# Generated by API Evangelist (build-phrasing.py). Our phrasing, not observed demand. overlay: 1.0.0 info: title: API Evangelist conversational phrasing for Core Portfolio API version: 1.0.0 extends: openapi/uphold-portfolio-api-openapi.yml actions: - target: $.info update: x-apievangelist-phrasing: method: generated generated: '2026-09-26' generator: build-phrasing.py label: Generated by API Evangelist operations: 9 - target: $.paths['/core/portfolio'].get update: x-apievangelist-phrasing: intent: Get the total portfolio value and holdings effect: read questions: - What is my whole portfolio worth right now and what is in it? - Can I see my portfolio total valued in EUR instead of USD? instructions: - text: Show my portfolio overview. - text: Get my portfolio value and holdings in {denomination}. slots: denomination: query.denomination method: generated generated: '2026-09-26' - target: $.paths['/core/portfolio/performance'].get update: x-apievangelist-phrasing: intent: Get overall portfolio performance effect: read questions: - How much have I gained or lost across my whole portfolio? - What is my portfolio's average cost and total invested over a period? instructions: - text: Show my overall portfolio performance. - text: Get total portfolio gains in {denomination} over {interval}. slots: denomination: query.denomination interval: query.interval method: generated generated: '2026-09-26' - target: $.paths['/core/portfolio/historical-balance'].get update: x-apievangelist-phrasing: intent: Get portfolio balance history effect: read questions: - How has my total portfolio balance changed over time? - Can I chart my whole portfolio's available balance over a chosen interval? instructions: - text: Show my portfolio balance history. - text: Chart my total portfolio balance in {denomination} over {interval}. slots: denomination: query.denomination interval: query.interval method: generated generated: '2026-09-26' - target: $.paths['/core/portfolio/assets/{asset}/performance'].get update: x-apievangelist-phrasing: intent: Get performance of one asset I hold effect: read questions: - How is my Bitcoin position performing? - What is my average cost and unrealized gain on a single asset? instructions: - text: Show my performance on {asset}. slots: asset: path.asset - text: Get my unrealized gains on {asset} in {denomination} over {interval}. slots: asset: path.asset denomination: query.denomination interval: query.interval method: generated generated: '2026-09-26' - target: $.paths['/core/portfolio/assets/_mget/performance'].post update: x-apievangelist-phrasing: intent: Compare performance of several assets I hold effect: read questions: - Can I get gains and losses for several of my assets in one call? - How do my BTC, ETH and SOL positions compare? instructions: - text: Show my performance for the assets {codes}. slots: codes: requestBody.codes - text: Compare my gains across {codes} over {interval}. slots: codes: requestBody.codes interval: query.interval method: generated generated: '2026-09-26' - target: $.paths['/core/portfolio/assets/{asset}/historical-balance'].get update: x-apievangelist-phrasing: intent: Get balance history for one asset I hold effect: read questions: - How has my balance in a specific asset changed over time? - Can I see my holdings of one asset over the last year? instructions: - text: Show my {asset} balance history. slots: asset: path.asset - text: Chart how much {asset} I held over {interval}. slots: asset: path.asset interval: query.interval method: generated generated: '2026-09-26' - target: $.paths['/core/portfolio/accounts/{accountId}/performance'].get update: x-apievangelist-phrasing: intent: Get performance of one account effect: read questions: - How is one particular account performing? - What are the unrealized gains on a single account? instructions: - text: Show performance for account {accountId}. slots: accountId: path.accountId - text: Get gains for account {accountId} in {denomination} over {interval}. slots: accountId: path.accountId denomination: query.denomination interval: query.interval method: generated generated: '2026-09-26' - target: $.paths['/core/portfolio/accounts/_mget/performance'].post update: x-apievangelist-phrasing: intent: Compare performance of several accounts effect: read questions: - Can I get performance for several accounts in one request? - How do my different accounts compare on gains and losses? instructions: - text: Show performance for accounts {ids}. slots: ids: requestBody.ids - text: Compare gains across accounts {ids} over {interval}. slots: ids: requestBody.ids interval: query.interval method: generated generated: '2026-09-26' - target: $.paths['/core/portfolio/accounts/{accountId}/historical-balance'].get update: x-apievangelist-phrasing: intent: Get balance history of one account effect: read questions: - How has the balance of one account changed over time? - Can I chart a single account's available balance by interval? instructions: - text: Show the balance history of account {accountId}. slots: accountId: path.accountId - text: Chart account {accountId} balance over {interval}. slots: accountId: path.accountId interval: query.interval method: generated generated: '2026-09-26'