Orion Advisor Solutions Portfolio/Note Categories API
The Portfolio/NoteCategories API from Orion Advisor Solutions — 1 operation(s) for portfolio/notecategories.
Work with this as data
Every API here is available over the APIs.io API and to AI agents over MCP.
MCP server
One button, every client — Claude, Cursor, VS Code and the rest.
https://apis.io/mcp
Tools for apis
7 MCP tools reach this
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.
Call it yourself
curl for this page
This API
curl "https://apis.io/api/v1/apis/orion-advisor-solutions-portfolio-notecategories-api"
All apis
curl "https://apis.io/api/v1/apis?limit=25"Discovery needs no key. Ratings and market analysis are Pro.
Get an API key
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 Specification
openapi: 3.2.0
info:
version: V1
title: Orion Connect Portfolio/Note Categories API
x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:
- name: Portfolio/NoteCategories
paths:
/v1/Portfolio/NoteCategories:
get:
tags:
- Portfolio/NoteCategories
summary: Gets a list of note categories for the entity provided
operationId: NoteCategories_GetNoteCategories
parameters:
- name: entity
in: query
required: true
schema:
type: string
enum:
- Undefined
- Payee
- BrokerDealer
- Wholesaler
- Representative
- Client
- Registration
- Account
- Asset
- Product
- Transaction
- Distribution
- FundFamily
- Personal
- PayoutSchedule
- FeeSchedule
- Platform
- RIA
- Custodian
- Journal
- SWP
- Other
- NASD
- CashFunding
- Bill
- BillInstance
- BillMasterPayout
- Model
- NewAccountClient
- NewAccountReg
- DownloadExclusion
- Price
- UserDefinedFields
- NewAcctUserDef
- ManagersMessage
- IndexEntry
- PerformanceFee
- PerformancePayout
- NewAccountAsset
- Owner
- Administrator
- OutsideClient
- SubAdvisor
- ModelRange
- FaxCover
- Fax
- OneTimeDistribution
- WebLogin
- Plan401k
- BillAccountItem
- ThirdPartyAdministrator
- CrmContact
- Participant
- PlanSponsor
- CRMEmailList
- ThirdParty
- WorkflowItem
- WorkflowAction
- ServiceAccount
- EntityOption
- HouseholdMember
- DownloadSymbol
- IndexBlend
- NABenefit
- AggregateModel
- CompositeRange
- RepAccountManager
- ScriptsScrubs
- ServiceAccountBrokerDealer
- BusinessLine
- Blob
- AssetClass
- ServiceAccountLite
- NewAcctUserDefDtl
- Branch
- AssetLevelStrategy
- Report
- DataQueries
- PriceUnUsed
- ModelItem
- AssetCategory
- RiskCategory
- PlatformRange
- Dividend
- RegistrationType
- CustodianCommon
- RepState
- QpeDashboard
- ReportBatch
- ModelGroup
- ShareClass
- DownloadFile
- User
- DynamicGrouping
- ProductType
- ProductSubType
- InvestmentObjective
- PortfolioGroup
- OrionRealizedLot
- OrionUnrealizedLot
- CustodianRealizedLot
- CustodianUnrealizedLot
- AssetCategoryParent
- TaxType
- AuditRequest
- AuditRequestLetter
- ManagedUnmanaged
- AuditRowAttachment
- InformPolicy
- InformAnswerAttachment
- UserDetail
- BillPayMethod
- ModelInclusion
- CommunityModel
- EclipseModel
- Global
- ClientCategory
- Taxability
- Qualified
- TaxID
- BondState
- ProductTaxability
- TargetAllocation
- RIATable
- ProductRegion
- ProductPropertyType
- ProductManagerAip
- MoodyRating
- SPRating
- BondMaturityYear
- InterestRate
- RegistrationTaxType
- MaturityPeriod
- NewHousehold
- BillPayoutDashboardPayment
- OptionLevel
- MarginAgreement
- PrimeBrokerage
- InformHistoricalDocument
- SleeveStrategyAggregate
- MorningstarSector
- BillEntity
- SleeveStrategy
- MorningstarGeography
- GenericProspect
- BillEntityType
- AdditionalRep
- BillPayoutReport
- ProductSubHolding
- DownloadSource
- ModelVsActual
- ProductVintageYear
- EclipsePortfolio
- Country
- Currency
- SecurityClassification1
- SecurityClassification2
- SecurityClassification3
- SecurityClassification4
- SecurityClassification5
- SecurityClassification6
- SecurityClassification7
- SecurityClassification8
- SecurityClassification9
- SecurityClassification10
- SecurityClassification11
- SecurityClassification12
- SecurityClassification13
- SecurityClassification14
- SecurityClassification15
- SecurityClassification16
- SecurityClassification17
- SecurityClassification18
- SecurityClassification19
- SecurityClassification20
- SecurityClassification21
- SecurityClassification22
- SecurityClassification23
- SecurityClassification24
- SecurityClassification25
- DownloadRecord
- CustomGrouping
- Cotenant
- AllocatedUnrealizedCostBasis
- AllocatedRealizedCostBasis
responses:
'200':
description: OK
content:
text/plain:
schema:
items:
type: string
type: array
application/json:
schema:
items:
type: string
type: array
text/json:
schema:
items:
type: string
type: array
application/xml:
schema:
items:
type: string
type: array
text/xml:
schema:
items:
type: string
type: array
multipart/form-data:
schema:
items:
type: string
type: array
security:
- Authorization: []
components:
securitySchemes:
Authorization:
type: apiKey
description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"'
name: Authorization
in: header