Portfolios

The 'Portfolios' feature of the Upvest Investment API allows you to create a portfolio with any combination of assets. In the following guides, we provide you with all the necessary information on this topic so that you can carry out a smooth implementation.

• Enabling portfolio investments A guide to implementing portfolio investments. We'll show you how the process of activating an account to use the portfolio investment features.

• Managing portfolio allocations Learn common use cases required to confidently run a large number of portfolio investments for your users.

• Rebalancing Here, we describe the possible operations that you can perform with rebalnacing endpoints.

• Liquidations Learn how to liquidate all open positions in an account.

• Portfolio Sandbox testing This guide walks you through the steps to effectively test portfolio rebalancing in our Sandbox environment.