Upvest · JSON Structure

Investment Api Valuation Structure

A point-in-time valuation of an account or position.

Type: object Properties: 5
Banking InfrastructureFintechInvestmentsSecuritiesFractional InvestingCustodyWealth Management

Valuation is a JSON Structure definition published by Upvest, describing 5 properties. It conforms to the https://json-structure.org/meta/core/v0/# meta-schema.

Properties

id account_id total_value currency valued_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-valuation-structure.json",
  "name": "Valuation",
  "description": "A point-in-time valuation of an account or position.",
  "type": "object",
  "properties": {
    "id": {
      "type": "uuid",
      "description": "The valuation identifier.",
      "example": "a1b2c3d4-e5f6-7890-abcd-ef1234567890"
    },
    "account_id": {
      "type": "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": "datetime",
      "description": "The valuation timestamp.",
      "example": "2025-03-15T14:30:00Z"
    }
  }
}