Upvest Portfolios Rebalancing API

openapi: 3.1.0
info:
  title: Upvest Investment Account Transfers Portfolios Rebalancing 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: 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:
  parameters:
    PortfolioId:
      name: portfolio_id
      in: path
      required: true
      description: The unique identifier of the portfolio.
      schema:
        type: string
        format: uuid
  schemas:
    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
    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'
  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/