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GET
/
core
/
portfolio
/
performance
Get performance
curl --request GET \
  --url https://api.enterprise.sandbox.uphold.com/core/portfolio/performance \
  --header 'Authorization: Bearer <token>'
{
  "performance": {
    "totalInvested": "1276.64",
    "unrealizedGains": "14.25"
  }
}
All calculations are performed internally in USD. When a denomination asset other than USD is used, amounts are converted using current market exchange rates. This can lead to discrepancies in portfolio performance values, which tend to be minor for assets that remain relatively stable against USD.

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Denomination

The denomination query parameter allows you to denominate rates against another asset. If no value is set for this parameter, it defaults to USD. For a more detailed explanation of the denomination concept, check the Core Concepts page.

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Interval

The interval query parameter determines the time period for which performance data is calculated and returned. This allows you to analyze account performance over different timeframes, from recent short-term activity to comprehensive long-term investment tracking. Each interval value corresponds to a specific historical period:
IntervalDescription
one-hourPast hour of historical data
one-dayPast day of historical data
all-timeAll historical data available

Authorizations

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Authorization
string
header
required

OAuth 2.0 authentication.

Query Parameters

​
denomination
string
default:USD

Specifies the asset code to use as the denomination for value conversion. If not provided, USD is used by default.

Minimum length: 1
​
interval
enum<string>
default:one-day

The interval for the portfolio performance.

Available options:
one-hour,
one-day,
all-time

Response

Portfolio performance retrieved.

​
performance
object
required