capabilities.work

Get portfolio balance history

One step with Uphold. We can help you get access.

Look something up

Get portfolio balance history

with Uphold
Works with AI assistants

Use Uphold: its Core Portfolio API lets you get portfolio balance history in a single step (GET /core/portfolio/historical-balance). Uphold also has an MCP server, so an AI assistant like Claude or ChatGPT can do it for you. capabilities.work can help you get signed up and connected.

  • How has my total portfolio balance changed over time?
  • Can I chart my whole portfolio's available balance over a chosen interval?
Say it to your AI assistant
  • Show my portfolio balance history.
  • Chart my total portfolio balance in {denomination} over {interval}.
For your developer

GET /core/portfolio/historical-balance in Core Portfolio API. Full spec on APIs.io.