# Orion Advisor Solutions Portfolio/Portfolio Groups API **Canonical:** https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-portfolio-portfoliogroups-api/ **Provider:** Orion Advisor Solutions — https://apis.io/providers/orion-advisor-solutions/ **Base URL:** https://api.orionadvisor.com/api/v1 **Documentation:** https://developers.orionadvisor.com/ Orion Advisor Solutions Portfolio/Portfolio Groups API is one of 573 APIs that [Orion Advisor Solutions](https://apis.io/providers/orion-advisor-solutions/) publishes on the [APIs.io](https://apis.io/) network, described by a machine-readable OpenAPI specification. Tagged areas include Portfolio/PortfolioGroups. The published artifact set on APIs.io includes an OpenAPI specification, API documentation, an API reference, and a getting-started guide. The Portfolio/PortfolioGroups API from Orion Advisor Solutions — 21 operation(s) for portfolio/portfoliogroups. ## Operations (25) | Method | Path | Summary | |---|---|---| | 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 | ## Machine-readable artifacts (6) - **OpenAPI** — https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/openapi/orion-advisor-solutions-portfolio-portfoliogroups-api-openapi.yml - **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/ - **Webhooks** — https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/asyncapi/orion-advisor-solutions-webhooks.yml ## Other Orion Advisor Solutions APIs (12) - [Orion Advisor Solutions Advisor Trading/Buy Sell API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-advisortrading-buysell-api/) - [Orion Advisor Solutions Advisor Trading/Core API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-advisortrading-core-api/) - [Orion Advisor Solutions Advisor Trading/Instances API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-advisortrading-instances-api/) - [Orion Advisor Solutions Advisor Trading/Sleeve Assignment API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-advisortrading-sleeveassignment-api/) - [Orion Advisor Solutions Aggregator/Access Token API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-aggregator-accesstoken-api/) - [Orion Advisor Solutions Aggregator/Accounts API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-aggregator-accounts-api/) - [Orion Advisor Solutions Aggregator API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-aggregator-api/) - [Orion Advisor Solutions Aggregator/Holdings API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-aggregator-holdings-api/) - [Orion Advisor Solutions Aggregator/Token API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-aggregator-token-api/) - [Orion Advisor Solutions Aggregator/Transactions API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-aggregator-transactions-api/) - [Orion Advisor Solutions Authorization/Databases API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-authorization-databases-api/) - [Orion Advisor Solutions Authorization/Profiles API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-authorization-profiles-api/) ## Tags Portfolio/PortfolioGroups --- Profiled by [API Evangelist](https://apievangelist.com) and published on [APIs.io](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-portfolio-portfoliogroups-api/). The API's provider profile, Kin Score and agent-readiness rating are at https://apis.io/providers/orion-advisor-solutions/.