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.
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API entry from apis.yml
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