Addepar (OAuth)

Addepar is a wealth management technology platform that provides portfolio management, analytics, and reporting solutions for financial advisors and institutions. The API enables programmatic access to portfolio data, entities, users, and documents in JSON:API format.

Capabilities

• Query portfolio data and extract saved views using the Query and View APIs
• Manage transactions including creating, updating, retrieving, and deleting transaction records
• Access and manage positions that connect entities in the ownership graph
• Administer users including viewing, creating, deleting, and updating permissions
• Work with entities and attributes across the platform
• Manage documents and reporting workflows

Resources

• Developer Portal
• API Introduction
• Getting Started
• OAuth Documentation
• Resource Overview