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addepar
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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
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3
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6
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6
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Billing Payout
12
Constituent Attributes
7
Contacts
30
Data Timelines
7
Derivatives
15
Entities
11
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Estimated Returns
6
External ID Types
5
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12
Fees
9
Files
16
Generated Reports
7
Group Types
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Groups
19
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1
Imported Benchmark Data
2
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3
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Personas
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Portal
1
Portfolio
4
Positions
11
get
List Positions
post
Create Position
delete
Delete Positions
patch
Update Positions
get
Get Position
delete
Delete Position
patch
Update Position
get
Get Position Owned
get
Get Position Owner
get
Get Position Owned Relationships
get
Get Position Owner Relationships
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
Positions
Update Positions
patch
/positions
Headers
Addepar-Firm
string
required
Your Addepar firm ID
Response
OK
Changes