Upvest · Schema

SavingsPlan

An automated recurring investment plan.

Banking InfrastructureFintechInvestmentsSecuritiesFractional InvestingCustodyWealth Management

Properties

Name	Type	Description
id	string	The unique identifier of the savings plan.
account_id	string	The account the savings plan belongs to.
portfolio_id	string	The portfolio to invest into, if applicable.
instrument_id	string	The instrument to invest into, if applicable.
cash_amount	string	The recurring investment amount as a decimal string.
currency	string	The savings plan currency as an ISO 4217 code.
frequency	string	How often the savings plan executes.
status	string	The savings plan status.
next_execution_date	string	The next scheduled execution date.
created_at	string	When the savings plan was created.
updated_at	string	When the savings plan was last updated.

View JSON Schema on GitHub

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-schema.json",
  "title": "SavingsPlan",
  "description": "An automated recurring investment plan.",
  "type": "object",
  "properties": {
    "id": {
      "type": "string",
      "format": "uuid",
      "description": "The unique identifier of the savings plan.",
      "example": "a1b2c3d4-e5f6-7890-abcd-ef1234567890"
    },
    "account_id": {
      "type": "string",
      "format": "uuid",
      "description": "The account the savings plan belongs to.",
      "example": "a1b2c3d4-e5f6-7890-abcd-ef1234567890"
    },
    "portfolio_id": {
      "type": "string",
      "format": "uuid",
      "description": "The portfolio to invest into, if applicable.",
      "example": "a1b2c3d4-e5f6-7890-abcd-ef1234567890"
    },
    "instrument_id": {
      "type": "string",
      "format": "uuid",
      "description": "The instrument to invest into, if applicable.",
      "example": "a1b2c3d4-e5f6-7890-abcd-ef1234567890"
    },
    "cash_amount": {
      "type": "string",
      "description": "The recurring investment amount as a decimal string.",
      "example": "example-value"
    },
    "currency": {
      "type": "string",
      "description": "The savings plan currency as an ISO 4217 code.",
      "pattern": "^[A-Z]{3}$",
      "example": "EUR"
    },
    "frequency": {
      "type": "string",
      "enum": [
        "WEEKLY",
        "BIWEEKLY",
        "MONTHLY",
        "QUARTERLY"
      ],
      "description": "How often the savings plan executes.",
      "example": "WEEKLY"
    },
    "status": {
      "type": "string",
      "enum": [
        "ACTIVE",
        "PAUSED",
        "CANCELLED"
      ],
      "description": "The savings plan status.",
      "example": "ACTIVE"
    },
    "next_execution_date": {
      "type": "string",
      "format": "date",
      "description": "The next scheduled execution date.",
      "example": "2025-03-15"
    },
    "created_at": {
      "type": "string",
      "format": "date-time",
      "description": "When the savings plan was created.",
      "example": "2025-03-15T14:30:00Z"
    },
    "updated_at": {
      "type": "string",
      "format": "date-time",
      "description": "When the savings plan was last updated.",
      "example": "2025-03-15T14:30:00Z"
    }
  }
}