Upvest · Schema

PortfolioOrderCreate

Request body for placing a portfolio order.

Banking InfrastructureFintechInvestmentsSecuritiesFractional InvestingCustodyWealth Management

Properties

Name Type Description
cash_amount string The total cash amount to invest, distributed across allocations.
currency string The order currency as an ISO 4217 code.
View JSON Schema on GitHub

JSON Schema

investment-api-portfolio-order-create-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-order-create-schema.json",
  "title": "PortfolioOrderCreate",
  "description": "Request body for placing a portfolio order.",
  "type": "object",
  "properties": {
    "cash_amount": {
      "type": "string",
      "description": "The total cash amount to invest, distributed across allocations.",
      "example": "example-value"
    },
    "currency": {
      "type": "string",
      "description": "The order currency as an ISO 4217 code.",
      "pattern": "^[A-Z]{3}$",
      "example": "EUR"
    }
  },
  "required": [
    "cash_amount",
    "currency"
  ]
}