When your first buy order is fully executed, the resulting quantity of the instrument purchased will be represented as a position that can be queried via the Investment API. As buy and sell orders, corporate actions and account transfers are placed, the quantity of your securities position may change.

  • Learn how positions work
    A position represents the holdings of a specific instrument in a user’s account.

  • Account valuations
    The account valuation is a total value of all securities on a given account. Upvest provides information on current and historic End of Day (EOD) account valuations.

Was this page helpful?