# Addepar Developer Portal Documentation > Leverage our suite of APIs and resources to develop new solutions and seamlessly integrate Addepar with your existing financial systems and workflows. ## Guides - [Welcome](https://developers.addepar.com/docs/welcome.md) - [Terms of Use](https://developers.addepar.com/docs/terms-of-use.md) - [Addepar 101](https://developers.addepar.com/docs/about-addepar.md) - [Setup](https://developers.addepar.com/docs/get-setup.md) - [Resource Overview](https://developers.addepar.com/docs/resource-overview.md) - [Access & Authentication](https://developers.addepar.com/docs/basic-authentication.md) - [Addepar Attributes](https://developers.addepar.com/docs/addepar-attributes-1.md) - [OAuth](https://developers.addepar.com/docs/oauth.md) - [Pagination](https://developers.addepar.com/docs/pagination-1.md) - [Rate Limiting](https://developers.addepar.com/docs/rate-limiting-1.md) - [Response Codes](https://developers.addepar.com/docs/response-codes-1.md) - [URLs](https://developers.addepar.com/docs/urls.md) - [Arguments](https://developers.addepar.com/docs/arguments.md) - [Attributes](https://developers.addepar.com/docs/attributes.md) - [Benchmarks](https://developers.addepar.com/docs/benchmarks.md) - [Benchmark Compositions](https://developers.addepar.com/docs/benchmark-compositions.md) - [Imported Benchmark Data](https://developers.addepar.com/docs/imported-benchmark-data.md) - [Benchmark Associations Strategies](https://developers.addepar.com/docs/benchmark-associations-strategies.md) - [Composite Securities](https://developers.addepar.com/docs/composite-securities-limited-access.md) - [Constituent Attributes](https://developers.addepar.com/docs/constituent-attributes.md) - [Derivatives Migration](https://developers.addepar.com/docs/derivatives-migration.md) - [Underlying Assets](https://developers.addepar.com/docs/underlying-assets.md) - [Estimated Returns](https://developers.addepar.com/docs/estimated-returns.md) - [Historical Prices](https://developers.addepar.com/docs/historical-prices.md) - [Jobs](https://developers.addepar.com/docs/jobs.md) - [Batched Jobs (Beta)](https://developers.addepar.com/docs/batched-jobs.md) - [Portfolio](https://developers.addepar.com/docs/portfolio-2.md) - [View List](https://developers.addepar.com/docs/view-list.md) - [View](https://developers.addepar.com/docs/portfolio-views.md) - [Query](https://developers.addepar.com/docs/portfolio-query.md) - [Portfolio Query Builder](https://developers.addepar.com/docs/portfolio-query-builder.md) - [Snapshots](https://developers.addepar.com/docs/snapshots.md) - [Transactions](https://developers.addepar.com/docs/transactions.md) - [View](https://developers.addepar.com/docs/transactions-view.md) - [Query](https://developers.addepar.com/docs/transactions-query.md) - [Transaction Jobs](https://developers.addepar.com/docs/transaction-jobs.md) - [Supported transaction types](https://developers.addepar.com/docs/transaction-types.md) - [Entities](https://developers.addepar.com/docs/entities.md) - [Model Types](https://developers.addepar.com/docs/model-types.md) - [External IDs](https://developers.addepar.com/docs/external-identifiers.md) - [External ID Types](https://developers.addepar.com/docs/external-identifier-types.md) - [Groups](https://developers.addepar.com/docs/groups.md) - [Group Types](https://developers.addepar.com/docs/group-types.md) - [Positions](https://developers.addepar.com/docs/positions.md) - [Fees](https://developers.addepar.com/docs/fee-rules.md) - [Fee Schedules](https://developers.addepar.com/docs/fee-schedules.md) - [Billable Portfolios](https://developers.addepar.com/docs/billing.md) - [Audit](https://developers.addepar.com/docs/audit.md) - [Client Portal](https://developers.addepar.com/docs/client-portal.md) - [Contacts](https://developers.addepar.com/docs/contacts.md) - [Files](https://developers.addepar.com/docs/files.md) - [Generated Reports](https://developers.addepar.com/docs/generated-reports.md) - [Import Tool (beta)](https://developers.addepar.com/docs/import-tool.md) - [Report Generation](https://developers.addepar.com/docs/report-generation.md) - [Report List](https://developers.addepar.com/docs/report-list.md) - [Roles](https://developers.addepar.com/docs/roles.md) - [Target Allocations](https://developers.addepar.com/docs/target-allocations.md) - [Teams](https://developers.addepar.com/docs/teams.md) - [Users](https://developers.addepar.com/docs/users.md) - [View Sets](https://developers.addepar.com/docs/view-sets.md) - [FAQ and Troubleshooting](https://developers.addepar.com/docs/faqs.md) - [Updated Transactions API Endpoints](https://developers.addepar.com/docs/updated-transactions-api-endpoints.md) ## API Reference - [Introduction](https://developers.addepar.com/reference/introduction.md) - [List Entities](https://developers.addepar.com/reference/listentities.md): Retrieve the full list of all entities you have permission to access, as well as all attributes for each entity. Optional parameter(s): - filter[entity_types]: Returns only the type of entity specified. Ignores spaces. To filter multiple entities, format the request as: `filter[entity_types]=VALUE1&filter[entity_types]=VALUE2` - [Delete Entities](https://developers.addepar.com/reference/deleteentities.md): Delete multiple existing entities from your firm. An entity cannot be deleted if it holds other entities. For example, you cannot delete a holding company if it owns a security. - [Create Entity](https://developers.addepar.com/reference/createentity.md) - [Create Entity Query](https://developers.addepar.com/reference/createentitiesquery.md) - [Update Entities](https://developers.addepar.com/reference/updateentities.md): Add, modify, or delete the attributes of an existing entity. Custom attributes can be updated for any entity. Addepar attributes, however, can only be updated for: - clients (PERSON_NODE) - funds (FUND) - managed funds (MANAGED_PARTNERSHIP) - trusts (TRUST) - holding company (HOLDING_COMPANY) - holding account (FINANCIAL_ACCOUNT) Returns all attributes of the updated entity. - [Delete Entity](https://developers.addepar.com/reference/deleteentity.md) - [Get Entity](https://developers.addepar.com/reference/getentity.md) - [Update Entity](https://developers.addepar.com/reference/updateentity.md) - [Get Entity Prices](https://developers.addepar.com/reference/getentityprices.md) - [Create Entity Price](https://developers.addepar.com/reference/createentityprices.md) - [Delete Entity Prices](https://developers.addepar.com/reference/deleteentityprices.md) - [List Entity Types](https://developers.addepar.com/reference/listentitytypes.md): Retrieve the full list of all entities you have permission to access, as well as all attributes for each entity. Optional parameter(s): - filter[entity_types]: Returns only the type of entity specified. Ignores spaces. To filter multiple entities, format the request as: filter[entity_types]=VALUE1&filter[entity_types]=VALUE2 - [Update Entity Types](https://developers.addepar.com/reference/updateentitytypes.md) - [Get Entity Type](https://developers.addepar.com/reference/getentitytype.md) - [List Groups](https://developers.addepar.com/reference/listgroups.md): Retrieve all groups you have access to. Returns attributes for each group, as well as a list of all entities within each group. - [Update Groups](https://developers.addepar.com/reference/updategroups.md): Add, modify, or delete attributes of existing groups. - [Delete Groups](https://developers.addepar.com/reference/deletegroups.md): Deletes multiple existing groups from your firm. Returns an empty response. - [Create Group](https://developers.addepar.com/reference/creategroup.md) - [Create Group Query](https://developers.addepar.com/reference/creategroupsquery.md): For a refined list of results, you can retrieve only groups with a specific display name or group type. - [Delete Group](https://developers.addepar.com/reference/deletegroup.md) - [Get Group](https://developers.addepar.com/reference/getgroup.md) - [Update Group](https://developers.addepar.com/reference/updategroup.md) - [Get Group Child Groups](https://developers.addepar.com/reference/getgroupchildgroups.md) - [Get Group Group Type](https://developers.addepar.com/reference/getgroupgrouptype.md) - [Get Group Members](https://developers.addepar.com/reference/getgroupmembers.md) - [Get Group Child Groups Relationships](https://developers.addepar.com/reference/getgroupchildgroupsrelationships.md) - [Update Group Child Groups Relationships](https://developers.addepar.com/reference/updategroupchildgroupsrelationships.md) - [Add Group Child Groups Relationships](https://developers.addepar.com/reference/addgroupchildgroupsrelationships.md) - [Get Group Group Type Relationships](https://developers.addepar.com/reference/getgroupgrouptyperelationships.md) - [Remove Group Members Relationships](https://developers.addepar.com/reference/removegroupmembersrelationships.md) - [Get Group Members Relationships](https://developers.addepar.com/reference/getgroupmembersrelationships.md) - [Update Group Members Relationships](https://developers.addepar.com/reference/updategroupmembersrelationships.md) - [Add Group Members Relationships](https://developers.addepar.com/reference/addgroupmembersrelationships.md) - [List Group Types](https://developers.addepar.com/reference/listgrouptypes.md): Retrieve all group types for the firm. This route is not paginated. - [Create Group Type](https://developers.addepar.com/reference/creategrouptype.md) - [Delete Group Type](https://developers.addepar.com/reference/deletegrouptype.md) - [Get Group Type](https://developers.addepar.com/reference/getgrouptype.md) - [Update Group Type](https://developers.addepar.com/reference/updategrouptype.md) - [List Users](https://developers.addepar.com/reference/listusers.md): Returns a list of all users for a firm, including user details like name, email, and permissions. - [Create User](https://developers.addepar.com/reference/createuser.md) - [Create User Email Query](https://developers.addepar.com/reference/createusersemailquery.md): Retrieve details for a specific user. - [Create User External User Id Query](https://developers.addepar.com/reference/createusersexternaluseridquery.md): Retrieve details for a specific user. - [Get User Me](https://developers.addepar.com/reference/listusersme.md) - [Delete User](https://developers.addepar.com/reference/deleteuser.md) - [Get User](https://developers.addepar.com/reference/getuser.md) - [Update User](https://developers.addepar.com/reference/updateuser.md) - [Get User Assigned Persona](https://developers.addepar.com/reference/getuserassignedpersona.md) - [Get User Assigned Role](https://developers.addepar.com/reference/getuserassignedrole.md) - [Get User Permissioned Entities](https://developers.addepar.com/reference/getuserpermissionedentities.md) - [Get User Permissioned Groups](https://developers.addepar.com/reference/getuserpermissionedgroups.md) - [Get User Permissions](https://developers.addepar.com/reference/getuserpermissions.md) - [Get User Assigned Persona Relationships](https://developers.addepar.com/reference/getuserassignedpersonarelationships.md) - [Update User Assigned Persona Relationships](https://developers.addepar.com/reference/updateuserassignedpersonarelationships.md) - [Get User Assigned Role Relationships](https://developers.addepar.com/reference/getuserassignedrolerelationships.md) - [Update User Assigned Role Relationships](https://developers.addepar.com/reference/updateuserassignedrolerelationships.md) - [Remove User Permissioned Entities Relationships](https://developers.addepar.com/reference/removeuserpermissionedentitiesrelationships.md) - [Get User Permissioned Entities Relationships](https://developers.addepar.com/reference/getuserpermissionedentitiesrelationships.md) - [Update User Permissioned Entities Relationships](https://developers.addepar.com/reference/updateuserpermissionedentitiesrelationships.md) - [Add User Permissioned Entities Relationships](https://developers.addepar.com/reference/adduserpermissionedentitiesrelationships.md) - [Remove User Permissioned Groups Relationships](https://developers.addepar.com/reference/removeuserpermissionedgroupsrelationships.md) - [Get User Permissioned Groups Relationships](https://developers.addepar.com/reference/getuserpermissionedgroupsrelationships.md) - [Update User Permissioned Groups Relationships](https://developers.addepar.com/reference/updateuserpermissionedgroupsrelationships.md) - [Add User Permissioned Groups Relationships](https://developers.addepar.com/reference/adduserpermissionedgroupsrelationships.md) - [List Roles](https://developers.addepar.com/reference/listroles.md): Returns a list of all roles at the firm. - [Create Role](https://developers.addepar.com/reference/createrole.md) - [Delete Role](https://developers.addepar.com/reference/deleterole.md) - [Get Role](https://developers.addepar.com/reference/getrole.md) - [Update Role](https://developers.addepar.com/reference/updaterole.md) - [Get Role Assigned Users](https://developers.addepar.com/reference/getroleassignedusers.md) - [Remove Role Assigned Users Relationships](https://developers.addepar.com/reference/removeroleassignedusersrelationships.md) - [Get Role Assigned Users Relationships](https://developers.addepar.com/reference/getroleassignedusersrelationships.md) - [Update Role Assigned Users Relationships](https://developers.addepar.com/reference/updateroleassignedusersrelationships.md) - [Add Role Assigned Users Relationships](https://developers.addepar.com/reference/addroleassignedusersrelationships.md) - [List Teams](https://developers.addepar.com/reference/listteams.md) - [Create Team](https://developers.addepar.com/reference/createteam.md) - [Delete Team](https://developers.addepar.com/reference/deleteteam.md) - [Get Team](https://developers.addepar.com/reference/getteam.md) - [Update Team](https://developers.addepar.com/reference/updateteam.md) - [Get Team Members](https://developers.addepar.com/reference/getteammembers.md) - [Remove Team Members Relationships](https://developers.addepar.com/reference/removeteammembersrelationships.md) - [Get Team Members Relationships](https://developers.addepar.com/reference/getteammembersrelationships.md) - [Update Team Members Relationships](https://developers.addepar.com/reference/updateteammembersrelationships.md) - [Add Team Members Relationships](https://developers.addepar.com/reference/addteammembersrelationships.md) - [List Contacts](https://developers.addepar.com/reference/listcontacts.md): Returns a list of all contacts for a firm. - [Create Contact](https://developers.addepar.com/reference/createcontact.md) - [Delete Contact](https://developers.addepar.com/reference/deletecontact.md) - [Get Contact](https://developers.addepar.com/reference/getcontact.md) - [Update Contact](https://developers.addepar.com/reference/updatecontact.md) - [Get Contact Default View Set](https://developers.addepar.com/reference/getcontactdefaultviewset.md) - [Update Contact](https://developers.addepar.com/reference/updatecontactdisablesaml.md) - [Update Contact](https://developers.addepar.com/reference/updatecontactenablesaml.md) - [Get Contact Entity Affiliations](https://developers.addepar.com/reference/getcontactentityaffiliations.md) - [Update Contact](https://developers.addepar.com/reference/updatecontactexempttwofactorauthentication.md) - [Get Contact Group Affiliations](https://developers.addepar.com/reference/getcontactgroupaffiliations.md) - [Create Contact Invite](https://developers.addepar.com/reference/createcontactinvite.md) - [Remove Contact Default View Set Relationships](https://developers.addepar.com/reference/removecontactdefaultviewsetrelationships.md) - [Get Contact Default View Set Relationships](https://developers.addepar.com/reference/getcontactdefaultviewsetrelationships.md) - [Add Contact Default View Set Relationships](https://developers.addepar.com/reference/addcontactdefaultviewsetrelationships.md) - [Remove Contact Entity Affiliations Relationships](https://developers.addepar.com/reference/removecontactentityaffiliationsrelationships.md) - [Get Contact Entity Affiliations Relationships](https://developers.addepar.com/reference/getcontactentityaffiliationsrelationships.md) - [Update Contact Entity Affiliations Relationships](https://developers.addepar.com/reference/updatecontactentityaffiliationsrelationships.md) - [Add Contact Entity Affiliations Relationships](https://developers.addepar.com/reference/addcontactentityaffiliationsrelationships.md) - [Remove Contact Group Affiliations Relationships](https://developers.addepar.com/reference/removecontactgroupaffiliationsrelationships.md) - [Get Contact Group Affiliations Relationships](https://developers.addepar.com/reference/getcontactgroupaffiliationsrelationships.md) - [Update Contact Group Affiliations Relationships](https://developers.addepar.com/reference/updatecontactgroupaffiliationsrelationships.md) - [Add Contact Group Affiliations Relationships](https://developers.addepar.com/reference/addcontactgroupaffiliationsrelationships.md) - [Remove Contact Team Relationships](https://developers.addepar.com/reference/removecontactteamrelationships.md) - [Get Contact Team Relationships](https://developers.addepar.com/reference/getcontactteamrelationships.md) - [Update Contact Team Relationships](https://developers.addepar.com/reference/updatecontactteamrelationships.md) - [Update Contact](https://developers.addepar.com/reference/updatecontactrequiretwofactorauthentication.md) - [Update Contact](https://developers.addepar.com/reference/updatecontactrestore.md) - [Update Contact](https://developers.addepar.com/reference/updatecontactrevoke.md) - [Get Contact Team](https://developers.addepar.com/reference/getcontactteam.md) - [List Positions](https://developers.addepar.com/reference/listpositions.md): Returns details for all positions, including inception information and relationships. - [Create Position](https://developers.addepar.com/reference/createposition.md) - [Delete Position](https://developers.addepar.com/reference/deleteposition.md) - [Update Positions](https://developers.addepar.com/reference/updatepositions.md): Updates the specified open position. - [Get Position](https://developers.addepar.com/reference/getposition.md) - [Delete Positions](https://developers.addepar.com/reference/deletepositions.md): Removes a specified position. - [Update Position](https://developers.addepar.com/reference/updateposition.md) - [Get Position Owned](https://developers.addepar.com/reference/getpositionowned.md) - [Get Position Owner](https://developers.addepar.com/reference/getpositionowner.md) - [Get Position Owned Relationships](https://developers.addepar.com/reference/getpositionownedrelationships.md) - [Get Position Owner Relationships](https://developers.addepar.com/reference/getpositionownerrelationships.md) - [Create Transaction Query](https://developers.addepar.com/reference/createtransactionsquery.md): Makes a basic V1 transaction query with no filters - [Create Transaction](https://developers.addepar.com/reference/createtransaction.md) - [Update Transactions](https://developers.addepar.com/reference/updatetransactions.md): `PATCH /v1/transactions/:transaction-id` will modify a transaction by id. The following attribute fields can not be updated: - vendor_id - type - trade_date (cannot be updated for snapshots as it changes the transaction id) The following relationship fields can not be updated: - owner - owned - cash_position To remove attribute field from transaciton, set value to null. - [Get Transaction Results](https://developers.addepar.com/reference/listtransactionsresults.md) - [Delete Transactions](https://developers.addepar.com/reference/deletetransactions.md): Removes a specified transaction. - [Delete Transaction](https://developers.addepar.com/reference/deletetransaction.md) - [Get Transaction](https://developers.addepar.com/reference/gettransaction.md) - [Update Transaction](https://developers.addepar.com/reference/updatetransaction.md) - [Get Transaction Cash Position](https://developers.addepar.com/reference/gettransactioncashposition.md) - [Get Transaction New Owned](https://developers.addepar.com/reference/gettransactionnewowned.md) - [Get Transaction New Owner](https://developers.addepar.com/reference/gettransactionnewowner.md) - [Get Transaction Owned](https://developers.addepar.com/reference/gettransactionowned.md) - [Get Transaction Owner](https://developers.addepar.com/reference/gettransactionowner.md) - [Get Transaction Cash Position Relationships](https://developers.addepar.com/reference/gettransactioncashpositionrelationships.md) - [Get Transaction New Owned Relationships](https://developers.addepar.com/reference/gettransactionnewownedrelationships.md) - [Get Transaction New Owner Relationships](https://developers.addepar.com/reference/gettransactionnewownerrelationships.md) - [Get Transaction Owned Relationships](https://developers.addepar.com/reference/gettransactionownedrelationships.md) - [Get Transaction Owner Relationships](https://developers.addepar.com/reference/gettransactionownerrelationships.md) - [List Transaction Jobs](https://developers.addepar.com/reference/listtransactionjobs.md) - [Create Transaction Job](https://developers.addepar.com/reference/createtransactionjob.md) - [Delete Transaction Job](https://developers.addepar.com/reference/deletetransactionjob.md) - [Get Transaction Job](https://developers.addepar.com/reference/gettransactionjob.md) - [Get Transaction Job Creator](https://developers.addepar.com/reference/gettransactionjobcreator.md) - [Get Transaction Job Download](https://developers.addepar.com/reference/gettransactionjobdownload.md) - [Get Transaction Job Creator Relationships](https://developers.addepar.com/reference/gettransactionjobcreatorrelationships.md) - [List Jobs](https://developers.addepar.com/reference/listjobs.md): Retrieve the status and parameters of all jobs. - [Create Job](https://developers.addepar.com/reference/createjob.md): Creates an asynchronous job to extract portfolio data for a saved view in Addepar. - [Create Job Retrieve](https://developers.addepar.com/reference/createjobsretrieve.md): Retrieve the status and parameters of specified jobs. Retrieve content if job is completed - [Create Job Timesery](https://developers.addepar.com/reference/createjobstimesery.md): Creates an asynchronous job to extract timeseries data for a saved view in Addepar. - [Get Job Timeseries](https://developers.addepar.com/reference/listjobstimeseries.md): Get status information for a timeseries job, including which days have been uploaded. - [Get Job Download](https://developers.addepar.com/reference/listjobsdownload.md): Download portfolio results for a specific day or factor ID from a timeseries job. - [Delete Job](https://developers.addepar.com/reference/deletejob.md): Removes a job. - [Get Job](https://developers.addepar.com/reference/getjob.md): Retrieves the status and parameters for a specific job. - [Get Job Download](https://developers.addepar.com/reference/getjobdownload.md): Returns the results of the given job. - [Get Job Relationships Relationships](https://developers.addepar.com/reference/getjobrelationshipsrelationships.md): Get user ID for creator of the job. - [Get Job](https://developers.addepar.com/reference/getjob2.md): Get details for user associated with creating the job. - [Query Portfolio Data](https://developers.addepar.com/reference/queryportfolio.md) - [List Portfolio Views](https://developers.addepar.com/reference/listportfolioviews.md) - [Get Portfolio View](https://developers.addepar.com/reference/getportfolioview.md) - [Get Portfolio View Results](https://developers.addepar.com/reference/getportfolioviewresults.md) - [Delete Snapshots](https://developers.addepar.com/reference/deletesnapshots.md) - [Update Snapshots](https://developers.addepar.com/reference/updatesnapshots.md) - [Create Snapshot](https://developers.addepar.com/reference/createsnapshot.md) - [Delete Snapshot](https://developers.addepar.com/reference/deletesnapshot.md) - [Get Snapshot](https://developers.addepar.com/reference/getsnapshot.md) - [Update Snapshot](https://developers.addepar.com/reference/updatesnapshot.md) - [Get Snapshot Owned](https://developers.addepar.com/reference/getsnapshotowned.md) - [Get Snapshot Owner](https://developers.addepar.com/reference/getsnapshotowner.md) - [Get Snapshot Position](https://developers.addepar.com/reference/getsnapshotposition.md) - [Get Snapshot Owned Relationships](https://developers.addepar.com/reference/getsnapshotownedrelationships.md) - [Get Snapshot Owner Relationships](https://developers.addepar.com/reference/getsnapshotownerrelationships.md) - [Get Snapshot Position Relationships](https://developers.addepar.com/reference/getsnapshotpositionrelationships.md) - [List Attributes](https://developers.addepar.com/reference/listattributes.md): `GET /v1/attributes` will retreive all attributes available to user. #### Optional Search parameters - `filter[category]`: `Cash Flows`, `Security Details`, `Holding Details`, etc - `filter[usage]`: one of `columns`, `groupings`, `filters` - `filter[output_type]`: one of `Word`, `Boolean`, `Percent`, `Date`, `Currency`, `List`, `Number` - [Create Attribute Query](https://developers.addepar.com/reference/createattributesquery.md) - [Get Attribute](https://developers.addepar.com/reference/getattribute.md) - [Get Attribute Arguments](https://developers.addepar.com/reference/getattributearguments.md) - [Get Attribute Arguments Relationships](https://developers.addepar.com/reference/getattributeargumentsrelationships.md) - [List Arguments](https://developers.addepar.com/reference/listarguments.md): Retreive all attribute arguments supported by v1 Portfolio Query API. - [Get Argument](https://developers.addepar.com/reference/getargument.md) - [Delete Constituent Attributes](https://developers.addepar.com/reference/deleteconstituentattributes.md) - [List Constituent Attributes](https://developers.addepar.com/reference/listconstituentattributes.md) - [Update Constituent Attributes](https://developers.addepar.com/reference/updateconstituentattributes.md) - [Create Constituent Attribute](https://developers.addepar.com/reference/createconstituentattribute.md) - [Delete Constituent Attribute](https://developers.addepar.com/reference/deleteconstituentattribute.md) - [Get Constituent Attribute](https://developers.addepar.com/reference/getconstituentattribute.md) - [Update Constituent Attribute](https://developers.addepar.com/reference/updateconstituentattribute.md) - [List Files](https://developers.addepar.com/reference/listfiles.md): `GET /v1/files/` will retrieve all files that a user is authenticated to view. #### Optional Search parameters - `page[after]` - `page[limit]` - `filter[files][createdAfter]` - `filter[files][createdBefore]` - `filter[files][entityId]` - `filter[files][groupId]` - [Create File](https://developers.addepar.com/reference/createfile.md) - [Delete File](https://developers.addepar.com/reference/deletefile.md) - [Get File](https://developers.addepar.com/reference/getfile.md) - [Update File](https://developers.addepar.com/reference/updatefile.md) - [Get File Associated Entities](https://developers.addepar.com/reference/getfileassociatedentities.md) - [Get File Associated Groups](https://developers.addepar.com/reference/getfileassociatedgroups.md) - [Get File Download](https://developers.addepar.com/reference/getfiledownload.md) - [Remove File Associated Entities Relationships](https://developers.addepar.com/reference/removefileassociatedentitiesrelationships.md) - [Get File Associated Entities Relationships](https://developers.addepar.com/reference/getfileassociatedentitiesrelationships.md) - [Update File Associated Entities Relationships](https://developers.addepar.com/reference/updatefileassociatedentitiesrelationships.md) - [Add File Associated Entities Relationships](https://developers.addepar.com/reference/addfileassociatedentitiesrelationships.md) - [Remove File Associated Groups Relationships](https://developers.addepar.com/reference/removefileassociatedgroupsrelationships.md) - [Get File Associated Groups Relationships](https://developers.addepar.com/reference/getfileassociatedgroupsrelationships.md) - [Update File Associated Groups Relationships](https://developers.addepar.com/reference/updatefileassociatedgroupsrelationships.md) - [Add File Associated Groups Relationships](https://developers.addepar.com/reference/addfileassociatedgroupsrelationships.md) - [Get Archive Files](https://developers.addepar.com/reference/listarchivefiles.md): Returns a list of all archived files the authenticated user has permission to access, as well as details about when each was created, the type of content it holds, its name and size, and the groups and entities associated with it. #### Optional Search parameters - `page[after]` - `page[limit]` - `filter[files][createdAfter]` - `filter[files][createdBefore]` - `filter[files][entityId]` - `filter[files][groupId]` - [Get Archive Files](https://developers.addepar.com/reference/listarchivefiles2.md) - [Get Archive Associated Entities](https://developers.addepar.com/reference/listarchiveassociatedentities.md) - [Get Archive Associated Groups](https://developers.addepar.com/reference/listarchiveassociatedgroups.md) - [Get Archive Download](https://developers.addepar.com/reference/listarchivedownload.md) - [Get Archive Associated Entities Relationships](https://developers.addepar.com/reference/getarchiveassociatedentitiesrelationships.md) - [Get Archive Associated Groups Relationships](https://developers.addepar.com/reference/getarchiveassociatedgroupsrelationships.md) - [List Benchmarks](https://developers.addepar.com/reference/listbenchmarks.md) - [Update Benchmarks](https://developers.addepar.com/reference/updatebenchmarks.md) - [Create Benchmark](https://developers.addepar.com/reference/createbenchmark.md) - [Delete Benchmark](https://developers.addepar.com/reference/deletebenchmark.md) - [Get Benchmark](https://developers.addepar.com/reference/getbenchmark.md) - [Update Benchmark](https://developers.addepar.com/reference/updatebenchmark.md) - [List Benchmark Associations Strategies](https://developers.addepar.com/reference/listbenchmarkassociationsstrategies.md) - [Create Benchmark Associations Strategy](https://developers.addepar.com/reference/createbenchmarkassociationsstrategy.md) - [Delete Benchmark Associations Strategy](https://developers.addepar.com/reference/deletebenchmarkassociationsstrategy.md) - [Get Benchmark Associations Strategy](https://developers.addepar.com/reference/getbenchmarkassociationsstrategy.md) - [Update Benchmark Associations Strategy](https://developers.addepar.com/reference/updatebenchmarkassociationsstrategy.md) - [List Benchmark Compositions](https://developers.addepar.com/reference/listbenchmarkcompositions.md) - [Get Benchmark Composition](https://developers.addepar.com/reference/getbenchmarkcomposition.md) - [Update Benchmark Composition](https://developers.addepar.com/reference/updatebenchmarkcomposition.md) - [List Benchmark Proxies](https://developers.addepar.com/reference/listbenchmarkproxies.md) - [Create Benchmark Proxy](https://developers.addepar.com/reference/createbenchmarkproxy.md) - [Delete Benchmark Proxy](https://developers.addepar.com/reference/deletebenchmarkproxy.md) - [Get Benchmark Proxy](https://developers.addepar.com/reference/getbenchmarkproxy.md) - [Delete Benchmark Proxy Entity](https://developers.addepar.com/reference/deletebenchmarkproxies.md) - [Update Benchmark Proxy](https://developers.addepar.com/reference/updatebenchmarkproxy.md) - [Get Imported Benchmark Data](https://developers.addepar.com/reference/getimportedbenchmarkdata.md) - [Update Imported Benchmark Data](https://developers.addepar.com/reference/updateimportedbenchmarkdata.md) - [List Estimated Returns](https://developers.addepar.com/reference/listestimatedreturns.md) - [Create Estimated Return](https://developers.addepar.com/reference/createestimatedreturn.md) - [Delete Estimated Return](https://developers.addepar.com/reference/deleteestimatedreturn.md) - [Get Estimated Return](https://developers.addepar.com/reference/getestimatedreturn.md) - [Delete Estimated Return Entity](https://developers.addepar.com/reference/deleteestimatedreturns.md) - [Update Estimated Return](https://developers.addepar.com/reference/updateestimatedreturn.md) - [Delete Derivative Underlying Assets](https://developers.addepar.com/reference/deletederivatives.md) - [Get Derivative Underlying Assets](https://developers.addepar.com/reference/listderivativesunderlyingassets.md) - [Update Derivatives](https://developers.addepar.com/reference/updatederivatives.md) - [Create Derivative Underlying Asset](https://developers.addepar.com/reference/createderivativesunderlyingasset.md) - [Delete Derivative Yield Curves](https://developers.addepar.com/reference/deletederivatives3.md) - [Get Derivative Yield Curves](https://developers.addepar.com/reference/listderivativesyieldcurves.md) - [Update Derivatives](https://developers.addepar.com/reference/updatederivatives3.md) - [Create Derivative Yield Curve](https://developers.addepar.com/reference/createderivativesyieldcurve.md) - [Delete Derivative Underlying Assets](https://developers.addepar.com/reference/deletederivatives2.md) - [Get Derivative Underlying Assets](https://developers.addepar.com/reference/listderivativesunderlyingassets2.md) - [Update Derivatives](https://developers.addepar.com/reference/updatederivatives2.md) - [Delete Derivative Yield Curves](https://developers.addepar.com/reference/deletederivatives4.md) - [Get Derivative Yield Curves](https://developers.addepar.com/reference/listderivativesyieldcurves2.md) - [Update Derivatives](https://developers.addepar.com/reference/updatederivatives4.md) - [Delete Derivative Rates](https://developers.addepar.com/reference/deletederivatives5.md) - [Get Pricing Source Strategies](https://developers.addepar.com/reference/listpricingsourcesstrategies.md): Retrieve all pricing source strategies - [Create Pricing Source Strategy](https://developers.addepar.com/reference/createpricingsourcesstrategy.md) - [Get Pricing Source Strategies](https://developers.addepar.com/reference/listpricingsourcesstrategies2.md) - [Replace Pricing Sources](https://developers.addepar.com/reference/replacepricingsources.md): Update a pricing source - [Delete Pricing Source Strategies](https://developers.addepar.com/reference/deletepricingsources.md): Delete a pricing source by ID. - [List Pricing Datasets](https://developers.addepar.com/reference/listpricingdatasets.md) - [Create Pricing Dataset](https://developers.addepar.com/reference/createpricingdataset.md) - [Delete Pricing Dataset](https://developers.addepar.com/reference/deletepricingdataset.md) - [Get Pricing Dataset](https://developers.addepar.com/reference/getpricingdataset.md) - [Replace Pricing Dataset](https://developers.addepar.com/reference/replacepricingdataset.md) - [Delete Pricing Dataset Prices](https://developers.addepar.com/reference/deletepricingdatasetprices.md) - [Get Pricing Dataset Prices](https://developers.addepar.com/reference/getpricingdatasetprices.md) - [Create Pricing Dataset Price](https://developers.addepar.com/reference/createpricingdatasetprices.md) - [Delete Pricing Dataset Prices](https://developers.addepar.com/reference/deletepricingdatasetprices2.md) - [Get Pricing Dataset Strategies](https://developers.addepar.com/reference/getpricingdatasetstrategies.md) - [List Billable Portfolios](https://developers.addepar.com/reference/listbillableportfolios.md) - [Create Billable Portfolio](https://developers.addepar.com/reference/createbillableportfolio.md) - [Remove Billable Portfolio Fee Schedules Relationships](https://developers.addepar.com/reference/removebillableportfoliofeeschedulesrelationships.md) - [Update Billable Portfolio Fee Schedules Relationships](https://developers.addepar.com/reference/updatebillableportfoliofeeschedulesrelationships.md) - [Get Billable Portfolio](https://developers.addepar.com/reference/getbillableportfolio.md) - [Remove Billable Portfolio Fee Schedules Relationships](https://developers.addepar.com/reference/removebillableportfoliofeeschedulesrelationships2.md) - [Update Billable Portfolio Fee Schedules Relationships](https://developers.addepar.com/reference/updatebillableportfoliofeeschedulesrelationships2.md) - [Remove Billable Portfolio Payout Rule Relationships](https://developers.addepar.com/reference/removebillableportfoliopayoutrulerelationships.md) - [Update Billable Portfolio Payout Rule Relationships](https://developers.addepar.com/reference/updatebillableportfoliopayoutrulerelationships.md) - [List Fee Schedules](https://developers.addepar.com/reference/listfeeschedules.md): Returns a list of all view sets for a firm. - [Create Fee Schedule](https://developers.addepar.com/reference/createfeeschedule.md) - [Delete Fee Schedule](https://developers.addepar.com/reference/deletefeeschedule.md) - [Replace Fee Schedules](https://developers.addepar.com/reference/replacefeeschedules.md): Returns a list of all view sets for a firm. - [Get Fee Schedule](https://developers.addepar.com/reference/getfeeschedule.md) - [Delete Fee Schedules](https://developers.addepar.com/reference/deletefeeschedules.md): Returns a list of all view sets for a firm. - [Replace Fee Schedule](https://developers.addepar.com/reference/replacefeeschedule.md) - [Get Fee Schedule Fees](https://developers.addepar.com/reference/getfeeschedulefees.md) - [Remove Fee Schedule Fees Relationships](https://developers.addepar.com/reference/removefeeschedulefeesrelationships.md) - [Get Fee Schedule Fees Relationships](https://developers.addepar.com/reference/getfeeschedulefeesrelationships.md) - [Add Fee Schedule Fees Relationships](https://developers.addepar.com/reference/addfeeschedulefeesrelationships.md) - [Replace Fee Schedule Fees Relationships](https://developers.addepar.com/reference/replacefeeschedulefeesrelationships.md) - [Create Fee](https://developers.addepar.com/reference/createfee.md) - [List Fees](https://developers.addepar.com/reference/listfees.md): Retrieve a list of all fees. - [Delete Fee](https://developers.addepar.com/reference/deletefee.md) - [Replace Fees](https://developers.addepar.com/reference/replacefees.md): Returns a list of all view sets for a firm. - [Get Fee](https://developers.addepar.com/reference/getfee.md) - [Delete Fees](https://developers.addepar.com/reference/deletefees.md): Returns a list of all view sets for a firm. - [Replace Fee](https://developers.addepar.com/reference/replacefee.md) - [Get Fee Fee Schedules](https://developers.addepar.com/reference/getfeefeeschedules.md) - [Get Fee Fee Schedules Relationships](https://developers.addepar.com/reference/getfeefeeschedulesrelationships.md) - [Delete Payout Recipient](https://developers.addepar.com/reference/deletepayoutrecipient.md) - [List Payout Recipients](https://developers.addepar.com/reference/listpayoutrecipients.md) - [Create Payout Recipient](https://developers.addepar.com/reference/createpayoutrecipient.md) - [Delete Payout Rule](https://developers.addepar.com/reference/deletepayoutrule.md) - [List Payout Rules](https://developers.addepar.com/reference/listpayoutrules.md) - [Create Payout Rule](https://developers.addepar.com/reference/createpayoutrule.md) - [Delete Payout Recipient](https://developers.addepar.com/reference/deletepayoutrecipient2.md) - [Get Payout Recipient](https://developers.addepar.com/reference/getpayoutrecipient.md) - [PUT Payout Recipients](https://developers.addepar.com/reference/replacepayoutrecipient.md) - [Delete Payout Rule](https://developers.addepar.com/reference/deletepayoutrule2.md) - [Get Payout Rule](https://developers.addepar.com/reference/getpayoutrule.md) - [PUT Payout Rules](https://developers.addepar.com/reference/replacepayoutrule.md) - [List Allocation Models](https://developers.addepar.com/reference/listallocationmodels.md) - [Create Allocation Model](https://developers.addepar.com/reference/createallocationmodel.md) - [Delete Allocation Model](https://developers.addepar.com/reference/deleteallocationmodel.md) - [Get Allocation Model](https://developers.addepar.com/reference/getallocationmodel.md) - [Update Allocation Model](https://developers.addepar.com/reference/updateallocationmodel.md) - [List Allocation Templates](https://developers.addepar.com/reference/listallocationtemplates.md) - [Create Allocation Template](https://developers.addepar.com/reference/createallocationtemplate.md) - [Delete Allocation Template](https://developers.addepar.com/reference/deleteallocationtemplate.md) - [Get Allocation Template](https://developers.addepar.com/reference/getallocationtemplate.md) - [Update Allocation Template](https://developers.addepar.com/reference/updateallocationtemplate.md) - [Replace Allocation Template](https://developers.addepar.com/reference/replaceallocationtemplate.md) - [List External Id Types](https://developers.addepar.com/reference/listexternalidtypes.md) - [Create External Id Type](https://developers.addepar.com/reference/createexternalidtype.md) - [Delete External Id Type](https://developers.addepar.com/reference/deleteexternalidtype.md) - [Get External Id Type](https://developers.addepar.com/reference/getexternalidtype.md) - [Update External Id Type](https://developers.addepar.com/reference/updateexternalidtype.md) - [Delete Imports](https://developers.addepar.com/reference/deleteimports.md) - [Create Import](https://developers.addepar.com/reference/createimport.md) - [Get Import](https://developers.addepar.com/reference/getimport.md) - [List Generated Reports](https://developers.addepar.com/reference/listgeneratedreports.md): Returns details for a specified transaction, including the transaction owner and owned entities. - [Get Generated Report](https://developers.addepar.com/reference/getgeneratedreport.md) - [Get Generated Report Creator](https://developers.addepar.com/reference/getgeneratedreportcreator.md) - [Get Generated Report Creator Relationships](https://developers.addepar.com/reference/getgeneratedreportcreatorrelationships.md) - [Get Generated Report Zipped File Relationships](https://developers.addepar.com/reference/getgeneratedreportzippedfilerelationships.md) - [Get Generated Report Zipped File](https://developers.addepar.com/reference/getgeneratedreportzippedfile.md) - [Get Generated Report Download](https://developers.addepar.com/reference/getgeneratedreportdownload.md) - [Create Report Generation Job](https://developers.addepar.com/reference/createreportgenerationjob.md): A V1 transaction query request with a discrete filter on Direct Owner - [List Report Schedule](https://developers.addepar.com/reference/listreportschedule.md) - [Create Report Schedule](https://developers.addepar.com/reference/createreportschedule.md) - [Delete Report Schedule](https://developers.addepar.com/reference/deletereportschedule.md) - [Get Report Schedule](https://developers.addepar.com/reference/getreportschedule.md) - [Update Report Schedule](https://developers.addepar.com/reference/updatereportschedule.md) - [Create Report Schedule Execute](https://developers.addepar.com/reference/createreportscheduleexecute.md) - [Get Report Schedule Executions Relationships](https://developers.addepar.com/reference/getreportscheduleexecutionsrelationships.md) - [List Reports](https://developers.addepar.com/reference/listreports.md) - [Query Audit Trail](https://developers.addepar.com/reference/queryaudittrail.md) - [Get Audit Trail](https://developers.addepar.com/reference/getaudittrail.md): Retrieve all attributes for a specific entity. - [List View Sets](https://developers.addepar.com/reference/listviewsets.md): Returns a list of all view sets for a firm. - [Get View Set](https://developers.addepar.com/reference/getviewset.md) - [Create Portal Publish File](https://developers.addepar.com/reference/createportalpublishfile.md) - [Get API Version](https://developers.addepar.com/reference/getapiversion.md) - [List Data Timelines](https://developers.addepar.com/reference/listdatatimelines.md) - [Create Data Timeline](https://developers.addepar.com/reference/createdatatimeline.md) - [Delete Data Timeline](https://developers.addepar.com/reference/deletedatatimeline.md) - [Get Data Timeline](https://developers.addepar.com/reference/getdatatimeline.md) - [Update Data Timeline](https://developers.addepar.com/reference/updatedatatimeline.md) - [Remove Data Timeline Entities Relationships](https://developers.addepar.com/reference/removedatatimelineentitiesrelationships.md) - [Update Data Timeline Entities Relationships](https://developers.addepar.com/reference/updatedatatimelineentitiesrelationships.md) - [Get Import Result](https://developers.addepar.com/reference/getimportresult.md) - [List Personas](https://developers.addepar.com/reference/listpersonas.md) - [Create Persona](https://developers.addepar.com/reference/createpersona.md) - [Delete Persona](https://developers.addepar.com/reference/deletepersona.md) - [Get Persona](https://developers.addepar.com/reference/getpersona.md) - [Update Persona](https://developers.addepar.com/reference/updatepersona.md) - [Get Persona Assigned Users](https://developers.addepar.com/reference/getpersonaassignedusers.md) - [Remove Persona Assigned Role Relationships](https://developers.addepar.com/reference/removepersonaassignedrolerelationships.md) - [Get Persona Assigned Role Relationships](https://developers.addepar.com/reference/getpersonaassignedrolerelationships.md) - [Update Persona Assigned Role Relationships](https://developers.addepar.com/reference/updatepersonaassignedrolerelationships.md) - [Remove Persona Assigned Teams Relationships](https://developers.addepar.com/reference/removepersonaassignedteamsrelationships.md) - [Get Persona Assigned Teams Relationships](https://developers.addepar.com/reference/getpersonaassignedteamsrelationships.md) - [Update Persona Assigned Teams Relationships](https://developers.addepar.com/reference/updatepersonaassignedteamsrelationships.md) - [Add Persona Assigned Teams Relationships](https://developers.addepar.com/reference/addpersonaassignedteamsrelationships.md) - [Remove Persona Assigned Users Relationships](https://developers.addepar.com/reference/removepersonaassignedusersrelationships.md) - [Get Persona Assigned Users Relationships](https://developers.addepar.com/reference/getpersonaassignedusersrelationships.md) - [Update Persona Assigned Users Relationships](https://developers.addepar.com/reference/updatepersonaassignedusersrelationships.md) - [Add Persona Assigned Users Relationships](https://developers.addepar.com/reference/addpersonaassignedusersrelationships.md) - [List Transaction Datasets](https://developers.addepar.com/reference/listtransactiondatasets.md) - [Create Transaction Dataset](https://developers.addepar.com/reference/createtransactiondataset.md) - [Delete Transaction Dataset](https://developers.addepar.com/reference/deletetransactiondataset.md) - [Get Transaction Dataset](https://developers.addepar.com/reference/gettransactiondataset.md) - [Update Transaction Dataset](https://developers.addepar.com/reference/updatetransactiondataset.md)