Portfolio Menu View

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

Accessing the Portfolio View

  curl --request POST \
    --url https://api.staging.pipevest.com/v1/ussd/process \
    --header 'Content-Type: application/json' \
    --header 'Authorization: Bearer <access-token>' \
    --header 'x-client-id: <client-id>' \
    --data '{"sessionId": "<session-id>", "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"
    }
}

What the customer sees

My Portfolio

1. View Assets
2. Pending Requests
3. Transaction History
0. Back to Home

Portfolio View Example

USSD Portfolio View

Check out an example of the ussd portfolio view