Attributes
Attributes are qualitative and quantitative details you can use to organize and analyze data in Addepar. Use the Attributes API to discover the Addepar attributes available to your firm.
Read more about Addepar attributes here.
| Base Route | /v1/attributes |
| Endpoints | GET /v1/attributes /v1/attributes/:id /v1/attributes/:id/relationships/arguments /v1/attributes/:id/arguments POST /v1/attributes/query |
| Produces | JSON |
| Pagination | Yes |
| Application Permissions Required | "API Access: Create, edit, and delete" is required to retrieve available attributes. |
| OAuth Scopes | PORTFOLIO |
Resource Overview
Attributes are described by the below resource object attributes and will appear in successful GET & POST responses.
| Attribute | Description | Example |
|---|---|---|
output_type | The output type of the attribute. String. | "Percent" |
usage | Applicability of attribute. [String.]. See "Usage" below. | ["groupings", "columns"] |
display_name | Display name of the attribute. String. | "TWR" |
category | Usage category for the attribute. String. | "Performance Metrics" |
created_at | Not editable and can't be passed in. String. Note: creation dates are unreliable for attributes modified before September 22, 2023. Previously, a bug updated both created_at and modified_at when editing an attribute. | "2023-07-28T02:24:30Z" |
modified_at | Not editable and can't be passed in. String. | "2023-07-30T10:43:21Z" |
Usage
| Usage | Description |
|---|---|
columns | Can be used in portfolio columns. |
groupings | Can be used in portfolio groupings. |
filters | Can be used to portfolio filters. |
position_custom_attributes | Can be applied at the position level and will appear under additional attributes in the application. |
entity_custom_attributes | Can be applied at the entity level and will appear under additional attributes in the application. These can also be applied to groups unless otherwise noted. |
entity_attributes | Can be applied at the entity level and will appear under the entities' attributes in the application. |
Relationships
| Relationship | Description |
|---|---|
arguments | Possible settings that can be applied to each instance of an attribute. |
"relationships": {
"arguments": {
"links": {
"self": "/v1/attributes/value/relationships/arguments",
"related": "/v1/attributes/value/arguments"
},
"data": [{
"type": "arguments",
"id": "time_point"
},{
"type": "arguments",
"id": "adjusted"
},
{
"type": "arguments",
"id": "accrued"
},
{
"type": "arguments",
"id": "currency"
}
]
}
}
Get All Attributes
Retrieves all attributes available to the user.
GET v1/attributes
Example:
GET https://examplefirm.addepar.com/api/v1/attributes
HTTP/1.1 200
{
"data": [
{
"id": "time_weighted_return",
"type": "attributes",
"attributes": {
"output_type": "Percent",
"usage": [
"groupings",
"columns",
"filters"
],
"display_name": "TWR",
"category": "Performance Metrics",
"created_at": "2023-07-28T02:24:30Z",
"modified_at": "2023-07-30T10:43:21Z"
},
"relationships": {
"arguments": {
"links": {
"self": "/v1/attributes/time_weighted_return/relationships/arguments",
"related": "/v1/attributes/time_weighted_return/arguments"
},
"data": [{
"type": "arguments",
"id": "period"
},
{
"type": "arguments",
"id": "bucketed"
},
{
"type": "arguments",
"id": "adjusted"
},
{
"type": "arguments",
"id": "accrued"
},
{
"type": "arguments",
"id": "currency"
},
{
"type": "arguments",
"id": "annualized_default_false"
}
]
}
},
"links": {
"self": "/v1/attributes/time_weighted_return"
}
},
{
"id": "value",
"type": "attributes",
"attributes": {
"output_type": "Number",
"usage": [
"groupings",
"columns",
"filters"
],
"display_name": "Value",
"category": "Holding Details",
"created_at": "2023-07-28T02:24:30Z",
"modified_at": "2023-07-30T10:43:21Z"
},
"relationships": {
"arguments": {
"links": {
"self": "/v1/attributes/value/relationships/arguments",
"related": "/v1/attributes/value/arguments"
},
"data": [{
"type": "arguments",
"id": "time_point"
},{
"type": "arguments",
"id": "adjusted"
},
{
"type": "arguments",
"id": "accrued"
},
{
"type": "arguments",
"id": "currency"
}
]
}
},
"links": {
"self": "/v1/attributes/value"
}
},
{
"id": "_custom_boolean_custom_1_419",
"type": "attributes",
"attributes": {
"output_type": "Boolean",
"usage": [
"entity_custom_attributes",
"groupings",
"columns",
"position_custom_attributes",
"filters"
],
"display_name": "Boolean Custom 1",
"category": "Custom",
"created_at": "2023-07-28T02:24:30Z",
"modified_at": "2023-07-30T10:43:21Z"
},
"relationships": {
"arguments": {
"links": {
"self": "/v1/attributes/_custom_boolean_custom_1_419/relationships/arguments",
"related": "/v1/attributes/_custom_boolean_custom_1_419/arguments"
},
"data": []
}
},
"links": {
"self": "/v1/attributes/_custom_boolean_custom_1_419"
}
}
],
"included": [],
"links": {
"next": null
}
}
Optional Query Parameters:
filter[category]:Cash Flows,Security Details,Holding Details, etc.filter[usage]: One ofcolumns,groupings,filters,positon_custom_attributes,entity_custom_attributes,entity_attributes.filter[output_type]: One ofWord,Boolean,Percent, Date,Currency,List,Number.
Response Codes:
200 OK: Success403 Forbidden: User lacks API permission or has not granted the appropriate scope
Get Attribute By ID
Retrieves the attribute with the given ID.
GET /v1/attributes/:id
Example:
GET https://examplefirm.addepar.com/api/v1/attributes/time_weighted_return
HTTP/1.1 200
{
"data": {
"id": "time_weighted_return",
"type": "attributes",
"attributes": {
"output_type": "Percent",
"usage": [
"groupings",
"columns"
],
"display_name": "TWR",
"category": "Performance Metrics",
"created_at": "2023-07-28T02:24:30Z",
"modified_at": "2023-07-30T10:43:21Z"
},
"relationships": {
"arguments": {
"links": {
"self": "/v1/attributes/time_weighted_return/relationships/arguments",
"related": "/v1/attributes/time_weighted_return/arguments"
},
"data": [{
"type": "arguments",
"id": "period"
},
{
"type": "arguments",
"id": "excluded_fee_types"
},
{
"type": "arguments",
"id": "bucketed"
},
{
"type": "arguments",
"id": "adjusted"
},
{
"type": "arguments",
"id": "accrued"
},
{
"type": "arguments",
"id": "currency"
},
{
"type": "arguments",
"id": "annualized_default_false"
}
]
}
},
"links": {
"self": "/v1/attributes/time_weighted_return"
}
},
"included": []
}
Response Codes:
200 OK: Success403 Forbidden: User lacks API permission or has not granted the appropriate scope404 Not Found: Attribute does not exist
Query By Multiple Attribute Keys
Retrieves all attributes with matching attribute keys.
POST /v1/attributes/query
POST https://examplefirm.addepar.com/api/v1/attributes/query
{
"data" : {
"type" : "attribute_search",
"attributes" : {
"attribute_keys" : [
"account_fees",
"account_number",
"_custom_automatic_conversion_minimum_amount_406"
]
}
}
}
HTTP/1.1 200
{
"data" : [
{
"id" : "account_fees",
"type" : "attributes",
"attributes" : {
"output_type" : "Word",
"spec_id" : 222,
"usage" : [
"filters"
],
"created_at" : "2014-08-07T22:13:37Z",
"display_name" : "Account Fees",
"category" : "Cash Flows",
"modified_at" : "2014-08-07T22:13:37Z"
},
"relationships" : {
"arguments" : {
"links" : {
"self" : "/v1/attributes/account_fees/relationships/arguments",
"related" : "/v1/attributes/account_fees/arguments"
},
"data" : []
}
},
"links" : {
"self" : "/v1/attributes/account_fees"
}
},
{
"id" : "account_number",
"type" : "attributes",
"attributes" : {
"output_type" : "Word",
"spec_id" : 223,
"usage" : [
"entity_attributes",
"filters"
],
"created_at" : "2014-08-07T22:13:37Z",
"display_name" : "Account Number",
"category" : "Account Details",
"modified_at" : "2014-08-07T22:13:37Z"
},
"relationships" : {
"arguments" : {
"links" : {
"self" : "/v1/attributes/account_number/relationships/arguments",
"related" : "/v1/attributes/account_number/arguments"
},
"data" : []
}
},
"links" : {
"self" : "/v1/attributes/account_number"
}
},
{
"id" : "_custom_automatic_conversion_minimum_amount_406",
"type" : "attributes",
"attributes" : {
"output_type" : "Number",
"spec_id" : 406,
"usage" : [
"entity_custom_attributes",
"groupings",
"columns",
"position_custom_attributes",
"filters"
],
"created_at" : "2014-08-07T23:39:06Z",
"display_name" : "Automatic Conversion Minimum Amount",
"category" : "Uncategorized",
"modified_at" : "2014-08-07T23:39:06Z"
},
"relationships" : {
"arguments" : {
"links" : {
"self" : "/v1/attributes/_custom_automatic_conversion_minimum_amount_406/relationships/arguments",
"related" : "/v1/attributes/_custom_automatic_conversion_minimum_amount_406/arguments"
},
"data" : []
}
},
"links" : {
"self" : "/v1/attributes/_custom_automatic_conversion_minimum_amount_406"
}
}
],
"included" : [],
"links" : {
"prev" : null,
"next" : null
}
}
Response Codes:
200 OK: Success400 Bad Request: Invalid payload403 Forbidden: User lacks API permission or has not granted the appropriate scope
Get Arguments For Attribute
Retrieves the list of argument ids associated with the given attribute ID.
GET v1/attributes/:id/relationships/arguments
Example:
GET https://examplefirm.addepar.com/api/v1/attributes/time_weighted_return/relationships/arguments
HTTP/1.1 200
{
"data": [{
"id": "period",
"type": "arguments"
},
{
"id": "excluded_fee_types",
"type": "arguments"
},
{
"id": "bucketed",
"type": "arguments"
},
{
"id": "adjusted",
"type": "arguments"
},
{
"id": "accrued",
"type": "arguments"
},
{
"id": "currency",
"type": "arguments"
},
{
"id": "annualized_default_false",
"type": "arguments"
}
]
}
Responses:
200 OK: Success403 Forbidden: User lacks API permission or has not granted the appropriate scope404 Not Found: Attribute does not exist
Get Argument Objects For Attribute
Retrieves the list of arguments associated with the given attribute ID.
GET /v1/attributes/:id/arguments
Example:
GET https://examplefirm.addepar.com/api/v1/attributes/cost_basis/arguments
HTTP/1.1 200
{
"data": [
{
"id": "cost_basis_type",
"type": "arguments",
"attributes": {
"values": [
"ORIGINAL",
"ADJUSTED",
"CALCULATED_ADJUSTED",
"CALCULATED_ADJUSTED_AMORTIZATION_ONLY",
"CALCULATED_ADJUSTED_ACCRETION_ONLY"
],
"default_value": "ORIGINAL",
"arg_type": "discrete"
},
"links": {
"self": "/v1/arguments/cost_basis_type"
}
},
{
"id": "currency",
"type": "arguments",
"attributes": {
"values": [
"NATIVE_CURRENCY",
"REF_CURRENCY",
"USD",
"EUR",
"GBP",
"AED",
"AFN",
"ALL",
"AMD",
"ANG",
"AOA",
"ARS",
"ATS",
"AUD",
"AWG",
"AZN",
"BAM",
"BBD",
"BDT",
"BEF",
"BGN",
"BHD",
"BIF",
"BMD",
"BND",
"BOB",
"BOV",
"BRL",
"BSD",
"BTC",
"BTN",
"BWP",
"BYN",
"BYR",
"BZD",
"CAD",
"CDF",
"CHF",
"CLF",
"CLP",
"CNH",
"CNY",
"COP",
"CRC",
"CUC",
"CUP",
"CYP",
"CVE",
"CZK",
"DEM",
"DJF",
"DKK",
"DOP",
"DZD",
"EEK",
"EGP",
"ERN",
"ESP",
"ETB",
"ETH",
"FIM",
"FJD",
"FRF",
"GEL",
"GGP",
"GHC",
"GHS",
"GIP",
"GMD",
"GNF",
"GRD",
"GTQ",
"GYD",
"HKD",
"HNL",
"HRK",
"HTG",
"HUF",
"IDR",
"IEP",
"ILS",
"IMP",
"INR",
"IQD",
"IRR",
"ISK",
"ITL",
"JEP",
"JMD",
"JOD",
"JPY",
"KES",
"KGS",
"KHR",
"KMF",
"KPW",
"KRW",
"KWD",
"KYD",
"KZT",
"LAK",
"LBP",
"LKR",
"LRD",
"LSL",
"LTC",
"LTL",
"LVL",
"LUF",
"LYD",
"MAD",
"MDL",
"MGA",
"MKD",
"MMK",
"MNT",
"MOP",
"MRO",
"MRU",
"MTL",
"MUR",
"MVQ",
"MVR",
"MWK",
"MXN",
"MXP",
"MXV",
"MYR",
"MZN",
"NAD",
"NGN",
"NIO",
"NLG",
"NOK",
"NPR",
"NZD",
"OMR",
"PAB",
"PEN",
"PGK",
"PHP",
"PKR",
"PLN",
"PTE",
"PYG",
"QAR",
"RON",
"RSD",
"RUB",
"RWF",
"SAR",
"SBD",
"SCR",
"SDG",
"SEK",
"SGD",
"SHP",
"SIT",
"SKK",
"SLL",
"SOS",
"SRD",
"STD",
"SVC",
"SYP",
"SZL",
"THB",
"TJS",
"TMT",
"TND",
"TOP",
"TRL",
"TRY",
"TTD",
"TVD",
"TWD",
"TZS",
"UAH",
"UGX",
"UYI",
"UYU",
"UZS",
"VEB",
"VEF",
"VND",
"VUV",
"WST",
"XAU",
"XCD",
"XEU",
"XOF",
"XRP",
"XPF",
"YER",
"YUD",
"ZAR",
"ZMK",
"ZMW",
"ZWD",
"ZWL"
],
"default_value": null,
"arg_type": "discrete"
},
"links": {
"self": "/v1/arguments/currency"
}
},
{
"id": "excluding_fees",
"type": "arguments",
"attributes": {
"values": [
true,
false
],
"default_value": false,
"arg_type": "boolean"
},
"links": {
"self": "/v1/arguments/excluding_fees"
}
},
{
"id": "rollups_ignore_dashes",
"type": "arguments",
"attributes": {
"values": [
true,
false
],
"default_value": false,
"arg_type": "boolean"
},
"links": {
"self": "/v1/arguments/rollups_ignore_dashes"
}
},
{
"id": "time_point",
"type": "arguments",
"attributes": {
"default_value": "current",
"arg_type": "time_point"
},
"links": {
"self": "/v1/arguments/time_point"
}
}
],
"included": [],
"links": {
"next": null
}
}
Response Codes:
200 OK: Success403 Forbidden: User lacks API permission or has not granted the appropriate scope404 Not Found: Attribute does not exist
Updated 8 months ago