Altruist API

Altruist · Custodians · altruist.com

Open docs, keys by approval Last checked Oct 17, 2026

Altruist publishes its developer documentation openly, but credentials need approval: a request form for the Open API (OAuth 2.0 authorization code, sandbox with mock data), a limited beta for the Realtime APIs (60 reads and 30 writes per minute), and SFTP flat files delivered daily.

Developer surface

Open any row to see the page it came from, the exact words on that page and when we checked. "Not found" means we looked on the public pages listed in the note and the fact wasn't there.

Altruist developer facts
API access Open docs, keys by approval
Checked on the source's own page · Oct 17, 2026
“Third party partners looking to build a new integration with Altruist should fill out the Partner Interest Form.”
Source
https://developer.altruist.com/docs/overview
Checked
Oct 17, 2026
Note
Docs are public. Open API credentials come through a request form; Realtime API access is a limited beta by email application; both need approval. https://altruist.com/ returned HTTP 403 to the capture tool.
Developer docs developer.altruist.com
Checked on the source's own page · Oct 17, 2026
“This portal provides the official technical documentation for Altruist third-party partners and RIAs.”
Source
https://developer.altruist.com/docs/overview
Checked
Oct 17, 2026
API style REST, Files over SFTP
Checked on the source's own page · Oct 17, 2026
“Files are delivered daily via SFTP and reflect the prior market day’s closing values.”
Source
https://developer.altruist.com/docs/flat-file-getting-started
Checked
Oct 17, 2026
Note
Three surfaces are documented: Open API (end of prior business day data), Realtime APIs, and SFTP flat files.
Authentication OAuth 2.0 (authorization code)
Checked on the source's own page · Oct 17, 2026
“Altruist supports the OAuth 2.0 authorization code flow”
Source
https://developer.altruist.com/docs/open-api-authentication
Checked
Oct 17, 2026
Note
Open API uses the authorization code flow. The Realtime APIs 'currently support the OAuth 2.0 Password Grant flow' (https://developer.altruist.com/docs/authentication-1), which the auth enum does not list.
How to get access Open API: submit the request form with OAuth redirect URIs. Realtime API: email Altruist to apply to the limited beta. SFTP flat files: email Altruist for an SFTP application.
Checked on the source's own page · Oct 17, 2026
“To request access to Altruist Open APIs, please fill out this form.”
Source
https://developer.altruist.com/docs/getting-started-with-open-api
Checked
Oct 17, 2026
Sandbox Yes, on request
Checked on the source's own page · Oct 17, 2026
“Altruist will provide credentials for accessing our sandbox and production environments as part of the onboarding process.”
Source
https://developer.altruist.com/docs/getting-started-with-open-api
Checked
Oct 17, 2026
Note
The Open API sandbox uses mock data and is available Monday-Friday during market open hours.
Rate limits Realtime API: reads 60 per minute and 1,000 per hour; writes 30 per minute and 500 per hour; per organization and per endpoint
Checked on the source's own page · Oct 17, 2026
“Reads (GET) 60 1,000 Writes (POST, PUT, PATCH, DELETE) 30 500”
Source
https://developer.altruist.com/docs/rate-limiting
Checked
Oct 17, 2026
Note
Open API limits were not found on the pages read.
Webhooks Not found
Not found · Oct 17, 2026
Checked
Oct 17, 2026
Note
No webhook documentation found in the Altruist guide pages read (overview, Open API, Realtime, flat files, rate limiting).
SDKs Not found
Not found · Oct 17, 2026
Checked
Oct 17, 2026
Note
No SDK named on the guide pages read.
OpenAPI spec Not found
Not found · Oct 17, 2026
Checked
Oct 17, 2026
Note
The documentation site has a 'Specification' section (https://developer.altruist.com/reference) rendering an API reference; no downloadable OpenAPI file was seen in the captured text.
Partner program developer.altruist.com
Checked on the source's own page · Oct 17, 2026
“Third party partners looking to build a new integration with Altruist should fill out the Partner Interest Form.”
Source
https://developer.altruist.com/docs/overview
Checked
Oct 17, 2026
Public integration list Not found
Not found · Oct 17, 2026
Checked
Oct 17, 2026
Note
No public integration list found; the overview page says RIAs find integration articles in the Altruist Advisor Portal. https://altruist.com/ returned 403.
Ways to connect Native API, File exchange
Checked on the source's own page · Oct 17, 2026
“Altruist Custodial Flat Files”
Source
https://developer.altruist.com/docs/altruist-custodial-flat-files
Checked
Oct 17, 2026
Note
See the flat-file Getting Started page: 'Altruist’s standard custodial data feed delivers end-of-day flat files for core data sets to RIAs and integration partners.'

MCP servers and AI connectors

None recorded. We found no MCP server or AI connector for Altruist on the public pages we checked. See all MCP servers.

What the docs don't say

Changes

No changes recorded since this record was first published (Oct 17, 2026). Changes show up here and in the changelog.

Other custodians

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