How AI is applied across API Evangelist and APIs.io. Read my AI disclosure →
API Evangelist API Evangelist
Discovery
Learnings
Guidance
Toolbox
Alignment
API Evangelist LLC
Discovery
Learnings
Guidance
Toolbox
Alignment
API Evangelist LLC

Need help?

Contact us
Upvest

Upvest Accounts API

Investment accounts that hold positions and track balances for users.

Documentation Provider Profile APIs.io OpenAPI GitHub

Upvest Accounts API is one of 35 APIs that Upvest publishes on the APIs.io network, described by a machine-readable OpenAPI specification and an AsyncAPI event-driven specification.

This API exposes 10 JSON Schema definitions.

Tagged areas include Account. The published artifact set on APIs.io includes an OpenAPI specification, API documentation, an AsyncAPI specification, and 10 JSON Schemas.

This API exposes 6 operations across 3 paths, and defines 5 schemas. It is described by OpenAPI 3.1.0, at version 1.0.0.

Requests are made against 2 base URLs: https://api.upvest.co, https://sandbox.upvest.co.

6 operations 3 paths 5 schemas 1 DELETE3 GET1 PATCH1 POST

Metadata

The identity and technical contract details declared by the specification.

Specification
OpenAPI 3.1.0
API Version
1.0.0
Base URL
https://api.upvest.co
Authentication
OAuth 2.0
Contact
Upvest Support
Terms of Service
View terms
Resource Areas
1

Authentication & Security 1

Upvest Accounts API declares 1 security scheme for authenticating requests. It supports OAuth 2.0 (oauth2ClientCredentials) using the clientCredentials flow, exposing 18 scopes. By default, every request must be authenticated.

  • oauth2ClientCredentials — OAuth 2.0 client credentials flow. Obtain an access token by providing your client ID and client secret.

Paths & Operations 6

Across 3 paths, the API surfaces 6 operations — 1 DELETE, 3 GET, 1 PATCH, 1 POST. Each is listed below with its method, path, parameters, and response codes.

Accounts 6

Investment accounts that hold positions and track balances for users.

GET
/users/{user_id}/accounts
Upvest List accounts for a user
listUserAccounts 1 param → 200401
GET
/accounts
Upvest List accounts
listAccounts 2 params → 200401
POST
/accounts
Upvest Create an account
createAccount body → 201400401
GET
/accounts/{account_id}
Upvest Retrieve an account
retrieveAccount 1 param → 200401404
PATCH
/accounts/{account_id}
Upvest Update an account
updateAccount 1 param body → 200400401404
DELETE
/accounts/{account_id}
Upvest Close an account
closeAccount 1 param → 204401404

Schemas 5

The contract defines 5 schemas that model the data the API accepts and returns. The most detailed are Account (7 properties), Error (4 properties), PaginationMeta (4 properties), AccountCreate (3 properties). Each schema is shown below with its type and property counts.

PaginationMeta
object
Pagination metadata for list responses.
4 properties
AccountUpdate
object
Request body for updating an investment account.
1 property
AccountCreate
object
Request body for creating an investment account.
3 properties 2 required
Error
object
An API error response.
4 properties
Account
object
An investment account that holds positions and tracks balances.
7 properties

Specification

The full machine-readable OpenAPI contract behind this narrative.

Source

upvest-accounts-api-openapi.yml Raw ↑

Other APIs Upvest publishes across the network.

Upvest Account Transfers API
AE Profile APIs.io
Upvest Authentication API
AE Profile APIs.io
Upvest Cash Balances API
AE Profile APIs.io
Upvest Corporate Actions API
AE Profile APIs.io
Upvest Direct Debits API
AE Profile APIs.io
Upvest Executions API
AE Profile APIs.io
Upvest Fee Configurations API
AE Profile APIs.io
Upvest Fees API
AE Profile APIs.io
Upvest Files API
AE Profile APIs.io
Upvest Instrument Prices API
AE Profile APIs.io
Upvest Instruments API
AE Profile APIs.io
Upvest Liquidations API
AE Profile APIs.io
#Account
← Back to U APIs
API Details
ID
upvest:upvest-accounts-api
Base URL
https://api.upvest.co
Docs
https://docs.upvest.co/
Provider
Upvest
APIs.io →  GitHub →
Explore more
All APIs Providers APIs.io Network
Work with this as data

Every API here is available over the API and to AI agents over MCP. APIs is not yet its own endpoint on the v1 API. Reach this content through network search and the tag graph, or the MCP server below.

Installs https://mcp.apievangelist.com/mcp in Claude, Cursor, VS Code and the rest — one button, every client.

MCP tools for apis
4 tools reach this content
  • search_api_evangelistSearch every content type across the network at once.
  • find_relatedThe shared-tag relevance graph — what else covers this.
  • get_tagEverything one tag labels, across all content types.
  • guide_topicPRO — a curated bundle for a topic: area, guidance, rules, papers, stories, services.
All tools & prompts
Call it yourself
curl for this page
Search the network for this 
curl "https://api.apievangelist.com/v1/search?q=upvest-accounts-api&limit=10"
Everything under a tag 
curl "https://api.apievangelist.com/v1/tags/upvest-accounts-api"

Discovery needs no key. Full bodies and the synthesis endpoints are Pro.

Get an API key

Free tier, no email required. Sign in with whichever identity you already have.

GitHub Google LinkedIn

A second provider on the same verified email joins the account you already have. Your account

Where this information came from

This is an independent, third-party profile of Upvest Accounts 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.

The Kin Score and Agent Readiness rating are independently calculated assessments of a company's public API artifacts, scored against a published rubric. They are not certifications, endorsements, security assessments, or audits.

Corrections, re-scores, and removal are free — no partnership or purchase required, and you do not need to justify the request. A removed company is recorded as unrated, never scored zero for having asked. Acknowledgement within one business day; removal within two.

info@apievangelist.com · Read the full data-sourcing policy →
On a security or compliance team? Put security in the subject line and you will get a person, not a form — we will tell you exactly which public URLs this profile was built from.