# Orion Advisor Solutions Portfolio/Fund Families API **Canonical:** https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-portfolio-fundfamilies-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/Fund Families 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/FundFamilies. The published artifact set on APIs.io includes an OpenAPI specification, API documentation, an API reference, and a getting-started guide. The Portfolio/FundFamilies API from Orion Advisor Solutions — 19 operation(s) for portfolio/fundfamilies. ## Operations (22) | Method | Path | Summary | |---|---|---| | 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… | ## Machine-readable artifacts (6) - **OpenAPI** — https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/openapi/orion-advisor-solutions-portfolio-fundfamilies-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/FundFamilies --- Profiled by [API Evangelist](https://apievangelist.com) and published on [APIs.io](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-portfolio-fundfamilies-api/). The API's provider profile, Kin Score and agent-readiness rating are at https://apis.io/providers/orion-advisor-solutions/.