Enabling portfolio investments

This tutorial shows you how you can offer portfolio products to your users with the Upvest Investment API. You'll see how users can invest in the portfolios and how you can manage these portfolio investments.

Let's get started!

Each page of this tutorial will lead you through a distinct step along the path to a goal.

The path we'll follow looks like this:

• Placing Portfolio Orders
  • Creating portfolio allocations
  • Setting up a portfolio configuration
  • Placing the order
• Managing portfolio allocations
  • Listing portfolio allocations
  • Modifying portfolio allocations
• Reallocation

  • Switching a portfolio allocation

  • Trigger a rebalancing

Please click on the "Next" button below to continue.