---
title: "List portfolios orders"
method: GET
path: "/portfolios/orders"
tags: ["Portfolios"]
---

# List portfolios orders

`GET /portfolios/orders`

List portfolios orders

## Query parameters

- `sort` 'id'
- `order` 'ASC'
- `offset` integer
- `limit` integer
- `start_date` string
- `end_date` string
- `allocation_id` string, uuid
- `account_id` string, uuid — Account unique identifier.

## Response `200`

Portfolios orders

- object
  - `meta` object, required
    - `offset` integer, required — Amount of resource to offset in the response.
    - `limit` integer, required — Total limit of the response.
    - `count` integer, required — Count of the resources returned in the response.
    - `total_count` integer, required — Total count of all the resources.
    - `sort` string — The field that the list is sorted by.
    - `order` 'ASC' | 'DESC' — The ordering of the response. * ASC - Ascending order * DESC - Descending order
  - `data` object[], required
    - `id` string, uuid, required
    - `created_at` string, date-time, required — Date and time when the resource was created. [RFC 3339-5](https://datatracker.ietf.org/doc/html/rfc3339#section-5.6), [ISO8601 UTC](https://www.iso.org/iso-8601-date-and-time-format.html)
    - `updated_at` string, date-time, required — Date and time when the resource was last updated. [RFC 3339-5](https://datatracker.ietf.org/doc/html/rfc3339#section-5.6), [ISO8601 UTC](https://www.iso.org/iso-8601-date-and-time-format.html)
    - `user_id` string, uuid — User unique identifier.
    - `account_id` string, uuid, required — Account unique identifier.
    - `allocation_id` string, uuid
    - `cash_amount` string, required
    - `currency` 'EUR' | 'GBP', required — Alphabetic three-letter [ISO 4217](https://www.iso.org/iso-4217-currency-codes.html) 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_tax` boolean, required — Cash amount is post-tax value
    - `orders` object[], required — Orders associated with this portfolio order
      - `id` string, uuid, required
      - `side` 'BUY' | 'SELL', required — Side of the portfolio order. * BUY - * SELL -
      - `status` 'NEW' | 'PROCESSING' | 'FILLED' | 'CANCELLED', required — The execution status of the order. * NEW - * PROCESSING - * FILLED - * CANCELLED -
    - `client_reference` string, 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_details` string

## Other responses

- `400` — Bad Request. The incoming request had a malformed parameter/object.
- `401` — Unauthorized. The caller has not been authenticated.
- `403` — Forbidden. The caller has been authenticated but is not allowed to take the requested action.
- `404` — Not Found. The requested resource could not be found.
- `405` — Method Not Allowed. The requested method is not allowed on the requested resource.
- `406` — Not Acceptable. The resource does not have a current representation that would be acceptable to the user agent. "Accept" header defined unsupported value.
- `429` — Too Many Requests. The caller has exceeded their quota for the time period and has been throttled.
- `500` — Internal Server Error. The service encountered an unexpected error.
- `503` — Service Unavailable. The service handling for this request cannot be reached at this time.
- `504` — Gateway Timeout. The service gateway has reached its internal timeout.

---

[API](https://skmtc.net/upvest/apis/upvest-investment-api.md) · [All operations](https://skmtc.net/upvest/apis/upvest-investment-api/llms.txt) · [OpenAPI document](https://skmtc-service-staging.skmtc.workers.dev/v1/apis/upvest/upvest-investment-api/revisions/2c6bc192bc09/schema)
