{ "info": { "_postman_id": "9535a438-f919-4340-b84b-2e0a8eddaf71", "name": "Upvest Investment Account Transfers Orders API", "description": "The Upvest Investment API provides a unified interface for building embedded investment experiences. It supports placing and managing orders, creating portfolios, configuring savings plans, handling securities transfers, and managing user accounts and positions. The API covers the full order lifecycle with asynchronous processing and webhook notifications for real-time event handling. Financial institutions can use the API to offer fractional investing, automated portfolio management, and localized investment products across European and UK markets.\n\nContact Support:\n Name: Upvest Support", "schema": "https://schema.getpostman.com/json/collection/v2.1.0/collection.json", "createdAt": "2026-07-28T03:24:33.000Z", "updatedAt": "2026-07-28T03:24:33.000Z", "lastUpdatedBy": "35240", "uid": "35240-9535a438-f919-4340-b84b-2e0a8eddaf71" }, "item": [ { "name": "orders", "item": [ { "name": "{order_id}", "item": [ { "name": "Upvest Retrieve an order", "id": "7b14bcf6-9048-4c6b-b3f8-cb9d585a62a5", "protocolProfileBehavior": { "disableBodyPruning": true }, "request": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/orders/:order_id", "host": [ "{{baseUrl}}" ], "path": [ "orders", ":order_id" ], "variable": [ { "id": "a25d7bc6-90e8-4b85-b133-6d346f77f3f5", "key": "order_id", "value": "", "description": "(Required) The unique identifier of the order." } ] }, "description": "Retrieve details for a specific order including current status and execution information." }, "response": [ { "id": "bb7ec269-333a-46ad-b941-034cc308e042", "name": "Order details", "originalRequest": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" }, { "description": "Added as a part of security scheme: oauth2", "key": "Authorization", "value": "" } ], "url": { "raw": "{{baseUrl}}/orders/:order_id", "host": [ "{{baseUrl}}" ], "path": [ "orders", ":order_id" ], "variable": [ { "key": "order_id" } ] } }, "status": "OK", "code": 200, "_postman_previewlanguage": "json", "header": [ { "key": "Content-Type", "value": "application/json" } ], "cookie": [], "responseTime": null, "body": "{\n \"id\": \"\",\n \"account_id\": \"\",\n \"user_id\": \"\",\n \"instrument_id\": \"\",\n \"side\": \"SELL\",\n \"type\": \"MARKET\",\n \"status\": \"FILLED\",\n \"quantity\": \"\",\n \"cash_amount\": \"\",\n \"limit_price\": \"\",\n \"stop_price\": \"\",\n \"currency\": \"CLH\",\n \"created_at\": \"\",\n \"updated_at\": \"\"\n}", "createdAt": "2026-07-28T03:24:34.000Z", "updatedAt": "2026-07-28T03:24:34.000Z", "uid": "35240-bb7ec269-333a-46ad-b941-034cc308e042" }, { "id": "6445db83-776f-4c1f-8d1f-740a03e2d603", "name": "Unauthorized", "originalRequest": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" }, { "description": "Added as a part of security scheme: oauth2", "key": "Authorization", "value": "" } ], "url": { "raw": "{{baseUrl}}/orders/:order_id", "host": [ "{{baseUrl}}" ], "path": [ "orders", ":order_id" ], "variable": [ { "key": "order_id" } ] } }, "status": "Unauthorized", "code": 401, "_postman_previewlanguage": "json", "header": [ { "key": "Content-Type", "value": "application/json" } ], "cookie": [], "responseTime": null, "body": "{\n \"type\": \"\",\n \"status\": \"\",\n \"title\": \"\",\n \"detail\": \"\"\n}", "createdAt": "2026-07-28T03:24:34.000Z", "updatedAt": "2026-07-28T03:24:34.000Z", "uid": "35240-6445db83-776f-4c1f-8d1f-740a03e2d603" }, { "id": "9ebf75fd-bc69-4c77-b5f1-b686b79a5b64", "name": "Order not found", "originalRequest": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" }, { "description": "Added as a part of security scheme: oauth2", "key": "Authorization", "value": "" } ], "url": { "raw": "{{baseUrl}}/orders/:order_id", "host": [ "{{baseUrl}}" ], "path": [ "orders", ":order_id" ], "variable": [ { "key": "order_id" } ] } }, "status": "Not Found", "code": 404, "_postman_previewlanguage": "json", "header": [ { "key": "Content-Type", "value": "application/json" } ], "cookie": [], "responseTime": null, "body": "{\n \"type\": \"\",\n \"status\": \"\",\n \"title\": \"\",\n \"detail\": \"\"\n}", "createdAt": "2026-07-28T03:24:34.000Z", "updatedAt": "2026-07-28T03:24:34.000Z", "uid": "35240-9ebf75fd-bc69-4c77-b5f1-b686b79a5b64" } ], "createdAt": "2026-07-28T03:24:34.000Z", "updatedAt": "2026-07-28T03:24:34.000Z", "uid": "35240-7b14bcf6-9048-4c6b-b3f8-cb9d585a62a5" } ], "id": "076c9ee5-2243-48eb-8789-e0281f103ee0", "createdAt": "2026-07-28T03:24:34.000Z", "updatedAt": "2026-07-28T03:24:34.000Z", "uid": "35240-076c9ee5-2243-48eb-8789-e0281f103ee0" }, { "name": "Upvest List orders", "id": "271d7296-4400-44be-b4f6-3724eaacc0c5", "protocolProfileBehavior": { "disableBodyPruning": true }, "request": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" } ], "url": { "raw": "{{baseUrl}}/orders?offset=0&limit=20&account_id=&status=PROCESSING", "host": [ "{{baseUrl}}" ], "path": [ "orders" ], "query": [ { "description": "The number of items to skip for pagination.", "key": "offset", "value": "0" }, { "description": "The maximum number of items to return per page.", "key": "limit", "value": "20" }, { "description": "Filter orders by account identifier.", "key": "account_id", "value": "" }, { "description": "Filter orders by status.", "key": "status", "value": "PROCESSING" } ] }, "description": "Retrieve a paginated list of orders. Supports filtering by account, status, and other criteria." }, "response": [ { "id": "fd72e194-abb3-45e5-b1a0-b90db342b063", "name": "A paginated list of orders", "originalRequest": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" }, { "description": "Added as a part of security scheme: oauth2", "key": "Authorization", "value": "" } ], "url": { "raw": "{{baseUrl}}/orders?offset=0&limit=20&account_id=&status=PROCESSING", "host": [ "{{baseUrl}}" ], "path": [ "orders" ], "query": [ { "description": "The number of items to skip for pagination.", "key": "offset", "value": "0" }, { "description": "The maximum number of items to return per page.", "key": "limit", "value": "20" }, { "description": "Filter orders by account identifier.", "key": "account_id", "value": "" }, { "description": "Filter orders by status.", "key": "status", "value": "PROCESSING" } ] } }, "status": "OK", "code": 200, "_postman_previewlanguage": "json", "header": [ { "key": "Content-Type", "value": "application/json" } ], "cookie": [], "responseTime": null, "body": "{\n \"data\": [\n {\n \"id\": \"\",\n \"account_id\": \"\",\n \"user_id\": \"\",\n \"instrument_id\": \"\",\n \"side\": \"SELL\",\n \"type\": \"MARKET\",\n \"status\": \"NEW\",\n \"quantity\": \"\",\n \"cash_amount\": \"\",\n \"limit_price\": \"\",\n \"stop_price\": \"\",\n \"currency\": \"LFS\",\n \"created_at\": \"\",\n \"updated_at\": \"\"\n },\n {\n \"id\": \"\",\n \"account_id\": \"\",\n \"user_id\": \"\",\n \"instrument_id\": \"\",\n \"side\": \"BUY\",\n \"type\": \"STOP\",\n \"status\": \"PROCESSING\",\n \"quantity\": \"\",\n \"cash_amount\": \"\",\n \"limit_price\": \"\",\n \"stop_price\": \"\",\n \"currency\": \"WVD\",\n \"created_at\": \"\",\n \"updated_at\": \"\"\n }\n ],\n \"meta\": {\n \"offset\": \"\",\n \"limit\": \"\",\n \"count\": \"\",\n \"total\": \"\"\n }\n}", "createdAt": "2026-07-28T03:24:34.000Z", "updatedAt": "2026-07-28T03:24:34.000Z", "uid": "35240-fd72e194-abb3-45e5-b1a0-b90db342b063" }, { "id": "55628814-36e1-4fe4-ab7b-9b6c3e4bf01a", "name": "Unauthorized", "originalRequest": { "method": "GET", "header": [ { "key": "Accept", "value": "application/json" }, { "description": "Added as a part of security scheme: oauth2", "key": "Authorization", "value": "" } ], "url": { "raw": "{{baseUrl}}/orders?offset=0&limit=20&account_id=&status=PROCESSING", "host": [ "{{baseUrl}}" ], "path": [ "orders" ], "query": [ { "description": "The number of items to skip for pagination.", "key": "offset", "value": "0" }, { "description": "The maximum number of items to return per page.", "key": "limit", "value": "20" }, { "description": "Filter orders by account identifier.", "key": "account_id", "value": "" }, { "description": "Filter orders by status.", "key": "status", "value": "PROCESSING" } ] } }, "status": "Unauthorized", "code": 401, "_postman_previewlanguage": "json", "header": [ { "key": "Content-Type", "value": "application/json" } ], "cookie": [], "responseTime": null, "body": "{\n \"type\": \"\",\n \"status\": \"\",\n \"title\": \"\",\n \"detail\": \"\"\n}", "createdAt": "2026-07-28T03:24:34.000Z", "updatedAt": "2026-07-28T03:24:34.000Z", "uid": "35240-55628814-36e1-4fe4-ab7b-9b6c3e4bf01a" } ], "createdAt": "2026-07-28T03:24:34.000Z", "updatedAt": "2026-07-28T03:24:34.000Z", "uid": "35240-271d7296-4400-44be-b4f6-3724eaacc0c5" }, { "name": "Upvest Place an order", "id": "55c8bcd3-c6a8-4421-a445-609438d9ea64", "protocolProfileBehavior": { "disableBodyPruning": true }, "request": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" }, { "key": "Accept", "value": "application/json" } ], "body": { "mode": "raw", "raw": "{\n \"account_id\": \"\",\n \"instrument_id\": \"\",\n \"side\": \"BUY\",\n \"type\": \"LIMIT\",\n \"quantity\": \"\",\n \"cash_amount\": \"\",\n \"limit_price\": \"\",\n \"stop_price\": \"\",\n \"currency\": \"DTO\"\n}", "options": { "raw": { "headerFamily": "json", "language": "json" } } }, "url": { "raw": "{{baseUrl}}/orders", "host": [ "{{baseUrl}}" ], "path": [ "orders" ] }, "description": "Place a new buy or sell order for a financial instrument. Orders are processed asynchronously and their status can be tracked via webhooks or polling." }, "response": [ { "id": "65d6ca38-95e8-4227-b989-e9ac0b7961e7", "name": "Order successfully placed", "originalRequest": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" }, { "key": "Accept", "value": "application/json" }, { "description": "Added as a part of security scheme: oauth2", "key": "Authorization", "value": "" } ], "body": { "mode": "raw", "raw": "{\n \"account_id\": \"\",\n \"instrument_id\": \"\",\n \"side\": \"BUY\",\n \"type\": \"LIMIT\",\n \"quantity\": \"\",\n \"cash_amount\": \"\",\n \"limit_price\": \"\",\n \"stop_price\": \"\",\n \"currency\": \"DTO\"\n}", "options": { "raw": { "headerFamily": "json", "language": "json" } } }, "url": { "raw": "{{baseUrl}}/orders", "host": [ "{{baseUrl}}" ], "path": [ "orders" ] } }, "status": "Created", "code": 201, "_postman_previewlanguage": "json", "header": [ { "key": "Content-Type", "value": "application/json" } ], "cookie": [], "responseTime": null, "body": "{\n \"id\": \"\",\n \"account_id\": \"\",\n \"user_id\": \"\",\n \"instrument_id\": \"\",\n \"side\": \"SELL\",\n \"type\": \"MARKET\",\n \"status\": \"FILLED\",\n \"quantity\": \"\",\n \"cash_amount\": \"\",\n \"limit_price\": \"\",\n \"stop_price\": \"\",\n \"currency\": \"CLH\",\n \"created_at\": \"\",\n \"updated_at\": \"\"\n}", "createdAt": "2026-07-28T03:24:34.000Z", "updatedAt": "2026-07-28T03:24:34.000Z", "uid": "35240-65d6ca38-95e8-4227-b989-e9ac0b7961e7" }, { "id": "e130cb33-d1b8-43e3-af61-3cb00287f201", "name": "Invalid order request", "originalRequest": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" }, { "key": "Accept", "value": "application/json" }, { "description": "Added as a part of security scheme: oauth2", "key": "Authorization", "value": "" } ], "body": { "mode": "raw", "raw": "{\n \"account_id\": \"\",\n \"instrument_id\": \"\",\n \"side\": \"BUY\",\n \"type\": \"LIMIT\",\n \"quantity\": \"\",\n \"cash_amount\": \"\",\n \"limit_price\": \"\",\n \"stop_price\": \"\",\n \"currency\": \"DTO\"\n}", "options": { "raw": { "headerFamily": "json", "language": "json" } } }, "url": { "raw": "{{baseUrl}}/orders", "host": [ "{{baseUrl}}" ], "path": [ "orders" ] } }, "status": "Bad Request", "code": 400, "_postman_previewlanguage": "json", "header": [ { "key": "Content-Type", "value": "application/json" } ], "cookie": [], "responseTime": null, "body": "{\n \"type\": \"\",\n \"status\": \"\",\n \"title\": \"\",\n \"detail\": \"\"\n}", "createdAt": "2026-07-28T03:24:34.000Z", "updatedAt": "2026-07-28T03:24:34.000Z", "uid": "35240-e130cb33-d1b8-43e3-af61-3cb00287f201" }, { "id": "13b9e6ce-9028-43b7-9f7a-9a6f7a5f9cef", "name": "Unauthorized", "originalRequest": { "method": "POST", "header": [ { "key": "Content-Type", "value": "application/json" }, { "key": "Accept", "value": "application/json" }, { "description": "Added as a part of security scheme: oauth2", "key": "Authorization", "value": "" } ], "body": { "mode": "raw", "raw": "{\n \"account_id\": \"\",\n \"instrument_id\": \"\",\n \"side\": \"BUY\",\n \"type\": \"LIMIT\",\n \"quantity\": \"\",\n \"cash_amount\": \"\",\n \"limit_price\": \"\",\n \"stop_price\": \"\",\n \"currency\": \"DTO\"\n}", "options": { "raw": { "headerFamily": "json", "language": "json" } } }, "url": { "raw": "{{baseUrl}}/orders", "host": [ "{{baseUrl}}" ], "path": [ "orders" ] } }, "status": "Unauthorized", "code": 401, "_postman_previewlanguage": "json", "header": [ { "key": "Content-Type", "value": "application/json" } ], "cookie": [], "responseTime": null, "body": "{\n \"type\": \"\",\n \"status\": \"\",\n \"title\": \"\",\n \"detail\": \"\"\n}", "createdAt": "2026-07-28T03:24:34.000Z", "updatedAt": "2026-07-28T03:24:34.000Z", "uid": "35240-13b9e6ce-9028-43b7-9f7a-9a6f7a5f9cef" } ], "createdAt": "2026-07-28T03:24:34.000Z", "updatedAt": "2026-07-28T03:24:34.000Z", "uid": "35240-55c8bcd3-c6a8-4421-a445-609438d9ea64" } ], "id": "99bbee26-c963-48e0-acc5-868642795a6a", "createdAt": "2026-07-28T03:24:34.000Z", "updatedAt": "2026-07-28T03:24:34.000Z", "uid": "35240-99bbee26-c963-48e0-acc5-868642795a6a" } ], "auth": { "type": "oauth2", "oauth2": [ { "key": "scope", "value": "users:read users:admin accounts:read accounts:admin orders:read orders:admin instruments:read portfolios:read portfolios:admin positions:read payments:read payments:admin reports:read webhooks:read webhooks:admin transactions:read fees:read fees:admin", "type": "string" }, { "key": "accessTokenUrl", "value": "/auth/token", "type": "string" }, { "key": "grant_type", "value": "client_credentials", "type": "string" } ] }, "variable": [ { "key": "baseUrl", "value": "https://api.upvest.co" } ] }