Upvest Corporate Actions API

openapi: 3.1.0
info:
  title: Upvest Investment Account Transfers Corporate Actions API
  description: 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. Financial institutions can use the API to offer fractional investing, automated portfolio management, and localized investment products across European and UK markets.
  version: 1.0.0
  contact:
    name: Upvest Support
    url: https://upvest.co/
  termsOfService: https://upvest.co/legal
servers:
- url: https://api.upvest.co
  description: Production Server
- url: https://sandbox.upvest.co
  description: Sandbox Server
security:
- oauth2ClientCredentials: []
tags:
- name: Corporate Actions
  description: View and manage corporate action events on held securities.
paths:
  /corporate_actions:
    get:
      operationId: listCorporateActions
      summary: Upvest List corporate actions
      description: Retrieve corporate action events affecting held securities such as dividends, splits, and mergers.
      tags:
      - Corporate Actions
      parameters:
      - $ref: '#/components/parameters/Offset'
      - $ref: '#/components/parameters/Limit'
      responses:
        '200':
          description: List of corporate actions
          content:
            application/json:
              schema:
                type: object
                properties:
                  data:
                    type: array
                    items:
                      $ref: '#/components/schemas/CorporateAction'
                  meta:
                    $ref: '#/components/schemas/PaginationMeta'
              examples:
                listCorporateActions200Example:
                  summary: Default listCorporateActions 200 response
                  x-microcks-default: true
                  value:
                    data:
                    - id: {}
                      instrument_id: {}
                      type: {}
                      status: {}
                      record_date: {}
                      ex_date: {}
                      created_at: {}
                    meta:
                      offset: 0
                      limit: 20
                      count: 100
                      total: 100
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
              examples:
                listCorporateActions401Example:
                  summary: Default listCorporateActions 401 response
                  x-microcks-default: true
                  value:
                    type: standard
                    status: 100
                    title: example-value
                    detail: example-value
      x-microcks-operation:
        delay: 0
        dispatcher: FALLBACK
components:
  schemas:
    PaginationMeta:
      type: object
      description: Pagination metadata for list responses.
      properties:
        offset:
          type: integer
          description: The current offset.
          example: 0
        limit:
          type: integer
          description: The page size.
          example: 20
        count:
          type: integer
          description: The total number of items in the current page.
          example: 100
        total:
          type: integer
          description: The total number of items available.
          example: 100
    CorporateAction:
      type: object
      description: A corporate action event such as a dividend, split, or merger.
      properties:
        id:
          type: string
          format: uuid
          description: The corporate action identifier.
          example: a1b2c3d4-e5f6-7890-abcd-ef1234567890
        instrument_id:
          type: string
          format: uuid
          description: The instrument affected.
          example: a1b2c3d4-e5f6-7890-abcd-ef1234567890
        type:
          type: string
          enum:
          - DIVIDEND
          - SPLIT
          - MERGER
          - RIGHTS_ISSUE
          description: The type of corporate action.
          example: DIVIDEND
        status:
          type: string
          enum:
          - ANNOUNCED
          - PROCESSED
          description: The corporate action status.
          example: ANNOUNCED
        record_date:
          type: string
          format: date
          description: The record date for the corporate action.
          example: '2025-03-15'
        ex_date:
          type: string
          format: date
          description: The ex-date for the corporate action.
          example: '2025-03-15'
        created_at:
          type: string
          format: date-time
          description: When the event was recorded.
          example: '2025-03-15T14:30:00Z'
    Error:
      type: object
      description: An API error response.
      properties:
        type:
          type: string
          description: The error type identifier.
          example: standard
        status:
          type: integer
          description: The HTTP status code.
          example: 100
        title:
          type: string
          description: A short human-readable summary of the error.
          example: example-value
        detail:
          type: string
          description: A detailed human-readable explanation of the error.
          example: example-value
  parameters:
    Offset:
      name: offset
      in: query
      description: The number of items to skip for pagination.
      schema:
        type: integer
        minimum: 0
        default: 0
    Limit:
      name: limit
      in: query
      description: The maximum number of items to return per page.
      schema:
        type: integer
        minimum: 1
        maximum: 100
        default: 20
  securitySchemes:
    oauth2ClientCredentials:
      type: oauth2
      description: OAuth 2.0 client credentials flow. Obtain an access token by providing your client ID and client secret.
      flows:
        clientCredentials:
          tokenUrl: /auth/token
          scopes:
            users:read: Read user data
            users:admin: Onboard and manage users
            accounts:read: Read account data
            accounts:admin: Create and manage accounts
            orders:read: Read order data
            orders:admin: Place and manage orders
            instruments:read: Read instrument data
            portfolios:read: Read portfolio data
            portfolios:admin: Create and manage portfolios
            positions:read: Read position data
            payments:read: Read payment data
            payments:admin: Manage payments and direct debits
            reports:read: Read reports
            webhooks:read: Read webhook subscriptions
            webhooks:admin: Manage webhook subscriptions
            transactions:read: Read transaction data
            fees:read: Read fee data
            fees:admin: Configure fees
externalDocs:
  description: Upvest API Documentation
  url: https://docs.upvest.co/