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9Squid is a structured finance platform for originators and investors. The API gives you programmatic control over the full deal lifecycle — from loan tape ingestion and eligibility validation through deal structuring, secondary market activity, and portfolio analytics.

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What can you build?

Originator Workflows

Submit loan tapes, run eligibility checks, manage pools, and track deals through review and approval

Investor Workflows

Browse the deal marketplace, allocate to tranches, and monitor portfolio performance in real time

Event-Driven Integrations

React to platform events — deal approvals, trade settlements, SC completions — via webhooks

Analytics & Reporting

Run ALM analysis including duration, convexity, NII sensitivity, and stress testing on any deal

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Quickstart

1. Get a Token

Contact support@9squid.com to obtain your Bearer token. All API requests require it.

2. Create a Deal

Initiate a loan tape upload, push your CSV or XLSX, and submit the deal for review in three API calls

3. Run Selection Criteria

Validate your deal against underwriting eligibility rules and inspect any exceptions

4. Explore the Reference

Browse all ~40 endpoints with full request schemas, response shapes, and live try-it-out

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Recipes

Step-by-step guides for common integration patterns.

Create a Deal

Initiate → Upload → Complete. Full originator loan tape submission flow with status lifecycle

Run Selection Criteria

Trigger an eligibility run, fetch results per deal, and drill into exception detail

Bulk Loan Upload

Submit multiple loan tapes in one job — per-deal upload URLs with independent status tracking

ALM Analytics

Run duration, convexity, NII sensitivity, EVE, VaR, and stress tests on any deal

Pool Analytics

Inspect aggregate pool statistics — weighted averages, delinquency breakdown, geographic distribution

Investor Deal Subscription

Browse the marketplace, submit IOI, commit to a subscription, and track allocation status

Investor Portfolio Reports

Fetch current holdings, trade history, tranche performance metrics, and pool analytics

Webhooks

Subscribe, verify signatures, replay failed deliveries — full event-driven integration guide

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Base URL

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Authentication

All requests require a Bearer token in the Authorization header.
To obtain a token, contact support@9squid.com.

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Rate Limits

The API enforces a limit of 100 requests per 60 seconds per token. Every response includes rate limit headers so you can monitor your usage:
When the limit is exceeded the API returns 429 Too Many Requests with a Retry-After header. Wait for the specified duration before retrying. See the Error Handling guide for a retry strategy.

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Standard Response Format

Every response — success or error — follows the same envelope. Success
Error
Common status codes:

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Role-Based Access

Your token is scoped to a role. Calling an endpoint outside your role returns 403 Forbidden.

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Recent Releases

Platform API Gateway

Unified entry point for all Originator and Investor workflows — single base URL, consistent response format

Bulk Loan Tape Upload

Submit multiple loan tapes in one job with per-deal upload URLs and independent status tracking

Webhooks

Subscribe to real-time platform events — deal updates, loan approvals, trade settlements, SC completions

Investor Portfolio Reports

Holdings, trade history, tranche performance analytics, and pool metrics in a single endpoint

ALM Analytics

TCT Risk ALM analysis — duration, convexity, NII sensitivity, and stress testing on any deal

Deal Room Documents

Generic document upload supporting W9 forms, with additional document types coming soon

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Support