Resource Overview

Addepar is an open platform that facilitates the secure exchange of data with other applications or products through a REST API. The API is divided into three workflow categories: Portfolio, Ownership Graph, and Admin.

The Addepar API provides access to data via HTTPS using unique API endpoints, and provides programmatic access to data in JSON:API spec format for the following resources:

Portfolio

Resource Area

Base Route

Description

Portfolio

/v1/portfolio/query

/v1/portfolio/views

Extract portfolio data for a saved analysis view or with a direct query.

Transactions (Beta)

/v1/transactions

/v1/transactions/views

/v1/transactions/query

Create and delete transactions in Addepar, retrieve, and update transaction details.

Extract transaction data from an existing view or a query directly using specific parameters.

Attributes

/v1/attributes

Discover available Addepar attributes.

Arguments

/v1/arguments

Discover the available Addepar attribute arguments.

Jobs

/v1/jobs

Submit asynchronous portfolio jobs, monitor the status, and download the results.

Ownership Graph

Resource Area

Base Route

Description

Entities

/v1/entities

Create and delete entities, as well as retrieve and update entity details.

Entity Types

/v1/entity_types

Discover the available entity types including associated attributes, attributes required for creation, and which attributes are editable.

Positions

/v1/positions

Create and delete positions, as well as retrieve and update position details.

Groups

/v1/groups

Create and delete groups, as well as retrieve and update group details.

Admin

Resource Area

Base Route

Description

Roles

/v1/roles

View roles created by your firm, as well as add or remove the users assigned to each role.

Users

/v1/users

View, create, and delete users, update user information, tool permissions, and portfolio access.

Files

/v1/files

Access to files that have been uploaded into the file vault including any reports generated.

Audit (Beta)

/v1/audit_trail

Retrieve audit logs.

Generated Reports (Beta)

/v1/generated_reports

Access to generated report objects.

Updated 5 months ago



Resource Overview


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