---
title: "List valuation history for an account"
method: GET
path: "/accounts/{account_id}/valuations"
tags: ["Valuations"]
---

# List valuation history for an account

`GET /accounts/{account_id}/valuations`

List valuation history for an account

## Query parameters

- `start_date` string, date — Returns account valuations starting from and including this date (UTC)
- `end_date` string, date — Returns account valuations up until this date (UTC)
- `sort` 'valuation_time'
- `order` 'ASC' | 'DESC'
- `offset` integer
- `limit` integer

## Response `200`

Valuations

- 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 — Account valuation unique identifier.
    - `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)
    - `account_id` string, uuid, required — Account unique identifier.
    - `total_security_value` object, required — Entity representing the monetary value by amount and currency.
      - `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
    - `price_quality` 'EOD' | 'HIGHEST_AVAILABLE', required — The requested price quality. * EOD - End of day prices * HIGHEST_AVAILABLE - The most recent available prices
    - `security_positions` object[], required — Positions associated with this account valuation.
      - `instrument` object, required — Entity representing the financial instrument.
        - `uuid` string, uuid, required — String representing the instrument internal identifier.
        - `isin` string — International securities identification number defined by [ISO 6166](https://en.wikipedia.org/wiki/International_Securities_Identification_Number).
      - `quantity` string, required — Total quantity of the instrument (10 decimal places).
      - `value` object, nullable, required — Entity representing the monetary value by amount and currency, and the time of the price used.
        - `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
        - `price_time` string, date-time, required — The date and time of the price used for the calculation. [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)
      - `weight` string, required — Total weight of the instrument (10 decimal places).
      - `price_quality` 'EOD' | 'REALTIME' | 'DELAYED' | 'NA' — The price quality used for the calculation of the value of the position. * EOD - end of day price * REALTIME - realtime price * DELAYED - delayed price * NA - no available price
    - `valuation_time` string, date-time, required — Date and time as of which the value was calculated. [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)

## 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/eb94c0091916/schema)