Access Tokens1

Account Groups6

Accounts7

Business Checks3

Businesses4

Cash Balance Transfers6

Cash Balances3

Credit Fundings3

Direct Debits3

Fees3

Fees Configurations3

Files1

Instruments2

ISA3

Liquidations4

Mandates5

Orders5

Portfolios14

Portfolios Rebalancing3

Positions2

Price Data3

Reference Accounts5

Reports4

Returns1

Roles4

Savings Plans8

Securities Transfers2

Tax Exemptions5

Tax Residencies2

Tests1

Top-ups4

Transaction Fees Configurations4

Transaction Fees Models3

Transactions2

User Checks3

User Identifiers4

Users5

Valuations2

Virtual Bank Accounts3

Virtual Cash Balances3

Webhook Subscriptions7

Withdrawals4

Portfolios

Create portfolios configuration

Creates a portfolio configuration for an investment account, associating it with a target allocation and optional rebalancing strategies.

Only one active configuration per account is permitted.

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

post/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: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

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

Response

Portfolios configuration

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