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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
get
List Constituent Attributes
post
Create Constituent Attribute
delete
Delete Constituent Attributes
patch
Update Constituent Attributes
get
Get Constituent Attribute
delete
Delete Constituent Attribute
patch
Update Constituent Attribute
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
Constituent Attributes
Update Constituent Attributes
patch
/constituent_attributes
Headers
Addepar-Firm
string
required
Your Addepar firm ID
Response
OK
Changes