Upvest · Capability
Upvest Investment API — Portfolio Allocations
Upvest Investment API — Portfolio Allocations. 2 operations. Lead operation: Upvest List portfolio allocations. Self-contained Naftiko capability covering one Upvest business surface.
What You Can Do
GET
Listportfolioallocations
— Upvest List portfolio allocations
/v1/portfolios/{portfolio-id}/allocations
PUT
Updateportfolioallocations
— Upvest Update portfolio allocations
/v1/portfolios/{portfolio-id}/allocations
MCP Tools
upvest-list-portfolio-allocations
Upvest List portfolio allocations
read-only
idempotent
upvest-update-portfolio-allocations
Upvest Update portfolio allocations
idempotent