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GET
/
core
/
statements
/
portfolio
Get portfolio statement
curl --request GET \
  --url https://api.enterprise.sandbox.uphold.com/core/statements/portfolio \
  --header 'Authorization: Bearer <token>'
{ "statement": { "period": { "from": "2026-03-01T00:00:00.000Z", "to": "2026-03-31T23:59:59.999Z" }, "rates": { "BTC-USD": "61728.00" }, "holdings": [ { "asset": "BTC", "total": "0.02" } ] } }

Authorizations

​
Authorization
string
header
required

OAuth 2.0 authentication.

Query Parameters

​
period
enum<string>
required

The statement period type.

Available options:
one-month
​
year
integer<int32>
required

The statement year.

Required range: 2010 <= x <= 2100
​
month
integer<int32>
required

The statement month.

Required range: 1 <= x <= 12
​
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 string length: 1

Response

Portfolio statement retrieved.

​
statement
object
required