API and Integrations - API Overview | support.carta.com

API Overview

Requirements

• Please contact us at fund-forecasting@carta.com to receive an API Key.

• Take a note of the fund ID that you want to programmatically add investments into. This is available under the Fund ID column from your Fund Forecasting home screen.

Formulating the Request Header

Header must have the following key pair:

• Key: Authorization

• Value: Your API Key

#FORMULATING THE HEADER WITH FUND ID AND API KEY. REPLACE THE VALUE WITHIN {{ }} WITH #YOUR FUND ID AND API KEY

curl https://tactycapi.com/api/fund/{{FUND_ID}}/investment
-X POST
-H 'Authorization:{{API KEY}}'

Quick Start Methods

• Adding a Single Investment

• Adding Multiple Investments

• Fund Configuration and Metadata

• Performance Metrics

• Performance Summary

• Investment Cashflows

• KPI Metrics

• Update KPI Metrics