Get ISA trends for the specified date range or default lookback period
Args: request: FastAPI request object start_date: Optional start date in DD-MM-YY format end_date: Optional end date in DD-MM-YY format
Returns: ISA trend information
The Financial Analytics API provides comprehensive data analysis and insights for ISA investments and trading behavior. This powerful platform enables financial institutions, advisors, and analysts to access detailed metrics, trends, and recommendations through a simple, consistent REST API.
Access detailed analytics on Individual Savings Accounts (ISAs) including:
Comprehensive trading data analysis including:
All API requests require authentication using an API key which should be passed as a query parameter:
GET /isa/summary?api_key=your_api_keyContact our team to obtain your API key and access credentials.
Our API offers different tiers of access:
All responses are returned in JSON format and follow a consistent structure:
{
"timestamp": "2024-03-20T12:00:00Z",
"data": {
// Response data specific to the endpoint
}
}The API uses standard HTTP status codes to indicate the success or failure of requests:
Error responses include detailed information to help troubleshoot the issue:
{
"timestamp": "2024-03-20T12:00:00Z",
"error": "Validation Error",
"detail": "Invalid parameter: start_date must be in DD-MM-YY format"
}The API uses a semantic versioning system (Major.Minor.Patch). The current version is 2.1.3.
This module provides analysis of ISA customer behavior patterns, including:
{
"timestamp": "2024-03-20T12:00:00Z",
"data": {
"date_range": "2024-02-24 to 2024-03-24",
"total_isa_types": 2,
"isa_type_statistics": [
{
"isa_type": "Cash ISA",
"percentage": 65.5,
"average_initial_deposit": 4200.0,
"average_monthly_deposit": 225.0,
"average_interest_rate": 3.95,
"average_final_amount": 13500.0,
"most_common_provider": "Halifax",
"most_common_age_group": "45-54",
"provider_distribution": {
"Halifax": 38.5,
"Moneybox": 27.3,
"Nutmeg": 16.7,
"Vanguard": 10.8,
"Other": 6.7
}
},
{
"isa_type": "Stocks & Shares ISA",
"percentage": 34.5,
"average_initial_deposit": 5200.0,
"average_monthly_deposit": 345.0,
"average_interest_rate": 0,
"average_final_amount": 16500.0,
"most_common_provider": "Vanguard",
"most_common_age_group": "35-44",
"provider_distribution": {
"Vanguard": 42.5,
"Nutmeg": 32.3,
"Moneybox": 18.7,
"Halifax": 4.8,
"Other": 1.7
}
}
]
}
}{
"status": "success",
"timestamp": "2024-03-20T12:00:00Z",
"data": {
"period": "30d",
"total_records": 1000,
"most_popular_provider": "Bank A",
"fastest_growing_provider": "Bank C",
"most_popular_age_group": "25-34",
"average_initial_deposit": 5000.0,
"average_monthly_deposit": 300.0,
"average_interest_rate": 3.5,
"provider_trends": [
{
"provider": "Bank A",
"growth_rate": 5.2,
"customer_count": 300,
"market_share": 30.0
}
]
}
}The ISA Type endpoint provides insights into customer preferences for different ISA products:
curl -i -X GET \
'https://docs.tfe.ai/_mock/openapi/ISA/trends?end_date=string&start_date=string' \
-H 'X-API-Key: YOUR_API_KEY_HERE'curl -i -X GET \
'https://docs.tfe.ai/_mock/openapi/ISA/isa-type?provider=string' \
-H 'X-API-Key: YOUR_API_KEY_HERE'{ "status": "success", "message": "ISA type breakdown retrieved successfully", "timestamp": "2023-06-01T12:00:00Z", "data": { "date_range": "01-01-24 to 01-02-24", "isa_type": [ … ] } }