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Upvest

Upvest Portfolios API

Create and manage portfolios with custom asset allocations.

Documentation Provider Profile APIs.io OpenAPI GitHub

Upvest Portfolios 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 Portfolio. The published artifact set on APIs.io includes an OpenAPI specification, API documentation, an AsyncAPI specification, and 10 JSON Schemas.

This API exposes 4 operations across 2 paths, and defines 6 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.

4 operations 2 paths 6 schemas 2 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 Portfolios 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 4

Across 2 paths, the API surfaces 4 operations — 2 GET, 1 PATCH, 1 POST. Each is listed below with its method, path, parameters, and response codes.

Portfolios 4

Create and manage portfolios with custom asset allocations.

GET
/portfolios
Upvest List portfolios
listPortfolios 2 params → 200401
POST
/portfolios
Upvest Create a portfolio
createPortfolio body → 201400401
GET
/portfolios/{portfolio_id}
Upvest Retrieve a portfolio
retrievePortfolio 1 param → 200401404
PATCH
/portfolios/{portfolio_id}
Upvest Update a portfolio
updatePortfolio 1 param body → 200400401

Schemas 6

The contract defines 6 schemas that model the data the API accepts and returns. The most detailed are Portfolio (6 properties), Error (4 properties), PaginationMeta (4 properties), PortfolioCreate (3 properties). Each schema is shown below with its type and property counts.

PaginationMeta
object
Pagination metadata for list responses.
4 properties
Portfolio
object
A portfolio with defined target allocations across instruments.
6 properties
Error
object
An API error response.
4 properties
PortfolioAllocationCreate
object
Request body for defining a portfolio allocation.
2 properties 2 required
PortfolioCreate
object
Request body for creating a portfolio.
3 properties 3 required
PortfolioUpdate
object
Request body for updating a portfolio.
1 property

Specification

The full machine-readable OpenAPI contract behind this narrative.

Source

upvest-portfolios-api-openapi.yml Raw ↑

Other APIs Upvest publishes across the network.

Upvest Account Transfers API
AE Profile APIs.io
Upvest Accounts 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
#Portfolio
← Back to U APIs
API Details
ID
upvest:upvest-portfolios-api
Base URL
https://api.upvest.co
Docs
https://docs.upvest.co/
Provider
Upvest
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