Welcome

Addepar's APIs give you programmatic access to your firm's data, so you can build integrations, automate workflows, and extend the platform on your terms.

Start Building

Core APIs for portfolio data, entity management, and analytics.

Portfolio Data & Analytics

Query positions, run performance analytics, and build views across complex ownership structures.

Explore portfolio APIs →

Entities & Ownership

Create and manage accounts, securities, legal entities, groups, and ownership hierarchies.

View entity guide →

Transactions

Import, query, and reconcile transaction history across portfolios.

View transactions guide →

Benchmarks

Compare performance against market benchmarks and model composite strategies.

View benchmarks guide →

Historical Prices

Retrieve and manage security price history for valuations and analytics.

View pricing guide →

Jobs & Async Operations

Run large computations asynchronously with status tracking and result retrieval.

View jobs guide →

Platform Operations

APIs for user management, reporting, billing, and compliance.

Users & Permissions

Manage firm users, assign roles, organize teams, and control access.

View users guide →

Reports & Documents

Generate portfolio reports, manage uploaded files, and automate delivery.

View reports guide →

Billing & Fees

Configure fee schedules, define rules, and assign billable portfolios.

View billing guide →

Client Portal

Configure client-facing portal views and manage shared access.

View portal guide →

Audit & Compliance

Access audit trails, track changes, and support regulatory requirements.

View audit guide →

Contacts

Manage contact records, relationships, and communication metadata.

View contacts guide →

Quick Reference


Base URL	`https://{firm}.addepar.com/api/v1`
Auth	Bearer token + `Addepar-Firm` header
Format	JSON:API (`application/vnd.api+json`)
Pagination	Cursor-based: `page[cursor]`, `page[limit]`
Environments	Production, Development, Premier Sandbox

curl -X GET "https://examplefirm.addepar.com/api/v1/entities" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Addepar-Firm: YOUR_FIRM_ID" \
  -H "Accept: application/vnd.api+json"

Terms of Use

By using Addepar's Developer Portal, you agree to the most recent version of Addepar's Developer Portal Terms of Use. This agreement outlines your obligations while using Addepar's Developer Portal available at developers.addepar.com.

Quick Reference

Terms of Use

What’s Next