Orion Advisor Solutions

Orion Advisor Solutions Portfolio/Products API

The Portfolio/Products API from Orion Advisor Solutions — 40 operation(s) for portfolio/products.

GitHub OpenAPI

Operations 57

GET /v1/Portfolio/Products Gets a list of local products that the logged in user has access to. #
GET /v1/Portfolio/Products/{key} Gets the local product that has the provided key. #
POST /v1/Portfolio/Products/AssetClassificationData Get a list of data for provided symbol #
GET /v1/Portfolio/Products/BondCalls Gets a list of Product Bond Call Prices that the logged in user has access to. #
PUT /v1/Portfolio/Products/BondCalls Products bond calls update bond calls #
POST /v1/Portfolio/Products/BondCalls Used to create a new product bondCall. #
GET /v1/Portfolio/Products/BondCalls/{productId}/{callDate} Gets the product/call date that has the provided key. #
PUT /v1/Portfolio/Products/BondCalls/{productId}/{callDate} Used to update an existing bond call. #
DELETE /v1/Portfolio/Products/BondCalls/{productId}/{callDate} Used to delete an existing bond call. #
PUT /v1/Portfolio/Products/BondCalls/Action/Delete Products bond calls action delete #
POST /v1/Portfolio/Products/BondCalls/List Products bond calls create bond calls #
GET /v1/Portfolio/Products/Counts Products get counts #
GET /v1/Portfolio/Products/Exclusions Gets a list of product entity exclusions that the logged in user has access to. #
POST /v1/Portfolio/Products/Exclusions Used to create a new Product Entity Exclusion. #
GET /v1/Portfolio/Products/Exclusions/{key} Gets the product entity exclusion that has the provided key. #
PUT /v1/Portfolio/Products/Exclusions/{key} Used to update an existing Product Entity Exclusion. #
DELETE /v1/Portfolio/Products/Exclusions/{key} Used to delete an existing Product Entity Exclusion. #
POST /v1/Portfolio/Products/Exclusions/ByTickerList Product entity exclusions get by ticker list #
POST /v1/Portfolio/Products/Exclusions/EnMasse Product entity exclusions update en masse #
GET /v1/Portfolio/Products/Grid/Bond/New Get a list of Bond audit products that the logged in user has access to The… #
GET /v1/Portfolio/Products/Grid/New Get a list of products that the logged in user has access to The return is… #
POST /v1/Portfolio/Products/HoldingsData Get a list of Holdings data for provided symbol #
POST /v1/Portfolio/Products/Import/Filter Allows uploading a list of products to be custom filtered by product ID or… #
POST /v1/Portfolio/Products/List Products get list by id async #
POST /v1/Portfolio/Products/List/Id Products post V1 portfolio products list id #
POST /v1/Portfolio/Products/List/Id/Minimal Products get minimal products by id #
PUT /v1/Portfolio/Products/List/Id/OrionVision Updates Orion Vision Alternative Product Fields #
POST /v1/Portfolio/Products/List/Ticker Get a list of products for an array of tickers #
GET /v1/Portfolio/Products/NameMappingDST Get all PropertyTypes #
POST /v1/Portfolio/Products/NameMappingDST Adds a new PropertyType to the database #
GET /v1/Portfolio/Products/NameMappingDST/{key} Gets the PropertyType that has the provided key. #
PUT /v1/Portfolio/Products/NameMappingDST/{key} Product name mappings dst update entity #
DELETE /v1/Portfolio/Products/NameMappingDST/{key} Product name mappings dst delete entity #
GET /v1/Portfolio/Products/Prices/Local Gets a list of local prices that the logged in user has access to. #
PUT /v1/Portfolio/Products/Prices/Local Products prices local upsert list async #
POST /v1/Portfolio/Products/Prices/Local Used to create a new local price. #
GET /v1/Portfolio/Products/Prices/Local/{productId}/{priceDate} Gets the local price that has the provided key. #
PUT /v1/Portfolio/Products/Prices/Local/{productId}/{priceDate} Used to update an existing local price. #
DELETE /v1/Portfolio/Products/Prices/Local/{productId}/{priceDate} Used to delete an existing local price. #
PUT /v1/Portfolio/Products/Prices/Local/Action/Delete Products prices local action delete #
POST /v1/Portfolio/Products/Prices/Local/List Products prices local get list by id #
POST /v1/Portfolio/Products/Prices/Local/List/Id Products prices local post V1 portfolio products prices local list id #
GET /v1/Portfolio/Products/Search Products get #
GET /v1/Portfolio/Products/Search/{search} Products get V1 portfolio products search by search #
GET /v1/Portfolio/Products/Simple/{key} Gets the local product that has the provided key. #
POST /v1/Portfolio/Products/Simple/List Products get simple list by id #
POST /v1/Portfolio/Products/Simple/List/Id Products post V1 portfolio products simple list id #
GET /v1/Portfolio/Products/Verbose Products get verbose #
PUT /v1/Portfolio/Products/Verbose Products update verbose clients async #
POST /v1/Portfolio/Products/Verbose Create new local product #
GET /v1/Portfolio/Products/Verbose/{key} Products get verbose by key async #
PUT /v1/Portfolio/Products/Verbose/{key} Products updated local product async #
POST /v1/Portfolio/Products/Verbose/List Products get verbose list by id async #
POST /v1/Portfolio/Products/Verbose/List/Id Products post V1 portfolio products verbose list id #
POST /v1/Portfolio/Products/Verbose/Many Creates one or more local products #
GET /v1/Portfolio/Products/Verbose/New/{key} Products mokup new local product #
POST /v1/Portfolio/Products/Weightings/Remove Products remove product weightings #

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-products-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-products-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Portfolio/Products 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-products-api-openapi.yml