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 |
| Extract portfolio data for a saved analysis view or with a direct query. |
Transactions (Beta) |
| 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 |
| Discover available Addepar attributes. |
Arguments |
| Discover the available Addepar attribute arguments. |
Jobs |
| Submit asynchronous portfolio jobs, monitor the status, and download the results. |
Ownership Graph
Resource Area | Base Route | Description |
---|---|---|
Entities |
| Create and delete entities, as well as retrieve and update entity details. |
Entity Types |
| Discover the available entity types including associated attributes, attributes required for creation, and which attributes are editable. |
Positions |
| Create and delete positions, as well as retrieve and update position details. |
Groups |
| Create and delete groups, as well as retrieve and update group details. |
Admin
Resource Area | Base Route | Description |
---|---|---|
Roles |
| View roles created by your firm, as well as add or remove the users assigned to each role. |
Users |
| View, create, and delete users, update user information, tool permissions, and portfolio access. |
Files |
| Access to files that have been uploaded into the file vault including any reports generated. |
Audit (Beta) |
| Retrieve audit logs. |
Generated Reports (Beta) |
| Access to generated report objects. |
Updated 5 months ago
What's Next
Basic Authentication |