---
title: "List portfolios configurations"
method: GET
path: "/portfolios/configurations"
tags: ["Portfolios"]
---

# List portfolios configurations

`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`)

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](https://docs.upvest.co/products/tol/guides/portfolios) / [BYOL](https://docs.upvest.co/products/byol/guides/portfolios)) for implementation details.

## Query parameters

- `sort` 'account_id'
- `order` 'ASC'
- `offset` integer
- `limit` integer
- `start_date` string
- `end_date` string
- `account_id` string
- `allocation_id` string

## Response `200`

Portfolios configurations

- object: Paginated list of portfolio configurations, including cursor-based pagination metadata.
  - `meta` object, required: Offset/limit pagination metadata for a list response. Contains the `offset` and `limit` applied to the request, the `count` of resources returned in this page, and the `total_count` of matching resources.
    - `offset` integer, required: Amount of resource to offset in the response.
    - `limit` integer, required: Total limit of the response.
    - `count` integer, required: Count of the resources returned in the response.
    - `total_count` integer, required: Total count of all the resources.
    - `sort` string: The field that the list is sorted by.
    - `order` 'ASC' | 'DESC': The ordering applied to the list. * ASC — Ascending order. * DESC — Descending order.
  - `data` object[], required
    - `created_at` string, date-time, required: Date and time when the resource was created. [RFC 3339-5](https://datatracker.ietf.org/doc/html/rfc3339#section-5.6), [ISO8601 UTC](https://www.iso.org/iso-8601-date-and-time-format.html)
    - `updated_at` string, date-time, required: Date and time when the resource was last updated. [RFC 3339-5](https://datatracker.ietf.org/doc/html/rfc3339#section-5.6), [ISO8601 UTC](https://www.iso.org/iso-8601-date-and-time-format.html)
    - `account_id` string, uuid, required: Universally Unique Identifier (UUID) of the account.
    - `allocation_id` string, uuid, required: Universally Unique Identifier (UUID) of a portfolio allocation.
    - `rebalancing_strategy_ids` string[]: List of rebalancing strategy ids

## Other responses

- `400`: Bad Request. The incoming request had a malformed parameter/object.
- `401`: Unauthorized. The caller has not been authenticated.
- `403`: Forbidden. The caller has been authenticated but is not allowed to take the requested action.
- `404`: Not Found. The requested resource could not be found.
- `405`: Method Not Allowed. The requested method is not allowed on the requested resource.
- `406`: Not Acceptable. The resource does not have a current representation that would be acceptable to the user agent. "Accept" header defined unsupported value.
- `429`: Too Many Requests. The caller has exceeded their quota for the time period and has been throttled.
- `500`: Internal Server Error. The service encountered an unexpected error.
- `503`: Service Unavailable. The service handling for this request cannot be reached at this time.
- `504`: Gateway Timeout. The service gateway has reached its internal timeout.

---

[API](https://skmtc.dev/upvest/apis/upvest-investment-api.md) · [All operations](https://skmtc.dev/upvest/apis/upvest-investment-api/llms.txt) · [OpenAPI document](https://skmtc.dev/upvest/apis/upvest-investment-api/revisions/ca69534b631d?raw)