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 |
| Developer |
Tingsong Xu |
| Cron 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