Portfolios Rebalancing

Trigger portfolio rebalancing

Triggers an immediate rebalancing execution for all accounts linked to the specified allocation.

The rebalancing adjusts each account's positions to match the current target allocation weights. In rare situations, individual orders within the rebalancing may not be cancellable once submitted.

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

post/portfolios/rebalancings/executions

Request

  • Base URL: https://sandbox.upvest.co
  • URL: https://sandbox.upvest.co/portfolios/rebalancings/executions
  • 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

OR

Response

Portfolio

idstring uuid required

Universally Unique Identifier (UUID) of a portfolio rebalancing execution.

Changes

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