v1

latestOpenAPI 3.0.32026-07-24384127347.1 KB

Allocation Models5

Allocation Templates6

API Version1

Archived Files7

Arguments2

Attributes5

Audit Trail2

Benchmark Associations5

Benchmark Compositions3

Benchmark Proxies6

Benchmarks6

Billable Portfolios9

Billing Payout12

Constituent Attributes7

Contacts30

Data Timelines7

Derivatives15

Entities11

Entity Types3

Estimated Returns6

External ID Types5

Fee Schedules12

Fees9

Files16

Generated Reports7

Group Types5

Groups19

Import Results1

Imported Benchmark Data2

Imports3

Jobs11

Personas17

getList Personas
postCreate Persona
getGet Persona
deleteDelete Persona
patchUpdate Persona
getGet Persona Assigned Users
getGet Persona Assigned Role Relationships
deleteRemove Persona Assigned Role Relationships
patchUpdate Persona Assigned Role Relationships
getGet Persona Assigned Teams Relationships
postAdd Persona Assigned Teams Relationships
deleteRemove Persona Assigned Teams Relationships
patchUpdate Persona Assigned Teams Relationships
getGet Persona Assigned Users Relationships
postAdd Persona Assigned Users Relationships
deleteRemove Persona Assigned Users Relationships
patchUpdate Persona Assigned Users Relationships

Portal1

Portfolio4

Positions11

Pricing Datasets10

Pricing Sources5

Report Generation1

Report Schedule7

Reports1

Roles10

Snapshots12

Teams10

Transaction Datasets5

Transaction Jobs7

Transactions18

Users25

View Sets2

Personas

Create Persona

post/personas

Headers

Addepar-Firmstring required

Your Addepar firm ID

Response

Created