Orion Advisor Solutions

Orion Advisor Solutions Performance/Batch API

The Performance/Batch API from Orion Advisor Solutions — 16 operation(s) for performance/batch.

GitHub OpenAPI

Operations 19

GET /v1/Performance/Batch Gets a list of performance Batches that the logged in user has access to #
GET /v1/Performance/Batch/{key} Gets the performance Batches with the provided key. #
DELETE /v1/Performance/Batch/{key} Deletes a performance Batch #
POST /v1/Performance/Batch/{performanceBatchId}/Details Gets a list of details for the provided performance batch id that the logged in… #
POST /v1/Performance/Batch/{performanceBatchId}/Details/ByEntities Gets a list of details for the provided performance batch id that the logged in… #
GET /v1/Performance/Batch/{performanceBatchId}/Entities Gets a list of entities for the provided performance batch id that the logged… #
POST /v1/Performance/Batch/{performanceBatchId}/Entities/Action/Generate Used generate the performance data of the batch #
DELETE /v1/Performance/Batch/{performanceBatchId}/Entities/Action/Generate Used to stop batch generation #
POST /v1/Performance/Batch/{performanceBatchId}/Entities/Action/Reset Used to reset some of the entities in the performance batch #
POST /v1/Performance/Batch/{sourcePerformanceBatchId}/Details/Compare Compare Two Batches #
GET /v1/Performance/Batch/Action/ConcurrentEntityExecutionInfo Performance batch get concurrent entity execution info #
POST /v1/Performance/Batch/Action/RefreshConcurrentEntityExecutionLimit Performance batch refresh concurrent entity execution limit #
GET /v1/Performance/Batch/Verbose Performance batch verbose get verbose #
POST /v1/Performance/Batch/Verbose Create new Performance Batch #
GET /v1/Performance/Batch/Verbose/{key} Performance batch verbose get verbose by key async #
PUT /v1/Performance/Batch/Verbose/{key}/Description Batch Description for Performance Batch #
POST /v1/Performance/Batch/Verbose/{performanceBatchId}/Copy Create a Copy of a Performance Batch for Compare Purposes #
GET /v1/Performance/Batch/Verbose/GroupingOptions Linked security classification groupings for Batch Performance (same data as… #
GET /v1/Performance/Batch/Verbose/New Performance batch verbose get new verbose async #

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-performance-batch-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-performance-batch-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Performance/Batch 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-performance-batch-api-openapi.yml