# Portfolios

All portfolios related paths.

 - [GET /portfolios/allocations](https://docs.upvest.co/api/portfolios/list_portfolios_allocations.md): Returns a paginated list of portfolio allocations for the authenticated client. Allocations define the target instrument weights that portfolio configurations use to invest and rebalance. See the Port
 - [POST /portfolios/allocations](https://docs.upvest.co/api/portfolios/create_portfolios_allocation.md): Creates a named portfolio allocation specifying a set of instrument weights. The `allocation` array must contain at least one instrument entry. Weights are expressed as percentages and must sum to 100
 - [GET /portfolios/allocations/{allocation_id}](https://docs.upvest.co/api/portfolios/retrieve_portfolios_allocation.md): Retrieves a portfolio allocation by its ID, including its name, instrument weights, and associated rebalancing strategy IDs. See the Portfolios guide ([TOL](https://docs.upvest.co/products/tol/guides/
 - [PUT /portfolios/allocations/{allocation_id}](https://docs.upvest.co/api/portfolios/update_portfolios_allocation.md): Updates the name and/or instrument weights of an existing portfolio allocation. Accounts with a portfolio configuration referencing this allocation will use the new weights on their next rebalancing.
 - [GET /portfolios/configurations](https://docs.upvest.co/api/portfolios/list_portfolios_configurations.md): Returns a paginated list of portfolio configurations for the authenticated client. Each configuration links an account to an allocation and defines which rebalancing strategies apply to that account.
 - [POST /portfolios/configurations](https://docs.upvest.co/api/portfolios/create_portfolios_configuration.md): Creates a portfolio configuration for an investment account, associating it with a target allocation and optional rebalancing strategies. Only one active configuration per account is permitted. See th
 - [GET /portfolios/configurations/{account_id}](https://docs.upvest.co/api/portfolios/retrieve_portfolios_configuration.md): Retrieves a portfolio configuration by its ID, including the linked allocation and any associated rebalancing strategies. See the Portfolios guide ([TOL](https://docs.upvest.co/products/tol/guides/por
 - [PATCH /portfolios/configurations/{account_id}](https://docs.upvest.co/api/portfolios/update_portfolios_configuration.md): Updates the allocation or rebalancing strategies of an existing portfolio configuration. See the Portfolios guide ([TOL](https://docs.upvest.co/products/tol/guides/portfolios) / [BYOL](https://docs.up
 - [DELETE /portfolios/configurations/{account_id}](https://docs.upvest.co/api/portfolios/delete_portfolios_configuration.md): Delete portfolios configuration (hard delete)
 - [GET /portfolios/orders](https://docs.upvest.co/api/portfolios/list_portfolios_orders.md): Returns a paginated list of portfolio orders for the authenticated client. Portfolio orders represent buy or sell instructions that invest or withdraw a cash amount across all instruments in the accou
 - [POST /portfolios/orders](https://docs.upvest.co/api/portfolios/create_portfolios_order.md): Places a buy or sell portfolio order for the specified account, distributing the cash amount across instruments according to the account's allocation weights. One underlying instrument order is genera
 - [GET /portfolios/orders/{portfolio_order_id}](https://docs.upvest.co/api/portfolios/retrieve_portfolios_order.md): Retrieves a portfolio order by its ID, including the status and details of each underlying instrument order. See the Portfolios guide ([TOL](https://docs.upvest.co/products/tol/guides/portfolios) / [B
 - [DELETE /portfolios/orders/{portfolio_order_id}](https://docs.upvest.co/api/portfolios/cancel_portfolios_order.md): Cancel portfolios order. Cancellations may not be possible - in rare situations, some individual orders within portfolios order may already have been filled. In this case, cancellation could result in
 - [GET /portfolios/allocations/{allocation_id}/accounts](https://docs.upvest.co/api/portfolios/list_portfolios_allocation_accounts.md): Returns a paginated list of accounts associated with a specific portfolio allocation. See the Portfolios guide ([TOL](https://docs.upvest.co/products/tol/guides/portfolios) / [BYOL](https://docs.upves
 - [POST Portfolio orders events](https://docs.upvest.co/api/portfolios/portfolio_order_event.md): Fires when a portfolio order transitions to a new status (`PORTFOLIO_ORDER.NEW`, `PORTFOLIO_ORDER.PROCESSING`, `PORTFOLIO_ORDER.FILLED`, `PORTFOLIO_ORDER.SETTLED`, `PORTFOLIO_ORDER.CANCELLED`).
 - [POST Portfolio allocations events](https://docs.upvest.co/api/portfolios/portfolio_allocation_event.md): Fires when a portfolio allocation is created or updated (`PORTFOLIO_ALLOCATION.CREATED`, `PORTFOLIO_ALLOCATION.CHANGED`).