Orion Advisor Solutions

Orion Advisor Solutions Aggregator/Holdings API

The Aggregator/Holdings API from Orion Advisor Solutions — 1 operation(s) for aggregator/holdings.

Documentation GitHub OpenAPI

Operations 1

GET /v1/Aggregator/Holdings Get All Holdings #

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OpenAPI Specification

openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Aggregator/Holdings API
  x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:
- name: Aggregator/Holdings
paths:
  /v1/Aggregator/Holdings:
    get:
      tags:
      - Aggregator/Holdings
      summary: Get All Holdings
      description: 'Sample Request

        GET /Aggregator/Accounts

        {

        "credentialId": 1234,

        "aggregatorId":1060,

        "accountId":1234

        }'
      operationId: ConfirmAggregator_GetAllHoldings
      parameters:
      - name: credentialId
        in: query
        description: 'The credential ID(aka: appLinkDtlId)'
        required: true
        schema:
          type: string
      - name: aggregatorId
        in: query
        description: 'The Aggregator ID (aka: appLinkId'
        required: true
        schema:
          type: integer
          format: int32
      - name: accountId
        in: query
        description: The akoya account id
        required: true
        schema:
          type: string
      - name: includeHistory
        in: query
        required: false
        schema:
          type: boolean
          default: false
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.DataModel.Confirm.PlanningPosition'
                xml:
                  name: PlanningPosition
                  wrapped: true
                type: array
            application/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.DataModel.Confirm.PlanningPosition'
                xml:
                  name: PlanningPosition
                  wrapped: true
                type: array
            text/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.DataModel.Confirm.PlanningPosition'
                xml:
                  name: PlanningPosition
                  wrapped: true
                type: array
            application/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.DataModel.Confirm.PlanningPosition'
                xml:
                  name: PlanningPosition
                  wrapped: true
                type: array
            text/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.DataModel.Confirm.PlanningPosition'
                xml:
                  name: PlanningPosition
                  wrapped: true
                type: array
            multipart/form-data:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.DataModel.Confirm.PlanningPosition'
                xml:
                  name: PlanningPosition
                  wrapped: true
                type: array
      security:
      - Authorization: []
components:
  schemas:
    OAS.DataModel.Confirm.PlanningPosition:
      required:
      - id
      properties:
        id:
          type: integer
          format: int32
        downloadFileId:
          type: integer
          format: int32
        cusip:
          type: string
          maxLength: 50
          minLength: 0
        ticker:
          type: string
          maxLength: 50
          minLength: 0
        acctCode:
          type: string
          maxLength: 500
          minLength: 0
        unitBalance:
          type: number
          format: double
        price:
          type: number
          format: double
        effectiveDate:
          type: string
          format: date-time
        fileAssetValue:
          type: number
          format: double
        credentialId:
          type: string
          maxLength: 100
          minLength: 0
        holdingName:
          type: string
          maxLength: 50
          minLength: 0
        holdingType:
          type: string
          maxLength: 50
          minLength: 0
      xml:
        name: PlanningPosition
      type: object
  securitySchemes:
    Authorization:
      type: apiKey
      description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"'
      name: Authorization
      in: header