Upvest · Schema

AccountReturn

Investment return calculation for an account.

Banking InfrastructureFintechInvestmentsSecuritiesFractional InvestingCustodyWealth Management

Properties

Name	Type	Description
account_id	string	The account identifier.
total_return	string	The total return as a decimal string.
total_return_percentage	string	The total return as a percentage string.
period_start	string	The start of the return period.
period_end	string	The end of the return period.
currency	string	The return currency.

View JSON Schema on GitHub

JSON Schema

{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "$id": "https://raw.githubusercontent.com/api-evangelist/upvest/refs/heads/main/json-schema/investment-api-account-return-schema.json",
  "title": "AccountReturn",
  "description": "Investment return calculation for an account.",
  "type": "object",
  "properties": {
    "account_id": {
      "type": "string",
      "format": "uuid",
      "description": "The account identifier.",
      "example": "a1b2c3d4-e5f6-7890-abcd-ef1234567890"
    },
    "total_return": {
      "type": "string",
      "description": "The total return as a decimal string.",
      "example": "example-value"
    },
    "total_return_percentage": {
      "type": "string",
      "description": "The total return as a percentage string.",
      "example": "example-value"
    },
    "period_start": {
      "type": "string",
      "format": "date",
      "description": "The start of the return period.",
      "example": "2025-03-15"
    },
    "period_end": {
      "type": "string",
      "format": "date",
      "description": "The end of the return period.",
      "example": "2025-03-15"
    },
    "currency": {
      "type": "string",
      "description": "The return currency.",
      "pattern": "^[A-Z]{3}$",
      "example": "EUR"
    }
  }
}