Upvest · JSON Structure

Investment Api Rebalancing Execution Structure

A portfolio rebalancing operation.

Type: object Properties: 4
Banking InfrastructureFintechInvestmentsSecuritiesFractional InvestingCustodyWealth Management

RebalancingExecution is a JSON Structure definition published by Upvest, describing 4 properties. It conforms to the https://json-structure.org/meta/core/v0/# meta-schema.

Properties

id portfolio_id status created_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-rebalancing-execution-structure.json",
  "name": "RebalancingExecution",
  "description": "A portfolio rebalancing operation.",
  "type": "object",
  "properties": {
    "id": {
      "type": "uuid",
      "description": "The rebalancing execution identifier.",
      "example": "a1b2c3d4-e5f6-7890-abcd-ef1234567890"
    },
    "portfolio_id": {
      "type": "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": "datetime",
      "description": "When the rebalancing was initiated.",
      "example": "2025-03-15T14:30:00Z"
    }
  }
}