Orion Advisor Solutions Portfolio/Matrix B50 API
The Portfolio/MatrixB50 API from Orion Advisor Solutions — 3 operation(s) for portfolio/matrixb50.
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OpenAPI Specification
openapi: 3.2.0
info:
version: V1
title: Orion Connect Portfolio/Matrix B50 API
x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:
- name: Portfolio/MatrixB50
paths:
/v1/Portfolio/MatrixB50:
get:
tags:
- Portfolio/MatrixB50
operationId: MatrixB50_GetData
parameters:
- name: startCreatedDate
in: query
required: false
schema:
type: string
format: date-time
- name: endCreatedDate
in: query
required: false
schema:
type: string
format: date-time
- name: status
in: query
required: false
schema:
type: string
responses:
'200':
description: OK
content:
text/plain:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.MatrixB50Dto'
xml:
name: MatrixB50Dto
wrapped: true
type: array
application/json:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.MatrixB50Dto'
xml:
name: MatrixB50Dto
wrapped: true
type: array
text/json:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.MatrixB50Dto'
xml:
name: MatrixB50Dto
wrapped: true
type: array
application/xml:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.MatrixB50Dto'
xml:
name: MatrixB50Dto
wrapped: true
type: array
text/xml:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.MatrixB50Dto'
xml:
name: MatrixB50Dto
wrapped: true
type: array
multipart/form-data:
schema:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.MatrixB50Dto'
xml:
name: MatrixB50Dto
wrapped: true
type: array
security:
- Authorization: []
summary: Matrix B50 get data
x-summary-source: derived
/v1/Portfolio/MatrixB50/List/UpdateStatus:
put:
tags:
- Portfolio/MatrixB50
operationId: MatrixB50_UpdateStatusAsync
parameters:
- name: token
in: header
required: true
- name: status
in: query
required: true
schema:
type: string
responses:
'200':
description: OK
content:
text/plain:
schema:
type: integer
format: int32
application/json:
schema:
type: integer
format: int32
text/json:
schema:
type: integer
format: int32
application/xml:
schema:
type: integer
format: int32
text/xml:
schema:
type: integer
format: int32
multipart/form-data:
schema:
type: integer
format: int32
security:
- Authorization: []
requestBody:
content:
text/plain:
schema:
items:
type: integer
format: int32
type: array
application/json:
schema:
items:
type: integer
format: int32
type: array
text/json:
schema:
items:
type: integer
format: int32
type: array
application/xml:
schema:
items:
type: integer
format: int32
type: array
text/xml:
schema:
items:
type: integer
format: int32
type: array
application/x-www-form-urlencoded:
schema:
items:
type: integer
format: int32
type: array
multipart/form-data:
schema:
items:
type: integer
format: int32
type: array
required: true
summary: Matrix B50 update status async
x-summary-source: derived
/v1/Portfolio/MatrixB50/Status:
get:
tags:
- Portfolio/MatrixB50
operationId: MatrixB50_Status
parameters:
- name: includeAll
in: query
required: false
schema:
type: boolean
default: true
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: []
summary: Matrix B50 status
x-summary-source: derived
components:
schemas:
OAS.DataModel.SimpleEntity:
properties:
id:
type: integer
format: int32
name:
type: string
xml:
name: SimpleEntity
type: object
OAS.WebApi.DTO.Portfolio.MatrixB50Dto:
properties:
status:
type: string
accountId:
type: integer
format: int32
accountCode:
type: string
subAdvisor:
type: string
regName:
type: string
fundFamily:
type: string
productName:
type: string
ticker:
type: string
cusip:
type: string
source:
type: string
createdBy:
type: string
createdDate:
type: string
format: date-time
riaAccountId:
type: integer
format: int32
notes:
type: string
sharesClass:
type: string
id:
type: integer
format: int32
xml:
name: MatrixB50Dto
type: object
securitySchemes:
Authorization:
type: apiKey
description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"'
name: Authorization
in: header