Portfolios

Update portfolios allocation

Updates the name and/or instrument weights of an existing portfolio allocation.

Accounts with a portfolio configuration referencing this allocation will use the new weights on their next rebalancing.

See the Portfolios guide (TOL / BYOL) for implementation details.

put/portfolios/allocations/{allocation_id}

Request

  • Base URL: https://sandbox.upvest.co
  • URL: https://sandbox.upvest.co/portfolios/allocations/{allocation_id}
  • Auth: OAuth 2 (client credentials, token URL https://sandbox.upvest.co/auth/token, scopes: portfolios:admin)

Request body

namestring

Allocation name

Response

Portfolios allocation

idstring uuid required

Universally Unique Identifier (UUID) of a portfolio allocation.

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

namestring required

Allocation name

Changes

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