Upvest

Upvest Portfolios Rebalancing API

Trigger and track portfolio rebalancing operations.

Documentation GitHub OpenAPI

Operations 2

POST /portfolios/{portfolio_id}/rebalancing Upvest Trigger portfolio rebalancing #

GET /portfolios/{portfolio_id}/rebalancing Upvest List rebalancing executions #

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OpenAPI Specification

openapi: 3.2.0
info:
  title: Upvest Investment Portfolios Rebalancing API
  description: The Upvest Investment API provides a unified interface for building embedded investment experiences.
  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: Portfolios Rebalancing
  description: Trigger and track portfolio rebalancing operations.
paths:
  /portfolios/{portfolio_id}/rebalancing:
    post:
      operationId: triggerPortfolioRebalancing
      summary: Upvest Trigger portfolio rebalancing
      description: Initiate a rebalancing operation to realign current holdings with target allocations.
      tags:
      - Portfolios Rebalancing
      parameters:
      - $ref: '#/components/parameters/PortfolioId'
      responses:
        '201':
          description: Rebalancing initiated
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RebalancingExecution'
              examples:
                triggerPortfolioRebalancing201Example:
                  summary: Default triggerPortfolioRebalancing 201 response
                  x-microcks-default: true
                  value:
                    id: a1b2c3d4-e5f6-7890-abcd-ef1234567890
                    portfolio_id: a1b2c3d4-e5f6-7890-abcd-ef1234567890
                    status: NEW
                    created_at: '2025-03-15T14:30:00Z'
        '400':
          description: Rebalancing not possible
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
              examples:
                triggerPortfolioRebalancing400Example:
                  summary: Default triggerPortfolioRebalancing 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:
                triggerPortfolioRebalancing401Example:
                  summary: Default triggerPortfolioRebalancing 401 response
                  x-microcks-default: true
                  value:
                    type: standard
                    status: 100
                    title: example-value
                    detail: example-value
      x-microcks-operation:
        delay: 0
        dispatcher: FALLBACK
    get:
      operationId: listRebalancingExecutions
      summary: Upvest List rebalancing executions
      description: Retrieve a list of rebalancing executions for a portfolio.
      tags:
      - Portfolios Rebalancing
      parameters:
      - $ref: '#/components/parameters/PortfolioId'
      responses:
        '200':
          description: List of rebalancing executions
          content:
            application/json:
              schema:
                type: object
                properties:
                  data:
                    type: array
                    items:
                      $ref: '#/components/schemas/RebalancingExecution'
              examples:
                listRebalancingExecutions200Example:
                  summary: Default listRebalancingExecutions 200 response
                  x-microcks-default: true
                  value:
                    data:
                    - id: {}
                      portfolio_id: {}
                      status: {}
                      created_at: {}
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
              examples:
                listRebalancingExecutions401Example:
                  summary: Default listRebalancingExecutions 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:
    RebalancingExecution:
      type: object
      description: A portfolio rebalancing operation.
      properties:
        id:
          type: string
          format: uuid
          description: The rebalancing execution identifier.
          example: a1b2c3d4-e5f6-7890-abcd-ef1234567890
        portfolio_id:
          type: string
          format: uuid
          description: The portfolio being rebalanced.
          example: a1b2c3d4-e5f6-7890-abcd-ef1234567890
        status:
          type: string
          enum:
          - NEW
          - PROCESSING
          - COMPLETED
          - FAILED
          description: The rebalancing status.
          example: NEW
        created_at:
          type: string
          format: date-time
          description: When the rebalancing was initiated.
          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:
    PortfolioId:
      name: portfolio_id
      in: path
      required: true
      description: The unique identifier of the portfolio.
      schema:
        type: string
        format: uuid
  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/