Upvest Portfolio Allocations API

openapi: 3.1.0
info:
  title: Upvest Investment Account Transfers Portfolio Allocations 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: Portfolio Allocations
  description: Define and update target allocations within portfolios.
paths:
  /portfolios/{portfolio_id}/allocations:
    get:
      operationId: listPortfolioAllocations
      summary: Upvest List portfolio allocations
      description: Retrieve target allocations for a specific portfolio.
      tags:
      - Portfolio Allocations
      parameters:
      - $ref: '#/components/parameters/PortfolioId'
      responses:
        '200':
          description: List of portfolio allocations
          content:
            application/json:
              schema:
                type: object
                properties:
                  data:
                    type: array
                    items:
                      $ref: '#/components/schemas/PortfolioAllocation'
              examples:
                listPortfolioAllocations200Example:
                  summary: Default listPortfolioAllocations 200 response
                  x-microcks-default: true
                  value:
                    data:
                    - instrument_id: {}
                      weight: {}
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
              examples:
                listPortfolioAllocations401Example:
                  summary: Default listPortfolioAllocations 401 response
                  x-microcks-default: true
                  value:
                    type: standard
                    status: 100
                    title: example-value
                    detail: example-value
      x-microcks-operation:
        delay: 0
        dispatcher: FALLBACK
    put:
      operationId: updatePortfolioAllocations
      summary: Upvest Update portfolio allocations
      description: Replace the target allocation set for a portfolio.
      tags:
      - Portfolio Allocations
      parameters:
      - $ref: '#/components/parameters/PortfolioId'
      requestBody:
        required: true
        content:
          application/json:
            schema:
              type: object
              required:
              - allocations
              properties:
                allocations:
                  type: array
                  items:
                    $ref: '#/components/schemas/PortfolioAllocationCreate'
            examples:
              updatePortfolioAllocationsRequestExample:
                summary: Default updatePortfolioAllocations request
                x-microcks-default: true
                value:
                  allocations:
                  - instrument_id: {}
                    weight: {}
      responses:
        '200':
          description: Allocations updated
          content:
            application/json:
              schema:
                type: object
                properties:
                  data:
                    type: array
                    items:
                      $ref: '#/components/schemas/PortfolioAllocation'
              examples:
                updatePortfolioAllocations200Example:
                  summary: Default updatePortfolioAllocations 200 response
                  x-microcks-default: true
                  value:
                    data:
                    - instrument_id: {}
                      weight: {}
        '400':
          description: Invalid allocations
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
              examples:
                updatePortfolioAllocations400Example:
                  summary: Default updatePortfolioAllocations 400 response
                  x-microcks-default: true
                  value:
                    type: standard
                    status: 100
                    title: example-value
                    detail: example-value
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
              examples:
                updatePortfolioAllocations401Example:
                  summary: Default updatePortfolioAllocations 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:
  parameters:
    PortfolioId:
      name: portfolio_id
      in: path
      required: true
      description: The unique identifier of the portfolio.
      schema:
        type: string
        format: uuid
  schemas:
    PortfolioAllocation:
      type: object
      description: A target allocation within a portfolio.
      properties:
        instrument_id:
          type: string
          format: uuid
          description: The instrument identifier.
          example: a1b2c3d4-e5f6-7890-abcd-ef1234567890
        weight:
          type: string
          description: The target weight as a decimal string between 0 and 1.
          example: example-value
    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
    PortfolioAllocationCreate:
      type: object
      description: Request body for defining a portfolio allocation.
      required:
      - instrument_id
      - weight
      properties:
        instrument_id:
          type: string
          format: uuid
          description: The instrument to allocate to.
          example: a1b2c3d4-e5f6-7890-abcd-ef1234567890
        weight:
          type: string
          description: The target weight as a decimal string between 0 and 1.
          example: example-value
  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/