Upvest · Capability
Upvest Investment API — Portfolios Rebalancing
Upvest Investment API — Portfolios Rebalancing. 2 operations. Lead operation: Upvest Trigger portfolio rebalancing. Self-contained Naftiko capability covering one Upvest business surface.
What You Can Do
POST
Triggerportfoliorebalancing
— Upvest Trigger portfolio rebalancing
/v1/portfolios/{portfolio-id}/rebalancing
GET
Listrebalancingexecutions
— Upvest List rebalancing executions
/v1/portfolios/{portfolio-id}/rebalancing
MCP Tools
upvest-trigger-portfolio-rebalancing
Upvest Trigger portfolio rebalancing
upvest-list-rebalancing-executions
Upvest List rebalancing executions
read-only
idempotent