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Addepar API
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Schema
Checked 1mo ago · Updated 1mo ago
Details
Filter operations
Allocation Models
5
Allocation Templates
6
get
List Allocation Templates
post
Create Allocation Template
get
Get Allocation Template
put
Replace Allocation Template
delete
Delete Allocation Template
patch
Update Allocation Template
API Version
1
Archived Files
7
Arguments
2
Attributes
5
Audit Trail
2
Benchmark Associations
5
Benchmark Compositions
3
Benchmark Proxies
6
Benchmarks
6
Billable Portfolios
9
Billing Payout
12
Constituent Attributes
7
Contacts
30
Data Timelines
7
Derivatives
15
Entities
11
Entity Types
3
Estimated Returns
6
External ID Types
5
Fee Schedules
12
Fees
9
Files
16
Generated Reports
7
Group Types
5
Groups
19
Import Results
1
Imported Benchmark Data
2
Imports
3
Jobs
11
Personas
17
Portal
1
Portfolio
4
Positions
11
Pricing Datasets
10
Pricing Sources
5
Report Generation
1
Report Schedule
7
Reports
1
Roles
10
Snapshots
12
Teams
10
Transaction Datasets
5
Transaction Jobs
7
Transactions
18
Users
25
View Sets
2
Allocation Templates
Create Allocation Template
post
/allocation_templates
Headers
Addepar-Firm
string
required
Your Addepar firm ID
Response
Created
Changes