Presenting: Your First Rate RESTful API

Powered by Core 2.0

We are pleased to announce that your performance reporting and data can now be accessed through a bespoke API organized around REST. Choose any data from individual data points to the full OnPoint data sets, in addition to audit reports, statistics, logs and more, all delivered on demand when and where you need it! Access the full capability and functionality of Core 2.0 to create the interface you need to power your dashboards, reports, portals, and apps.

Demo API Reference

First and foremost, this site is a Demo API Reference. We created this Demo API to demonstrate how simple it can be to retrieve comprehensive data sets for many of our most popular reports including account demographics, composite and portfolio allocation and performance, holdings, transactions, top performance, and more! Learn how we can help you to define your own API to seamlessly integrate our extensive data sets and calculations into your applications, dashboards, and workflows.

• Guides: Learn about different aspects of the API, such as authentication, requests & responses, errors, versioning, and more.
• Resources: Under Resources >> Reports, explore our Demo API's RESTful reporting endpoints, which include example requests and responses.
• API Docs: Find out about our Interactive API Docs & Sandbox!

Guides

Authentication

Learn how to authenticate your API requests. Read more

Requests & Responses

Learn the basics of requests, headers, JSON formats, responses, and more. Read more

Errors

Read about the different types of errors returned by the API. Read more

Versioning

Learn how our API version numbers are assigned and incremented. Read more

Resources

Composite Allocation

Explore the composite allocation reporting endpoint.

Demographics

Learn about the portfolio demographics endpoint and data set.

Investment Summary

Check out the investment summary API endpoint.

Hello

Check the current status of the gateway by calling the "hello" endpoint.