# Orion Advisor Solutions Portfolio/Assets API

**Canonical:** https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-portfolio-assets-api/  
**Provider:** Orion Advisor Solutions — https://apis.io/providers/orion-advisor-solutions/  
**Base URL:** https://api.orionadvisor.com/api/v1  
**Documentation:** https://developers.orionadvisor.com/

Orion Advisor Solutions Portfolio/Assets API is one of 573 APIs that [Orion Advisor Solutions](https://apis.io/providers/orion-advisor-solutions/) publishes on the [APIs.io](https://apis.io/) network, described by a machine-readable OpenAPI specification. Tagged areas include Portfolio/Assets. The published artifact set on APIs.io includes an OpenAPI specification, API documentation, an API reference, and a getting-started guide.

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

## Operations (41)

| Method | Path | Summary |
|---|---|---|
| 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 |

## Machine-readable artifacts (6)

- **OpenAPI** — https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/openapi/orion-advisor-solutions-portfolio-assets-api-openapi.yml
- **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/
- **Webhooks** — https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/asyncapi/orion-advisor-solutions-webhooks.yml

## Other Orion Advisor Solutions APIs (12)

- [Orion Advisor Solutions Advisor Trading/Buy Sell API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-advisortrading-buysell-api/)
- [Orion Advisor Solutions Advisor Trading/Core API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-advisortrading-core-api/)
- [Orion Advisor Solutions Advisor Trading/Instances API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-advisortrading-instances-api/)
- [Orion Advisor Solutions Advisor Trading/Sleeve Assignment API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-advisortrading-sleeveassignment-api/)
- [Orion Advisor Solutions Aggregator/Access Token API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-aggregator-accesstoken-api/)
- [Orion Advisor Solutions Aggregator/Accounts API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-aggregator-accounts-api/)
- [Orion Advisor Solutions Aggregator API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-aggregator-api/)
- [Orion Advisor Solutions Aggregator/Holdings API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-aggregator-holdings-api/)
- [Orion Advisor Solutions Aggregator/Token API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-aggregator-token-api/)
- [Orion Advisor Solutions Aggregator/Transactions API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-aggregator-transactions-api/)
- [Orion Advisor Solutions Authorization/Databases API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-authorization-databases-api/)
- [Orion Advisor Solutions Authorization/Profiles API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-authorization-profiles-api/)

## Tags

Portfolio/Assets

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Profiled by [API Evangelist](https://apievangelist.com) and published on [APIs.io](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-portfolio-assets-api/). The API's provider profile, Kin Score and agent-readiness rating are at https://apis.io/providers/orion-advisor-solutions/.