Upvest · Schema

RebalancingExecution

A portfolio rebalancing operation.

Banking InfrastructureFintechInvestmentsSecuritiesFractional InvestingCustodyWealth Management

Properties

Name Type Description
id string The rebalancing execution identifier.
portfolio_id string The portfolio being rebalanced.
status string The rebalancing status.
created_at string When the rebalancing was initiated.
View JSON Schema on GitHub

JSON Schema

investment-api-rebalancing-execution-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-rebalancing-execution-schema.json",
  "title": "RebalancingExecution",
  "description": "A portfolio rebalancing operation.",
  "type": "object",
  "properties": {
    "id": {
      "type": "string",
      "format": "uuid",
      "description": "The rebalancing execution identifier.",
      "example": "a1b2c3d4-e5f6-7890-abcd-ef1234567890"
    },
    "portfolio_id": {
      "type": "string",
      "format": "uuid",
      "description": "The portfolio being rebalanced.",
      "example": "a1b2c3d4-e5f6-7890-abcd-ef1234567890"
    },
    "status": {
      "type": "string",
      "enum": [
        "NEW",
        "PROCESSING",
        "COMPLETED",
        "FAILED"
      ],
      "description": "The rebalancing status.",
      "example": "NEW"
    },
    "created_at": {
      "type": "string",
      "format": "date-time",
      "description": "When the rebalancing was initiated.",
      "example": "2025-03-15T14:30:00Z"
    }
  }
}