Panoramix is a portfolio management integration that imports investment accounts and holdings with comprehensive account type mapping.
| Attribute | Value |
|---|
| Integration Type | Data Sync (Inbound) |
| Authentication | OAuth 2.0 (Password Grant) + Vendor Token |
| Data Flow | Panoramix → RightCapital |
| Account Types | Investment accounts with holdings |
| Owner | Tingsong Xu |
- Lazy loading - Client search on-demand
- 30-minute token - Refreshed at 29 minutes
- CUSIP matching - Holdings matched by 9-character CUSIP
- Cost basis - Holdings include cost basis tracking
| Panoramix Pattern | RightCapital Subtype |
|---|
401(k), 403(b) | 401(k) |
Contains 529 | 529 Plan |
Contains roth ira | Roth IRA |
Contains sep-ira | SEP IRA |
Contains trust | Trust |
| Default | Taxable |
| Purpose | Path |
|---|
| Get Token | /auth/persistabletoken |
| List/Search Clients | /clients |
| Get Financial Data | /clients/{id}/financialplanning |
| Component | Path |
|---|
| Connector | retail-api/app/Integrations/Panoramix/Connector.php |
| OAuth Provider | retail-api/app/Integrations/Panoramix/OAuth2/Provider.php |
| Integrator | retail-api/app/Integrations/Panoramix/Integrator.php |
| Models | retail-api/app/Integrations/Panoramix/Models/ |
- Orion - Similar investment account integration