Upvest · Schema
PortfolioOrder
An order placed against a portfolio's allocations.
Banking InfrastructureFintechInvestmentsSecuritiesFractional InvestingCustodyWealth Management
Properties
| Name | Type | Description |
|---|---|---|
| id | string | The portfolio order identifier. |
| portfolio_id | string | The portfolio the order was placed for. |
| cash_amount | string | The total cash amount invested. |
| currency | string | The order currency. |
| status | string | The portfolio order status. |
| created_at | string | When the order was created. |
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-portfolio-order-schema.json",
"title": "PortfolioOrder",
"description": "An order placed against a portfolio's allocations.",
"type": "object",
"properties": {
"id": {
"type": "string",
"format": "uuid",
"description": "The portfolio order identifier.",
"example": "a1b2c3d4-e5f6-7890-abcd-ef1234567890"
},
"portfolio_id": {
"type": "string",
"format": "uuid",
"description": "The portfolio the order was placed for.",
"example": "a1b2c3d4-e5f6-7890-abcd-ef1234567890"
},
"cash_amount": {
"type": "string",
"description": "The total cash amount invested.",
"example": "example-value"
},
"currency": {
"type": "string",
"description": "The order currency.",
"example": "EUR"
},
"status": {
"type": "string",
"enum": [
"NEW",
"PROCESSING",
"COMPLETED",
"CANCELLED"
],
"description": "The portfolio order status.",
"example": "NEW"
},
"created_at": {
"type": "string",
"format": "date-time",
"description": "When the order was created.",
"example": "2025-03-15T14:30:00Z"
}
}
}