Savings plans

Savings plans enable you to offer automatic recurring investments. With the Upvest Investment API you can create savings plans for individual instruments and portfolios; there is virtually no limit to the number of savings plans you can create for your users.

This guide provides you with all the information about savings plans so that you can integrate them with the Investment API.

Overview

• Introduction explains the concept of savings plans.
• Execution flow describes how the savings plan is executed.

How-To Guides

• Create a savings plan.
• Retrieve savings plans and plan executions.
• Delete a savings plan.