API Explorer

Query Portfolio Data

post
https://{firm}.addepar.com/api/v1/portfolio/query
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Body Params
date
columns
array of objects
columns
boolean
boolean
boolean
date
boolean
external_ids
array of objects
external_ids
externalids
array of objects
externalids
filters
array of objects
filters
boolean
boolean
groupings
array of objects
groupings
boolean
boolean
boolean
boolean
look_through_constituent_holdings
object
portfolio_id
object
string
enum
string
enum
Allowed:
boolean
boolean
string
enum
Allowed:
date
string
enum
Allowed:
boolean
Headers
string
required

Your Addepar firm ID

string
enum
Defaults to DEFAULT
Allowed:
Responses

400

Bad Request

401

Unauthorized

403

Forbidden

Updated 2 days ago

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application/vnd.api+json

Updated 2 days ago

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