Placing an order

This guide walks you through all aspects of placing an order with the Investment API, including the related cash balance and position updates.

Orders can be created as nominal orders, i.e. buying/selling a security for a specified amount (e.g. EUR 1,000), or as unit orders, i.e. buying/selling a security by specifying the quantity of securities (e.g. 10 shares).

In this guide we'll provide examples of both a nominal buy order and a unit sell order to illustrate this functionality.

Prerequisites

 ✓   Understand Orders
Details

We recommend that your read the Orders introduction if you are unsure how Orders work within the Upvest Investment API.


Following this guide

Use the navigation controls at the bottom of the page to guide you through the following steps:


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