For AI agents: visit https://techdocs.fundapps.co/llms.txt for an index of all pages formatted in Markdown and endpoints in OpenAPI.
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API Guide
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v1.0
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API Guide
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v1.0
API Guide
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Usage Policy
GENERAL
Authentication
Portfolio File Upload
Data Overrides
Position Uploads
Positions Upload (v3)
Migration Guide - Position Uploads FundApps XML (v1) to (v3)
Migration Guide - Positions Upload FundApps XML (v2) to (v3)
Migration Guide - Positions Upload FundApps CSV (v2) to (v3)
Positions Status (v3)
Positions Messages (v3)
ShareHolding Disclosure
Getting Started
Positions Upload
Imported Disclosures
Transactions
Position Limits
Getting Started
Positions Upload
Composites
Getting Started
ETF Library Usage
ETF Extraction API
Pre-Trade
Getting Started
Orders Execution
Baseline Roll
Policies & specifications
Data Specification
API Policy
Usage Policy
Regulatory Reporting
Final Answers
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What we ask of our customers
Rate Limiting
Penetration & Stress Testing
