Upvest · Example Payload

Investment Api Savings Plan Example

Banking InfrastructureFintechInvestmentsSecuritiesFractional InvestingCustodyWealth Management

Investment Api Savings Plan Example is an example object payload from Upvest, with 11 top-level fields. It illustrates the shape of data this provider's APIs accept or return.

Top-level fields

idaccount_idportfolio_idinstrument_idcash_amountcurrencyfrequencystatusnext_execution_datecreated_atupdated_at

Example Payload

Raw ↑ 
{
  "id": "a1b2c3d4-e5f6-7890-abcd-ef1234567890",
  "account_id": "a1b2c3d4-e5f6-7890-abcd-ef1234567890",
  "portfolio_id": "a1b2c3d4-e5f6-7890-abcd-ef1234567890",
  "instrument_id": "a1b2c3d4-e5f6-7890-abcd-ef1234567890",
  "cash_amount": "example-string",
  "currency": "EUR",
  "frequency": "WEEKLY",
  "status": "ACTIVE",
  "next_execution_date": "1990-01-15",
  "created_at": "2025-03-15T14:30:00Z",
  "updated_at": "2025-03-15T14:30:00Z"
}