk, rebalancing)
• Priority support & onboarding
• Your logo on our README
• Early access to new features

✅ Sovereign Sync: Google Drive as Database (2 Seats)

Need more? Add seats for $50/mo.

💰 Save $200/year (2 months free!)

UK FOUNDER'S CLUB

Per month or per year — cancel anytime

£12/moor£100/yr

Save vs monthly with annual (billed yearly)

You are not tied to a specific broker. Switch brokerages freely; your data history stays here.

✓Unlimited API calls forever
✓Priority Discord access
✓Permanent "Founder" badge
✓Early access to new features
✓Advanced Analytics: Sector breakdown, portfolio risk (Beta), and rebalancing alerts
✓🏢 White Label Portfolio Reports: Generate professional branded PDF reports with your firm logo - same value as Corporate License

✅ Sovereign Sync: Google Drive as Database (1 Seat)

Need more? Add seats for £50/mo.