Portfolios
Retrieve portfolios order
Retrieve portfolios order
get/portfolios/orders/{portfolio_order_id}
Response
Portfolios order
idstring uuid required
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
user_idstring uuid
User unique identifier.
account_idstring uuid required
Account unique identifier.
allocation_idstring uuid
cash_amountstring required
currency'EUR' | 'GBP' required
Alphabetic three-letter ISO 4217 currency code.
- EUR - Euro
- GBP - Pound Sterling
status'NEW' | 'PROCESSING' | 'FILLED' | 'SETTLED' | 'CANCELLED' required
Execution status of the Portfolio Order.
- NEW -
- PROCESSING -
- FILLED -
- SETTLED -
- CANCELLED -
type'BUY' | 'SELL' | 'REBALANCING'
Type of the Portfolio Order.
- BUY -
- SELL -
- REBALANCING -
post_taxboolean required
Cash amount is post-tax value
client_referencestring required
initiation_flow'API' | 'SAVINGS_PLAN' required
What triggered the order creation .
- API -
- SAVINGS_PLAN -
cancellation_reason'ACCOUNT_IS_EMPTY' | 'CANCELLED_BY_CLIENT' | 'CANCELLED_BY_UPVEST' | 'PORTFOLIO_IS_BALANCED' | 'SELL_LIMIT_EXCEEDED'
Explains the reason why the order was cancelled .
- ACCOUNT_IS_EMPTY -
- CANCELLED_BY_CLIENT -
- CANCELLED_BY_UPVEST -
- PORTFOLIO_IS_BALANCED -
- SELL_LIMIT_EXCEEDED -
cancellation_detailsstring