Build your own unique investment tools, models and applications using the Jacobi Software Development Kit (SDK)

Learn how quantitative analysts and developers utilize our Software Development Kit to accelerate the speed of their development, lower technology costs and improve governance.

Why many investment technologies aren't what they seem when it comes to flexibility

Jacobi's co founder, Tony Mackenzie discusses the limitations of investment systems in terms of flexibility, and importance of having access to an SDK to build new functionality and applications into an existing platform. He highlights the benefits of SDKs, including quicker development, lower costs, and better quality results.

Using the SDK, firms can develop:

Graph Scripts

Create custom models and visualizations that can be shared with colleagues and clients, and used in dashboards, applications and reports throughout your platform.

Data Processes

Connect, calculate, transform and automate data to support different use cases. The Jacobi API enables in-app tasks to be performed programmatically and used to connect with 3rd-party and in-house systems.

Applications

Build highly custom workflow tools using Dash or React frameworks while leveraging the entire Jacobi infrastructure and componentry.

Benefits of the Jacobi SDK

Prioritize tools you develop in-house

Free up time to focus on highly custom, value-add tools by utilizing Jacobi’s out-of-the-box functionality for standard investment analytics, displays and workflows.

A stronger data foundation

Improve data consistency and benefit from a scalable data model that combines investment-oriented objects with highly flexible ‘Jacobi Tables’ for unique data sets.

Extensive user controls

Leverage a wide range of Jacobi user controls and interfaces to simplify, standardize and accelerate the coding process and improve the experience for end users.

Use your preferred libraries

Use your preferred Python libraries for mathematical and modelling calculations, Plotly data visualizations and displays, as well as Dash and React application templates.

Govern and control tool deployment

Deploy tools via a command line interface, integrated into your existing continuous integration/development processes. Utilize separate testing/staging and production environments.

Reap the full Jacobi benefit

Use your custom tools throughout the platform, such as in reports, dashboards and workspaces, combined in scalable cloud infrastructure with extensive security and user permissioning.

No longer a ‘build vs buy’ decision

Capture the benefits of both internally and externally built approaches. Jacobi’s highly scalable infrastructure is designed solely for investment organizations and by integrating your unique tools and models, preserve and enhance your competitive edge.

Example Use Cases

Portfolio optimization

A custom application for portfolio optimization, augmenting a Black Litterman approach.

Asset & liability management (ALM)

Graph scripts for custom calculations and visualisations of ALM and liability-driven investment analytics.

Model portfolio management

A custom application to manage a large number of model portfolio ranges, distributing those to wealth managers and advisors with task management features.

ESG data integration and enrichment

Graph scripts to enrich, analyze and aggregate issuer-level ESG data, embedded into portfolio construction and monitoring processes.

Endownment spending model

A custom application for modelling endowment spending, combining cash flow and stochastic analysis, incorporating unique private assets.

Portfolio FX hedging

A custom application to monitor and calculate FX hedging across a suite of multi-asset funds.

Getting Started

Jacobi investment engineers help to train SDK users in your organization, supplemented by extensive training resources and technical documentation. SDK users are typically quantitative analysts or software engineers familiar with coding using Python (or other languages). For clients with limited coding and quantitative resources, Jacobi engineers are also on hand to perform custom services.