Carta

Carta Portfolio API

Enables personal finance and wealth management platforms to aggregate equity holdings data for individuals, supporting estate planning, tax preparation, option financing, and underwriting use cases.

GitHub

Documentation

📖
Documentation
https://docs.carta.com/api-platform/docs/introduction

API entry from apis.yml

apis.yml Raw ↑ 
aid: carta:portfolio-api
name: Carta Portfolio API
description: Enables personal finance and wealth management platforms to aggregate equity holdings data
  for individuals, supporting estate planning, tax preparation, option financing, and underwriting use
  cases.
humanURL: https://docs.carta.com/api-platform/docs/introduction
baseURL: https://api.carta.com
tags:
- Portfolio
- Personal Finance
- Wealth Management
- Equity Holdings
properties:
- type: Documentation
  url: https://docs.carta.com/api-platform/docs/introduction