Orion Advisor Solutions Portfolio/Investment Objectives API
The Portfolio/InvestmentObjectives API from Orion Advisor Solutions — 6 operation(s) for portfolio/investmentobjectives.
The Portfolio/InvestmentObjectives API from Orion Advisor Solutions — 6 operation(s) for portfolio/investmentobjectives.
Every API here is available over the APIs.io API and to AI agents over MCP.
One button, every client — Claude, Cursor, VS Code and the rest.
https://apis.io/mcp
find_apisBrowse and filter every API in the catalog.get_api_artifactsOne API's artifacts, grouped by type.get_openapiThe primary OpenAPI for this API.find_similar_apisAPIs that look like this one.apis_io_searchSTART HERE — APIs, providers and tags for one query, each with its total.resolveTurn a domain, URL or GitHub org into the provider it belongs to.find_cohortsEvery scored population of providers in the catalog.curl "https://apis.io/api/v1/apis/orion-advisor-solutions-portfolio-investmentobjectives-api"
curl "https://apis.io/api/v1/apis?limit=25"
Discovery needs no key. Ratings and market analysis are Pro.
Free tier, no form to fill in. Signing in shares your email address with us — we store it to create your key and to recognise you if you sign in with another provider. See our Privacy Policy and Terms.
A second provider on the same verified email joins the account you already have.
openapi: 3.2.0
info:
version: V1
title: Orion Connect Portfolio/Investment Objectives API
x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:
- name: Portfolio/InvestmentObjectives
paths:
/v1/Portfolio/InvestmentObjectives:
get:
tags:
- Portfolio/InvestmentObjectives
operationId: InvestmentObjectives_GetAll
responses:
'200':
description: OK
content:
text/plain:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveDto'
xml:
name: InvestmentObjectiveDto
wrapped: true
type: array
application/json:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveDto'
xml:
name: InvestmentObjectiveDto
wrapped: true
type: array
text/json:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveDto'
xml:
name: InvestmentObjectiveDto
wrapped: true
type: array
application/xml:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveDto'
xml:
name: InvestmentObjectiveDto
wrapped: true
type: array
text/xml:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveDto'
xml:
name: InvestmentObjectiveDto
wrapped: true
type: array
multipart/form-data:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveDto'
xml:
name: InvestmentObjectiveDto
wrapped: true
type: array
security:
- Authorization: []
summary: Investment objectives get all
x-summary-source: derived
put:
tags:
- Portfolio/InvestmentObjectives
operationId: InvestmentObjectives_UpdateObjectives
responses:
'200':
description: OK
content:
text/plain:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveDto'
xml:
name: InvestmentObjectiveDto
wrapped: true
type: array
application/json:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveDto'
xml:
name: InvestmentObjectiveDto
wrapped: true
type: array
text/json:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveDto'
xml:
name: InvestmentObjectiveDto
wrapped: true
type: array
application/xml:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveDto'
xml:
name: InvestmentObjectiveDto
wrapped: true
type: array
text/xml:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveDto'
xml:
name: InvestmentObjectiveDto
wrapped: true
type: array
multipart/form-data:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveDto'
xml:
name: InvestmentObjectiveDto
wrapped: true
type: array
security:
- Authorization: []
requestBody:
content:
text/plain:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveDto'
xml:
name: InvestmentObjectiveDto
wrapped: true
type: array
application/json:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveDto'
xml:
name: InvestmentObjectiveDto
wrapped: true
type: array
text/json:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveDto'
xml:
name: InvestmentObjectiveDto
wrapped: true
type: array
application/x-www-form-urlencoded:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveDto'
xml:
name: InvestmentObjectiveDto
wrapped: true
type: array
multipart/form-data:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveDto'
xml:
name: InvestmentObjectiveDto
wrapped: true
type: array
required: true
summary: Investment objectives update objectives
x-summary-source: derived
/v1/Portfolio/InvestmentObjectives/{key}:
delete:
tags:
- Portfolio/InvestmentObjectives
operationId: InvestmentObjectives_DeleteObjective
parameters:
- name: key
in: path
required: true
schema:
type: integer
format: int32
responses:
'200':
description: OK
content:
text/plain:
schema:
type: object
application/json:
schema:
type: object
text/json:
schema:
type: object
multipart/form-data:
schema:
type: object
security:
- Authorization: []
summary: Investment objectives delete objective
x-summary-source: derived
/v1/Portfolio/InvestmentObjectives/Simple:
get:
tags:
- Portfolio/InvestmentObjectives
summary: Method to get all investment objectives
operationId: InvestmentObjectives_GetAllSimple
responses:
'200':
description: OK
content:
text/plain:
schema:
items:
$ref: '#/components/schemas/OAS.DataModel.SimpleEntity'
xml:
name: SimpleEntity
wrapped: true
type: array
application/json:
schema:
items:
$ref: '#/components/schemas/OAS.DataModel.SimpleEntity'
xml:
name: SimpleEntity
wrapped: true
type: array
text/json:
schema:
items:
$ref: '#/components/schemas/OAS.DataModel.SimpleEntity'
xml:
name: SimpleEntity
wrapped: true
type: array
application/xml:
schema:
items:
$ref: '#/components/schemas/OAS.DataModel.SimpleEntity'
xml:
name: SimpleEntity
wrapped: true
type: array
text/xml:
schema:
items:
$ref: '#/components/schemas/OAS.DataModel.SimpleEntity'
xml:
name: SimpleEntity
wrapped: true
type: array
multipart/form-data:
schema:
items:
$ref: '#/components/schemas/OAS.DataModel.SimpleEntity'
xml:
name: SimpleEntity
wrapped: true
type: array
security:
- Authorization: []
/v1/Portfolio/InvestmentObjectives/Verbose:
get:
tags:
- Portfolio/InvestmentObjectives
operationId: InvestmentObjectives_GetVerbose
parameters:
- name: expand
in: query
required: false
style: form
explode: true
schema:
type: array
items:
type: string
enum:
- None
- General
- HypotheticalMonthlyPerformanceValue
- All
responses:
'200':
description: OK
content:
text/plain:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveVerboseDto'
xml:
name: InvestmentObjectiveVerboseDto
wrapped: true
type: array
application/json:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveVerboseDto'
xml:
name: InvestmentObjectiveVerboseDto
wrapped: true
type: array
text/json:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveVerboseDto'
xml:
name: InvestmentObjectiveVerboseDto
wrapped: true
type: array
application/xml:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveVerboseDto'
xml:
name: InvestmentObjectiveVerboseDto
wrapped: true
type: array
text/xml:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveVerboseDto'
xml:
name: InvestmentObjectiveVerboseDto
wrapped: true
type: array
multipart/form-data:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveVerboseDto'
xml:
name: InvestmentObjectiveVerboseDto
wrapped: true
type: array
security:
- Authorization: []
summary: Investment objectives get verbose
x-summary-source: derived
put:
tags:
- Portfolio/InvestmentObjectives
summary: Update multiple Investment Objectives
operationId: InvestmentObjectives_UpdateVerboseInvestmentObjectives
responses:
'200':
description: OK
content:
text/plain:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveVerboseDto'
xml:
name: InvestmentObjectiveVerboseDto
wrapped: true
type: array
application/json:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveVerboseDto'
xml:
name: InvestmentObjectiveVerboseDto
wrapped: true
type: array
text/json:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveVerboseDto'
xml:
name: InvestmentObjectiveVerboseDto
wrapped: true
type: array
application/xml:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveVerboseDto'
xml:
name: InvestmentObjectiveVerboseDto
wrapped: true
type: array
text/xml:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveVerboseDto'
xml:
name: InvestmentObjectiveVerboseDto
wrapped: true
type: array
multipart/form-data:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveVerboseDto'
xml:
name: InvestmentObjectiveVerboseDto
wrapped: true
type: array
security:
- Authorization: []
requestBody:
content:
text/plain:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveVerboseDto'
xml:
name: InvestmentObjectiveVerboseDto
wrapped: true
type: array
application/json:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveVerboseDto'
xml:
name: InvestmentObjectiveVerboseDto
wrapped: true
type: array
text/json:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveVerboseDto'
xml:
name: InvestmentObjectiveVerboseDto
wrapped: true
type: array
application/xml:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveVerboseDto'
xml:
name: InvestmentObjectiveVerboseDto
wrapped: true
type: array
text/xml:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveVerboseDto'
xml:
name: InvestmentObjectiveVerboseDto
wrapped: true
type: array
application/x-www-form-urlencoded:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveVerboseDto'
xml:
name: InvestmentObjectiveVerboseDto
wrapped: true
type: array
multipart/form-data:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveVerboseDto'
xml:
name: InvestmentObjectiveVerboseDto
wrapped: true
type: array
required: true
post:
tags:
- Portfolio/InvestmentObjectives
summary: Create new investment objectives
operationId: InvestmentObjectives_CreateVerboseInvestmentObjective
responses:
'200':
description: OK
content:
text/plain:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveVerboseDto'
application/json:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveVerboseDto'
text/json:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveVerboseDto'
application/xml:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveVerboseDto'
text/xml:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveVerboseDto'
multipart/form-data:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveVerboseDto'
security:
- Authorization: []
requestBody:
content:
text/plain:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveVerboseDto'
application/json:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveVerboseDto'
text/json:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveVerboseDto'
application/xml:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveVerboseDto'
text/xml:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveVerboseDto'
application/x-www-form-urlencoded:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveVerboseDto'
multipart/form-data:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveVerboseDto'
required: true
/v1/Portfolio/InvestmentObjectives/Verbose/{key}:
get:
tags:
- Portfolio/InvestmentObjectives
operationId: InvestmentObjectives_GetVerboseByKey
parameters:
- name: key
in: path
required: true
schema:
type: integer
format: int32
- name: expand
in: query
required: false
style: form
explode: true
schema:
type: array
items:
type: string
enum:
- None
- General
- HypotheticalMonthlyPerformanceValue
- All
responses:
'200':
description: OK
content:
text/plain:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveVerboseDto'
application/json:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveVerboseDto'
text/json:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveVerboseDto'
application/xml:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveVerboseDto'
text/xml:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveVerboseDto'
multipart/form-data:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveVerboseDto'
security:
- Authorization: []
summary: Investment objectives get verbose by key
x-summary-source: derived
put:
tags:
- Portfolio/InvestmentObjectives
operationId: InvestmentObjectives_UpdateVerboseInvestmentObjective
parameters:
- name: key
in: path
required: true
schema:
type: integer
format: int32
responses:
'200':
description: OK
content:
text/plain:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveVerboseDto'
application/json:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveVerboseDto'
text/json:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveVerboseDto'
application/xml:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveVerboseDto'
text/xml:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveVerboseDto'
multipart/form-data:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveVerboseDto'
security:
- Authorization: []
requestBody:
content:
text/plain:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveVerboseDto'
application/json:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveVerboseDto'
text/json:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveVerboseDto'
application/xml:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveVerboseDto'
text/xml:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveVerboseDto'
application/x-www-form-urlencoded:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveVerboseDto'
multipart/form-data:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveVerboseDto'
required: true
summary: Investment objectives update verbose investment objective
x-summary-source: derived
/v1/Portfolio/InvestmentObjectives/Verbose/New:
get:
tags:
- Portfolio/InvestmentObjectives
operationId: InvestmentObjectives_GetNewVerbose
parameters:
- name: expand
in: query
required: false
style: form
explode: true
schema:
type: array
items:
type: string
enum:
- None
- General
- HypotheticalMonthlyPerformanceValue
- All
responses:
'200':
description: OK
content:
text/plain:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveVerboseDto'
application/json:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveVerboseDto'
text/json:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveVerboseDto'
application/xml:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveVerboseDto'
text/xml:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveVerboseDto'
multipart/form-data:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveVerboseDto'
security:
- Authorization: []
summary: Investment objectives get new verbose
x-summary-source: derived
components:
schemas:
OAS.WebApi.DTO.Portfolio.InvestmentObjectiveDto:
properties:
id:
type: integer
format: int32
description:
type: string
sequenceNumber:
type: integer
format: int32
riskRangeLow:
type: integer
format: int32
riskRangeHigh:
type: integer
format: int32
driftRangeLow:
type: integer
format: int32
driftRangeHigh:
type: integer
format: int32
detail:
type: string
xml:
name: InvestmentObjectiveDto
type: object
OAS.WebApi.DTO.Portfolio.InvestmentObjectiveHypotheticalMonthlyPerformanceValueDto:
properties:
month:
type: integer
format: int32
percentile5:
type: number
format: double
percentile50:
type: number
format: double
percentile95:
type: number
format: double
xml:
name: InvestmentObjectiveHypotheticalMonthlyPerformanceValueDto
type: object
OAS.WebApi.DTO.Portfolio.InvestmentObjectiveGeneralDto:
properties:
id:
type: integer
format: int32
description:
type: string
sequenceNumber:
type: integer
format: int32
xml:
name: InvestmentObjectiveGeneralDto
type: object
OAS.DataModel.SimpleEntity:
properties:
id:
type: integer
format: int32
name:
type: string
xml:
name: SimpleEntity
type: object
OAS.WebApi.DTO.Portfolio.InvestmentObjectiveVerboseDto:
properties:
id:
type: integer
format: int32
description:
type: string
general:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveGeneralDto'
hypotheticalMonthlyPerformanceValues:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.InvestmentObjectiveHypotheticalMonthlyPerformanceValueDto'
xml:
name: InvestmentObjectiveHypotheticalMonthlyPerformanceValueDto
wrapped: true
type: array
xml:
name: InvestmentObjectiveVerboseDto
type: object
securitySchemes:
Authorization:
type: apiKey
description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"'
name: Authorization
in: header