Upvest website screenshot

Upvest

Upvest is a Berlin-based API-first investment infrastructure provider that enables banks, brokers, and wealth managers to build and launch investment experiences through a single modular API. Founded in 2017, Upvest is a regulated securities institution in Europe and the UK, covering trading, custody, and back-office operations. The platform supports fractional investing, portfolios, savings plans, roundups, and direct debit, enabling clients like Bunq, DKB, N26, Revolut, and Raisin to offer investment products to their customers.

Upvest publishes 35 APIs on the APIs.io network, including Account Transfers API, Accounts API, Authentication API, and 32 more. Tagged areas include Banking Infrastructure, Fintech, Investments, Securities, and Fractional Investing.

The Upvest catalog on APIs.io includes 1 event-driven AsyncAPI specification, 1 JSON-LD context, and 3 Spectral governance rulesets.

Upvest’s developer surface includes authentication, developer portal, documentation, getting-started guide, engineering blog, signup flow, and 17 more developer resources.

🌐 Visit website 📡 Source on GitHub
63.1/100 strong ▬ flat Agent 50/100 agent ready Full breakdown ↓
scored 2026-07-28 · rubric v0.6
AccessFreemiumSelf serve⚡ Free to try
35 APIs 10 Features 5 Use Cases
Banking InfrastructureFintechInvestmentsSecuritiesFractional InvestingCustodyWealth Management

Kin Score

Kin Score Kin Score How this is scored →
scored 2026-07-28 · rubric v0.6
Composite quality — 63.1/100 · strong
Contract Quality 23.3 / 25
Developer Ergonomics 9.1 / 20
Commercial Clarity 11.6 / 20
Operational Transparency 4.8 / 13
Governance 6.3 / 12
Discoverability 6.9 / 10
Agent readiness — 50/100 · agent ready
Machine-Readable Contract 18 / 18
Agentic Access Contract 10 / 10
MCP Server 0 / 12
Machine-Readable Auth 10 / 10
Idempotency 0 / 9
Stable Error Semantics 8 / 8
Request/Response Examples 7 / 7
Rate-Limit Signaling 7 / 7
Typed Event Surface 6 / 6
Agent Skills 0 / 5
Well-Known Catalog 0 / 4
Consent & Bot Identity 0 / 3
A2A Agent Card 0 / 8
Dry-Run / Simulate Mode 0 / 4
Improve this rating by publishing the missing artifacts — every area above can be raised, and the full rubric is at apis.io/rating/. This rating is computed from github.com/api-evangelist/upvest: open an issue to ask a question, or submit a pull request to add artifacts. Want it done for you? Prioritized profiling — $2,500 →

APIs 35

Individual APIs this provider publishes, each with its own machine-readable definition.

Upvest Account Transfers API

Transfer accounts between entities.

Upvest Accounts API

Investment accounts that hold positions and track balances for users.

Upvest Authentication API

OAuth 2.0 token management for API access using client credentials flow.

Upvest Cash Balances API

View cash balance information for accounts.

Upvest Corporate Actions API

View and manage corporate action events on held securities.

Upvest Direct Debits API

Manage direct debit funding operations.

Upvest Executions API

Track order execution details and fills.

Upvest Fee Configurations API

Configure fee structures and schedules.

Upvest Fees API

Track and manage fee charges on accounts.

Upvest Files API

Access and download generated files such as reports and statements.

Upvest Instrument Prices API

Retrieve real-time and historical price data for instruments.

Upvest Instruments API

Query available financial instruments and their metadata.

Upvest Liquidations API

Manage full or partial account liquidations.

Upvest Mandates API

Manage direct debit mandates for accounts.

Upvest Order Cancellations API

Cancel pending orders before execution.

Upvest Orders API

Place, manage, and track buy and sell orders for instruments.

Upvest Portfolio Allocations API

Define and update target allocations within portfolios.

Upvest Portfolio Orders API

Place orders against portfolio allocations.

Upvest Portfolios API

Create and manage portfolios with custom asset allocations.

Upvest Portfolios Rebalancing API

Trigger and track portfolio rebalancing operations.

Upvest Positions API

View current holdings and position details for accounts.

Upvest Reference Accounts API

Manage reference bank accounts linked to investment accounts.

Upvest Reports API

Generate and retrieve user-facing investment reports and statements.

Upvest Returns API

Calculate account-level investment returns.

Upvest Savings Plans API

Configure automated recurring investments into portfolios or instruments.

Upvest Securities Transfers API

Transfer securities between accounts or providers.

Upvest Tax Residencies API

Manage tax residency information for users.

Upvest Transactions API

View transaction history for accounts.

Upvest Treasury Reports API

Access treasury-level reporting for institutional oversight.

Upvest User Checks API

Compliance and verification checks on users.

Upvest User Identifiers API

Manage external identifiers associated with users.

Upvest Users API

Manage end users including onboarding, identity verification, and profile management.

Upvest Valuations API

Retrieve account and position valuations.

Upvest Webhook Subscriptions API

Register, update, and manage webhook subscriptions for event notifications.

Upvest Withdrawals API

Process cash withdrawals from investment accounts.

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Postman Collections 35

Ready-to-run Postman collections for exercising this provider's APIs.

Upvest Investment Account Transfers API

POSTMAN

Upvest Investment Account Transfers Accounts API

POSTMAN

Upvest Investment Account Transfers Authentication API

POSTMAN

Upvest Investment Account Transfers Cash Balances API

POSTMAN

Upvest Investment Account Transfers Corporate Actions API

POSTMAN

Upvest Investment Account Transfers Direct Debits API

POSTMAN

Upvest Investment Account Transfers Executions API

POSTMAN

Upvest Investment Account Transfers Fee Configurations API

POSTMAN

Upvest Investment Account Transfers Fees API

POSTMAN

Upvest Investment Account Transfers Files API

POSTMAN

Upvest Investment Account Transfers Instrument Prices API

POSTMAN

Upvest Investment Account Transfers Instruments API

POSTMAN

Upvest Investment Account Transfers Liquidations API

POSTMAN

Upvest Investment Account Transfers Mandates API

POSTMAN

Upvest Investment Account Transfers Order Cancellations API

POSTMAN

Upvest Investment Account Transfers Orders API

POSTMAN

Upvest Investment Account Transfers Portfolio Allocations API

POSTMAN

Upvest Investment Account Transfers Portfolio Orders API

POSTMAN

Upvest Investment Account Transfers Portfolios API

POSTMAN

Upvest Investment Account Transfers Portfolios Rebalancing API

POSTMAN

Upvest Investment Account Transfers Positions API

POSTMAN

Upvest Investment Account Transfers Reference Accounts API

POSTMAN

Upvest Investment Account Transfers Reports API

POSTMAN

Upvest Investment Account Transfers Returns API

POSTMAN

Upvest Investment Account Transfers Savings Plans API

POSTMAN

Upvest Investment Account Transfers Securities Transfers API

POSTMAN

Upvest Investment Account Transfers Tax Residencies API

POSTMAN

Upvest Investment Account Transfers Transactions API

POSTMAN

Upvest Investment Account Transfers Treasury Reports API

POSTMAN

Upvest Investment Account Transfers User Checks API

POSTMAN

Upvest Investment Account Transfers User Identifiers API

POSTMAN

Upvest Investment Account Transfers Users API

POSTMAN

Upvest Investment Account Transfers Valuations API

POSTMAN

Upvest Investment Account Transfers Webhook Subscriptions API

POSTMAN

Upvest Investment Account Transfers Withdrawals API

POSTMAN

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Open Collections 1

Open, tool-agnostic API collections (OpenAPI-derived and Bruno).

Upvest Investment API

OPEN COLLECTION

Pricing Plans 1

Published pricing tiers and plan structures.

Upvest Plans Pricing

3 plans

PLANS

Rate Limits 1

Documented rate limits and quota policies.

Upvest Rate Limits

5 limits

RATE LIMITS

FinOps 1

Cost, billing, and metering signals for API financial operations.

Upvest Finops

FINOPS

Features 10

Notable capabilities this provider offers.

Fractional Investing

Enable customers to invest in stocks and ETFs starting at 1 EUR with fractional share support.

Portfolio Management

Build customized portfolios of stocks, ETFs, and upcoming crypto assets with automated rebalancing.

Savings Plans

Configure recurring automated investment plans with direct debit integration.

Roundups

Micro-investing through spending-based roundups that automatically invest spare change.

Instant Account Creation

Enable customers to open investment accounts in seconds through the API.

Custody Management

Regulated custody services with digital reports and securities safeguarding.

Multi-Currency Cash Management

Track and manage cash balances across multiple currencies with virtual bank accounts.

Tax and Compliance

Automated tax wrapper support including ISA, tax exemptions, and compliance reporting.

Webhook Events

Real-time asynchronous event notifications for orders, payments, accounts, and compliance events.

Sandbox Environment

Full-featured sandbox at sandbox.upvest.co for testing with simulated bank transactions.

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Event Specifications 1

AsyncAPI definitions for this provider's event-driven and streaming APIs.

Upvest Investment Events

The Upvest Investment API uses an asynchronous, event-driven architecture where events represent state changes within the system. Webhook subscriptions allow your application to...

ASYNCAPI

Semantic Vocabularies 1

JSON-LD contexts and semantic vocabularies used across these APIs.

Upvest Context

63 classes · 68 properties

JSON-LD

Spectral Rules 3

Spectral governance rulesets for linting and validating these APIs.

Upvest API Rules

8 rules · 1 errors 7 warnings

SPECTRAL

Upvest API Rules

5 rules · 4 warnings 1 info

SPECTRAL

Upvest API Rules

45 rules · 17 errors 25 warnings 3 info

SPECTRAL

JSON Schema 58

Standalone JSON Schema definitions for this provider's data models.

AccountCreate

3 properties

JSON SCHEMA

AccountReturn

6 properties

JSON SCHEMA

Account

7 properties

JSON SCHEMA

AccountTransferCreate

2 properties

JSON SCHEMA

AccountTransfer

3 properties

JSON SCHEMA

AccountUpdate

1 properties

JSON SCHEMA

Address

6 properties

JSON SCHEMA

CashBalance

5 properties

JSON SCHEMA

CorporateAction

7 properties

JSON SCHEMA

DirectDebitCreate

6 properties

JSON SCHEMA

DirectDebit

9 properties

JSON SCHEMA

Exchange

3 properties

JSON SCHEMA

Execution

6 properties

JSON SCHEMA

FeeConfiguration

5 properties

JSON SCHEMA

Fee

6 properties

JSON SCHEMA

InstrumentPrice

5 properties

JSON SCHEMA

Instrument

9 properties

JSON SCHEMA

LiquidationCreate

1 properties

JSON SCHEMA

Liquidation

5 properties

JSON SCHEMA

Mandate

5 properties

JSON SCHEMA

OrderCancellation

4 properties

JSON SCHEMA

OrderCreate

9 properties

JSON SCHEMA

Order

14 properties

JSON SCHEMA

PortfolioAllocationCreate

2 properties

JSON SCHEMA

PortfolioAllocation

2 properties

JSON SCHEMA

PortfolioCreate

3 properties

JSON SCHEMA

PortfolioOrderCreate

2 properties

JSON SCHEMA

PortfolioOrder

6 properties

JSON SCHEMA

Portfolio

6 properties

JSON SCHEMA

PortfolioUpdate

1 properties

JSON SCHEMA

Position

8 properties

JSON SCHEMA

RebalancingExecution

4 properties

JSON SCHEMA

ReferenceAccount

5 properties

JSON SCHEMA

Report

5 properties

JSON SCHEMA

SavingsPlanCreate

6 properties

JSON SCHEMA

SavingsPlan

11 properties

JSON SCHEMA

SavingsPlanUpdate

3 properties

JSON SCHEMA

SecuritiesTransferCreate

1 properties

JSON SCHEMA

SecuritiesTransfer

4 properties

JSON SCHEMA

TaxResidencyCreate

2 properties

JSON SCHEMA

TaxResidency

4 properties

JSON SCHEMA

Transaction

6 properties

JSON SCHEMA

TreasuryReport

4 properties

JSON SCHEMA

UserCheck

5 properties

JSON SCHEMA

UserCreate

6 properties

JSON SCHEMA

UserIdentifierCreate

2 properties

JSON SCHEMA

UserIdentifier

4 properties

JSON SCHEMA

UserIdentifierUpdate

1 properties

JSON SCHEMA

User

10 properties

JSON SCHEMA

UserUpdate

4 properties

JSON SCHEMA

Valuation

5 properties

JSON SCHEMA

WebhookSubscriptionCreate

2 properties

JSON SCHEMA

WebhookSubscription

5 properties

JSON SCHEMA

WebhookSubscriptionUpdate

3 properties

JSON SCHEMA

WithdrawalCreate

3 properties

JSON SCHEMA

Withdrawal

6 properties

JSON SCHEMA

Upvest Order

9 properties

JSON SCHEMA

Upvest Webhook Event

1 properties

JSON SCHEMA

Scroll for all 58

JSON Structure 58

JSON Structure definitions describing this provider's data shapes.

Investment Api Account Create Structure

3 properties

JSON STRUCTURE

Investment Api Account Return Structure

6 properties

JSON STRUCTURE

Investment Api Account Structure

7 properties

JSON STRUCTURE

Investment Api Account Transfer Create Structure

2 properties

JSON STRUCTURE

Investment Api Account Transfer Structure

3 properties

JSON STRUCTURE

Investment Api Account Update Structure

1 properties

JSON STRUCTURE

Investment Api Address Structure

6 properties

JSON STRUCTURE

Investment Api Cash Balance Structure

5 properties

JSON STRUCTURE

Investment Api Corporate Action Structure

7 properties

JSON STRUCTURE

Investment Api Direct Debit Create Structure

6 properties

JSON STRUCTURE

Investment Api Direct Debit Structure

9 properties

JSON STRUCTURE

Investment Api Exchange Structure

3 properties

JSON STRUCTURE

Investment Api Execution Structure

6 properties

JSON STRUCTURE

Investment Api Fee Configuration Structure

5 properties

JSON STRUCTURE

Investment Api Fee Structure

6 properties

JSON STRUCTURE

Investment Api Instrument Price Structure

5 properties

JSON STRUCTURE

Investment Api Instrument Structure

9 properties

JSON STRUCTURE

Investment Api Liquidation Create Structure

1 properties

JSON STRUCTURE

Investment Api Liquidation Structure

5 properties

JSON STRUCTURE

Investment Api Mandate Structure

5 properties

JSON STRUCTURE

Investment Api Order Cancellation Structure

4 properties

JSON STRUCTURE

Investment Api Order Create Structure

9 properties

JSON STRUCTURE

Investment Api Order Structure

14 properties

JSON STRUCTURE

Investment Api Portfolio Allocation Create Structure

2 properties

JSON STRUCTURE

Investment Api Portfolio Allocation Structure

2 properties

JSON STRUCTURE

Investment Api Portfolio Create Structure

3 properties

JSON STRUCTURE

Investment Api Portfolio Order Create Structure

2 properties

JSON STRUCTURE

Investment Api Portfolio Order Structure

6 properties

JSON STRUCTURE

Investment Api Portfolio Structure

6 properties

JSON STRUCTURE

Investment Api Portfolio Update Structure

1 properties

JSON STRUCTURE

Investment Api Position Structure

8 properties

JSON STRUCTURE

Investment Api Rebalancing Execution Structure

4 properties

JSON STRUCTURE

Investment Api Reference Account Structure

5 properties

JSON STRUCTURE

Investment Api Report Structure

5 properties

JSON STRUCTURE

Investment Api Savings Plan Create Structure

6 properties

JSON STRUCTURE

Investment Api Savings Plan Structure

11 properties

JSON STRUCTURE

Investment Api Savings Plan Update Structure

3 properties

JSON STRUCTURE

Investment Api Securities Transfer Create Structure

1 properties

JSON STRUCTURE

Investment Api Securities Transfer Structure

4 properties

JSON STRUCTURE

Investment Api Tax Residency Create Structure

2 properties

JSON STRUCTURE

Investment Api Tax Residency Structure

4 properties

JSON STRUCTURE

Investment Api Transaction Structure

6 properties

JSON STRUCTURE

Investment Api Treasury Report Structure

4 properties

JSON STRUCTURE

Investment Api User Check Structure

5 properties

JSON STRUCTURE

Investment Api User Create Structure

6 properties

JSON STRUCTURE

Investment Api User Identifier Create Structure

2 properties

JSON STRUCTURE

Investment Api User Identifier Structure

4 properties

JSON STRUCTURE

Investment Api User Identifier Update Structure

1 properties

JSON STRUCTURE

Investment Api User Structure

10 properties

JSON STRUCTURE

Investment Api User Update Structure

4 properties

JSON STRUCTURE

Investment Api Valuation Structure

5 properties

JSON STRUCTURE

Investment Api Webhook Subscription Create Structure

2 properties

JSON STRUCTURE

Investment Api Webhook Subscription Structure

5 properties

JSON STRUCTURE

Investment Api Webhook Subscription Update Structure

3 properties

JSON STRUCTURE

Investment Api Withdrawal Create Structure

3 properties

JSON STRUCTURE

Investment Api Withdrawal Structure

6 properties

JSON STRUCTURE

Upvest Order Structure

9 properties

JSON STRUCTURE

Upvest Webhook Event Structure

1 properties

JSON STRUCTURE

Scroll for all 58

Examples 58

Example request and response payloads for these APIs.

Investment Api Account Create Example

3 fields

EXAMPLE

Investment Api Account Example

7 fields

EXAMPLE

Investment Api Account Return Example

6 fields

EXAMPLE

Investment Api Account Transfer Create Example

2 fields

EXAMPLE

Investment Api Account Transfer Example

3 fields

EXAMPLE

Investment Api Account Update Example

1 fields

EXAMPLE

Investment Api Address Example

6 fields

EXAMPLE

Investment Api Cash Balance Example

5 fields

EXAMPLE

Investment Api Corporate Action Example

7 fields

EXAMPLE

Investment Api Direct Debit Create Example

6 fields

EXAMPLE

Investment Api Direct Debit Example

9 fields

EXAMPLE

Investment Api Exchange Example

3 fields

EXAMPLE

Investment Api Execution Example

6 fields

EXAMPLE

Investment Api Fee Configuration Example

5 fields

EXAMPLE

Investment Api Fee Example

6 fields

EXAMPLE

Investment Api Instrument Example

9 fields

EXAMPLE

Investment Api Instrument Price Example

5 fields

EXAMPLE

Investment Api Liquidation Create Example

1 fields

EXAMPLE

Investment Api Liquidation Example

5 fields

EXAMPLE

Investment Api Mandate Example

5 fields

EXAMPLE

Investment Api Order Cancellation Example

4 fields

EXAMPLE

Investment Api Order Create Example

9 fields

EXAMPLE

Investment Api Order Example

14 fields

EXAMPLE

Investment Api Portfolio Allocation Create Example

2 fields

EXAMPLE

Investment Api Portfolio Allocation Example

2 fields

EXAMPLE

Investment Api Portfolio Create Example

3 fields

EXAMPLE

Investment Api Portfolio Example

6 fields

EXAMPLE

Investment Api Portfolio Order Create Example

2 fields

EXAMPLE

Investment Api Portfolio Order Example

6 fields

EXAMPLE

Investment Api Portfolio Update Example

1 fields

EXAMPLE

Investment Api Position Example

8 fields

EXAMPLE

Investment Api Rebalancing Execution Example

4 fields

EXAMPLE

Investment Api Reference Account Example

5 fields

EXAMPLE

Investment Api Report Example

5 fields

EXAMPLE

Investment Api Savings Plan Create Example

6 fields

EXAMPLE

Investment Api Savings Plan Example

11 fields

EXAMPLE

Investment Api Savings Plan Update Example

3 fields

EXAMPLE

Investment Api Securities Transfer Create Example

1 fields

EXAMPLE

Investment Api Securities Transfer Example

4 fields

EXAMPLE

Investment Api Tax Residency Create Example

2 fields

EXAMPLE

Investment Api Tax Residency Example

4 fields

EXAMPLE

Investment Api Transaction Example

6 fields

EXAMPLE

Investment Api Treasury Report Example

4 fields

EXAMPLE

Investment Api User Check Example

5 fields

EXAMPLE

Investment Api User Create Example

6 fields

EXAMPLE

Investment Api User Example

10 fields

EXAMPLE

Investment Api User Identifier Create Example

2 fields

EXAMPLE

Investment Api User Identifier Example

4 fields

EXAMPLE

Investment Api User Identifier Update Example

1 fields

EXAMPLE

Investment Api User Update Example

4 fields

EXAMPLE

Investment Api Valuation Example

5 fields

EXAMPLE

Investment Api Webhook Subscription Create Example

2 fields

EXAMPLE

Investment Api Webhook Subscription Example

5 fields

EXAMPLE

Investment Api Webhook Subscription Update Example

3 fields

EXAMPLE

Investment Api Withdrawal Create Example

3 fields

EXAMPLE

Investment Api Withdrawal Example

6 fields

EXAMPLE

Upvest Order Example

9 fields

EXAMPLE

Upvest Webhook Event Example

1 fields

EXAMPLE

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Security Posture 3

Authentication, domain security, vulnerability disclosure, and trust-center signals.

Upvest Authentication

oauth2 · 1 scheme

SECURITY

Upvest Domain Security

TLSv1.3 · HSTS · DNSSEC · DMARC

SECURITY

Upvest Trust Center

ISO 27001, ISO 27017, PCI DSS, GDPR, FIPS 140

SECURITY

Scopes 1

OAuth scopes governing access to this provider's APIs.

Upvest Scopes

18 scopes · clientCredentials

18 scopes

SCOPES

Agentic Access 1

Recommended x-agentic-access execution contracts for AI agents.

Upvest Agentic Access

70 operations · 27 acting

70 operations · 27 acting

AGENTIC

Use Cases 5

What developers build with this provider.

Embedded Brokerage

Banks and fintechs embedding fractional stock and ETF trading into existing financial products.

Digital Wealth Management

Wealth managers building automated portfolio and savings plan products for retail clients.

Neobank Investment Features

Neobanks adding investment capabilities to checking and savings account offerings.

White-Label Investment Platform

Third-party platforms building fully branded investment experiences using Upvest infrastructure.

Roundup Investing

Platforms enabling micro-investing by rounding up purchases and investing the difference.

Integrations 4

Pre-built integrations with other platforms and tools.

HTTP Signature Proxy

Localhost proxy for handling HTTP request signing required by the Upvest Investment API.

Direct Debit

Automated recurring payment integration for savings plans and top-ups.

Webhook Integration

Event-driven integration pattern via Upvest webhook subscriptions for real-time processing.

OAuth 2.0

Client credentials flow for API authentication and token management.

Resources

Get Started 3

Portal, sign-up, and the first successful call

Portal
Portal
 GettingStarted
GettingStarted
 Signup
Signup

Documentation 1

Reference material describing how the API behaves

Documentation
Documentation

Agent Surfaces 2

MCP servers, agent skills, and machine-readable catalogs

AgenticAccess
AgenticAccess
 LlmsText
LlmsText

Design & Contract 3

Pagination, idempotency, versioning, errors, and events

JSONLD
JSONLD
 SpectralRules
SpectralRules
 Vocabulary
Vocabulary

Build 5

SDKs, sample code, and the tooling you integrate with

PostmanWorkspace
PostmanWorkspace
 GitHubOrganization
GitHubOrganization
 HTTP Signature Proxy CLI
GitHubRepository
 HTTP Signature Examples
GitHubRepository
 Documentation Assets
GitHubRepository

Access & Security 4

Authentication, authorization, and security posture

TrustCenter
TrustCenter
 DomainSecurity
DomainSecurity
 Authentication
Authentication
 OAuthScopes
OAuthScopes

Commercial 1

Pricing, plans, and the legal terms of use

PrivacyPolicy
PrivacyPolicy

Company 4

The organization behind the API

LinkedIn
LinkedIn
 Website
Website
 Blog
Blog
 Engineering Blog
Blog

Source (apis.yml)

apis.yml Raw ↑ 
aid: upvest
url: https://raw.githubusercontent.com/api-evangelist/upvest/refs/heads/main/apis.yml
name: Upvest
type: Index
accessModel:
  pricing: freemium
  onboarding: self-serve
  trial: false
  try_now: true
  public: false
  label: Freemium · Self-serve signup
  confidence: high
  source:
  - plans
  - authentication
  generated: '2026-07-22'
  method: derived
image: https://kinlane-images.s3.amazonaws.com/shared/apis-json/icons/upvest.png
tags:
- Banking Infrastructure
- Fintech
- Investments
- Securities
- Fractional Investing
- Custody
- Wealth Management
description: Upvest is a Berlin-based API-first investment infrastructure provider that enables banks, brokers, and wealth
  managers to build and launch investment experiences through a single modular API. Founded in 2017, Upvest is a regulated
  securities institution in Europe and the UK, covering trading, custody, and back-office operations. The platform supports
  fractional investing, portfolios, savings plans, roundups, and direct debit, enabling clients like Bunq, DKB, N26, Revolut,
  and Raisin to offer investment products to their customers.
created: '2026-03-24'
modified: '2026-05-19'
specificationVersion: '0.19'
apis:
- aid: upvest:upvest-account-transfers-api
  name: Upvest Account Transfers API
  description: Transfer accounts between entities.
  humanURL: https://docs.upvest.co/
  baseURL: https://api.upvest.co
  tags:
  - Account Transfers
  properties:
  - type: OpenAPI
    url: openapi/upvest-account-transfers-api-openapi.yml
  - type: Documentation
    url: https://docs.upvest.co/api
  - type: AsyncAPI
    url: asyncapi/upvest-investment-events-asyncapi.yml
  - type: JSONSchema
    url: json-schema/upvest-webhook-event-schema.json
  - type: JSONSchema
    url: json-schema/upvest-order-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-user-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-account-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-order-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-portfolio-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-savings-plan-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-instrument-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-transaction-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-position-schema.json
- aid: upvest:upvest-accounts-api
  name: Upvest Accounts API
  description: Investment accounts that hold positions and track balances for users.
  humanURL: https://docs.upvest.co/
  baseURL: https://api.upvest.co
  tags:
  - Accounts
  properties:
  - type: OpenAPI
    url: openapi/upvest-accounts-api-openapi.yml
  - type: Documentation
    url: https://docs.upvest.co/api
  - type: AsyncAPI
    url: asyncapi/upvest-investment-events-asyncapi.yml
  - type: JSONSchema
    url: json-schema/upvest-webhook-event-schema.json
  - type: JSONSchema
    url: json-schema/upvest-order-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-user-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-account-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-order-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-portfolio-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-savings-plan-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-instrument-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-transaction-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-position-schema.json
- aid: upvest:upvest-authentication-api
  name: Upvest Authentication API
  description: OAuth 2.0 token management for API access using client credentials flow.
  humanURL: https://docs.upvest.co/
  baseURL: https://api.upvest.co
  tags:
  - Authentication
  properties:
  - type: OpenAPI
    url: openapi/upvest-authentication-api-openapi.yml
  - type: Documentation
    url: https://docs.upvest.co/api
  - type: AsyncAPI
    url: asyncapi/upvest-investment-events-asyncapi.yml
  - type: JSONSchema
    url: json-schema/upvest-webhook-event-schema.json
  - type: JSONSchema
    url: json-schema/upvest-order-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-user-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-account-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-order-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-portfolio-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-savings-plan-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-instrument-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-transaction-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-position-schema.json
- aid: upvest:upvest-cash-balances-api
  name: Upvest Cash Balances API
  description: View cash balance information for accounts.
  humanURL: https://docs.upvest.co/
  baseURL: https://api.upvest.co
  tags:
  - Cash Balances
  properties:
  - type: OpenAPI
    url: openapi/upvest-cash-balances-api-openapi.yml
  - type: Documentation
    url: https://docs.upvest.co/api
  - type: AsyncAPI
    url: asyncapi/upvest-investment-events-asyncapi.yml
  - type: JSONSchema
    url: json-schema/upvest-webhook-event-schema.json
  - type: JSONSchema
    url: json-schema/upvest-order-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-user-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-account-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-order-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-portfolio-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-savings-plan-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-instrument-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-transaction-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-position-schema.json
- aid: upvest:upvest-corporate-actions-api
  name: Upvest Corporate Actions API
  description: View and manage corporate action events on held securities.
  humanURL: https://docs.upvest.co/
  baseURL: https://api.upvest.co
  tags:
  - Corporate Actions
  properties:
  - type: OpenAPI
    url: openapi/upvest-corporate-actions-api-openapi.yml
  - type: Documentation
    url: https://docs.upvest.co/api
  - type: AsyncAPI
    url: asyncapi/upvest-investment-events-asyncapi.yml
  - type: JSONSchema
    url: json-schema/upvest-webhook-event-schema.json
  - type: JSONSchema
    url: json-schema/upvest-order-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-user-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-account-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-order-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-portfolio-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-savings-plan-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-instrument-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-transaction-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-position-schema.json
- aid: upvest:upvest-direct-debits-api
  name: Upvest Direct Debits API
  description: Manage direct debit funding operations.
  humanURL: https://docs.upvest.co/
  baseURL: https://api.upvest.co
  tags:
  - Direct Debits
  properties:
  - type: OpenAPI
    url: openapi/upvest-direct-debits-api-openapi.yml
  - type: Documentation
    url: https://docs.upvest.co/api
  - type: AsyncAPI
    url: asyncapi/upvest-investment-events-asyncapi.yml
  - type: JSONSchema
    url: json-schema/upvest-webhook-event-schema.json
  - type: JSONSchema
    url: json-schema/upvest-order-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-user-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-account-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-order-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-portfolio-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-savings-plan-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-instrument-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-transaction-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-position-schema.json
- aid: upvest:upvest-executions-api
  name: Upvest Executions API
  description: Track order execution details and fills.
  humanURL: https://docs.upvest.co/
  baseURL: https://api.upvest.co
  tags:
  - Executions
  properties:
  - type: OpenAPI
    url: openapi/upvest-executions-api-openapi.yml
  - type: Documentation
    url: https://docs.upvest.co/api
  - type: AsyncAPI
    url: asyncapi/upvest-investment-events-asyncapi.yml
  - type: JSONSchema
    url: json-schema/upvest-webhook-event-schema.json
  - type: JSONSchema
    url: json-schema/upvest-order-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-user-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-account-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-order-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-portfolio-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-savings-plan-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-instrument-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-transaction-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-position-schema.json
- aid: upvest:upvest-fee-configurations-api
  name: Upvest Fee Configurations API
  description: Configure fee structures and schedules.
  humanURL: https://docs.upvest.co/
  baseURL: https://api.upvest.co
  tags:
  - Fee Configurations
  properties:
  - type: OpenAPI
    url: openapi/upvest-fee-configurations-api-openapi.yml
  - type: Documentation
    url: https://docs.upvest.co/api
  - type: AsyncAPI
    url: asyncapi/upvest-investment-events-asyncapi.yml
  - type: JSONSchema
    url: json-schema/upvest-webhook-event-schema.json
  - type: JSONSchema
    url: json-schema/upvest-order-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-user-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-account-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-order-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-portfolio-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-savings-plan-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-instrument-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-transaction-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-position-schema.json
- aid: upvest:upvest-fees-api
  name: Upvest Fees API
  description: Track and manage fee charges on accounts.
  humanURL: https://docs.upvest.co/
  baseURL: https://api.upvest.co
  tags:
  - Fees
  properties:
  - type: OpenAPI
    url: openapi/upvest-fees-api-openapi.yml
  - type: Documentation
    url: https://docs.upvest.co/api
  - type: AsyncAPI
    url: asyncapi/upvest-investment-events-asyncapi.yml
  - type: JSONSchema
    url: json-schema/upvest-webhook-event-schema.json
  - type: JSONSchema
    url: json-schema/upvest-order-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-user-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-account-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-order-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-portfolio-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-savings-plan-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-instrument-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-transaction-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-position-schema.json
- aid: upvest:upvest-files-api
  name: Upvest Files API
  description: Access and download generated files such as reports and statements.
  humanURL: https://docs.upvest.co/
  baseURL: https://api.upvest.co
  tags:
  - Files
  properties:
  - type: OpenAPI
    url: openapi/upvest-files-api-openapi.yml
  - type: Documentation
    url: https://docs.upvest.co/api
  - type: AsyncAPI
    url: asyncapi/upvest-investment-events-asyncapi.yml
  - type: JSONSchema
    url: json-schema/upvest-webhook-event-schema.json
  - type: JSONSchema
    url: json-schema/upvest-order-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-user-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-account-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-order-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-portfolio-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-savings-plan-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-instrument-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-transaction-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-position-schema.json
- aid: upvest:upvest-instrument-prices-api
  name: Upvest Instrument Prices API
  description: Retrieve real-time and historical price data for instruments.
  humanURL: https://docs.upvest.co/
  baseURL: https://api.upvest.co
  tags:
  - Instrument Prices
  properties:
  - type: OpenAPI
    url: openapi/upvest-instrument-prices-api-openapi.yml
  - type: Documentation
    url: https://docs.upvest.co/api
  - type: AsyncAPI
    url: asyncapi/upvest-investment-events-asyncapi.yml
  - type: JSONSchema
    url: json-schema/upvest-webhook-event-schema.json
  - type: JSONSchema
    url: json-schema/upvest-order-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-user-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-account-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-order-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-portfolio-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-savings-plan-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-instrument-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-transaction-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-position-schema.json
- aid: upvest:upvest-instruments-api
  name: Upvest Instruments API
  description: Query available financial instruments and their metadata.
  humanURL: https://docs.upvest.co/
  baseURL: https://api.upvest.co
  tags:
  - Instruments
  properties:
  - type: OpenAPI
    url: openapi/upvest-instruments-api-openapi.yml
  - type: Documentation
    url: https://docs.upvest.co/api
  - type: AsyncAPI
    url: asyncapi/upvest-investment-events-asyncapi.yml
  - type: JSONSchema
    url: json-schema/upvest-webhook-event-schema.json
  - type: JSONSchema
    url: json-schema/upvest-order-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-user-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-account-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-order-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-portfolio-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-savings-plan-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-instrument-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-transaction-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-position-schema.json
- aid: upvest:upvest-liquidations-api
  name: Upvest Liquidations API
  description: Manage full or partial account liquidations.
  humanURL: https://docs.upvest.co/
  baseURL: https://api.upvest.co
  tags:
  - Liquidations
  properties:
  - type: OpenAPI
    url: openapi/upvest-liquidations-api-openapi.yml
  - type: Documentation
    url: https://docs.upvest.co/api
  - type: AsyncAPI
    url: asyncapi/upvest-investment-events-asyncapi.yml
  - type: JSONSchema
    url: json-schema/upvest-webhook-event-schema.json
  - type: JSONSchema
    url: json-schema/upvest-order-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-user-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-account-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-order-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-portfolio-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-savings-plan-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-instrument-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-transaction-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-position-schema.json
- aid: upvest:upvest-mandates-api
  name: Upvest Mandates API
  description: Manage direct debit mandates for accounts.
  humanURL: https://docs.upvest.co/
  baseURL: https://api.upvest.co
  tags:
  - Mandates
  properties:
  - type: OpenAPI
    url: openapi/upvest-mandates-api-openapi.yml
  - type: Documentation
    url: https://docs.upvest.co/api
  - type: AsyncAPI
    url: asyncapi/upvest-investment-events-asyncapi.yml
  - type: JSONSchema
    url: json-schema/upvest-webhook-event-schema.json
  - type: JSONSchema
    url: json-schema/upvest-order-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-user-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-account-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-order-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-portfolio-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-savings-plan-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-instrument-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-transaction-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-position-schema.json
- aid: upvest:upvest-order-cancellations-api
  name: Upvest Order Cancellations API
  description: Cancel pending orders before execution.
  humanURL: https://docs.upvest.co/
  baseURL: https://api.upvest.co
  tags:
  - Order Cancellations
  properties:
  - type: OpenAPI
    url: openapi/upvest-order-cancellations-api-openapi.yml
  - type: Documentation
    url: https://docs.upvest.co/api
  - type: AsyncAPI
    url: asyncapi/upvest-investment-events-asyncapi.yml
  - type: JSONSchema
    url: json-schema/upvest-webhook-event-schema.json
  - type: JSONSchema
    url: json-schema/upvest-order-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-user-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-account-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-order-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-portfolio-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-savings-plan-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-instrument-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-transaction-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-position-schema.json
- aid: upvest:upvest-orders-api
  name: Upvest Orders API
  description: Place, manage, and track buy and sell orders for instruments.
  humanURL: https://docs.upvest.co/
  baseURL: https://api.upvest.co
  tags:
  - Orders
  properties:
  - type: OpenAPI
    url: openapi/upvest-orders-api-openapi.yml
  - type: Documentation
    url: https://docs.upvest.co/api
  - type: AsyncAPI
    url: asyncapi/upvest-investment-events-asyncapi.yml
  - type: JSONSchema
    url: json-schema/upvest-webhook-event-schema.json
  - type: JSONSchema
    url: json-schema/upvest-order-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-user-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-account-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-order-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-portfolio-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-savings-plan-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-instrument-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-transaction-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-position-schema.json
- aid: upvest:upvest-portfolio-allocations-api
  name: Upvest Portfolio Allocations API
  description: Define and update target allocations within portfolios.
  humanURL: https://docs.upvest.co/
  baseURL: https://api.upvest.co
  tags:
  - Portfolio Allocations
  properties:
  - type: OpenAPI
    url: openapi/upvest-portfolio-allocations-api-openapi.yml
  - type: Documentation
    url: https://docs.upvest.co/api
  - type: AsyncAPI
    url: asyncapi/upvest-investment-events-asyncapi.yml
  - type: JSONSchema
    url: json-schema/upvest-webhook-event-schema.json
  - type: JSONSchema
    url: json-schema/upvest-order-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-user-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-account-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-order-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-portfolio-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-savings-plan-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-instrument-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-transaction-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-position-schema.json
- aid: upvest:upvest-portfolio-orders-api
  name: Upvest Portfolio Orders API
  description: Place orders against portfolio allocations.
  humanURL: https://docs.upvest.co/
  baseURL: https://api.upvest.co
  tags:
  - Portfolio Orders
  properties:
  - type: OpenAPI
    url: openapi/upvest-portfolio-orders-api-openapi.yml
  - type: Documentation
    url: https://docs.upvest.co/api
  - type: AsyncAPI
    url: asyncapi/upvest-investment-events-asyncapi.yml
  - type: JSONSchema
    url: json-schema/upvest-webhook-event-schema.json
  - type: JSONSchema
    url: json-schema/upvest-order-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-user-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-account-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-order-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-portfolio-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-savings-plan-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-instrument-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-transaction-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-position-schema.json
- aid: upvest:upvest-portfolios-api
  name: Upvest Portfolios API
  description: Create and manage portfolios with custom asset allocations.
  humanURL: https://docs.upvest.co/
  baseURL: https://api.upvest.co
  tags:
  - Portfolios
  properties:
  - type: OpenAPI
    url: openapi/upvest-portfolios-api-openapi.yml
  - type: Documentation
    url: https://docs.upvest.co/api
  - type: AsyncAPI
    url: asyncapi/upvest-investment-events-asyncapi.yml
  - type: JSONSchema
    url: json-schema/upvest-webhook-event-schema.json
  - type: JSONSchema
    url: json-schema/upvest-order-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-user-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-account-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-order-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-portfolio-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-savings-plan-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-instrument-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-transaction-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-position-schema.json
- aid: upvest:upvest-portfolios-rebalancing-api
  name: Upvest Portfolios Rebalancing API
  description: Trigger and track portfolio rebalancing operations.
  humanURL: https://docs.upvest.co/
  baseURL: https://api.upvest.co
  tags:
  - Portfolios Rebalancing
  properties:
  - type: OpenAPI
    url: openapi/upvest-portfolios-rebalancing-api-openapi.yml
  - type: Documentation
    url: https://docs.upvest.co/api
  - type: AsyncAPI
    url: asyncapi/upvest-investment-events-asyncapi.yml
  - type: JSONSchema
    url: json-schema/upvest-webhook-event-schema.json
  - type: JSONSchema
    url: json-schema/upvest-order-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-user-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-account-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-order-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-portfolio-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-savings-plan-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-instrument-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-transaction-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-position-schema.json
- aid: upvest:upvest-positions-api
  name: Upvest Positions API
  description: View current holdings and position details for accounts.
  humanURL: https://docs.upvest.co/
  baseURL: https://api.upvest.co
  tags:
  - Positions
  properties:
  - type: OpenAPI
    url: openapi/upvest-positions-api-openapi.yml
  - type: Documentation
    url: https://docs.upvest.co/api
  - type: AsyncAPI
    url: asyncapi/upvest-investment-events-asyncapi.yml
  - type: JSONSchema
    url: json-schema/upvest-webhook-event-schema.json
  - type: JSONSchema
    url: json-schema/upvest-order-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-user-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-account-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-order-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-portfolio-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-savings-plan-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-instrument-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-transaction-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-position-schema.json
- aid: upvest:upvest-reference-accounts-api
  name: Upvest Reference Accounts API
  description: Manage reference bank accounts linked to investment accounts.
  humanURL: https://docs.upvest.co/
  baseURL: https://api.upvest.co
  tags:
  - Reference Accounts
  properties:
  - type: OpenAPI
    url: openapi/upvest-reference-accounts-api-openapi.yml
  - type: Documentation
    url: https://docs.upvest.co/api
  - type: AsyncAPI
    url: asyncapi/upvest-investment-events-asyncapi.yml
  - type: JSONSchema
    url: json-schema/upvest-webhook-event-schema.json
  - type: JSONSchema
    url: json-schema/upvest-order-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-user-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-account-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-order-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-portfolio-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-savings-plan-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-instrument-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-transaction-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-position-schema.json
- aid: upvest:upvest-reports-api
  name: Upvest Reports API
  description: Generate and retrieve user-facing investment reports and statements.
  humanURL: https://docs.upvest.co/
  baseURL: https://api.upvest.co
  tags:
  - Reports
  properties:
  - type: OpenAPI
    url: openapi/upvest-reports-api-openapi.yml
  - type: Documentation
    url: https://docs.upvest.co/api
  - type: AsyncAPI
    url: asyncapi/upvest-investment-events-asyncapi.yml
  - type: JSONSchema
    url: json-schema/upvest-webhook-event-schema.json
  - type: JSONSchema
    url: json-schema/upvest-order-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-user-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-account-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-order-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-portfolio-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-savings-plan-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-instrument-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-transaction-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-position-schema.json
- aid: upvest:upvest-returns-api
  name: Upvest Returns API
  description: Calculate account-level investment returns.
  humanURL: https://docs.upvest.co/
  baseURL: https://api.upvest.co
  tags:
  - Returns
  properties:
  - type: OpenAPI
    url: openapi/upvest-returns-api-openapi.yml
  - type: Documentation
    url: https://docs.upvest.co/api
  - type: AsyncAPI
    url: asyncapi/upvest-investment-events-asyncapi.yml
  - type: JSONSchema
    url: json-schema/upvest-webhook-event-schema.json
  - type: JSONSchema
    url: json-schema/upvest-order-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-user-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-account-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-order-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-portfolio-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-savings-plan-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-instrument-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-transaction-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-position-schema.json
- aid: upvest:upvest-savings-plans-api
  name: Upvest Savings Plans API
  description: Configure automated recurring investments into portfolios or instruments.
  humanURL: https://docs.upvest.co/
  baseURL: https://api.upvest.co
  tags:
  - Savings Plans
  properties:
  - type: OpenAPI
    url: openapi/upvest-savings-plans-api-openapi.yml
  - type: Documentation
    url: https://docs.upvest.co/api
  - type: AsyncAPI
    url: asyncapi/upvest-investment-events-asyncapi.yml
  - type: JSONSchema
    url: json-schema/upvest-webhook-event-schema.json
  - type: JSONSchema
    url: json-schema/upvest-order-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-user-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-account-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-order-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-portfolio-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-savings-plan-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-instrument-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-transaction-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-position-schema.json
- aid: upvest:upvest-securities-transfers-api
  name: Upvest Securities Transfers API
  description: Transfer securities between accounts or providers.
  humanURL: https://docs.upvest.co/
  baseURL: https://api.upvest.co
  tags:
  - Securities Transfers
  properties:
  - type: OpenAPI
    url: openapi/upvest-securities-transfers-api-openapi.yml
  - type: Documentation
    url: https://docs.upvest.co/api
  - type: AsyncAPI
    url: asyncapi/upvest-investment-events-asyncapi.yml
  - type: JSONSchema
    url: json-schema/upvest-webhook-event-schema.json
  - type: JSONSchema
    url: json-schema/upvest-order-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-user-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-account-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-order-schema.json
  - type: JSONSchema
    url: json-schema/investment-api-portfolio-schema.json
  - type: JSONSchema
    url: json-schema/investment-

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# Full source: https://raw.githubusercontent.com/api-evangelist/upvest/refs/heads/main/apis.yml