Valuations

Get current valuation for an account

Returns the account's current valuation, calculated from its current positions and the requested price_quality.

See the Account valuations guide (TOL / BYOL) for the difference between EOD and HIGHEST_AVAILABLE price quality.

get/accounts/{account_id}/valuations/current

Request

  • Base URL: https://sandbox.upvest.co
  • URL: https://sandbox.upvest.co/accounts/{account_id}/valuations/current
  • Auth: OAuth 2 (client credentials, token URL https://sandbox.upvest.co/auth/token, scopes: valuations:read)

Query parameters

price_quality'EOD' | 'HIGHEST_AVAILABLE' required

The quality of the price to use in the valuation.

  • EOD — End of day prices.
  • HIGHEST_AVAILABLE — The most recent available prices.

Response

Valuations

idstring uuid required

Account valuation unique identifier.

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

Universally Unique Identifier (UUID) of the account.

price_quality'EOD' | 'HIGHEST_AVAILABLE' required

The requested price quality.

  • EOD - End of day prices
  • HIGHEST_AVAILABLE - The most recent available prices
valuation_timestring date-time required

Date and time as of which the value was calculated. RFC 3339-5, ISO8601 UTC

Changes

No recorded changes to this operation across all 25 revisions of this API.