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.

Run with Naftiko UpvestPortfolios Rebalancing

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

Capability Spec

investment-portfolios-rebalancing.yaml Raw ↑
naftiko: 1.0.0-alpha2
info:
  label: Upvest Investment API — Portfolios Rebalancing
  description: 'Upvest Investment API — Portfolios Rebalancing. 2 operations. Lead operation: Upvest Trigger portfolio rebalancing.
    Self-contained Naftiko capability covering one Upvest business surface.'
  tags:
  - Upvest
  - Portfolios Rebalancing
  created: '2026-05-19'
  modified: '2026-05-19'
binds:
- namespace: env
  keys:
    UPVEST_API_KEY: UPVEST_API_KEY
capability:
  consumes:
  - type: http
    namespace: investment-portfolios-rebalancing
    baseUri: https://api.upvest.co
    description: Upvest Investment API — Portfolios Rebalancing business capability. Self-contained, no shared references.
    resources:
    - name: portfolios-portfolio_id-rebalancing
      path: /portfolios/{portfolio_id}/rebalancing
      operations:
      - name: triggerportfoliorebalancing
        method: POST
        description: Upvest Trigger portfolio rebalancing
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
      - name: listrebalancingexecutions
        method: GET
        description: Upvest List rebalancing executions
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
    authentication:
      type: bearer
      token: '{{env.UPVEST_API_KEY}}'
  exposes:
  - type: rest
    namespace: investment-portfolios-rebalancing-rest
    port: 8080
    description: REST adapter for Upvest Investment API — Portfolios Rebalancing. One Spectral-compliant resource per consumed
      operation, prefixed with /v1.
    resources:
    - path: /v1/portfolios/{portfolio-id}/rebalancing
      name: portfolios-portfolio-id-rebalancing
      description: REST surface for portfolios-portfolio_id-rebalancing.
      operations:
      - method: POST
        name: triggerportfoliorebalancing
        description: Upvest Trigger portfolio rebalancing
        call: investment-portfolios-rebalancing.triggerportfoliorebalancing
        outputParameters:
        - type: object
          mapping: $.
      - method: GET
        name: listrebalancingexecutions
        description: Upvest List rebalancing executions
        call: investment-portfolios-rebalancing.listrebalancingexecutions
        outputParameters:
        - type: object
          mapping: $.
  - type: mcp
    namespace: investment-portfolios-rebalancing-mcp
    port: 9090
    transport: http
    description: MCP adapter for Upvest Investment API — Portfolios Rebalancing. One tool per consumed operation, routed inline
      through this capability's consumes block.
    tools:
    - name: upvest-trigger-portfolio-rebalancing
      description: Upvest Trigger portfolio rebalancing
      hints:
        readOnly: false
        destructive: false
        idempotent: false
      call: investment-portfolios-rebalancing.triggerportfoliorebalancing
      outputParameters:
      - type: object
        mapping: $.
    - name: upvest-list-rebalancing-executions
      description: Upvest List rebalancing executions
      hints:
        readOnly: true
        destructive: false
        idempotent: true
      call: investment-portfolios-rebalancing.listrebalancingexecutions
      outputParameters:
      - type: object
        mapping: $.