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A Noonum strategy turns an investment thesis into a ranked list of companies. These guides walk through building, iterating on, analyzing, and integrating strategies, ordered from your first strategy to a full integration. All examples target the REST base URL https://api.noonum.ai/v2 or the MCP server at https://api.noonum.ai/v1/mcp, and carry an Authorization: Bearer <token> header, where <token> is your Noonum API key. If you are starting out, see the Quickstart and Authentication.

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Guides

  • Build a strategy: turn an investment thesis into a ranked list of companies, from objective to submission to refinement. Every step maps to a REST endpoint and an MCP tool.
  • Iterate and refine a strategy: a Python workflow to enhance the objective, exclude unwanted companies, re-submit, and generate historical results.
  • Analyze and compare strategies: work with existing strategies. View holdings, find outliers, compare, refine, and export them via the REST API or MCP server.
  • End-to-end REST integration: a working tutorial with curl and Python side by side. Authenticate, use a public strategy from the catalog (GET /strategies?scope=public) or build your own, fetch holdings, and run a backtest.
To connect an AI agent, see MCP Client Setup to point Claude, Cursor, or another client at the Noonum MCP server.

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Need an API key?

The Noonum team provisions API keys. See Authentication to request one.