For AI agents: the docs index is at https://api-docs.monark-markets.tech/v2.0/llms.txt. Append .md to any documentation page URL to get its markdown version.
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Primary Offering API

  • Getting Started
  • AccountControllerV2
    • Creates an account.post
    • Gets a paged list of accounts.get
    • Gets an account by identifier.get
    • Updates an account.put
    • Deletes an account.del
    • Updates the accreditation status for an account.put
    • Replaces the owners of an account.put
  • Document (V2)
    • Get a Document by ID.get
    • Get all Documents.get
    • Signs a document by a document ID.post
    • Downloads a document using document ID and token. The document is accessed anonymously using a secure token.get
    • Streams a document using document ID and token. Supports Range requests for PDF viewers. Anonymous endpoint; CORS allows any origin for browser-based streaming.get
    • Create a documentpost
  • Entity
    • Creates an entity.post
    • Gets a paged list of entities.get
    • Gets an entity by identifier.get
    • Updates an entity.put
    • Deletes an entity.del
    • Gets the individuals embedded in an entity.get
    • Adds an individual to an entity.post
    • Updates an individual embedded in an entity.put
    • Deletes an individual embedded in an entity.del
  • FinancialAdvisor
    • Create a Financial Advisor.post
    • Update a Financial Advisor.put
    • Get all Financial Advisors.get
    • Get a Financial Advisor by Id.get
  • FinancialInstitution
    • Gets a Financial Institution by ID.get
    • Get all Financial Institutionsget
    • Update an Financial Institution's Reference ID.put
  • Investor
    • Create an Investor.post
    • Update an Investor’s Information.put
    • Get all Investors.get
    • Update an Investor’s accreditation status.put
    • Get the Investor by investorId.get
    • Get the Investor by investorReferenceId.get
    • Get an entity's UBO.get
    • Create an entity's UBO.post
    • Update a UBO's information.put
    • Delete a UBO.del
    • Update a joint account owner's accreditation status.put
    • Get all joint account owners.get
    • Create joint account owners.post
    • Update a joint account owner.put
    • Delete a joint account owner.del
    • Generate and download an investor transaction statement for the specified period.get
  • Omnibus
    • Fund
      • Get a Fund by IDget
      • Get a List of Fundsget
    • Share Class
      • Get a Share Class by IDget
      • Get all Share Classesget
    • Fee Structures
      • Get a Fee Structure by IDget
      • Get all Fee Structuresget
    • NAV Reports
      • Get all NAV Reportsget
      • Get an Individual NAV Reportget
    • Orders
      • Create an Individual Orderpost
      • Get all Individual Ordersget
      • Get an Individual Orderget
      • Submit an update request for an individual Omnibus order.put
      • Submit a cancellation request for an individual Omnibus order.post
    • Model Portfolios
      • Create a Draft Model Orderpost
      • Get all Model Orderget
      • Get a Single Model Orderget
      • Cancel a Model Orderpost
    • Order Actions
      • Get all Order Actions for an Orderget
      • Get a Single Order Actionget
      • Complete a Single Order Actionput
      • Complete all Order Actions for an Orderput
      • Get the actions that apply before creating an Omnibus order for an account.get
      • Complete an Omnibus order requirement before creating an order.put
      • Get the actions that apply before creating multiple orders in the same Omnibus model order.post
    • Positions
      • Get a Position by IDget
      • Get all Positionsget
    • Dividends
      • Get a Dividendget
      • Get all Dividendsget
    • Webhooks
      • Individual Order Events
      • Model Order Events
      • Dividend Event
      • Funding Instruction Event
  • Person
    • Creates a person.post
    • Gets a paged list of persons.get
    • Gets a person by identifier.get
    • Updates a person.put
    • Deletes a person.del
  • PreIPOCompanySPV
    • Get a PreIPOCompanySPV by Id for an investor.get
    • Get a PreIPOCompanySPV by Cusip for an investor.get
    • Get all PreIPOCompanySPVs for an investor.get
  • Questionnaire
    • Create a Questionnaire.post
    • Update a Questionnaire.put
    • Get all Questionnairesget
    • Delete a Questionnaire.del
    • Get a Questionnaire by Idget
  • QuestionnaireAnswer
    • Create a QuestionnaireAnswerpost
    • Get all QuestionnaireAnswers.get
    • Get a QuestionnaireAnswer by Idget
  • RedemptionWindow
    • Get a redemption window by ID.get
    • Get all redemption windows with optional filters.get
  • Version
    • Get the API versionget
  • Webhook
    • Create a Webhookpost
    • Get all Webhooksget
    • Update a Webhook’s Informationput
    • Get a Webhookget
    • Delete a Webhookdel
    • Get all Webhook Events for a specified Webhookget
    • Webhook Events

Primary Market Data API

  • Health
    • API Health Checkget

SECONDARYLINK DATA API

  • SecondaryLinkEvergreenPortfolioComposition
    • Gets a SecondaryLink Evergreen Portfolio Composition record by ID.get
    • Gets all SecondaryLink Evergreen Portfolio Composition with optional filtering and pagination.get
  • SecondaryLinkEvergreenPortfolioHoldings
    • Gets a SecondaryLink Evergreen Portfolio Holdings record by ID.get
    • Gets all SecondaryLink Evergreen Portfolio Holdings with optional filtering and pagination.get
  • SecondaryLinkEvergreenSecondaryPricing
    • Gets a SecondaryLink Evergreen Secondary Pricing record by ID.get
    • Gets all SecondaryLink Evergreen Secondary Pricing with optional filtering and pagination.get
  • SecondaryLinkEvergreenGrowth
    • Gets a SecondaryLink Evergreen Growth record by ID.get
    • Gets all SecondaryLink Evergreen Growth with optional filtering and pagination.get
  • SecondaryLinkEvergreenCapitalFlows
    • Gets a SecondaryLink Evergreen Capital Flows record by ID.get
    • Gets all SecondaryLink Evergreen Capital Flows with optional filtering and pagination.get
  • SecondaryLinkEvergreenReturns
    • Gets a SecondaryLink Evergreen Returns record by ID.get
    • Gets all SecondaryLink Evergreen Returns with optional filtering and pagination.get
  • SecondaryLinkEvergreenShareClasses
    • Gets a SecondaryLink Evergreen Share Classes record by ID.get
    • Gets all SecondaryLink Evergreen Share Classes with optional filtering and pagination.get
  • SecondaryLinkEvergreenFund
    • Gets a SecondaryLink Evergreen Fund by ID.get
    • Gets all SecondaryLink Evergreen Funds with optional filtering and pagination.get

Alts Services API

  • OmnibusModelOrder
    • Add Investor Orders to a Draft Model Orderpost
    • Complete a Draft Model Orderpost
  • PreIPOCompanyInvestment
    • Get a PreIPOCompanyInvestment by Id, for an account.get
    • Get all PreIPOCompanyInvestments available to an account.get
  • TransactionAction
    • Complete a TransactionAction and queue post-completion signing.put
    • Complete all pending TransactionActions and queue post-completion signing.put
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Omnibus

Please refer to the Omnibus Overview section to get started.

Updated 2 months ago


Generate and download an investor transaction statement for the specified period.
Fund
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Updated 2 months ago


Generate and download an investor transaction statement for the specified period.
Fund
Did this page help you?