Upvest

Upvest Valuations API

Retrieve account and position valuations.

Documentation GitHub OpenAPI

Operations 1

GET /accounts/{account_id}/valuations Upvest List account valuations #

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OpenAPI Specification

openapi: 3.2.0
info:
  title: Upvest Investment Valuations 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: Valuations
  description: Retrieve account and position valuations.
paths:
  /accounts/{account_id}/valuations:
    get:
      operationId: listValuations
      summary: Upvest List account valuations
      description: Retrieve valuation history for an account.
      tags:
      - Valuations
      parameters:
      - $ref: '#/components/parameters/AccountId'
      responses:
        '200':
          description: List of valuations
          content:
            application/json:
              schema:
                type: object
                properties:
                  data:
                    type: array
                    items:
                      $ref: '#/components/schemas/Valuation'
              examples:
                listValuations200Example:
                  summary: Default listValuations 200 response
                  x-microcks-default: true
                  value:
                    data:
                    - id: {}
                      account_id: {}
                      total_value: {}
                      currency: {}
                      valued_at: {}
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
              examples:
                listValuations401Example:
                  summary: Default listValuations 401 response
                  x-microcks-default: true
                  value:
                    type: standard
                    status: 100
                    title: example-value
                    detail: example-value
      x-microcks-operation:
        delay: 0
        dispatcher: FALLBACK
components:
  schemas:
    Valuation:
      type: object
      description: A point-in-time valuation of an account or position.
      properties:
        id:
          type: string
          format: uuid
          description: The valuation identifier.
          example: a1b2c3d4-e5f6-7890-abcd-ef1234567890
        account_id:
          type: string
          format: uuid
          description: The account being valued.
          example: a1b2c3d4-e5f6-7890-abcd-ef1234567890
        total_value:
          type: string
          description: The total account value as a decimal string.
          example: example-value
        currency:
          type: string
          description: The valuation currency.
          pattern: ^[A-Z]{3}$
          example: EUR
        valued_at:
          type: string
          format: date-time
          description: The valuation timestamp.
          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:
    AccountId:
      name: account_id
      in: path
      required: true
      description: The unique identifier of the account.
      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/