Upvest · JSON Structure

Investment Api Portfolio Structure

A portfolio with defined target allocations across instruments.

Type: object Properties: 6
Banking InfrastructureFintechInvestmentsSecuritiesFractional InvestingCustodyWealth Management

Portfolio is a JSON Structure definition published by Upvest, describing 6 properties. It conforms to the https://json-structure.org/meta/core/v0/# meta-schema.

Properties

id account_id name status created_at updated_at

Meta-schema: https://json-structure.org/meta/core/v0/#

JSON Structure

Raw ↑ 
{
  "$schema": "https://json-structure.org/meta/core/v0/#",
  "$id": "https://raw.githubusercontent.com/api-evangelist/upvest/refs/heads/main/json-structure/investment-api-portfolio-structure.json",
  "name": "Portfolio",
  "description": "A portfolio with defined target allocations across instruments.",
  "type": "object",
  "properties": {
    "id": {
      "type": "uuid",
      "description": "The unique identifier of the portfolio.",
      "example": "a1b2c3d4-e5f6-7890-abcd-ef1234567890"
    },
    "account_id": {
      "type": "uuid",
      "description": "The account this portfolio belongs to.",
      "example": "a1b2c3d4-e5f6-7890-abcd-ef1234567890"
    },
    "name": {
      "type": "string",
      "description": "The portfolio name.",
      "example": "Example Name"
    },
    "status": {
      "type": "string",
      "enum": [
        "ACTIVE",
        "CLOSED"
      ],
      "description": "The portfolio status.",
      "example": "ACTIVE"
    },
    "created_at": {
      "type": "datetime",
      "description": "When the portfolio was created.",
      "example": "2025-03-15T14:30:00Z"
    },
    "updated_at": {
      "type": "datetime",
      "description": "When the portfolio was last updated.",
      "example": "2025-03-15T14:30:00Z"
    }
  }
}