AddePy

Unofficial Python SDK for Addepar. Python 3.10+.

Install

pip install addepy

Configure

Create a .env file in your project directory with your Addepar API credentials:

ADDEPAR_ENVIRONMENT=production
ADDEPAR_FIRM_NAME=yourfirm
ADDEPAR_FIRM_ID=12345
ADDEPAR_KEY_ID=your_key_id
ADDEPAR_KEY_SECRET=your_key_secret

Add .env to your project's .gitignore. Use sandbox or development if that is the environment provisioned for your firm.

from addepy import AddePy

with AddePy.from_dotenv(".env") as client:
    entities = client.ownership.entities.list_entities(limit=10)

The path is relative to your working directory. AddePy.from_dotenv() without a path reads the nearest Git repository's root .env. Encoded API keys, OAuth, and process environment variables are also supported; see configuration.

Portfolio query job

Save query JSON copied from Addepar as portfolio-query.json, then run:

from pathlib import Path
from addepy import AddePy

query = Path("portfolio-query.json").read_text(encoding="utf-8")

with AddePy.from_dotenv(".env") as client:
    result = client.portfolio.jobs.execute_job(query).json()

Transaction query job

Save your transaction query as transaction-query.json:

from pathlib import Path
from addepy import AddePy

query = Path("transaction-query.json").read_text(encoding="utf-8")

with AddePy.from_dotenv(".env") as client:
    result = client.portfolio.transaction_jobs.execute_job(query).json()

Both methods submit once, wait for completion, and download the result. They accept JSON text or a dictionary containing query parameters, either directly or under data.attributes. Keep query files private. For saved views, large exports, or resuming a job after a timeout, see jobs.

Documentation

• Configuration: credentials, environments, timeouts, and retries.
• Jobs: query inputs, downloads, and resumption.
• Resources: pagination, imports, and other APIs.
• Development: tests, live diagnostics, and packaging.
• Changelog.