Query - Addepar Developer Portal
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 …
View - Addepar Developer Portal
The Portfolio View API allows you to extract portfolio data for a saved analysis view in Addepar. Key and Secret 1.gif Generating API URL (In-App) Resource Overview The Portfolio View API returns a …
Attributes - Addepar Developer Portal
Sep 22, 2023 · Attributes are qualitative and quantitative details you can use to organize and analyze data in Addepar. Use the Attributes API to discover the Addepar attributes available to your firm. …
View List - developers.addepar.com
Get a complete list of views for portfolios you have access. Then, easily use a view ID to see view details or get the request body to quickly query the view. 47f0d3b-Lists_of_views_in_Addepar.png …
Jobs - Addepar Developer Portal
The Jobs API allows you to export large sets of analysis data asynchronously and download the results any time within 24 hours of the initial request. This is useful for protection from long-running requests …