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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
get
List Files
post
Create File
get
Get File
delete
Delete File
patch
Update File
get
Get File Associated Entities
get
Get File Associated Groups
get
Get File Download
get
Get File Associated Entities Relationships
post
Add File Associated Entities Relationships
delete
Remove File Associated Entities Relationships
patch
Update File Associated Entities Relationships
get
Get File Associated Groups Relationships
post
Add File Associated Groups Relationships
delete
Remove File Associated Groups Relationships
patch
Update File Associated Groups Relationships
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
Files
Create File
post
/files
Headers
Addepar-Firm
string
required
Your Addepar firm ID
Response
Created
Changes