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