Overview

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.