Portfolios

Update portfolios configuration

Updates the allocation or rebalancing strategies of an existing portfolio configuration.

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

patch/portfolios/configurations/{account_id}

Request

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

Headers

idempotency-keystring uuid required
Example:ccb07f42-4104-44ad-8e1f-c660bb7b269c

A UUID to be used as an idempotency key. This prevents a duplicate request from being replayed. https://docs.upvest.co/documentation/concepts/api_concepts/idempotency

Request body

allocation_idstring uuid

Universally Unique Identifier (UUID) of a portfolio allocation.

rebalancing_strategy_idsstring[]

List of rebalancing strategy ids

Response

Portfolio

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.

allocation_idstring uuid required

Universally Unique Identifier (UUID) of a portfolio allocation.

rebalancing_strategy_idsstring[]

List of rebalancing strategy ids

Changes

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