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Uphold Portfolio API

Portfolio.

Uphold Portfolio API is one of 25 APIs that Uphold publishes on the APIs.io network, described by a machine-readable OpenAPI specification.

Tagged areas include Portfolio. The published artifact set on APIs.io includes an OpenAPI specification, API documentation, an API reference, authentication docs, and a changelog.

This API exposes 9 operations across 9 paths, and defines 11 schemas. It is described by OpenAPI 3.2.0, at version 0.1.0.

Requests are made against 2 base URLs: https://api.enterprise.sandbox.uphold.com, https://api.enterprise.uphold.com.

9 operations 9 paths 11 schemas 7 GET2 POST

Metadata

The identity and technical contract details declared by the specification.

Specification
OpenAPI 3.2.0
API Version
0.1.0
Base URL
https://api.enterprise.uphold.com
Authentication
OAuth 2.0
Resource Areas
1

Authentication & Security 1

Uphold Portfolio API declares 1 security scheme for authenticating requests. It supports OAuth 2.0 (OAuth2) using the clientCredentials flow, exposing 49 scopes. By default, every request must be authenticated.

  • OAuth2 — OAuth 2.0 authentication.

Paths & Operations 9

Across 9 paths, the API surfaces 9 operations — 7 GET, 2 POST. Each is listed below with its method, path, parameters, and response codes.

Portfolio 9

Portfolio.

GET
/core/portfolio
Get overview
core.get-portfolio-overview 9 params → 200401403404409429
GET
/core/portfolio/performance
Get performance
core.get-portfolio-performance 9 params → 200401403404409429
GET
/core/portfolio/historical-balance
Get historical balance
core.get-portfolio-historical-balance 9 params → 200401403404409429
GET
/core/portfolio/assets/{asset}/performance
Get asset performance
core.get-portfolio-asset-performance 10 params → 200401403404409429
POST
/core/portfolio/assets/_mget/performance
Get many assets performance
core.get-portfolio-many-assets-performance 9 params body → 200401403404409429
GET
/core/portfolio/assets/{asset}/historical-balance
Get asset historical balance
core.get-portfolio-asset-historical-balance 11 params → 200401403404409429
GET
/core/portfolio/accounts/{accountId}/performance
Get account performance
core.get-portfolio-account-performance 10 params → 200401403404409429
POST
/core/portfolio/accounts/_mget/performance
Get many accounts performance
core.get-portfolio-many-accounts-performance 9 params body → 200401403404409429
GET
/core/portfolio/accounts/{accountId}/historical-balance
Get account historical balance
core.get-portfolio-account-historical-balance 11 params → 200401403404409429

Schemas 11

The contract defines 11 schemas that model the data the API accepts and returns. The most detailed are portfolio-holding (5 properties), portfolio-performance (3 properties), feedback (3 properties), portfolio-historical-balance-overview (2 properties). Each schema is shown below with its type and property counts.

portfolio-holding
object
5 properties 3 required
portfolio-performance-overview
object
2 properties 2 required
portfolio-overview
object
2 properties 2 required
feedback
object
A feedback message with a code and human-readable description.
3 properties 2 required
portfolio-performance
object
3 properties 3 required
portfolio-historical-balance
object
2 properties 1 required
string-no-edge-spaces
string
error
The error information.
portfolio-historical-balance-overview
object
2 properties 1 required
subdivision-code-for-request
string
country-code-for-request
string

Specification

The full machine-readable OpenAPI contract behind this narrative.

Source

uphold-portfolio-api-openapi.yml Raw ↑

Other APIs Uphold publishes across the network.

Uphold Public API (v0)
Uphold Documentation MCP Server
Uphold Accounts API
Uphold Assets API
Uphold Authentication API
Uphold Capabilities API
Uphold Countries API
Uphold External accounts API
Uphold Files API
Uphold General API
Uphold Ingestions API
Uphold KYB API
Where this information came from

This is an independent, third-party profile of Uphold Portfolio API, published by API Evangelist. We do not operate, host, resell, or support these APIs, and we are not affiliated with or endorsed by the company unless stated above. Everything here is built from publicly available information — the company's own site, developer portal, documentation, public repositories, and the specifications it publishes for public use. Nothing is obtained by breaching a system, defeating an access control, or using credentials.

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