Sandbox environment. Interpose is not a registered broker-dealer and holds no FINRA approval. Every API documented here is available in a simulated evaluation environment only — no client assets are held, no real trades are executed, and no custody is provided. The calculation engines are the production code paths; fills, custody, settlement and KYC decisioning are simulated. What is real and what is simulated →
API Reference
Portfolio Management
The Portfolio Management operations a wealth or investing integration reaches for first, rendered from the specification the service is built against: portfolios and sleeves, the model library, multi-dimensional drift, rebalancing runs, TWR and MWR performance, custodian overlay connections, AUM billing and disclosures. The base path is https://interposehq.com/api/v1/pm.
Two things this page will not teach you. Rebalancing is asynchronous and has an explicit approval step, which the endpoint reference walks through end to end. And performance is computed per account rather than per portfolio, with returns as decimal fractions — see API conventions.