Welcome to the Upvest Investment API
Set up innovative investment experiences quickly with Upvest.
Embed fractions, portfolios, savings plans or roundups into your offering.
Get started
Step-by-step instructions to help you take you first steps with the API.
API Reference
Quickly accessible, and complete information to support you in your work.
Guides
Step-by-step instructions to help you take you first steps with the API.
News
At Upvest, we are constantly working to make the Investment API a first-class experience. Take a look at the changes and bug fixes.
Stay up to date on the new features we've developed or improved through our continuous development.
Release Notes
Read our release notes and stay up to date with our latest developments.
RSS Feed
Subscribe to our RSS feed and don't miss any news!
Operating Models
Operating models are the framework that describes how Upvest operates and delivers its products and services. When you build a solution with the Upvest Investment API, you will be doing so within the framework of one of our operating models.
Please read our operating model definitions if you'd like to understand the different models available.
Our content is displayed according to your choice of operating model. You can select your preference from the drop-down menu in the navigation header to filter the information relevant to you.
Click on the respective operating model button to get more details about it:
Developer resources
Postman Collections
Download the complete set of requests, headers, and parameters. It enables you to test different API endpoints as well as functional use cases.
Product Engineering Blog
Gain insights into Upvest's product development teams - learn about technology, product development and all the related aspects that keep us engaged.