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:
Extract portfolio data for a saved analysis view or with a direct 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.
Discover available Addepar attributes.
Discover the available Addepar attribute arguments.
Submit asynchronous portfolio jobs, monitor the status, and download the results.
Create and delete entities, as well as retrieve and update entity details.
Discover the available entity types including associated attributes, attributes required for creation, and which attributes are editable.
Create and delete positions, as well as retrieve and update position details.
Create and delete groups, as well as retrieve and update group details.
View roles created by your firm, as well as add or remove the users assigned to each role.
View, create, and delete users, update user information, tool permissions, and portfolio access.
Access to files that have been uploaded into the file vault including any reports generated.
Retrieve audit logs.
Generated Reports (Beta)
Access to generated report objects.
Updated 5 months ago