Portfolios
The 'Portfolios' feature of the Upvest Investment API allows you to create a portfolio with any combination of assets.
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Enabling portfolio investing
You will be guided through the process of activating an account to use the portfolio investment features. -
Creating a portfolio strategy
Learn how to use our investment API to apply a customised investment strategy to an account. -
Triggering a rebalancing
Discover how you can use our investment API to optimise an account's portfolio by enabling rebalancing solutions.
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