Enabling portfolio investment

• Authentication scopes — orders:admin, portfolios:admin

  For more information, refer to Authentication scopes.

• Webhook handler ready — Set up a webhook endpoint to listen for portfolio order events.

  • Subscribe to PORTFOLIO_ORDER.* and ORDER.* events.

  For more information, refer to Implementing webhooks.

This guide shows you how you can offer portfolio products to your users with the Upvest Investment API. You'll see how users can invest in the portfolios and how you can manage these portfolio investments.

The following sections will guide you through the steps required to place your first portfolio order. Although portfolio orders can be placed with a single API call, we must first create a portfolio allocation and link that allocation to a user's account via a portfolio configuration.

• Creating portfolio allocations
• Setting up a portfolio configuration
• Placing the order