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Checked 4w ago · Updated 4w ago
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addepar
Addepar API
post
Create Billable Portfolio
latest
OpenAPI 3.0.3
2026-07-24
384
127
347.1 KB
dd9db5ba9c67
Allocation Models
5
Allocation Templates
6
API Version
1
Archived Files
7
Arguments
2
Attributes
5
Audit Trail
2
Benchmark Associations
5
Benchmark Compositions
3
Benchmark Proxies
6
Benchmarks
6
Billable Portfolios
9
get
List Billable Portfolios
post
Create Billable Portfolio
delete
Remove Billable Portfolio Fee Schedules Relationships
patch
Update Billable Portfolio Fee Schedules Relationships
get
Get Billable Portfolio
delete
Remove Billable Portfolio Fee Schedules Relationships
patch
Update Billable Portfolio Fee Schedules Relationships
delete
Remove Billable Portfolio Payout Rule Relationships
patch
Update Billable Portfolio Payout Rule Relationships
Billing Payout
12
Constituent Attributes
7
Contacts
30
Data Timelines
7
Derivatives
15
Entities
11
Entity Types
3
Estimated Returns
6
External ID Types
5
Fee Schedules
12
Fees
9
Files
16
Generated Reports
7
Group Types
5
Groups
19
Import Results
1
Imported Benchmark Data
2
Imports
3
Jobs
11
Personas
17
Portal
1
Portfolio
4
Positions
11
Pricing Datasets
10
Pricing Sources
5
Report Generation
1
Report Schedule
7
Reports
1
Roles
10
Snapshots
12
Teams
10
Transaction Datasets
5
Transaction Jobs
7
Transactions
18
Users
25
View Sets
2
Billable Portfolios
Create Billable Portfolio
post
/billable_portfolios
Headers
Addepar-Firm
string
required
Your Addepar firm ID
Response
Created