Orion Advisor Solutions

Orion Advisor Solutions Portfolio/Assets API

The Portfolio/Assets API from Orion Advisor Solutions — 36 operation(s) for portfolio/assets.

GitHub OpenAPI

Operations 41

GET /v1/Portfolio/Assets Assets get async #
GET /v1/Portfolio/Assets/{key} Gets the asset that has the provided key. #
PUT /v1/Portfolio/Assets/{key} Simple dto update #
PUT /v1/Portfolio/Assets/{key}/Action/MoveToAccount/{accountId} Move asset to different account #
GET /v1/Portfolio/Assets/{key}/Price Assets get price #
GET /v1/Portfolio/Assets/{key}/Price/{asOfDate} Assets get V1 portfolio assets by key price by as of date #
GET /v1/Portfolio/Assets/{key}/Prices/Historical Gets the price history of an asset #
GET /v1/Portfolio/Assets/{key}/Transactions Assets get transactions #
GET /v1/Portfolio/Assets/{key}/Value Gets the simple assets (including aum for the end of today) that has the… #
GET /v1/Portfolio/Assets/{key}/Value/{asOfDate} Gets the simple assets (including aum for the end of the date specified) that… #
POST /v1/Portfolio/Assets/{prodId}/BuyOptionShares Assets get buy option shares #
POST /v1/Portfolio/Assets/{prodId}/SellOptionShares Assets get sell option shares #
PUT /v1/Portfolio/Assets/Action/Delete Deletes every asset provided in the list of ids #
PUT /v1/Portfolio/Assets/Action/RemoveHistorical Remove the _Hist for every asset provided in the list of ids #
GET /v1/Portfolio/Assets/Alternative Gets a list of alternative assets The return is not limited to pages. #
GET /v1/Portfolio/Assets/AssetExclusion/{key} Assets get asset exclusion #
GET /v1/Portfolio/Assets/Historical Gets any assets where the account number ends with _hist #
POST /v1/Portfolio/Assets/List Returns a list of Assets that are found for the list of Id's posted in the… #
POST /v1/Portfolio/Assets/List/AccountId Returns a list of Assets that are found for the list of AccountId's posted in… #
POST /v1/Portfolio/Assets/List/Id Returns a list of Assets that are found for the list of Id's posted in the… #
POST /v1/Portfolio/Assets/ListCounts Assets get list count by id #
GET /v1/Portfolio/Assets/Simple Gets a simple list of assets for a given portfolio #
GET /v1/Portfolio/Assets/Simple/Search Gets a simple list of assets by the search criteria #
GET /v1/Portfolio/Assets/Simple/Search/{search} Gets a simple list of assets by the search criteria #
GET /v1/Portfolio/Assets/Value Gets a simple list of assets (including aum for today) that the logged in user… #
GET /v1/Portfolio/Assets/Value/{asOfDate} Gets a simple list of assets (including aum for the end of the date specified)… #
POST /v1/Portfolio/Assets/Value/{asOfDate}/List Gets a simple list of assets that match one of the keys in the provided list #
POST /v1/Portfolio/Assets/Value/{asOfDate}/List/Id Gets a simple list of assets that match one of the keys in the provided list #
POST /v1/Portfolio/Assets/Value/List Gets a simple list of assets that match one of the keys in the provided list #
POST /v1/Portfolio/Assets/Value/List/Id Gets a simple list of assets that match one of the keys in the provided list #
GET /v1/Portfolio/Assets/Verbose Assets get verbose #
PUT /v1/Portfolio/Assets/Verbose Update multiple assets #
POST /v1/Portfolio/Assets/Verbose Create asset #
GET /v1/Portfolio/Assets/Verbose/{key} Assets get verbose by key async #
PUT /v1/Portfolio/Assets/Verbose/{key} Update single asset #
GET /v1/Portfolio/Assets/Verbose/ByProduct/{key} Assets get assets with same product id #
GET /v1/Portfolio/Assets/Verbose/CopyHistoricalData Assets copy historical data #
POST /v1/Portfolio/Assets/Verbose/List Assets get verbose list by id #
POST /v1/Portfolio/Assets/Verbose/List/Id Assets post V1 portfolio assets verbose list id #
GET /v1/Portfolio/Assets/Verbose/New Assets get new verbose #
POST /v1/Portfolio/Assets/Verbose/New Create multiple assets #

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-portfolio-assets-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-portfolio-assets-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Portfolio/Assets 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-portfolio-assets-api-openapi.yml