Upvest Investment API

The Upvest Investment API provides a unified interface for building embedded investment experiences. It supports placing and managing orders, creating portfolios, configuring savings plans, handling securities transfers, and managing user accounts and positions. The API covers the full order lifecycle with asynchronous processing and webhook notifications for real-time event handling. Key resource groups include users and businesses, accounts, orders and executions, instruments and price data, portfolios, savings plans, payments (top-ups, withdrawals, direct debits), tax and compliance, webhooks, and reporting.