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Investment Api Savings Plan Structure
Investment Api Savings Plan Structure
An automated recurring investment plan.
Type: object
Properties: 11
Banking Infrastructure Fintech Investments Securities Fractional Investing Custody Wealth Management
SavingsPlan is a JSON Structure definition published by Upvest, describing 11 properties. It conforms to the https://json-structure.org/meta/core/v0/# meta-schema.
Properties
id
account_id
portfolio_id
instrument_id
cash_amount
currency
frequency
status
next_execution_date
created_at
updated_at
Meta-schema: https://json-structure.org/meta/core/v0/#
JSON Structure
{
"$schema": "https://json-structure.org/meta/core/v0/#",
"$id": "https://raw.githubusercontent.com/api-evangelist/upvest/refs/heads/main/json-structure/investment-api-savings-plan-structure.json",
"name": "SavingsPlan",
"description": "An automated recurring investment plan.",
"type": "object",
"properties": {
"id": {
"type": "uuid",
"description": "The unique identifier of the savings plan.",
"example": "a1b2c3d4-e5f6-7890-abcd-ef1234567890"
},
"account_id": {
"type": "uuid",
"description": "The account the savings plan belongs to.",
"example": "a1b2c3d4-e5f6-7890-abcd-ef1234567890"
},
"portfolio_id": {
"type": "uuid",
"description": "The portfolio to invest into, if applicable.",
"example": "a1b2c3d4-e5f6-7890-abcd-ef1234567890"
},
"instrument_id": {
"type": "uuid",
"description": "The instrument to invest into, if applicable.",
"example": "a1b2c3d4-e5f6-7890-abcd-ef1234567890"
},
"cash_amount": {
"type": "string",
"description": "The recurring investment amount as a decimal string.",
"example": "example-value"
},
"currency": {
"type": "string",
"description": "The savings plan currency as an ISO 4217 code.",
"pattern": "^[A-Z]{3}$",
"example": "EUR"
},
"frequency": {
"type": "string",
"enum": [
"WEEKLY",
"BIWEEKLY",
"MONTHLY",
"QUARTERLY"
],
"description": "How often the savings plan executes.",
"example": "WEEKLY"
},
"status": {
"type": "string",
"enum": [
"ACTIVE",
"PAUSED",
"CANCELLED"
],
"description": "The savings plan status.",
"example": "ACTIVE"
},
"next_execution_date": {
"type": "date",
"description": "The next scheduled execution date.",
"example": "2025-03-15"
},
"created_at": {
"type": "datetime",
"description": "When the savings plan was created.",
"example": "2025-03-15T14:30:00Z"
},
"updated_at": {
"type": "datetime",
"description": "When the savings plan was last updated.",
"example": "2025-03-15T14:30:00Z"
}
}
}
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