Orders
Download SpecAll order related paths.
Get orders for an account by ID
Returns a list of all orders for the account specified by its ID.
Authentication
oauth-client-credentials
Required Scopes:
orders:read
orders:admin
Responses
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/json
meta
object (meta)
required
data
array[object (Order)]
required
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Examples
{
"data": [
{
"account_id": "debf2026-f2da-4ff0-bb84-92e45babb1e3",
"cash_amount": "56.65",
"client_reference": "",
"created_at": "2021-07-21T14:10:00.00Z",
"currency": "EUR",
"executions": [
{
"cash_amount": "56.65",
"currency": "EUR",
"id": "b9dc0676-8a7d-412d-802a-3b325eefd15e",
"order_id": "eb5ba93f-5dfe-4bf1-8571-4da0caacc80c",
"price": "130.65",
"share_quantity": "0.05",
"side": "BUY",
"status": "FILLED",
"taxes": [
{
"amount": "1.3",
"type": "TOTAL"
}
],
"transaction_time": "2021-07-21T14:10:00.00Z"
}
],
"fee": "0.5",
"id": "eb5ba93f-5dfe-4bf1-8571-4da0caacc80c",
"initiation_flow": "API",
"instrument_id": "US0378331005",
"instrument_id_type": "ISIN",
"limit_price": "",
"order_type": "MARKET",
"price": "",
"quantity": "0.05",
"side": "BUY",
"status": "FILLED",
"stop_price": "",
"updated_at": "2021-07-21T14:10:00.00Z",
"user_id": "2dedfeb0-58cd-44f2-ae08-0e41fe0413d9",
"user_instrument_fit_acknowledgement": true
}
],
"meta": {
"count": 1,
"limit": 100,
"offset": 0,
"order": "ASC",
"sort": "id",
"total_count": 1
}
}
{
"status": 400,
"type": "bad_request"
}
{
"status": 401,
"type": "unauthorized"
}
{
"status": 403,
"type": "forbidden"
}
{
"status": 404,
"type": "not_found"
}
{
"status": 406,
"type": "not_acceptable"
}
{
"status": 429,
"type": "too_many_requests"
}
{
"status": 500,
"type": "internal_server_error"
}
{
"status": 503,
"type": "method_not_allowed"
}
Place an order
Places a new order. After the creation request for the order is accepted, further processing takes place asynchronously.
Authentication
oauth-client-credentials
Required Scopes:
orders:admin
Responses
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/json
id
string
uuid
required
created_at
string
date-time
required
Date and time when the resource was created. RFC 3339-5, ISO8601 UTC
updated_at
string
date-time
required
Date and time when the resource was last updated. RFC 3339-5, ISO8601 UTC
user_id
string
uuid
required
The ID of the user
account_id
string
uuid
required
The ID of the account that owns the order
cash_amount
required
Cash amount for a nominal order, not needed if share quantity is specified
currency
string
ISO4217
required
Three-letter ISO 4217 alphabetical currency code.
- EUR - Euro
- Default
- "EUR"
- Enum
-
- EUR
side
string
required
Side of the order.
- BUY -
- SELL -
- Enum
-
- BUY
- SELL
instrument_id
string
^[A-Z]{2}[A-Z0-9]{9}[0-9]$
required
International securities identification number defined by ISO 6166.
instrument_id_type
string
required
The type of the ID used in the request.
- ISIN -
- Default
- "ISIN"
- Enum
-
- ISIN
order_type
string
required
Type of the order.
- MARKET -
- LIMIT - [COMING SOON]
- STOP - [COMING SOON]
- Enum
-
- MARKET
- LIMIT
- STOP
quantity
string
^[0-9]{0,63}(\.[0-9]{1,27})?$
required
Quantity of securities for the order. Only needed if the cash amount is not specified
user_instrument_fit_acknowledgement
boolean
Only applicable if the user has failed the instrument fit check for the instrument type being ordered. True if the user has acknowledged their willingness to trade.
price
string
^[0-9]{0,63}(\.[0-9]{1,27})?$
[DEPRECATED] The limit or stop price for limit and stop orders respectively.
limit_price
string
^[0-9]{0,63}(\.[0-9]{1,27})?$
[COMING SOON] The limit price for limit type order
stop_price
string
^[0-9]{0,63}(\.[0-9]{1,27})?$
[COMING SOON] The stop price for stop type order
expiry_date
string
^[0-9]{4}-[0-9]{2}-[0-9]{2}$
[COMING SOON] Date of order expiration (last day the order can trade) in YYYY-MM-DD format. RFC 3339, section 5.6 RFC 3339
status
string
required
The execution status of the order.
- NEW -
- PROCESSING -
- FILLED -
- CANCELLED -
- Enum
-
- NEW
- PROCESSING
- FILLED
- CANCELLED
fee
string
^[0-9]{0,63}(\.[0-9]{1,27})?$
required
cancellation_reason
string
Reason for Order cancellation. The field is present in case the Order has a status of CANCELLED.
- CANCELLED_BY_CLIENT -
- CANCELLED_BY_UPVEST_OPERATIONS -
- CANCELLED_BY_TRADING_PARTNER -
- CANCELLED_BY_UPVEST_PLATFORM -
- Enum
-
- CANCELLED_BY_CLIENT
- CANCELLED_BY_UPVEST_OPERATIONS
- CANCELLED_BY_TRADING_PARTNER
- CANCELLED_BY_UPVEST_PLATFORM
initiation_flow
string
required
Initiation flow used during order creation, i.e. what triggered the order.
- API -
- PORTFOLIO -
- CASH_DIVIDEND_REINVESTMENT -
- PORTFOLIO_REBALANCING -
- SELL_TO_COVER_FEES -
- SELL_TO_COVER_TAXES -
- Enum
-
- API
- PORTFOLIO
- CASH_DIVIDEND_REINVESTMENT
- PORTFOLIO_REBALANCING
- SELL_TO_COVER_FEES
- SELL_TO_COVER_TAXES
executions
array[object (Order execution)]
required
Order executions associated with this order
client_reference
string
required
An ID provided by the client
- Max Length
- 100
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Request Examples
{
"account_id": "debf2026-f2da-4ff0-bb84-92e45babb1e3",
"cash_amount": "56.65",
"client_reference": "ORD-01",
"currency": "EUR",
"instrument_id": "US0378331005",
"instrument_id_type": "ISIN",
"limit_price": "",
"order_type": "MARKET",
"price": "",
"quantity": "0.05",
"side": "BUY",
"stop_price": "",
"user_id": "2dedfeb0-58cd-44f2-ae08-0e41fe0413d9",
"user_instrument_fit_acknowledgement": true
}
{
"account_id": "debf2026-f2da-4ff0-bb84-92e45babb1e3",
"cash_amount": "1000",
"currency": "EUR",
"instrument_id": "US0378331005",
"instrument_id_type": "ISIN",
"limit_price": "",
"order_type": "MARKET",
"price": "",
"side": "BUY",
"stop_price": "",
"user_id": "2dedfeb0-58cd-44f2-ae08-0e41fe0413d9",
"user_instrument_fit_acknowledgement": true
}
{
"account_id": "debf2026-f2da-4ff0-bb84-92e45babb1e3",
"currency": "EUR",
"instrument_id": "US0378331005",
"instrument_id_type": "ISIN",
"limit_price": "",
"order_type": "MARKET",
"price": "",
"quantity": "10",
"side": "SELL",
"stop_price": "",
"user_id": "2dedfeb0-58cd-44f2-ae08-0e41fe0413d9",
"user_instrument_fit_acknowledgement": true
}
Response Examples
{
"account_id": "debf2026-f2da-4ff0-bb84-92e45babb1e3",
"cash_amount": "56.65",
"client_reference": "ORD-01",
"created_at": "2021-07-21T14:10:00.00Z",
"currency": "EUR",
"executions": [],
"fee": "0.5",
"id": "eb5ba93f-5dfe-4bf1-8571-4da0caacc80c",
"initiation_flow": "API",
"instrument_id": "US0378331005",
"instrument_id_type": "ISIN",
"limit_price": "",
"order_type": "MARKET",
"price": "",
"quantity": "0.05",
"side": "BUY",
"status": "NEW",
"stop_price": "",
"updated_at": "2021-07-21T14:10:00.00Z",
"user_id": "2dedfeb0-58cd-44f2-ae08-0e41fe0413d9",
"user_instrument_fit_acknowledgement": true
}
{
"account_id": "debf2026-f2da-4ff0-bb84-92e45babb1e3",
"cash_amount": "1000",
"client_reference": "",
"created_at": "2021-07-21T14:10:00.00Z",
"currency": "EUR",
"executions": [],
"fee": "0.0",
"id": "eb5ba93f-5dfe-4bf1-8571-4da0caacc80c",
"initiation_flow": "API",
"instrument_id": "US0378331005",
"instrument_id_type": "ISIN",
"limit_price": "",
"order_type": "MARKET",
"price": "",
"quantity": "0",
"side": "BUY",
"status": "NEW",
"stop_price": "",
"updated_at": "2021-07-21T14:10:00.00Z",
"user_id": "2dedfeb0-58cd-44f2-ae08-0e41fe0413d9",
"user_instrument_fit_acknowledgement": true
}
{
"account_id": "debf2026-f2da-4ff0-bb84-92e45babb1e3",
"cash_amount": "1000",
"client_reference": "",
"created_at": "2021-07-21T14:10:00.00Z",
"currency": "EUR",
"executions": [
{
"cash_amount": "1000",
"currency": "EUR",
"id": "b9dc0676-8a7d-412d-802a-3b325eefd15e",
"order_id": "eb5ba93f-5dfe-4bf1-8571-4da0caacc80c",
"price": "85.22",
"share_quantity": "11.734334663",
"side": "BUY",
"status": "FILLED",
"taxes": [
{
"amount": "0",
"type": "TOTAL"
}
],
"transaction_time": "2021-07-21T14:10:00.020Z"
}
],
"fee": "0.0",
"id": "eb5ba93f-5dfe-4bf1-8571-4da0caacc80c",
"initiation_flow": "API",
"instrument_id": "US0378331005",
"instrument_id_type": "ISIN",
"limit_price": "",
"order_type": "MARKET",
"price": "",
"quantity": "0",
"side": "BUY",
"status": "FILLED",
"stop_price": "",
"updated_at": "2021-07-21T14:10:00.00Z",
"user_id": "2dedfeb0-58cd-44f2-ae08-0e41fe0413d9",
"user_instrument_fit_acknowledgement": true
}
{
"account_id": "debf2026-f2da-4ff0-bb84-92e45babb1e3",
"cash_amount": "0",
"client_reference": "",
"created_at": "2021-07-21T14:10:00.00Z",
"currency": "EUR",
"executions": [],
"fee": "0.0",
"id": "eb5ba93f-5dfe-4bf1-8571-4da0caacc80c",
"initiation_flow": "API",
"instrument_id": "US0378331005",
"instrument_id_type": "ISIN",
"limit_price": "",
"order_type": "MARKET",
"price": "",
"quantity": "10",
"side": "SELL",
"status": "NEW",
"stop_price": "",
"updated_at": "2021-07-21T14:10:00.00Z",
"user_id": "2dedfeb0-58cd-44f2-ae08-0e41fe0413d9",
"user_instrument_fit_acknowledgement": true
}
{
"account_id": "debf2026-f2da-4ff0-bb84-92e45babb1e3",
"cash_amount": "0",
"client_reference": "",
"created_at": "2021-07-21T14:10:00.00Z",
"currency": "EUR",
"executions": [
{
"cash_amount": "852.20",
"currency": "EUR",
"id": "b9dc0676-8a7d-412d-802a-3b325eefd15e",
"order_id": "eb5ba93f-5dfe-4bf1-8571-4da0caacc80c",
"price": "85.22",
"share_quantity": "10",
"side": "SELL",
"status": "FILLED",
"taxes": [
{
"amount": "23.45",
"type": "TOTAL"
}
],
"transaction_time": "2021-07-21T14:10:00.020Z"
}
],
"fee": "0.0",
"id": "eb5ba93f-5dfe-4bf1-8571-4da0caacc80c",
"initiation_flow": "API",
"instrument_id": "US0378331005",
"instrument_id_type": "ISIN",
"limit_price": "",
"order_type": "MARKET",
"price": "",
"quantity": "10",
"side": "SELL",
"status": "FILLED",
"stop_price": "",
"updated_at": "2021-07-21T14:10:00.00Z",
"user_id": "2dedfeb0-58cd-44f2-ae08-0e41fe0413d9",
"user_instrument_fit_acknowledgement": true
}
{
"status": 400,
"type": "bad_request"
}
{
"status": 401,
"type": "unauthorized"
}
{
"status": 403,
"type": "forbidden"
}
{
"status": 406,
"type": "not_acceptable"
}
{
"status": 422,
"type": "unprocessable_entity"
}
{
"status": 429,
"type": "too_many_requests"
}
{
"status": 500,
"type": "internal_server_error"
}
{
"status": 503,
"type": "method_not_allowed"
}
Authentication
oauth-client-credentials
Required Scopes:
orders:read
orders:admin
Responses
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/json
id
string
uuid
required
created_at
string
date-time
required
Date and time when the resource was created. RFC 3339-5, ISO8601 UTC
updated_at
string
date-time
required
Date and time when the resource was last updated. RFC 3339-5, ISO8601 UTC
user_id
string
uuid
required
The ID of the user
account_id
string
uuid
required
The ID of the account that owns the order
cash_amount
required
Cash amount for a nominal order, not needed if share quantity is specified
currency
string
ISO4217
required
Three-letter ISO 4217 alphabetical currency code.
- EUR - Euro
- Default
- "EUR"
- Enum
-
- EUR
side
string
required
Side of the order.
- BUY -
- SELL -
- Enum
-
- BUY
- SELL
instrument_id
string
^[A-Z]{2}[A-Z0-9]{9}[0-9]$
required
International securities identification number defined by ISO 6166.
instrument_id_type
string
required
The type of the ID used in the request.
- ISIN -
- Default
- "ISIN"
- Enum
-
- ISIN
order_type
string
required
Type of the order.
- MARKET -
- LIMIT - [COMING SOON]
- STOP - [COMING SOON]
- Enum
-
- MARKET
- LIMIT
- STOP
quantity
string
^[0-9]{0,63}(\.[0-9]{1,27})?$
required
Quantity of securities for the order. Only needed if the cash amount is not specified
user_instrument_fit_acknowledgement
boolean
Only applicable if the user has failed the instrument fit check for the instrument type being ordered. True if the user has acknowledged their willingness to trade.
price
string
^[0-9]{0,63}(\.[0-9]{1,27})?$
[DEPRECATED] The limit or stop price for limit and stop orders respectively.
limit_price
string
^[0-9]{0,63}(\.[0-9]{1,27})?$
[COMING SOON] The limit price for limit type order
stop_price
string
^[0-9]{0,63}(\.[0-9]{1,27})?$
[COMING SOON] The stop price for stop type order
expiry_date
string
^[0-9]{4}-[0-9]{2}-[0-9]{2}$
[COMING SOON] Date of order expiration (last day the order can trade) in YYYY-MM-DD format. RFC 3339, section 5.6 RFC 3339
status
string
required
The execution status of the order.
- NEW -
- PROCESSING -
- FILLED -
- CANCELLED -
- Enum
-
- NEW
- PROCESSING
- FILLED
- CANCELLED
fee
string
^[0-9]{0,63}(\.[0-9]{1,27})?$
required
cancellation_reason
string
Reason for Order cancellation. The field is present in case the Order has a status of CANCELLED.
- CANCELLED_BY_CLIENT -
- CANCELLED_BY_UPVEST_OPERATIONS -
- CANCELLED_BY_TRADING_PARTNER -
- CANCELLED_BY_UPVEST_PLATFORM -
- Enum
-
- CANCELLED_BY_CLIENT
- CANCELLED_BY_UPVEST_OPERATIONS
- CANCELLED_BY_TRADING_PARTNER
- CANCELLED_BY_UPVEST_PLATFORM
initiation_flow
string
required
Initiation flow used during order creation, i.e. what triggered the order.
- API -
- PORTFOLIO -
- CASH_DIVIDEND_REINVESTMENT -
- PORTFOLIO_REBALANCING -
- SELL_TO_COVER_FEES -
- SELL_TO_COVER_TAXES -
- Enum
-
- API
- PORTFOLIO
- CASH_DIVIDEND_REINVESTMENT
- PORTFOLIO_REBALANCING
- SELL_TO_COVER_FEES
- SELL_TO_COVER_TAXES
executions
array[object (Order execution)]
required
Order executions associated with this order
client_reference
string
required
An ID provided by the client
- Max Length
- 100
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Examples
{
"account_id": "debf2026-f2da-4ff0-bb84-92e45babb1e3",
"cash_amount": "56.65",
"client_reference": "",
"created_at": "2021-07-21T14:10:00.00Z",
"currency": "EUR",
"executions": [],
"fee": "0.5",
"id": "eb5ba93f-5dfe-4bf1-8571-4da0caacc80c",
"initiation_flow": "API",
"instrument_id": "US0378331005",
"instrument_id_type": "ISIN",
"limit_price": "",
"order_type": "MARKET",
"price": "",
"quantity": "0.05",
"side": "BUY",
"status": "NEW",
"stop_price": "",
"updated_at": "2021-07-21T14:10:00.00Z",
"user_id": "2dedfeb0-58cd-44f2-ae08-0e41fe0413d9",
"user_instrument_fit_acknowledgement": true
}
{
"status": 401,
"type": "unauthorized"
}
{
"status": 403,
"type": "forbidden"
}
{
"status": 404,
"type": "not_found"
}
{
"status": 406,
"type": "not_acceptable"
}
{
"status": 429,
"type": "too_many_requests"
}
{
"status": 500,
"type": "internal_server_error"
}
{
"status": 503,
"type": "method_not_allowed"
}
Cancel an order by ID
Cancels an order specified by its ID. It is possible to cancel an order of the NEW
status. Once a cancellation has been accepted, the further processing steps take place asynchronously and depending on the respective order status.
Authentication
oauth-client-credentials
Required Scopes:
orders:admin
Responses
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/json
id
string
uuid
required
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Examples
{
"id": "eb5ba93f-5dfe-4bf1-8571-4da0caacc80c"
}
{
"status": 401,
"type": "unauthorized"
}
{
"status": 403,
"type": "forbidden"
}
{
"status": 404,
"type": "not_found"
}
{
"status": 406,
"type": "not_acceptable"
}
{
"status": 429,
"type": "too_many_requests"
}
{
"status": 500,
"type": "internal_server_error"
}
{
"status": 503,
"type": "method_not_allowed"
}
Get an order execution by ID
Returns the order execution specified by its ID.
Authentication
oauth-client-credentials
Required Scopes:
orders:read
orders:admin
Responses
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/json
id
string
uuid
required
cash_amount
string
^[0-9]{1,9}(\.[0-9]{2})?$
required
share_quantity
string
^[0-9]{0,63}(\.[0-9]{1,27})?$
required
price
string
^[0-9]{0,63}(\.[0-9]{1,27})?$
required
transaction_time
string
date-time
required
taxes
array[object (Tax)]
required
order_id
string
uuid
required
status
string
required
Execution status of the Execution.
- FILLED -
- SETTLED -
- CANCELLED -
- Enum
-
- FILLED
- SETTLED
- CANCELLED
side
string
required
Side of the execution.
- BUY -
- SELL -
- Enum
-
- BUY
- SELL
currency
string
ISO4217
required
Three-letter ISO 4217 alphabetical currency code.
- EUR - Euro
- Default
- "EUR"
- Enum
-
- EUR
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Headers
upvest-request-id
string
uuid
- Example
- "169ae4c7-ebd7-4041-94da-25369653eba7"
Response: application/problem+json
type
string
required
URL to a document describing the error condition.
status
int
required
Transmission of the HTTP status code so that all information can be found in one place, but also to correct changes in the status code due to the use of proxy servers.
title
string
A short, human-readable title for the general error type; the title should not change for given types.
detail
string
A human-readable description of the specific error.
instance
string
This optional key may be present, with a unique URI for the specific error; this will often point to an error log for that specific response.
request_id
string
Correlation ID for the original request.
Response Examples
{
"cash_amount": "56.65",
"currency": "EUR",
"id": "b9dc0676-8a7d-412d-802a-3b325eefd15e",
"order_id": "eb5ba93f-5dfe-4bf1-8571-4da0caacc80c",
"price": "130.65",
"share_quantity": "0.05",
"side": "BUY",
"status": "FILLED",
"taxes": [
{
"amount": "1.3",
"type": "TOTAL"
}
],
"transaction_time": "2021-07-21T14:10:00.00Z"
}
{
"status": 401,
"type": "unauthorized"
}
{
"status": 403,
"type": "forbidden"
}
{
"status": 404,
"type": "not_found"
}
{
"status": 406,
"type": "not_acceptable"
}
{
"status": 429,
"type": "too_many_requests"
}
{
"status": 500,
"type": "internal_server_error"
}
{
"status": 503,
"type": "method_not_allowed"
}
Responses
Request Examples
{
"created_at": "2022-11-17T10:42:34.758Z",
"id": "8962b496-8d42-4560-bfab-10490dd1a721",
"object": {
"cash_amount": "852.20",
"currency": "EUR",
"id": "b40f4631-e83b-4737-a003-c0cb36382bc5",
"order_id": "cd2d6019-c11d-4114-aab3-b2e5dbe58cbf",
"price": "85.22",
"share_quantity": "10",
"side": "BUY",
"status": "FILLED",
"taxes": [
{
"amount": "0",
"type": "TOTAL"
}
],
"transaction_time": "2022-11-17T10:42:34.758Z"
},
"type": "EXECUTION.FILLED",
"webhook_id": "9df39835-be87-4243-9018-f2500b39cee6"
}
Responses
Request Examples
{
"created_at": "2021-07-21T14:10:00.00Z",
"id": "8962b496-8d42-4560-bfab-10490dd1a721",
"object": {
"account_id": "debf2026-f2da-4ff0-bb84-92e45babb1e3",
"cash_amount": "56.65",
"client_reference": "",
"created_at": "2021-07-21T14:10:00.00Z",
"currency": "EUR",
"executions": [],
"fee": "0.5",
"id": "eb5ba93f-5dfe-4bf1-8571-4da0caacc80c",
"initiation_flow": "API",
"instrument_id": "US0378331005",
"instrument_id_type": "ISIN",
"order_type": "MARKET",
"price": "",
"quantity": "0.05",
"side": "BUY",
"status": "NEW",
"updated_at": "2021-07-21T14:10:00.00Z",
"user_id": "2dedfeb0-58cd-44f2-ae08-0e41fe0413d9",
"user_instrument_fit_acknowledgement": true
},
"type": "ORDER.NEW",
"webhook_id": "9df39835-be87-4243-9018-f2500b39cee6"
}
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