Upvest · Schema
SavingsPlanCreate
Request body for creating a savings plan.
Banking InfrastructureFintechInvestmentsSecuritiesFractional InvestingCustodyWealth Management
Properties
| Name | Type | Description |
|---|---|---|
| account_id | string | The account to create the plan for. |
| portfolio_id | string | The portfolio to invest into. |
| instrument_id | string | The instrument to invest into. |
| cash_amount | string | The recurring investment amount. |
| currency | string | The currency as an ISO 4217 code. |
| frequency | string | The execution frequency. |
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-savings-plan-create-schema.json",
"title": "SavingsPlanCreate",
"description": "Request body for creating a savings plan.",
"type": "object",
"properties": {
"account_id": {
"type": "string",
"format": "uuid",
"description": "The account to create the plan for.",
"example": "a1b2c3d4-e5f6-7890-abcd-ef1234567890"
},
"portfolio_id": {
"type": "string",
"format": "uuid",
"description": "The portfolio to invest into.",
"example": "a1b2c3d4-e5f6-7890-abcd-ef1234567890"
},
"instrument_id": {
"type": "string",
"format": "uuid",
"description": "The instrument to invest into.",
"example": "a1b2c3d4-e5f6-7890-abcd-ef1234567890"
},
"cash_amount": {
"type": "string",
"description": "The recurring investment amount.",
"example": "example-value"
},
"currency": {
"type": "string",
"description": "The currency as an ISO 4217 code.",
"pattern": "^[A-Z]{3}$",
"example": "EUR"
},
"frequency": {
"type": "string",
"enum": [
"WEEKLY",
"BIWEEKLY",
"MONTHLY",
"QUARTERLY"
],
"description": "The execution frequency.",
"example": "WEEKLY"
}
},
"required": [
"account_id",
"cash_amount",
"currency",
"frequency"
]
}