upvest_simulate_order
Simulate and validate investment orders against Upvest API rules, checking ISIN, limits, and cash buffers before submission.
Instructions
Validates and simulates an investment order against Upvest Investment API rules (ISIN check, limits, and cash buffer verification).
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| isin | Yes | 12-character alphanumeric security ISIN (e.g. US0378331005) | |
| side | Yes | Order side (BUY or SELL) | |
| type | Yes | Order execution type (MARKET or LIMIT) | |
| quantity | Yes | Unit share quantity (fractional allowed for MARKET, integer only for LIMIT) | |
| account_id | No | Upvest account UUID (generates a sandbox account ID if omitted) | |
| limit_price | No | Limit price per share in EUR (mandatory for LIMIT orders) | |
| available_cash | Yes | Account available cash balance in EUR |