Orion Advisor Solutions

Orion Advisor Solutions Integrations/Eclipse API

The Integrations/Eclipse API from Orion Advisor Solutions — 57 operation(s) for integrations/eclipse.

GitHub OpenAPI

Operations 61

GET /v1/Integrations/Eclipse/Accounts/{accountId}/Holdings Integrations eclipse get holdings by account #
GET /v1/Integrations/Eclipse/Accounts/External/{externalAccountId} Return the Eclipse account based on OC account and firm ids #
POST /v1/Integrations/Eclipse/Actions/InitiateV2ImportOnEclipse Initiates the Import Process on EclipseV2 #
POST /v1/Integrations/Eclipse/Actions/StartExtract This was the endpoint for starting the V1 Import process. #
POST /v1/Integrations/Eclipse/Actions/StartExtractV2 Starts the Eclipse extract, which notifies eclipse the extract is starting… #
PUT /v1/Integrations/Eclipse/Actions/UpdateSleevePortfolio/{regId}/{firmId} Sync sleeve changes from Orion to Eclipse #
GET /v1/Integrations/Eclipse/ClientPortal/{accountId}/CashInfo Get cash info for an account from eclipse given an orion account id #
GET /v1/Integrations/Eclipse/ClientPortal/Account/{accountId}/TradedToday Get all the current trade orders from eclipse #
GET /v1/Integrations/Eclipse/ClientPortal/Allocations/{accountId}/{modelAggId} Get model allocations #
PUT /v1/Integrations/Eclipse/ClientPortal/DeleteTradeInstance Client portal originally used TradeRequestInstancesController, ActionDisable(). #
POST /v1/Integrations/Eclipse/ClientPortal/GenerateTrades Generates trades of any type based on the instructions in the tradeDefinition… #
POST /v1/Integrations/Eclipse/ClientPortal/Rebalance/{portfolioId} Rebalance the portfolio. With TOM, it rebalances by account thru client portal #
POST /v1/Integrations/Eclipse/ClientPortal/ValidateTrades Validate trades against eclipse v2 /api/v2/TradeOrder/Trades/Action/Validate #
POST /v1/Integrations/Eclipse/CreateOrders Integrations eclipse create orders from eclipse #
POST /v1/Integrations/Eclipse/CreatePendingTransactions Create pending transactions from orders that were created in Eclipse #
POST /v1/Integrations/Eclipse/DeleteTransactions Delete transactions that are linked to orders deleted in Eclipse #
GET /v1/Integrations/Eclipse/Firms Returns all the Eclipse firms in AdviosrLynx #
POST /v1/Integrations/Eclipse/Firms Creates new Eclipse Firm in the OAS Database #
GET /v1/Integrations/Eclipse/Firms/{key} Returns all the Eclipse Firm AlClient information in AdviosrLynx #
PUT /v1/Integrations/Eclipse/Firms/{key} Edit Eclipse Firm and Eclipse Firm AlClient #
DELETE /v1/Integrations/Eclipse/Firms/{key} Deletes the existing Sleeve Strategy #
GET /v1/Integrations/Eclipse/Firms/ByAlClientId/{key} Returns all the Eclipse Firm AlClient information in AdviosrLynx #
GET /v1/Integrations/Eclipse/Firms/DefaultByAlClientId/{key} Integrations eclipse get default eclipse firm by al client id #
POST /v1/Integrations/Eclipse/Firms/SetDefaultEclipseFirmForAlClient Integrations eclipse set default eclipse firm for al client async #
GET /v1/Integrations/Eclipse/Households/{clientId}/Portfolios Integrations eclipse get porfolios by client id #
GET /v1/Integrations/Eclipse/Households/{clientId}/TradeOrder/Instances Integrations eclipse get trade order instances for household #
POST /v1/Integrations/Eclipse/Instances/{instanceId}/UpdateStatus Integrations eclipse update instance status #
POST /v1/Integrations/Eclipse/ModelAssignment Update model assignment for accounts, and sets/update portfolio allocation… #
GET /v1/Integrations/Eclipse/Models/{modelId} Integrations eclipse get model #
GET /v1/Integrations/Eclipse/Models/{modelId}/Allocations Integrations eclipse get allocations for model #
POST /v1/Integrations/Eclipse/Models/{modelId}/Portfolios/{portfolioId} Integrations eclipse assign model to portfolio #
DELETE /v1/Integrations/Eclipse/Models/{modelId}/Portfolios/{portfolioId} Integrations eclipse un assign model from portfolio #
GET /v1/Integrations/Eclipse/Models/Search Integrations eclipse get models #
POST /v1/Integrations/Eclipse/ModelUpdate Create, Update, Delete sync of Models from Eclipse to Orion #
GET /v1/Integrations/Eclipse/Portfolio/CustodialInformation Returns information about the accounts and or sleeves associated to the account. #
PUT /v1/Integrations/Eclipse/Portfolio/Portfolios/Update Updates the portfolio trade blocked field #
POST /v1/Integrations/Eclipse/PortfolioAssignment Integrations eclipse portfolio assignment from eclipse #
POST /v1/Integrations/Eclipse/PortfolioAssignment/InitiateSync Integrations eclipse initiate portfolio assignment sync #
POST /v1/Integrations/Eclipse/Portfolios Eclipse portfolios get eclipse portfolio id async #
GET /v1/Integrations/Eclipse/Portfolios/{entity}/{entityId} Eclipse portfolios get eclipse portfolios by entity async #
GET /v1/Integrations/Eclipse/Portfolios/{portfolioId} Integrations eclipse get porfolio by id #
GET /v1/Integrations/Eclipse/Portfolios/{portfolioId}/Allocations Integrations eclipse get allocations for portfolio #
GET /v1/Integrations/Eclipse/Portfolios/{portfolioId}/Holdings Integrations eclipse get holdings by portfolio #
GET /v1/Integrations/Eclipse/Portfolios/{portfolioId}/Pending/Model Integrations eclipse get pending model for portfolio #
POST /v1/Integrations/Eclipse/Portfolios/{portfolioId}/Rebalance Integrations eclipse rebalance portfolio #
GET /v1/Integrations/Eclipse/Portfolios/{portfolioId}/V2Allocations Integrations eclipse get allocations for portfolio V2 #
POST /v1/Integrations/Eclipse/Portfolios/ByOrionAccount/Rebalance Integrations eclipse rebalance by orion accounts #
GET /v1/Integrations/Eclipse/Privileges Integrations eclipse get privileges #
GET /v1/Integrations/Eclipse/Securities/Search Integrations eclipse get securities #
GET /v1/Integrations/Eclipse/Securities/Search/{resultsCount} Integrations eclipse get V1 integrations eclipse securities search by results… #
POST /v1/Integrations/Eclipse/TradeAnalysisReports Integrations eclipse reverse sync trade analysis reports #
POST /v1/Integrations/Eclipse/TradeOrder/Distributions Integrations eclipse generate distribution trade #
GET /v1/Integrations/Eclipse/TradeOrder/Instances/{tradeOrderInstanceId}/Trades Integrations eclipse get trades for trade order instance #
POST /v1/Integrations/Eclipse/TradeOrder/Trades Integrations eclipse generate trades #
POST /v1/Integrations/Eclipse/TradeOrder/Trades/Validate Integrations eclipse validate trades #
DELETE /v1/Integrations/Eclipse/TradeOrders/Instances/{tradeOrderInstanceId} Integrations eclipse delete trade order instance #
GET /v1/Integrations/Eclipse/Trading/RaiseCash/Methods Integrations eclipse get raise cash trade methods #
GET /v1/Integrations/Eclipse/Trading/SpendCash/Methods Integrations eclipse get spend cash trade methods #
POST /v1/Integrations/Eclipse/UpdateDoNotTrade With the release of the Multi-Trade Block Feature, this endpoint will no longer… #
POST /v1/Integrations/Eclipse/UpdateSma Integrations eclipse reverse sync update account sma by list async #
GET /v1/Integrations/Eclipse/User/Privileges Integrations eclipse get user privileges #

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-eclipse-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-eclipse-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Integrations/Eclipse 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-eclipse-api-openapi.yml