Orion Advisor Solutions

Orion Advisor Solutions Portfolio/Platforms API

The Portfolio/Platforms API from Orion Advisor Solutions — 10 operation(s) for portfolio/platforms.

GitHub OpenAPI

Operations 13

GET /v1/Portfolio/Platforms Gets a list of platforms that the logged in user has access to #
POST /v1/Portfolio/Platforms Used to create a new platform. #
GET /v1/Portfolio/Platforms/{key} Gets the platform that has the provided key. #
PUT /v1/Portfolio/Platforms/{key} Used to update an existing product platform. #
DELETE /v1/Portfolio/Platforms/{key} Used to delete an existing product platform. #
GET /v1/Portfolio/Platforms/{key}/Accounts Gets a list of accounts that fall below the platform with the specified key… #
GET /v1/Portfolio/Platforms/{key}/Accounts/Value Gets a simple list of accounts (including aum for today) that fall below the… #
GET /v1/Portfolio/Platforms/{key}/Accounts/Value/{asOfDate} Gets a simple list of accounts (including aum for the end of the date… #
GET /v1/Portfolio/Platforms/Search/{search} Platforms get V1 portfolio platforms search by search #
GET /v1/Portfolio/Platforms/Simple Gets a simple list of platforms that the logged in user has access to #
GET /v1/Portfolio/Platforms/Value Gets a simple list of platforms (including aum for today) that the logged in… #
GET /v1/Portfolio/Platforms/Value/{asOfDate} Gets a simple list of platforms (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-platforms-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-platforms-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Portfolio/Platforms 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-platforms-api-openapi.yml