Orion Advisor Solutions

Orion Advisor Solutions Integrations/Astro API

The Integrations/Astro API from Orion Advisor Solutions — 26 operation(s) for integrations/astro.

GitHub OpenAPI

Operations 27

GET /v1/Integrations/Astro/Account/{accountId}/InvestmentStrategySetting Integrations astro get invest strategy setting async #
POST /v1/Integrations/Astro/Account/{accountId}/InvestorPreference Integrations astro save investor preference async #
GET /v1/Integrations/Astro/Accounts/{accountId} Integrations astro get holdings by account #
POST /v1/Integrations/Astro/Accounts/{accountId} Integrations astro sync account to mars #
GET /v1/Integrations/Astro/Accounts/{accountId}/Accounts Integrations astro get accounts by account id #
POST /v1/Integrations/Astro/Accounts/{accountId}/Holdings Integrations astro sync holdings to mars #
POST /v1/Integrations/Astro/Accounts/{accountId}/Optimizer Integrations astro run optimizer for account #
POST /v1/Integrations/Astro/Accounts/{accountId}/Optimizer/Enable/{enable} Integrations astro enable optimizer for account #
GET /v1/Integrations/Astro/Accounts/{accountId}/Template Integrations astro get template by name and account id #
POST /v1/Integrations/Astro/AssetRestrictions Integrations astro save astro asset restrictions #
POST /v1/Integrations/Astro/AstroSyncAfterTaxReport Get Astro after Tax Reporting Metrics #
GET /v1/Integrations/Astro/BenchmarkDetail Returns benchmark detail per template or accountId #
GET /v1/Integrations/Astro/Benchmarks Integrations astro get benchmarks #
GET /v1/Integrations/Astro/Benchmarks/{benchmarkId}/Templates Integrations astro get templates for benchmark #
GET /v1/Integrations/Astro/Clients/{clientId}/Accounts Integrations astro get accounts by household id #
POST /v1/Integrations/Astro/CreateOrders Accept a list of orders, validate the orders and then create the orders based… #
GET /v1/Integrations/Astro/ESG/Restriction/Securities Integrations astro get esg securities #
POST /v1/Integrations/Astro/HoldingRestriction/ValidateImport Integrations astro validate import async #
POST /v1/Integrations/Astro/Prospect/Holdings Integrations astro get holdings for prospect holdings async #
POST /v1/Integrations/Astro/Prospect/Holdings/Validate Integrations astro validate holdings for prospect holdings #
POST /v1/Integrations/Astro/Prospect/UpdateHoldings/{accountId} Integrations astro update holdings async #
GET /v1/Integrations/Astro/Registrations/{regId}/Accounts Integrations astro get accounts by registration id #
POST /v1/Integrations/Astro/SubmitOptimization/{accountId} Integrations astro submit optimization #
GET /v1/Integrations/Astro/SubReport/{accountId} Returns the summary, gain/loss, top ten, and sector percentage data for the… #
GET /v1/Integrations/Astro/TaxSchedules/{accountId} Integrations astro get tax schedules #
GET /v1/Integrations/Astro/TaxSchedules/Year/{year} Integrations astro get tax schedules by year #
GET /v1/Integrations/Astro/Templates/Simple Integrations astro get templates simple #

Documentation

📖
Documentation
https://developers.orionadvisor.com/quick-start/
📖
Documentation
https://developers.orionadvisor.com/guides/
📖
APIReference
https://api.orionadvisor.com/api/swagger/ui/index
📖
GettingStarted
https://developers.orionadvisor.com/quick-start/

Specifications

⚙
OpenAPI
https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/openapi/orion-advisor-solutions-integrations-astro-api-openapi.yml

Other Resources

🔗
Webhooks
https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/asyncapi/orion-advisor-solutions-webhooks.yml

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OpenAPI Specification

orion-advisor-solutions-integrations-astro-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Integrations/Astro API
  x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:


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# Full source: https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/openapi/orion-advisor-solutions-integrations-astro-api-openapi.yml