Addepar Developer Portal Jump to Content Home Docs API Explorer Use Cases Home Moon (Dark Mode) Sun (Light Mode) Home Docs API Explorer Use Cases Developers/ Build what you want, the way you want it Leverage our suite of APIs and resources to develop new solutions and seamlessly integrate Addepar...
Users are members of your firm that have access to Addepar. The Users API can be used to view, create, and delete users. You can also update user information, tool permissions, and portfolio access. Users.png Base Route /v1/users Endpoints...
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The Portfolio Query API allows you to make dynamic portfolio query requests without referencing an Addepar view ID. The interface is useful for portfolio integrations that allow end-users to adjust Addepar attribute such as Time Weighted...
Entities are any asset within a portfolio, like a trust, holding account, or investment. Clients and households are also entities. Use the Entities API to create and delete entities in Addepar, and retrieve and update entity details. Base...
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