A new framework for building AI agents. Meet AI Skills in V7 Go.

See how it works

A new framework for building AI agents.

Portfolio Status Changed

Portfolio Status Changed

Emit new event when portfolio status changes are detected through periodic API polling of Addepar. Monitors status fields for changes in portfolio valuation, rebalancing, or performance reporting.

Emit new event when portfolio status changes are detected through periodic API polling of Addepar. Monitors status fields for changes in portfolio valuation, rebalancing, or performance reporting.

Emit new event when portfolio status changes are detected through periodic API polling of Addepar. Monitors status fields for changes in portfolio valuation, rebalancing, or performance reporting.

Built for institutional funds managing repeatable deal processes.