Portfolios

List portfolios allocations

Returns a paginated list of portfolio allocations for the authenticated client.

Allocations define the target instrument weights that portfolio configurations use to invest and rebalance.

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

get/portfolios/allocations

Request

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

Query parameters

sort'id'

Sort the result by id.

order'ASC'

Sort order of the result list if the sort parameter is specified. By default, only ASC for ascending sort.

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.

start_datestring

Returns portfolio allocations with dates starting from and including this date (UTC)

end_datestring

Returns portfolio allocations with dates up until this date (UTC)

instrument_idsstring

Filters portfolio allocations containing the instruments ID's

Response

Portfolios allocations

Changes

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