Fundstrat Direct API integration services (research feed & OpenData export)

Authenticated research feed

Map the app's login flow to an OAuth-style token exchange. Once authorized under a paid subscription, we expose /research/feed, /research/article/{id}, and /research/search, returning Macro Minute entries, sector reports, and FlashInsights with author, publish-time, and ticker tags. Use case: nightly ingest into an internal research knowledge base.

Curated stock-list API

The "Granny Shots" and "SMID Granny Shots" lists, Tactical Trades, and thematic baskets are exposed as structured rows (ticker, add_date, thesis, sector, conviction). Use case: a model-portfolio rebalancer pulls list deltas every morning and rebalances a client sleeve.

Crypto picks & digital-assets stream

Daily crypto reports, token picks, target ranges, and strategy notes surfaced via /crypto/picks and /crypto/daily. Use case: a CeFi platform enriches its in-app "Today's view" tab with institutional-style commentary without replicating research in-house.

FlashInsight webhook

Instead of polling, we forward every FlashInsight push to your HTTPS endpoint with a signed payload (HMAC-SHA256). Use case: a trading-desk Slack bot that pages the team within seconds of Tom Lee's published reaction to a Fed event or a CPI print.

Technical analysis by ticker

Live technical analysis is addressable as /technicals/{ticker}, returning support/resistance levels, moving averages, and commentary blocks. Use case: a brokerage stock-detail page that shows third-party technical notes next to the chart.

Webinar and event metadata

Monthly webinars and the Fundstrat Annual Forum are exposed as events with title, speaker, start-time, and the replay URL once available. Use case: automatic calendar population and post-event transcript ingestion.

1. RIA research digest

A registered investment advisor subscribes at the Pro tier and wants every Macro Minute and FlashInsight copied into a client-facing "Morning Brief". We consume /research/feed?since=, template the output, and post to the RIA's CRM — preserving the Fundstrat attribution, the published time, and the long-tail ticker references for "Fundstrat Direct Tom Lee research export".

2. Portfolio-manager list mirror

A systematic fund mirrors the Granny Shots list into its internal OMS. Our connector polls /stock-lists/granny-shots, diffs the response, and emits list.added/list.removed events onto an internal Kafka topic. This maps cleanly onto the OpenFinance concept of watchlist portability.

3. Crypto neobank enrichment

A crypto-first neobank wants Fundstrat-branded commentary on its token detail pages. We deliver /crypto/picks responses, signed with a HMAC, into the neobank's content service, which renders them next to the price chart — an explicit OpenData sync between a research app and a consumer product.

4. Compliance audit pipeline

A multi-family office needs a durable log of every piece of research its portfolio managers acted on. Our FlashInsight webhook writes signed payloads into an append-only S3 bucket with object-lock enabled, producing a tamper-evident audit trail that matches internal compliance policy.

5. Dashboard / BI integration

A data team loads Macro Minute metadata, stock-list deltas, and crypto reports into Snowflake via Fivetran-style connector patterns, then builds a Looker board measuring research→price-move correlation. This closes the loop between the app's publications and measurable outcomes.

Auth & session bootstrap

POST /api/v1/fsinsight/login
Content-Type: application/json

{
  "email": "user@example.com",
  "password": "***",
  "device_hint": "com.app.fsinsight:android"
}

200 OK
{
  "access_token": "eyJhbGciOi...",
  "refresh_token": "rft_...",
  "expires_in": 3600,
  "entitlements": ["macro", "crypto"],
  "subscription_tier": "fundstrat_pro"
}

Research feed pull

GET /api/v1/fsinsight/research/feed?since=2026-04-01T00:00Z&limit=50
Authorization: Bearer <ACCESS_TOKEN>

200 OK
{
  "items": [
    {
      "id": "mm-20260422-001",
      "type": "macro_minute",
      "published_at": "2026-04-22T11:00:00Z",
      "author": "Tom Lee",
      "title": "4 takeaways from Kevin Warsh hearings",
      "tags": ["macro", "fed"],
      "tickers": ["SPY", "QQQ"],
      "body_html": "..."
    }
  ],
  "next_cursor": "c_778912"
}

FlashInsight webhook delivery

POST https://customer.example.com/fundstrat/flashinsight
X-Signature: sha256=3f2a...b91e   // HMAC over raw body
Content-Type: application/json

{
  "event_id": "fi-26042390121",
  "emitted_at": "2026-04-23T13:04:11Z",
  "headline": "Fed dot-plot reaction: risk-on bias...",
  "impact": ["SPX", "NDX", "BTC"],
  "commentary_ref": "/research/article/fi-26042390121"
}

// Handler must respond 2xx within 5s or we retry with
// exponential backoff (1s, 4s, 16s, 64s) up to 24h.

Error handling & rate limiting

// Retryable
429 Too Many Requests      Retry-After: 30
503 Service Unavailable    backoff 1s/4s/16s

// Non-retryable
401 invalid_token          -> refresh & retry once
403 entitlement_missing    -> surface to user, do not retry
410 content_gone           -> purge from local cache

// Best practice
ETag: "mm-20260422-001-v3"
If-None-Match on re-poll -> 304 Not Modified

Data flow / architecture

The pipeline is intentionally small: Fundstrat Direct mobile client / backend → our ingestion connector (protocol-analyzed, token-aware) → normalization layer → durable storage (Postgres / S3) → your API, webhook bus, or BI warehouse. The connector handles token refresh, rate-limit backoff, and de-duplication; the normalization layer turns HTML research bodies into typed JSON with tickers/tags extracted; delivery is either pull (REST) or push (signed webhook) depending on latency needs.

Market positioning & user profile

Fundstrat Direct targets self-directed retail investors, RIAs, and smaller institutions in the US and English-speaking markets, across Android and iOS. The app is consumed primarily by a professional-adjacent retail audience that follows Tom Lee's macro calls on CNBC and Twitter/X. Our integration clients tend to be the downstream of this audience: wealth platforms, fintech apps, research aggregators, and compliance teams that need the same content in a machine-readable format.

Deliverables checklist

• Protocol and auth-flow report (session bootstrap, token refresh, entitlement model)
• OpenAPI / Swagger specification covering feed, stock-list, crypto-pick, and technical endpoints
• Runnable source for login, research feed, and FlashInsight webhook (Python / Node.js / Go)
• Integration tests, webhook replay fixtures, and rate-limit simulation scripts
• Compliance guidance (SEC Reg BI, FINRA 2210, GDPR/CCPA data handling notes)
• Operations runbook (rotations, retries, dead-letter handling)

Engagement models

Source-code delivery from $300 — we hand over runnable API source and full documentation; payment is made after delivery upon satisfaction. Typical first drop: 5–15 business days.

Pay-per-call API billing — point your client at our hosted endpoint and pay only for the calls you make, no upfront commitment. Ideal for teams that prefer usage-based pricing or want to validate the pipeline before self-hosting.

About the studio

We are an independent technical studio focused on app interface integration and authorized API integration. Our engineers come from banks, payment gateways, market-data vendors, and protocol-analysis backgrounds, and have shipped end-to-end financial APIs under GDPR, SEC, and PCI-adjacent constraints.

• Fintech, digital-banking, insurtech, and cross-border clearing experience
• Enterprise API gateways, security reviews, and SOC 2-style logging
• Custom Python / Node.js / Go SDKs and replay-capable test harnesses
• End-to-end workflow: protocol analysis → build → validation → compliance review

Contact

Ready to bring Fundstrat Direct research into your stack? Send us the target scope (feed export, stock-list mirror, FlashInsight webhook, crypto picks, or all of the above) and the account tier you hold.

Open contact page

Engagement workflow

1. Scope confirmation — which research objects (feed, lists, crypto, technicals) and which delivery mode (pull / webhook / warehouse).
2. Protocol analysis and API design (2–5 business days).
3. Build and internal validation against your sandbox account (3–8 business days).
4. Documentation, code samples, and automated test cases (1–2 business days).
5. Handover: first delivery typically 5–15 business days; webhook hardening and entitlement reviews may extend that window.

FAQ

What do you need from me?

How long does delivery take?

How do you handle compliance?

Do you support crypto picks specifically?