Release 2.172
over 4 years ago by Steven Lamb
Programmatically access portfolio data with the Portfolio Query API.
Use the Portfolio Query API to make dynamic portfolio requests that extend the flexibility of your Addepar integrations. The /v1/portfolio/query endpoint allows for portfolio data to be queried real-time or asynchronously without configuring a view. For example, an end-user can toggle between raw or adjusted value, and the request will update accordingly.
Use the new Entity Types API to retrieve entity information.
The new Entity Types API can be used alongside the existing Entities API to more easily create and edit entities. The /v1/entity_types endpoint can be used to discover entity types and associated attributes, including which attributes are required to create the entity as well as which attributes may be edited.