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addepar
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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
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
get
List Roles
post
Create Role
get
Get Role
delete
Delete Role
patch
Update Role
get
Get Role Assigned Users
get
Get Role Assigned Users Relationships
post
Add Role Assigned Users Relationships
delete
Remove Role Assigned Users Relationships
patch
Update Role Assigned Users Relationships
Snapshots
12
Teams
10
Transaction Datasets
5
Transaction Jobs
7
Transactions
18
Users
25
View Sets
2
Roles
List Roles
get
/roles
Headers
Addepar-Firm
string
required
Your Addepar firm ID
Response
OK
Changes