Orion Advisor Solutions

Orion Advisor Solutions Portfolio/Custodian Un Realized API

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

GitHub OpenAPI

Operations 10

GET /v1/Portfolio/CustodianUnRealized TODO #
POST /v1/Portfolio/CustodianUnRealized Custodian unrealized create entity #
GET /v1/Portfolio/CustodianUnRealized/{key} Gets the custodian unrealized lot that has the provided key. #
PUT /v1/Portfolio/CustodianUnRealized/{key} Custodian unrealized update entity #
PUT /v1/Portfolio/CustodianUnRealized/Action/Delete Custodian unrealized action delete #
GET /v1/Portfolio/CustodianUnRealized/Verbose Custodian unrealized get verbose #
POST /v1/Portfolio/CustodianUnRealized/Verbose Custodian unrealized create verbose custodian unrealized #
GET /v1/Portfolio/CustodianUnRealized/Verbose/{key} Custodian unrealized get verbose by key #
PUT /v1/Portfolio/CustodianUnRealized/Verbose/{key} Custodian unrealized update verbose custodian unrealized #
DELETE /v1/Portfolio/CustodianUnRealized/Verbose/{key} Used to delete an existing Custodian Unrealized. #

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-custodianunrealized-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-custodianunrealized-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Portfolio/Custodian Un Realized 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-custodianunrealized-api-openapi.yml