Introduction

A savings plan offers an easy and convenient way for your users to invest on autopilot in various financial instruments or portfolios to achieve their financial goals.

How does a savings plan work?

Savings plans enable you to offer automatic recurring investments.

Setting up a savings plan via the Investment API can be done with a single API request. Once the savings plan is created, our system will automatically execute the savings plan based on the provided configuration.

With the Upvest Investment API you can create savings plans for individual instruments and portfolios; there is virtually no limit to the number of savings plans you can create for your users.

You can also configure the savings plan intervals flexibly to best suit your users individual needs, from every day to once every quarter and beyond.

Learn more about the execution flow of a savings plan and its execution states in this chapter.