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Addepar API
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Schema
Checked 1mo ago · Updated 1mo ago
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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
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6
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9
Billing Payout
12
Constituent Attributes
7
Contacts
30
Data Timelines
7
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15
Entities
11
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3
Estimated Returns
6
External ID Types
5
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12
Fees
9
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16
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7
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5
Groups
19
Import Results
1
Imported Benchmark Data
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3
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Personas
17
Portal
1
Portfolio
4
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11
Pricing Datasets
10
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5
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1
Report Schedule
7
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1
Roles
10
Snapshots
12
Teams
10
Transaction Datasets
5
Transaction Jobs
7
Transactions
18
post
Create Transaction Query
post
Create Transaction
delete
Delete Transactions
patch
Update Transactions
get
Get Transaction Results
get
Get Transaction
delete
Delete Transaction
patch
Update Transaction
get
Get Transaction Cash Position
get
Get Transaction New Owned
get
Get Transaction New Owner
get
Get Transaction Owned
get
Get Transaction Owner
get
Get Transaction Cash Position Relationships
get
Get Transaction New Owned Relationships
get
Get Transaction New Owner Relationships
get
Get Transaction Owned Relationships
get
Get Transaction Owner Relationships
Users
25
View Sets
2
Transactions
Delete Transactions
delete
/transactions
Headers
Addepar-Firm
string
required
Your Addepar firm ID
Response
No Content
Changes