# Carta Portfolio API

**Canonical:** https://apis.io/apis/carta/portfolio-api/  
**Provider:** Carta — https://apis.io/providers/carta/  
**Base URL:** https://api.carta.com  
**Documentation:** https://docs.carta.com/api-platform/docs/introduction

Carta Portfolio API is one of 5 APIs that [Carta](https://apis.io/providers/carta/) publishes on the [APIs.io](https://apis.io/) network. Tagged areas include Portfolio, Personal Finance, Wealth Management, and Equity Holdings. The published artifact set on APIs.io includes API documentation.

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.

## Machine-readable artifacts (1)

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

## Other Carta APIs (4)

- [Carta Launch API](https://apis.io/apis/carta/launch-api/)
- [Carta Investor API](https://apis.io/apis/carta/investor-api/)
- [Carta Issuer API](https://apis.io/apis/carta/issuer-api/)
- [Carta CRM API](https://apis.io/apis/carta/crm-api/)

## Tags

Portfolio, Personal Finance, Wealth Management, Equity Holdings

---

Profiled by [API Evangelist](https://apievangelist.com) and published on [APIs.io](https://apis.io/apis/carta/portfolio-api/). The API's provider profile, Kin Score and agent-readiness rating are at https://apis.io/providers/carta/.