Orion Advisor Solutions

Orion Advisor Solutions Portfolio/Benchmarks API

The Portfolio/Benchmarks API from Orion Advisor Solutions — 5 operation(s) for portfolio/benchmarks.

GitHub OpenAPI

Operations 5

GET /v1/Portfolio/Benchmarks Gets a list of benchmarks that the logged in user has access to. #
GET /v1/Portfolio/Benchmarks/{key}/{bmType} Gets the benchmark that has the provided key. #
GET /v1/Portfolio/Benchmarks/Simple Gets a simple list of benchmarks that the logged in user has access to #
GET /v1/Portfolio/Benchmarks/Simple/Search Gets a simple list of benchmarks that the logged in user has access to where… #
GET /v1/Portfolio/Benchmarks/Simple/Search/{search} Gets a simple list of benchmarks that the logged in user has access to where… #

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-benchmarks-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-benchmarks-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Portfolio/Benchmarks API
  x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:
- name: Portfolio/Benchmarks
paths:
  /v1/Portfolio/Benchmarks:
    get:
      tags:
      - Portfolio/Benchmarks
      summary: Gets a list of benchmarks that the logged in user has access to.
      operationId: Benchmarks_Get
      parameters:
      - name: bmType
        in: query
        required: false
        schema:
          type: string
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BenchmarkDto'
                xml:
                  name: BenchmarkDto
                  wrapped: true
                type: array
            application/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BenchmarkDto'
                xml:
                  name: BenchmarkDto
                  wrapped: true
                type: array
            text/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BenchmarkDto'
                xml:
                  name: BenchmarkDto
                  wrapped: true
                type: array
            application/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BenchmarkDto'
                xml:
                  name: BenchmarkDto
                  wrapped: true
                type: array
            text/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BenchmarkDto'
                xml:
                  name: BenchmarkDto
                  wrapped: true
                type: array
            multipart/form-data:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BenchmarkDto'
                xml:
                  name: BenchmarkDto
                  wrapped: true
                type: array
      security:
      - Authorization: []
  /v1/Portfolio/Benchmarks/{key}/{bmType}:
    get:
      tags:
      - Portfolio/Benchmarks
      summary: Gets the benchmark that has the provided key.
      operationId: Benchmarks_GetByKey
      parameters:
      - name: key
        in: path
        description: Key of the desired return object.
        required: true
        schema:
          type: integer
          format: int32
      - name: bmType
        in: path
        description: Either B for Benchmark or P for Product.
        required: true
        schema:
          type: string
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BenchmarkDto'
            application/json:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BenchmarkDto'
            text/json:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BenchmarkDto'
            application/xml:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BenchmarkDto'
            text/xml:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BenchmarkDto'
            multipart/form-data:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BenchmarkDto'
      security:
      - Authorization: []
  /v1/Portfolio/Benchmarks/Simple:
    get:
      tags:
      - Portfolio/Benchmarks
      summary: Gets a simple list of benchmarks that the logged in user has access to
      operationId: Benchmarks_GetSimple
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SimpleBenchmarkDto'
                xml:
                  name: SimpleBenchmarkDto
                  wrapped: true
                type: array
            application/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SimpleBenchmarkDto'
                xml:
                  name: SimpleBenchmarkDto
                  wrapped: true
                type: array
            text/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SimpleBenchmarkDto'
                xml:
                  name: SimpleBenchmarkDto
                  wrapped: true
                type: array
            application/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SimpleBenchmarkDto'
                xml:
                  name: SimpleBenchmarkDto
                  wrapped: true
                type: array
            text/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SimpleBenchmarkDto'
                xml:
                  name: SimpleBenchmarkDto
                  wrapped: true
                type: array
            multipart/form-data:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SimpleBenchmarkDto'
                xml:
                  name: SimpleBenchmarkDto
                  wrapped: true
                type: array
      security:
      - Authorization: []
  /v1/Portfolio/Benchmarks/Simple/Search:
    get:
      tags:
      - Portfolio/Benchmarks
      summary: Gets a simple list of benchmarks that the logged in user has access to where…
      operationId: Benchmarks_GetBenchmarkSearch
      parameters:
      - name: search
        in: query
        description: Benchmark Id, partial Benchmark name, or partial outside Id to search for.
        required: true
        schema:
          type: string
      - name: top
        in: query
        description: 'Optional. Default: null. The maximum number of products to return. If null returns all.'
        required: false
        schema:
          type: integer
          format: int32
      - name: skip
        in: query
        description: 'Optional. Default: 0. Defines number of items to skip.'
        required: false
        schema:
          type: integer
          format: int32
          default: 0
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SimpleBenchmarkDto'
                xml:
                  name: SimpleBenchmarkDto
                  wrapped: true
                type: array
            application/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SimpleBenchmarkDto'
                xml:
                  name: SimpleBenchmarkDto
                  wrapped: true
                type: array
            text/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SimpleBenchmarkDto'
                xml:
                  name: SimpleBenchmarkDto
                  wrapped: true
                type: array
            application/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SimpleBenchmarkDto'
                xml:
                  name: SimpleBenchmarkDto
                  wrapped: true
                type: array
            text/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SimpleBenchmarkDto'
                xml:
                  name: SimpleBenchmarkDto
                  wrapped: true
                type: array
            multipart/form-data:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SimpleBenchmarkDto'
                xml:
                  name: SimpleBenchmarkDto
                  wrapped: true
                type: array
      security:
      - Authorization: []
  /v1/Portfolio/Benchmarks/Simple/Search/{search}:
    get:
      tags:
      - Portfolio/Benchmarks
      summary: Gets a simple list of benchmarks that the logged in user has access to where…
      operationId: Benchmarks_GetV1PortfolioBenchmarksSimpleSearchBySearch
      parameters:
      - name: search
        in: path
        description: Benchmark Id, partial Benchmark name, or partial outside Id to search for.
        required: true
        schema:
          type: string
      - name: top
        in: query
        description: 'Optional. Default: null. The maximum number of products to return. If null returns all.'
        required: false
        schema:
          type: integer
          format: int32
      - name: skip
        in: query
        description: 'Optional. Default: 0. Defines number of items to skip.'
        required: false
        schema:
          type: integer
          format: int32
          default: 0
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SimpleBenchmarkDto'
                xml:
                  name: SimpleBenchmarkDto
                  wrapped: true
                type: array
            application/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SimpleBenchmarkDto'
                xml:
                  name: SimpleBenchmarkDto
                  wrapped: true
                type: array
            text/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SimpleBenchmarkDto'
                xml:
                  name: SimpleBenchmarkDto
                  wrapped: true
                type: array
            application/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SimpleBenchmarkDto'
                xml:
                  name: SimpleBenchmarkDto
                  wrapped: true
                type: array
            text/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SimpleBenchmarkDto'
                xml:
                  name: SimpleBenchmarkDto
                  wrapped: true
                type: array
            multipart/form-data:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.SimpleBenchmarkDto'
                xml:
                  name: SimpleBenchmarkDto
                  wrapped: true
                type: array
      security:
      - Authorization: []
components:
  schemas:
    OAS.WebApi.DTO.Portfolio.BenchmarkDto:
      properties:
        id:
          type: integer
          format: int32
        type:
          type: string
        key:
          readOnly: true
          type: string
        name:
          type: string
        createdBy:
          type: string
        createdDate:
          type: string
          format: date-time
        editedBy:
          type: string
        editedDate:
          type: string
          format: date-time
      xml:
        name: BenchmarkDto
      type: object
    OAS.WebApi.DTO.Portfolio.SimpleBenchmarkDto:
      properties:
        id:
          type: integer
          format: int32
        type:
          type: string
        key:
          readOnly: true
          type: string
        name:
          type: string
        dynamicBenchmarkType:
          type: string
          enum:
          - None
          - AssetClass
          - AssetCategory
          - ManagementStyle
          - AggregateModel
          - RiskCategory
      xml:
        name: SimpleBenchmarkDto
      type: object
  securitySchemes:
    Authorization:
      type: apiKey
      description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"'
      name: Authorization
      in: header