Orion Advisor Solutions

Orion Advisor Solutions Portfolio/Fund Families API

The Portfolio/FundFamilies API from Orion Advisor Solutions — 19 operation(s) for portfolio/fundfamilies.

GitHub OpenAPI

Operations 22

GET /v1/Portfolio/FundFamilies Gets a list of fund families that the logged in user has access to #
POST /v1/Portfolio/FundFamilies Add fund families to current database #
DELETE /v1/Portfolio/FundFamilies Remove a collection of fund family from current database #
GET /v1/Portfolio/FundFamilies/{key} Gets the fund families that has the provided key. #
DELETE /v1/Portfolio/FundFamilies/{key} Remove fund family from current database #
GET /v1/Portfolio/FundFamilies/{key}/Accounts Gets a list of accounts that fall below the fund family with the specified key… #
GET /v1/Portfolio/FundFamilies/{key}/Accounts/Value Gets a simple list of accounts (including aum for today) that fall below the… #
GET /v1/Portfolio/FundFamilies/{key}/Accounts/Value/{asOfDate} Gets a simple list of accounts (including aum for the end of the date… #
GET /v1/Portfolio/FundFamilies/{key}/CustodianTradeFileFormats Gets a list of custodian trade file formats assigned to the fund family #
GET /v1/Portfolio/FundFamilies/{key}/UserDefinedFields Fund families get user defined fields #
GET /v1/Portfolio/FundFamilies/CollectFmtSimple Gets a simple list of collection formats that the logged in user has access to #
GET /v1/Portfolio/FundFamilies/CollectMethodSimple Gets a simple list of collection formats that the logged in user has access to #
POST /v1/Portfolio/FundFamilies/Create Saves new FundFamily #
GET /v1/Portfolio/FundFamilies/EndResultTradeFormats Gets a list of trade formats with end results that the logged in user has… #
GET /v1/Portfolio/FundFamilies/EndResultTradeFormats/Simple Gets a simple list of trade formats with end results that the logged in user… #
GET /v1/Portfolio/FundFamilies/Simple Gets a simple list of fund families that the logged in user has access to #
GET /v1/Portfolio/FundFamilies/Simple/Search Gets a simple list of fund families #
GET /v1/Portfolio/FundFamilies/Simple/Search/{search} Gets a simple list of fund families #
GET /v1/Portfolio/FundFamilies/TradeFormats/Simple Gets a simple list of trade formats that the logged in user has access to. #
PUT /v1/Portfolio/FundFamilies/Update Update fund family #
GET /v1/Portfolio/FundFamilies/Value Gets a simple list of fund families (including aum for today) that the logged… #
GET /v1/Portfolio/FundFamilies/Value/{asOfDate} Gets a simple list of fund families (including aum for the end of the date… #

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-fundfamilies-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-fundfamilies-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Portfolio/Fund Families 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-fundfamilies-api-openapi.yml