API status

Welcome to the Upvest Investment API

Set up innovative investment experiences quickly with Upvest.
Embed fractions, portfolios, savings plans or roundups into your offering.






News

At Upvest, we are constantly working to make the Investment API a first-class experience. Take a look at the changes and bug fixes.

Stay up to date on the new features we've developed or improved through our continuous development.



Operating Models

Operating models are the framework that describes how Upvest operates and delivers its products and services. When you build a solution with the Upvest Investment API, you will be doing so within the framework of one of our operating models.

Please read our operating model definitions if you'd like to understand the different models available.

Our content is displayed according to your choice of operating model. You can select your preference from the drop-down menu in the navigation header to filter the information relevant to you.

Click on the respective operating model button to get more details about it:


Developer resources