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The portfolio view allows users to see their assets, review pending order requests and transactions.

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Accessing the Portfolio View

This request is made from the Home menu view.
  curl --request POST \
    --url https://api.staging.pipevest.com/v1/ussd/process
    ...
    --data 'sessionId=<session-id>'
    --data 'choice=2'
Example Response 
{
    "message": "USSD request processed successfully",
    "data": {
        "sessionId": "ussd_2231df057f1f8f5269f0a268249ac104",
        "currentState": "MY_PORTFOLIO",
        "menu": {
            "state": "MY_PORTFOLIO",
            "text": "My Portfolio",
            "options": [
                {
                    "key": "1",
                    "label": "View Assets",
                    "nextState": "VIEW_ASSETS"
                },
                {
                    "key": "2",
                    "label": "Pending Requests",
                    "nextState": "PENDING_REQUESTS"
                },
                {
                    "key": "3",
                    "label": "Transaction History",
                    "nextState": "TRANSACTION_HISTORY"
                },
                {
                    "key": "0",
                    "label": "Back to Home",
                    "nextState": "HOME"
                }
            ],
            "isEndState": false
        },
        "ussdText": "My Portfolio\n\n1. View Assets\n2. Pending Requests\n3. Transaction History\n0. Back to Home",
        "expiresAt": "2025-11-10T14:56:05.356Z"
    }
}

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Portfolio View Example

USSD Portfolio View

Check out an example of the ussd portfolio view