Resource Overview

Addepar is an open platform that facilitates the secure exchange of data with other applications or products through a REST API. The API is divided into three workflow categories: Portfolio, Ownership Graph, and Admin.

The Addepar API provides access to data via HTTPS using unique API endpoints, and provides programmatic access to data in JSON:API spec format for the following resources:

Portfolio

Resource Area	Base Route	Description
Arguments	`/v1/arguments`	Discover the available Addepar attribute arguments.
Attributes	`/v1/attributes`	Discover available Addepar attributes.
Jobs	`/v1/jobs`	Submit asynchronous portfolio jobs, monitor the status, and download the results.
Portfolio	`/v1/portfolio/query` `/v1/portfolio/views`	Extract portfolio data for a saved analysis view or with a direct query.
Transactions	`/v1/transactions` `/v1/transactions/views` `/v1/transactions/query`	Create and delete transactions in Addepar, retrieve, and update transaction details. Extract transaction data from an existing view or a query directly using specific parameters.
Snapshots	`/v1/snapshots`	Retrieve snapshot and valuation details.
Benchmarks	`/v1/benchmarks`	Get, create, update, and delete benchmarks.
Benchmark Compositions	`/v1/benchmark_compositions`	Retrieve or update benchmark compositions.
Imported Benchmark Data	`/v1/imported_benchmark_data`	Maintain your own custom benchmarks.
Benchmark Associations Strategies	`/v1/benchmark_associations_strategies`	Manage benchmark associations.

Ownership

Resource Area	Base Route	Description
Entities	`/v1/entities`	Create and delete entities, as well as retrieve and update entity details.
Entity Types	`/v1/entity_types`	Discover the available entity types including associated attributes, attributes required for creation, and which attributes are editable.
Groups	`/v1/groups`	Create and delete groups, as well as retrieve and update group details.
Positions	`/v1/positions`	Create and delete positions, as well as retrieve and update position details.
External IDs	`/v1/external_id_types`	Create External IDs to seamlessly query portfolio data across Addepar and non-Addepar systems and applications.

Admin

Resource Area	Base Route	Description
Audit	`/v1/audit_trail`	Retrieve audit logs.
Billable Portfolios	`/v1/billable_portfolios`	Create billable portfolios.
Client Portal	`/v1/portal/publish_files`	Publish reports or files to the Client Portal and notify clients.
Contacts	`v1/contacts`	Create, view, update, and delete contacts, as well as update their information and affiliations.
Files	`/v1/files`	Access to files that have been uploaded into the file vault including any reports generated.
Generated Reports	`/v1/generated_reports`	Access to generated report objects.
Import Tool	`/v1/imports` `/v1/import_results`	Automate all data import workflows currently available in the import tool.
Report List	`/v1/reports`	Get a list of reports to streamline various operations workflows.
Report Generation	`/v1/report_generation_job`	Run reports.
Roles	`/v1/roles`	View roles created by your firm, as well as add or remove the users assigned to each role.
Teams	`/v1/teams`	Create, view, update, and delete teams, as well as update the users in teams.
Users	`/v1/users`	View, create, and delete users, update user information, tool permissions, and portfolio access.