Upvest Investment API.
API Reference/- Retrieve portfolios configuration
List portfolios allocations
Create portfolios allocation
Retrieve portfolios allocation
Update portfolios allocation
List portfolios configurations
Create portfolios configuration
Update portfolios configuration
List portfolios orders
Create portfolios order
Retrieve portfolios order
Cancel portfolios order
List portfolios allocation accounts
Portfolios orders events
Portfolios allocations events
Retrieve portfolios confi...
Upvest Investment API (1.75.0)
Overview
Languages
Servers
Sandbox environment
https://sandbox.upvest.co/
Live environment
https://api.upvest.co/
Headers
Bodyapplication/jsonBearer (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
A UUID to be used as an idempotency key. This prevents a duplicate request from being replayed. https://docs.upvest.co/documentation/concepts/api_concepts/idempotency
Example: ccb07f42-4104-44ad-8e1f-c660bb7b269c
- Sandbox environment
https://sandbox.upvest.co/portfolios/configurations
- Live environment
https://api.upvest.co/portfolios/configurations
- curl
- JavaScript
- Node.js
- Python
- Java
- C#
- PHP
- Go
- Ruby
- R
- Payload
curl -i -X POST \
https://sandbox.upvest.co/portfolios/configurations \
-H 'Authorization: Bearer <YOUR_TOKEN_HERE>' \
-H 'Content-Type: application/json' \
-H 'authorization: Bearer c2VjcmV0Cg==' \
-H 'idempotency-key: ccb07f42-4104-44ad-8e1f-c660bb7b269c' \
-H 'signature: string' \
-H 'signature-input: string' \
-H 'upvest-api-version: 1' \
-H 'upvest-client-id: ebabcf4d-61c3-4942-875c-e265a7c2d062' \
-d '{
"account_id": "f2f7d2c7-d79b-4de2-ae9b-d01646259f9e",
"allocation_id": "eb68abce-29f4-483f-a384-7f243e77851f",
"rebalancing_strategy_ids": [
"7a7322f5-b45d-4aba-aae4-c12797938c93",
"fd8e5363-a89c-4a2f-b3c6-5f857721625f"
]
}'Portfolios configuration
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
Response
application/json
{ "created_at": "2021-07-21T14:10:00.00Z", "updated_at": "2021-07-21T14:10:00.00Z", "account_id": "f2f7d2c7-d79b-4de2-ae9b-d01646259f9e", "allocation_id": "eb68abce-29f4-483f-a384-7f243e77851f", "rebalancing_strategy_ids": [ "7a7322f5-b45d-4aba-aae4-c12797938c93", "fd8e5363-a89c-4a2f-b3c6-5f857721625f" ] }
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/configurations/{account_id}
- Live environment
https://api.upvest.co/portfolios/configurations/{account_id}
- curl
- JavaScript
- Node.js
- Python
- Java
- C#
- PHP
- Go
- Ruby
- R
- Payload
curl -i -X GET \
'https://sandbox.upvest.co/portfolios/configurations/{account_id}' \
-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
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
Response
application/json
{ "created_at": "2021-07-21T14:10:00.00Z", "updated_at": "2021-07-21T14:10:00.00Z", "account_id": "f2f7d2c7-d79b-4de2-ae9b-d01646259f9e", "allocation_id": "eb68abce-29f4-483f-a384-7f243e77851f", "rebalancing_strategy_ids": [ "7a7322f5-b45d-4aba-aae4-c12797938c93", "fd8e5363-a89c-4a2f-b3c6-5f857721625f" ] }
Headers
Bodyapplication/jsonBearer (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
A UUID to be used as an idempotency key. This prevents a duplicate request from being replayed. https://docs.upvest.co/documentation/concepts/api_concepts/idempotency
Example: ccb07f42-4104-44ad-8e1f-c660bb7b269c
- Sandbox environment
https://sandbox.upvest.co/portfolios/configurations/{account_id}
- Live environment
https://api.upvest.co/portfolios/configurations/{account_id}
- curl
- JavaScript
- Node.js
- Python
- Java
- C#
- PHP
- Go
- Ruby
- R
- Payload
curl -i -X PATCH \
'https://sandbox.upvest.co/portfolios/configurations/{account_id}' \
-H 'Authorization: Bearer <YOUR_TOKEN_HERE>' \
-H 'Content-Type: application/json' \
-H 'authorization: Bearer c2VjcmV0Cg==' \
-H 'idempotency-key: ccb07f42-4104-44ad-8e1f-c660bb7b269c' \
-H 'signature: string' \
-H 'signature-input: string' \
-H 'upvest-api-version: 1' \
-H 'upvest-client-id: ebabcf4d-61c3-4942-875c-e265a7c2d062' \
-d '{
"allocation_id": "359e9c9e-b91c-4853-8674-e6657af609fc"
}'Portfolio
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
Response
application/json
{ "created_at": "2021-07-21T14:10:00.00Z", "updated_at": "2021-07-22T15:10:00.00Z", "account_id": "f2f7d2c7-d79b-4de2-ae9b-d01646259f9e", "allocation_id": "359e9c9e-b91c-4853-8674-e6657af609fc", "rebalancing_strategy_ids": [ "7a7322f5-b45d-4aba-aae4-c12797938c93", "fd8e5363-a89c-4a2f-b3c6-5f857721625f" ] }