Orion Advisor Solutions

Orion Advisor Solutions Portfolio/Product Classes API

The Portfolio/ProductClasses API from Orion Advisor Solutions — 18 operation(s) for portfolio/productclasses.

GitHub OpenAPI

Operations 26

GET /v1/Portfolio/ProductClasses Gets a list of product classes that the logged in user has access to #
GET /v1/Portfolio/ProductClasses/{key} Gets the product class that has the provided key. #
GET /v1/Portfolio/ProductClasses/{key}/Simple Gets the simple product class that has the provided key. #
PUT /v1/Portfolio/ProductClasses/Action/EstablishColors Generates a random color for every product class that has no color. #
PUT /v1/Portfolio/ProductClasses/Reset Product classes reset async #
GET /v1/Portfolio/ProductClasses/Simple Gets a simple list of productClasses that the logged in user has access to #
GET /v1/Portfolio/ProductClasses/Simple/Search Gets a simple list of portfolio classes by the search criteria #
GET /v1/Portfolio/ProductClasses/Simple/Search/{search} Gets a simple list of portfolio classes by the search criteria #
GET /v1/Portfolio/ProductClasses/Verbose Product classes get verbose #
PUT /v1/Portfolio/ProductClasses/Verbose Product classes update verbose async #
POST /v1/Portfolio/ProductClasses/Verbose Create a product class #
GET /v1/Portfolio/ProductClasses/Verbose/{key} Product classes get verbose by key #
PUT /v1/Portfolio/ProductClasses/Verbose/{key} Product classes put V1 portfolio product classes verbose by key #
DELETE /v1/Portfolio/ProductClasses/Verbose/{key} Used to delete an existing product class. #
GET /v1/Portfolio/ProductClasses/Verbose/CanDelete/{key} Gets a list of errors if a delete was attempted on the product class #
POST /v1/Portfolio/ProductClasses/Verbose/List Product classes get verbose list by id #
POST /v1/Portfolio/ProductClasses/Verbose/List/Id Product classes post V1 portfolio product classes verbose list id #
GET /v1/Portfolio/ProductClasses/Verbose/New Product classes get new verbose #
GET /v1/Portfolio/ProductClasses/Weighted Gets a list of weighted asset classes that the logged in user has access to #
PUT /v1/Portfolio/ProductClasses/Weighted Mass update product classes weights #
POST /v1/Portfolio/ProductClasses/Weighted Create weighted product classes #
GET /v1/Portfolio/ProductClasses/Weighted/{key} Gets a list of weighted asset classes that the logged in user has access to #
PUT /v1/Portfolio/ProductClasses/Weighted/{key} Update weighted product classes #
DELETE /v1/Portfolio/ProductClasses/Weighted/{key} Delete product class weight #
GET /v1/Portfolio/ProductClasses/Weighted/Products/{productId} Get all weighted asset classes by product #
GET /v1/Portfolio/ProductClasses/Weighted/Products/{productId}/Representative/{representativeId} Get all weighted asset classes by product and representative #

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-productclasses-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-productclasses-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Portfolio/Product Classes 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-productclasses-api-openapi.yml