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Changelog

[Unreleased]​

[2026-03-18.1]​

Added​

  • Documented GET /custodians endpoint to list available custodians.
  • Documented GET /custodian-auth-flows endpoint to list all custodian auth flows.
  • Documented GET /custodian-auth-flows/:id endpoint to get a custodian auth flow by ID.
  • Documented GET /legal-entities/:legalEntityId/custodian-authorities endpoint to list custodian authorities for a legal entity.
  • Documented POST /legal-entities/:legalEntityId/custodian-authorities endpoint to create a custodian authority.
  • Documented GET /custodian-authorities/:id endpoint to get a custodian authority by ID.
  • Documented POST /custodian-authorities/:id/files endpoint to upload a file for a custodian authority.
  • Documented GET /custodian-authorities/:id/files endpoint to list uploaded files for a custodian authority.
  • Documented POST /custodian-authorities/:id/consent endpoint to submit signed consent for a custodian authority.
  • Documented POST /custodian-authorities/:id/linked-accounts endpoint to link an account to a custodian authority.
  • Documented POST /custodian-authorities/:id/revoke endpoint to revoke a custodian authority.
  • Added Custodian Integration category page with overview of the custodian integration process.

[2026-03-06.1]​

  • Added GET /performance/reporting-entities/:id/private-markets endpoint to retrieve private market performance for a reporting entity.
  • Added GET /api/v3/instruments/:reportingEntityId/private-instruments endpoint to retrieve private instruments owned by a reporting entity.
  • Added commitments to Private Market Fund type, when calling GET or POST at /api/v3/instruments, and updated JSON examples.
  • Added support for posting a Private Market Fund via POST /api/v3/instruments/:reportingEntityId/private-instruments.

[2026-02-06.1]​

Changed​

  • Migrated to API version v3 with a revised terminology structure.
  • Renamed asset references to instrument for asset-related endpoints. This includes:
    • The Assets and Asset Classes documentation sections, now titled Instruments and Instrument Classes respectively.
    • The URL path for all asset related endpoints has changed from /v2/... to /v3/....
    • All relationships previously referencing asset now reference instrument, for all endpoints.
    • The GET /performance/reporting-entities/:id endpoint has been updated to expand on instruments, instrumentClasses, instrumentClassesDetailed instead of asset, assetClasses, assetClassesDetailed.
    • The GET /asset-holdings/reporting-entities/:id endpoint has been changed to GET /instrument-holdings/reporting-entities/:id and has been updated to expand on instruments, instrumentClasses, instrumentClassesDetailed instead of asset, assetClasses, assetClassesDetailed.
  • Other endpoints remain unchanged.

Added​

  • Introduced a version selector in the top-right corner of the documentation, enabling users to switch between API versions.
  • The previous v2 API version remains available and will be supported for backward compatibility until 1st of June 2026.
Previous Changelogs

For changelogs prior to v3, please refer to the v2 documentation changelog.