Orion Advisor Solutions

Orion Advisor Solutions Performance/Compare API

The Performance/Compare API from Orion Advisor Solutions — 13 operation(s) for performance/compare.

GitHub OpenAPI

Operations 16

GET /v1/Performance/Compare Gets a list of performance compares that the logged in user has access to #
POST /v1/Performance/Compare Used to create a new performance compare. #
GET /v1/Performance/Compare/{key} Gets the performance compares with the provided key. #
DELETE /v1/Performance/Compare/{key} Deletes a performance compare #
GET /v1/Performance/Compare/{performanceCompareId}/Details Performance compare details get all #
GET /v1/Performance/Compare/{performanceCompareId}/Details/{key} Gets the performance compare detail with the provided key. #
POST /v1/Performance/Compare/{performanceCompareId}/Details/Action/ChangeActionStatus Used to change the action status of the details in the performance comparison #
POST /v1/Performance/Compare/{performanceCompareId}/Details/Action/Generate Used to update the system generate info for some or all of the details. #
DELETE /v1/Performance/Compare/{performanceCompareId}/Details/Action/Generate Used to stop comparison generation #
POST /v1/Performance/Compare/{performanceCompareId}/Details/Action/Reset Used to reset some of the details in the performance comparison #
POST /v1/Performance/Compare/{performanceCompareId}/Details/Notes Gets the notes for the performance compare detail records provided #
GET /v1/Performance/Compare/{performanceCompareId}/Details/Timeframe Performance compare details get all pivotted by timeframe #
POST /v1/Performance/Compare/ValidateImport/Details Takes an xlsx, xls, or csv file as multipart content. #
GET /v1/Performance/Compare/ValidateImport/Details/Templates/Csv Performance compare validate details get csv template #
GET /v1/Performance/Compare/ValidateImport/Details/Templates/Xls Performance compare validate details get xls template #
GET /v1/Performance/Compare/ValidateImport/Details/Templates/Xlsx Performance compare validate details get xlsx template #

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-compare-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-compare-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Performance/Compare 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-compare-api-openapi.yml