The Quantfolio Webhooks API allows you to receive real-time notifications when specific events occur in the Quantfolio Advisory Platform. Instead of continuously polling for changes, webhooks provide an efficient way to stay updated on important events by sending HTTP POST requests to your specified endpoints.

Key Features

• Real-time event notifications - Receive updates immediately when events occur
• Secure payload delivery - HMAC-SHA256 signature validation ensures authenticity
• Flexible event filtering - Subscribe to specific events or use wildcards
• Automatic retry logic - Failed deliveries are retried with exponential backoff
• Custom headers - Add your own headers to webhook requests
• Test endpoint - Verify your webhook configuration before going live

Event Format

Events follow a three-part naming convention: service.object.action

Examples:

• qap.investor.created - An investor was created
• qap.advice_session.completed - An advice session was completed
• qap.advice_session_report.signed - An advice session report was signed
• *.*.created - Subscribe to all creation events (using wildcards)

Webhook Payload Structure

All webhook payloads follow this structure:

{
  "id": "550e8400-e29b-41d4-a716-446655440000",
  "type": "qap.investor.created",
  "time": "2024-01-15T10:30:00.000",
  "object_id": "123e4567-e89b-12d3-a456-426614174000",
  "owner_id": "987fcdeb-51a2-3d4e-b567-890123456789",
  "object_owner_id": "987fcdeb-51a2-3d4e-b567-890123456789",
  "data": {
    "investor_type": "person",
    "investor_name": "John Doe"
  },
  "tenant_code": "{{tenant_slug}}",
  "tenant_id": 0
}