Documentation Index
Fetch the complete documentation index at: https://docs.dakota.com/llms.txt
Use this file to discover all available pages before exploring further.
Dakota API Reference
Welcome to the Dakota API Reference! Our APIs provide everything you need to build powerful integrations and applications that connect with Dakota’s platform. Each API endpoint offers robust functionality for managing different aspects of your Dakota data.Authentication
Get access tokens and refresh tokens for secure API access.
Accounts
Access account information and filter across multiple fields.
Contacts
View contact information and apply filters across multiple fields.
Metro Areas
Explore metropolitan area data with flexible filtering options.
Marketplace Searches
Access marketplace search records and refine results through filtering.
Investments
Gain visibility into investment data with filtering options.
Investment Holdings
View detailed 13F investment holding records and filter by issuer, CUSIP, and filing data.
Location (Dakota Recommends)
Explore Dakota Recommends location records and filter by type, city, and date modified.
Performance
Explore performance records and filter by strategy, verification status, and as-of dates.
Fund Memo
Access fund memo records and filter by account, name, and date fields.
Transaction
Explore transaction records and filter by account, status, and dates.
Transaction Account
Explore transaction account records and filter by transaction, account, and type.
Public Plan Minutes
Explore public plan minutes with the ability to filter records.
Conferences
Organize conference data and refine the conference details through filters.
Manager Presentations
Explore manager presentation records and option for filtering.
Custom Account Contact Relations
Fetch account & contact relationship data.
All API endpoints require proper authentication. Make sure to obtain valid access tokens before making requests.