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Addepar API
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Schema
Checked 1mo ago · Updated 1mo ago
Details
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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
get
List Groups
post
Create Group
delete
Delete Groups
patch
Update Groups
post
Create Group Query
get
Get Group
delete
Delete Group
patch
Update Group
get
Get Group Child Groups
get
Get Group Group Type
get
Get Group Members
get
Get Group Child Groups Relationships
post
Add Group Child Groups Relationships
patch
Update Group Child Groups Relationships
get
Get Group Group Type Relationships
get
Get Group Members Relationships
post
Add Group Members Relationships
delete
Remove Group Members Relationships
patch
Update Group Members Relationships
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
Groups
Create Group
post
/groups
Headers
Addepar-Firm
string
required
Your Addepar firm ID
Response
Created
Changes