Upvest · Schema

PortfolioAllocation

A target allocation within a portfolio.

Banking InfrastructureFintechInvestmentsSecuritiesFractional InvestingCustodyWealth Management

Properties

Name Type Description
instrument_id string The instrument identifier.
weight string The target weight as a decimal string between 0 and 1.
View JSON Schema on GitHub

JSON Schema

investment-api-portfolio-allocation-schema.json Raw ↑ 
{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "$id": "https://raw.githubusercontent.com/api-evangelist/upvest/refs/heads/main/json-schema/investment-api-portfolio-allocation-schema.json",
  "title": "PortfolioAllocation",
  "description": "A target allocation within a portfolio.",
  "type": "object",
  "properties": {
    "instrument_id": {
      "type": "string",
      "format": "uuid",
      "description": "The instrument identifier.",
      "example": "a1b2c3d4-e5f6-7890-abcd-ef1234567890"
    },
    "weight": {
      "type": "string",
      "description": "The target weight as a decimal string between 0 and 1.",
      "example": "example-value"
    }
  }
}