Developer Platform

The Allocare API keeps your client data connected.

Build custom workflows, reporting pipelines, and data integrations with our secure REST API.

Designed for integration teams

The API powers both our web platform and iOS app, ensuring every client touchpoint stays synced. Export data, automate reporting, or connect your existing CRM without manual reconciliation.

Unified Portfolio Data

Access holdings, transactions, and performance in one normalized response.

Secure Authentication

Token-based access with environment-specific keys and scoped permissions.

Webhooks & Events

Stay in sync with portfolio updates and reporting events in real time.

Example request

curl -X GET https://api.allocare.app/v1/portfolios
  -H "Authorization: Bearer <token>"
  -H "Accept: application/json"

{
  "portfolios": [
    {
      "id": "p_4821",
      "name": "Global Growth",
      "base_currency": "USD",
      "total_value": 1247850.23
    }
  ]
}