Valuations

List valuation history for an account

Returns the account's historical end-of-day valuations.

Use the offset and limit query parameters to page through results; meta.total_count gives the total number of matching valuations.

See the Account valuations guide (TOL / BYOL) for how valuations are calculated.

get/accounts/{account_id}/valuations

Request

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

Query parameters

start_datestring date

Returns account valuations starting from and including this date (UTC).

end_datestring date

Returns account valuations up until this date (UTC).

sort'valuation_time'

Sort the result by valuation_time.

order'ASC' | 'DESC'

Sort order of the result list if the sort parameter is specified. Use ASC for ascending or DESC for descending sort order.

offsetinteger

Use the offset argument to specify where in the list of results to start when returning items for a particular query.

limitinteger

Use the limit argument to specify the maximum number of items returned.

Response

Valuations

Changes

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