Upvest
for developers.
All the resources here are intended to get new users of the API started in the most effective way, through guides, API specifications and software development kits (SDKs).
Users & Accounts
Our Investment API is structured around users and accounts. The use cases shown here will guide you on how to make the most of available user and account end-points.
User onboarding
Learn how to set up a user on our Investment API, including user creation and all regulatory checks.
Tax onboarding
Understand the steps needed to declare tax residencies and other identifiers when onboarding a user.
Account opening
Be guided through the process of creating accounts and account groups, using our Investment API.
Orders & Payments
The core activities of users of our Investment API relate to placing orders and processing inbound and outbound payments. The use cases shown here will guide you in the first critical milestone of any implementation: the successful processing of the first order.
Place your first order
Learn how to use our Investment API to place an account’s first investment order.
Get order states
Understand the order lifecycle, and how to get updates on order states programmatically via asynchronous messages.
Submit your first payment request
Be guided through the process of submitting a user’s first payment request.
Portfolios
The portfolios feature of our Investment API lets you build a portfolio with any combination of assets. The use cases shown here will help you apply the global and account-specific configurations you need.
Creating a portfolio strategy
Learn how you can use our Investment API to apply a bespoke investment strategy to an account.
Trigger a rebalance
Understand how our Investment API can optimise an account’s portfolio against a predefined strategy on a recurring basis.
Enabling portfolio investing
Be guided through the process of enabling an account to use the portfolio-investing functions.
Saving Plans
Our Investment API enables automated recurring investments into portfolios through savings plans. The use cases shown here will help you set up a savings plan for an account.
Create a direct debit mandate
Learn how you can use our Investment API to set up a direct debit mandate for a savings plan.
Setting up a portfolio savings plan
Understand how you can use our Investment API to define a recurring savings amount, set a flexible savings plan interval, and define a configured end date.
Changing a portfolio savings plan
Be guided through the process of changing the order amount or frequency of a savings plan investment.
Data, Reporting & Taxes
With our Investment API, you can generate statements automatically for end users. The use cases shown here outline how you can display, retrieve and download user-specific communications.
How to retrieve a generated report
Learn how our Investment API can leverage asynchronous webhooks to retrieve a user-facing report, currently stored securely.
Displaying available reports
Understand how the report data model can be leveraged in front-end applications to display different report types, apply filters or sort reports in a logical fashion.
Downloading a report
Be guided through the process of enabling the end-user to access and export either pre-generated or requested ad-hoc reports, while maintaining data-privacy standards.
