Skip to content
English - United States
Contact us
  • There are no suggestions because the search field is empty.

Addepar Integration

To use the integration, you need a YCharts professional subscription. Additionally, you must be a firm administrator in Addepar to set up the integration. 

Activate the Integration

Deactivate the Integration

Troubleshooting

Frequently Asked Questions

 

Activation

Go to YCharts and open Integrations. In the same row as Addepar, and toggle on Activate. 

You will be redirected to Addepar and prompted to sign in. Once you authorize third-party access, the Addepar status within Ycharts will change to Active.



Once you have successfully signed into your Addepar account, you will be returned back to the YCharts integration page, where you will see that your Addepar integration has been activated.

You are now ready to start using the Addepar and YCharts Model Portfolios Integration. You can go to your model portfolios menu by hovering over tools, and clicking on Model Portfolios. Once you have done that, you can click on Import Holdings in the top right of the menu and choose Addepar from the menu.

 

Deactivation

Go to YCharts and open Integrations. Next to Addepar, click Manage > Deactivate. Existing Addepar data will remain in YCharts, but you will no longer be able to import additional portfolio data. 

Note: YCharts does not store any login credentials or additional account information from Addepar. 

 

 

Troubleshooting

There are only a couple of errors you may encounter while using the integration. If you’re troubleshooting and need additional support, contact YCharts support team.

Error: Check that the integration is active

If you’re seeing this message, it is possible the integration was not properly activated, or there is an issue with the connection. 

To resolve this issue: 

  • Navigate to Integrations within YCharts and check to see if the status is ‘Active.’ If the status is ‘Inactive’, click Manage > Activate, and sign in to Addepar. 

  • If you see this message and the status is ‘Active’, try deactivating the integration and then activating again. You will not lose any existing portfolio data. 

 Error: The selected item(s) do not have any holdings. 

This error appears when you attempt to import entities that do not have holdings. 

To resolve this issue: 

  • Try importing another type of entity. 

  • If you believe the holdings have not properly imported, reach out to YCharts support.

 

Frequently Asked Questions

  • Can I import cost basis data from Addepar?
    • Yes, cost basis data can be imported from your Addepar account into YCharts. 
  • Is there a video available demonstrating the activation process?
    • Yes, you can view the activation walkthrough here.
  • If I make changes in Addepar, will those automatically update in YCharts?
    • No, by default any changes made in Addepar will not transfer over to YCharts. You can change this setting your integration to automatically update here. You can choose from having holdings update daily, weekly, or monthly.