Upvest Investment API.
API Reference/- Portfolio rebalancing execution orders events
Trigger portfolio rebalancing
Retrieve portfolios rebalancing execution
List portfolio rebalancing execution orders
Portfolio rebalancing exe...
Upvest Investment API (1.75.0)
Overview
Languages
Servers
Sandbox environment
https://sandbox.upvest.co/
Live environment
https://api.upvest.co/
Query
Sort order of the result list if the sort parameter is specified. By default, only ASC for ascending sort.
Default "ASC"
Value"ASC"
Use the offset argument to specify where in the list of results to start when returning items for a particular query.
Use the limit argument to specify the maximum number of items returned.
Default 100
Returns rebalancing orders with dates starting from and including this date (UTC)
Example: start_date=2022-10-14T10:10:10Z
Headers
Bearer (access) token from the OAuth flow with correct scopes. https://datatracker.ietf.org/doc/html/rfc6750
Example: Bearer c2VjcmV0Cg==
https://tools.ietf.org/id/draft-ietf-httpbis-message-signatures-01.html#name-the-signature-http-header
https://tools.ietf.org/id/draft-ietf-httpbis-message-signatures-01.html#name-the-signature-input-http-he
- Sandbox environment
https://sandbox.upvest.co/portfolios/rebalancings/executions/{execution_id}/orders
- Live environment
https://api.upvest.co/portfolios/rebalancings/executions/{execution_id}/orders
- curl
- JavaScript
- Node.js
- Python
- Java
- C#
- PHP
- Go
- Ruby
- R
- Payload
curl -i -X GET \
'https://sandbox.upvest.co/portfolios/rebalancings/executions/{execution_id}/orders?sort=status&order=ASC&offset=0&limit=100&start_date=2022-10-14T10%3A10%3A10Z&end_date=2022-10-14T10%3A10%3A10Z' \
-H 'Authorization: Bearer <YOUR_TOKEN_HERE>' \
-H 'authorization: Bearer c2VjcmV0Cg==' \
-H 'signature: string' \
-H 'signature-input: string' \
-H 'upvest-api-version: 1' \
-H 'upvest-client-id: ebabcf4d-61c3-4942-875c-e265a7c2d062'Portfolios
Status of the Rebalancing Execution Order.
- NEW -
- PROCESSING -
- FILLED -
- CANCELLED -
Enum"NEW""PROCESSING""FILLED""CANCELLED"
Date and time when the resource was created. RFC 3339-5, ISO8601 UTC
Date and time when the resource was last updated. RFC 3339-5, ISO8601 UTC
Reason for Rebalancing Execution Order Cancellation. The field is present in case the Order has a status of CANCELLED.
- ACCOUNT_IS_EMPTY -
- ACCOUNT_NOT_FOUND -
- CANCELLED_BY_CLIENT -
- CANCELLED_BY_UPVEST -
- CONFIGURATION_IS_MISSING -
- INVALID_ACCOUNT_TYPE -
- PORTFOLIO_IS_BALANCED -
- UNKNOWN -
Enum"ACCOUNT_IS_EMPTY""ACCOUNT_NOT_FOUND""CANCELLED_BY_CLIENT""CANCELLED_BY_UPVEST""CONFIGURATION_IS_MISSING""INVALID_ACCOUNT_TYPE""PORTFOLIO_IS_BALANCED""UNKNOWN"
Response
application/json
{ "meta": { "count": 2, "limit": 10, "offset": 0, "order": "ASC", "sort": "state", "total_count": 2 }, "data": [ { … }, { … }, { … }, { … } ] }
Bodyapplication/json
Date and time when the event was created. RFC 3339-5, ISO8601 UTC
Event type
Enum"REBALANCING_EXECUTION_ORDER.NEW""REBALANCING_EXECUTION_ORDER.PROCESSING""REBALANCING_EXECUTION_ORDER.CANCELLED""REBALANCING_EXECUTION_ORDER.FILLED"
Status of the Rebalancing Execution Order.
- NEW -
- PROCESSING -
- FILLED -
- CANCELLED -
Enum"NEW""PROCESSING""FILLED""CANCELLED"
Date and time when the resource was created. RFC 3339-5, ISO8601 UTC
Date and time when the resource was last updated. RFC 3339-5, ISO8601 UTC
Reason for Rebalancing Execution Order Cancellation. The field is present in case the Order has a status of CANCELLED.
- ACCOUNT_IS_EMPTY -
- ACCOUNT_NOT_FOUND -
- CANCELLED_BY_CLIENT -
- CANCELLED_BY_UPVEST -
- CONFIGURATION_IS_MISSING -
- INVALID_ACCOUNT_TYPE -
- PORTFOLIO_IS_BALANCED -
- UNKNOWN -
Enum"ACCOUNT_IS_EMPTY""ACCOUNT_NOT_FOUND""CANCELLED_BY_CLIENT""CANCELLED_BY_UPVEST""CONFIGURATION_IS_MISSING""INVALID_ACCOUNT_TYPE""PORTFOLIO_IS_BALANCED""UNKNOWN"
- Sandbox environment
https://sandbox.upvest.co/Portfolio rebalancing execution orders events
- Live environment
https://api.upvest.co/Portfolio rebalancing execution orders events
application/json
{ "id": "54b8d84f-5bd0-4e43-bf0f-164388cb4c23", "created_at": "2021-07-21T14:10:00.00Z", "type": "REBALANCING_EXECUTION_ORDER.NEW", "object": { "id": "eb5ba93f-5dfe-4bf1-8571-4da0caacc80c", "execution_id": "760abce7-e6b5-440b-bdf3-88e35ed6417a", "created_at": "2021-07-21T14:10:00.000Z", "updated_at": "2021-07-21T14:10:00.000Z", "account_id": "debf2026-f2da-4ff0-bb84-92e45babb1e3", "portfolio_order_id": "4f2f5db9-ef4e-4dbf-80a1-bffc71985d6c", "status": "PROCESSING" }, "webhook_id": "cd2e4183-4e62-4e0f-981b-44b594d14610" }