v2

latestOpenAPI 3.0.3Apache 2.02026-08-0715707.5 MB

Portfolios

Update portfolios configuration

patch/portfolios/configurations/{account_id}

idempotency-keystring uuid required

Example:ccb07f42-4104-44ad-8e1f-c660bb7b269c

A UUID to be used as an idempotency key. This prevents a duplicate request from being replayed. https://docs.upvest.co/documentation/concepts/api_concepts/idempotency

allocation_idstring uuid

rebalancing_strategy_idsstring[]

List of rebalancing strategy ids

Portfolio

created_atstring date-time required

Date and time when the resource was created. RFC 3339-5, ISO8601 UTC

updated_atstring date-time required

Date and time when the resource was last updated. RFC 3339-5, ISO8601 UTC

account_idstring uuid required

Account unique identifier.

allocation_idstring uuid required

rebalancing_strategy_idsstring[]

List of rebalancing strategy ids