Welcome
Addepar's APIs give you programmatic access to your firm's data, so you can build integrations, automate workflows, and extend the platform on your terms.
Developer Platform
Build on the platform that powers wealth
Connect your systems to Addepar's data infrastructure. Query portfolios, manage entities, run analytics, and automate workflows with production-grade APIs.
Start Building
Core APIs for portfolio data, entity management, and analytics.
Portfolio Data & Analytics
Query positions, run performance analytics, and build views across complex ownership structures.
Explore portfolio APIs →
Entities & Ownership
Create and manage accounts, securities, legal entities, groups, and ownership hierarchies.
View entity guide →
Transactions
Import, query, and reconcile transaction history across portfolios.
View transactions guide →
Benchmarks
Compare performance against market benchmarks and model composite strategies.
View benchmarks guide →
Historical Prices
Retrieve and manage security price history for valuations and analytics.
View pricing guide →
Jobs & Async Operations
Run large computations asynchronously with status tracking and result retrieval.
View jobs guide →
Platform Operations
APIs for user management, reporting, billing, and compliance.
Users & Permissions
Manage firm users, assign roles, organize teams, and control access.
View users guide →
Reports & Documents
Generate portfolio reports, manage uploaded files, and automate delivery.
View reports guide →
Billing & Fees
Configure fee schedules, define rules, and assign billable portfolios.
View billing guide →
Client Portal
Configure client-facing portal views and manage shared access.
View portal guide →
Audit & Compliance
Access audit trails, track changes, and support regulatory requirements.
View audit guide →
Contacts
Manage contact records, relationships, and communication metadata.
View contacts guide →
Quick Reference
| Base URL | https://{firm}.addepar.com/api/v1 |
| Auth | API Key (Basic Auth) or OAuth 2.0 + Addepar-Firm header |
| Format | JSON:API (application/vnd.api+json) |
| Pagination | Cursor-based: page[cursor], page[limit] |
| Environments | Production, Development, Premier Sandbox |
curl -X GET "https://examplefirm.addepar.com/api/v1/entities" \
-u "YOUR_API_KEY:YOUR_API_SECRET" \
-H "Addepar-Firm: YOUR_FIRM_ID" \
-H "Accept: application/vnd.api+json"
Terms of Use
By using Addepar's Developer Portal, you agree to the most recent version of Addepar's Developer Portal Terms of Use. This agreement outlines your obligations while using Addepar's Developer Portal available at developers.addepar.com.
Updated about 12 hours ago
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