Addepar (Basic Auth)

Addepar is a wealth management technology platform that provides data aggregation, analytics, and reporting for investment advisors, family offices, and financial institutions. The Addepar API enables programmatic access to portfolio data, transactions, positions, and user management in JSON:API format.

Capabilities

• Retrieve and manage portfolio positions and ownership graph data
• Create, update, and delete financial transactions
• Access and manage users, permissions, and portfolio access
• Execute saved views and custom queries for data extraction
• Manage entity attributes and custom arguments
• Run batch jobs for large-scale data operations

Resources

• Developer Portal
• API Welcome Guide
• Resource Overview
• Setup Guide
• API Reference