Uphold

Uphold Portfolio API

Portfolio.

GitHub OpenAPI

Operations 9

Each operation below carries the questions people ask an LLM about it and the instructions they give an agent to run it. Generated by API Evangelist overlay

GET /core/portfolio Get the total portfolio value and holdings · Get overview #
Ask an LLM
“What is my whole portfolio worth right now and what is in it?”
“Can I see my portfolio total valued in EUR instead of USD?”
Tell an agent
Show my portfolio overview.
Get my portfolio value and holdings in {denomination}.
GET /core/portfolio/performance Get overall portfolio performance · Get performance #
Ask an LLM
“How much have I gained or lost across my whole portfolio?”
“What is my portfolio's average cost and total invested over a period?”
Tell an agent
Show my overall portfolio performance.
Get total portfolio gains in {denomination} over {interval}.
GET /core/portfolio/historical-balance Get portfolio balance history · Get historical balance #
Ask an LLM
“How has my total portfolio balance changed over time?”
“Can I chart my whole portfolio's available balance over a chosen interval?”
Tell an agent
Show my portfolio balance history.
Chart my total portfolio balance in {denomination} over {interval}.
GET /core/portfolio/assets/{asset}/performance Get performance of one asset I hold · Get asset performance #
Ask an LLM
“How is my Bitcoin position performing?”
“What is my average cost and unrealized gain on a single asset?”
Tell an agent
Show my performance on {asset}.
Get my unrealized gains on {asset} in {denomination} over {interval}.
POST /core/portfolio/assets/_mget/performance Compare performance of several assets I hold · Get many assets performance #
Ask an LLM
“Can I get gains and losses for several of my assets in one call?”
“How do my BTC, ETH and SOL positions compare?”
Tell an agent
Show my performance for the assets {codes}.
Compare my gains across {codes} over {interval}.
GET /core/portfolio/assets/{asset}/historical-balance Get balance history for one asset I hold · Get asset historical balance #
Ask an LLM
“How has my balance in a specific asset changed over time?”
“Can I see my holdings of one asset over the last year?”
Tell an agent
Show my {asset} balance history.
Chart how much {asset} I held over {interval}.
GET /core/portfolio/accounts/{accountId}/performance Get performance of one account · Get account performance #
Ask an LLM
“How is one particular account performing?”
“What are the unrealized gains on a single account?”
Tell an agent
Show performance for account {accountId}.
Get gains for account {accountId} in {denomination} over {interval}.
POST /core/portfolio/accounts/_mget/performance Compare performance of several accounts · Get many accounts performance #
Ask an LLM
“Can I get performance for several accounts in one request?”
“How do my different accounts compare on gains and losses?”
Tell an agent
Show performance for accounts {ids}.
Compare gains across accounts {ids} over {interval}.
GET /core/portfolio/accounts/{accountId}/historical-balance Get balance history of one account · Get account historical balance #
Ask an LLM
“How has the balance of one account changed over time?”
“Can I chart a single account's available balance by interval?”
Tell an agent
Show the balance history of account {accountId}.
Chart account {accountId} balance over {interval}.

Documentation

📖
Documentation
https://developer.uphold.com/rest-apis/introduction
📖
APIReference
https://developer.uphold.com/rest-apis/core-api/concepts
📖
Authentication
https://raw.githubusercontent.com/api-evangelist/uphold/refs/heads/main/authentication/uphold-authentication.yml
📖
Documentation
https://developer.uphold.com/widgets/introduction
📖
Documentation
https://developer.uphold.com/rest-apis/market-pulse-api/assets/get-asset-information
📖
Documentation
https://developer.uphold.com/rest-apis/kyc-connector-api/introduction
📖
Documentation
https://developer.uphold.com/rest-apis/topper-api/kyc-sharing/create-session

Specifications

⚙
OpenAPI
https://raw.githubusercontent.com/api-evangelist/uphold/refs/heads/main/openapi/uphold-portfolio-api-openapi.yml

Other Resources

🔗
OAuthScopes
https://raw.githubusercontent.com/api-evangelist/uphold/refs/heads/main/scopes/uphold-scopes.yml
🔗
Conventions
https://raw.githubusercontent.com/api-evangelist/uphold/refs/heads/main/conventions/uphold-conventions.yml
🔗
ErrorCatalog
https://raw.githubusercontent.com/api-evangelist/uphold/refs/heads/main/errors/uphold-problem-types.yml
🔗
DataModel
https://raw.githubusercontent.com/api-evangelist/uphold/refs/heads/main/data-model/uphold-data-model.yml
🔗
Webhooks
https://raw.githubusercontent.com/api-evangelist/uphold/refs/heads/main/asyncapi/uphold-core-webhooks.yml
🔗
Sandbox
https://raw.githubusercontent.com/api-evangelist/uphold/refs/heads/main/sandbox/uphold-sandbox.yml
🔗
Components
https://raw.githubusercontent.com/api-evangelist/uphold/refs/heads/main/components/uphold-components.yml
🔗
ChangeLog
https://developer.uphold.com/widgets/changelog

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OpenAPI Specification

uphold-portfolio-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: 0.1.0
  title: Core Portfolio API
  description: The Core API provides essential building blocks that empower businesses to embed financial services into their applications.
  contact:
    name: Uphold API Team
    email: developers@uphold.com
    url: https://developer.uphold.com
servers:
- url: https://api.enterprise.sandbox.uphold.com
  description: Sandbox
- url: https://api.enterprise.uphold.com
  description: Production
security:
- OAuth2: []
tags:


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# Full source: https://raw.githubusercontent.com/api-evangelist/uphold/refs/heads/main/openapi/uphold-portfolio-api-openapi.yml