Orion Advisor Solutions

Orion Advisor Solutions Portfolio/Portfolio Groups API

The Portfolio/PortfolioGroups API from Orion Advisor Solutions — 21 operation(s) for portfolio/portfoliogroups.

GitHub OpenAPI

Operations 25

GET /v1/Portfolio/PortfolioGroups Gets a list of portfolio groups that the logged in user has access to #
POST /v1/Portfolio/PortfolioGroups Portfolio groups create async #
GET /v1/Portfolio/PortfolioGroups/{key} Gets the portfolio group that has the provided key. #
PUT /v1/Portfolio/PortfolioGroups/{key} Portfolio groups update async #
DELETE /v1/Portfolio/PortfolioGroups/{key} Portfolio groups delete #
GET /v1/Portfolio/PortfolioGroups/{key}/Accounts Gets a list of registrations that fall below the portfolio group with the… #
GET /v1/Portfolio/PortfolioGroups/{key}/Assets Gets a list of asset that fall below the portfolio group with the specified… #
POST /v1/Portfolio/PortfolioGroups/{key}/Calculate/InceptionDate Used to calculate the appropriate inception date for the provided portfolio… #
GET /v1/Portfolio/PortfolioGroups/{key}/Clients Gets a list of clients that fall below the portfolio group with the specified… #
GET /v1/Portfolio/PortfolioGroups/{key}/NetAmountInvested Portfolio groups get portfolio group net amount invested async #
GET /v1/Portfolio/PortfolioGroups/{key}/Registrations Gets a list of registrations that fall below the portfolio group with the… #
GET /v1/Portfolio/PortfolioGroups/{key}/Simple Gets the simple portfolio group that has the provided key. #
GET /v1/Portfolio/PortfolioGroups/{key}/Transactions Gets a list of registrations that fall below the portfolio group with the… #
GET /v1/Portfolio/PortfolioGroups/{key}/UserDefinedFields Portfolio groups get user defined fields async #
GET /v1/Portfolio/PortfolioGroups/Search Gets a list of portfolio groups that the logged in user has access to where the… #
GET /v1/Portfolio/PortfolioGroups/Search/{search} Gets a list of portfolio groups that the logged in user has access to where the… #
GET /v1/Portfolio/PortfolioGroups/Simple Gets a simple list of portfolio groups that the logged in user has access to #
POST /v1/Portfolio/PortfolioGroups/Simple/List Gets a simple list of portfolio groups that match one of the keys in the… #
POST /v1/Portfolio/PortfolioGroups/Simple/List/Id Gets a simple list of portfolio groups that match one of the keys in the… #
GET /v1/Portfolio/PortfolioGroups/Simple/Search Gets a simple list of clients that the logged in user has access to where the… #
GET /v1/Portfolio/PortfolioGroups/Simple/Search/{search} Gets a simple list of clients that the logged in user has access to where the… #
POST /v1/Portfolio/PortfolioGroups/Verbose Portfolio groups create verbose async #
GET /v1/Portfolio/PortfolioGroups/Verbose/{key} Portfolio groups get verbose by key async #
PUT /v1/Portfolio/PortfolioGroups/Verbose/{key} Portfolio groups update verbose async #
GET /v1/Portfolio/PortfolioGroups/Verbose/New Portfolio groups get new verbose #

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-portfoliogroups-api-openapi.yml

Other Resources

🔗
Webhooks
https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/asyncapi/orion-advisor-solutions-webhooks.yml

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.
All 92 tools →

Call it yourself

curl for this page
This API 
curl "https://apis.io/api/v1/apis/orion-advisor-solutions-portfolio-portfoliogroups-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.

GitHub Google LinkedIn

A second provider on the same verified email joins the account you already have.

OpenAPI Specification

orion-advisor-solutions-portfolio-portfoliogroups-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Portfolio/Portfolio Groups API
  x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:


# --- truncated at 32 KB (111 KB total) ---
# Full source: https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/openapi/orion-advisor-solutions-portfolio-portfoliogroups-api-openapi.yml