Portfolios

List portfolios configurations

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

Each configuration links an account to an allocation and defines which rebalancing strategies apply to that account.

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

get/portfolios/configurations

Request

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

Query parameters

sort'account_id'

Sort the result by account_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 configurations with dates starting from and including this date (UTC)

end_datestring

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

account_idstring

Filters portfolio configurations by account ID

allocation_idstring

Filters portfolio configurations by allocation ID

Response

Portfolios configurations

Changes

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