# Orion Advisor Solutions Portfolio/Products API

**Canonical:** https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-portfolio-products-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/Products 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/Products. The published artifact set on APIs.io includes an OpenAPI specification, API documentation, an API reference, and a getting-started guide.

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

## Operations (57)

| Method | Path | Summary |
|---|---|---|
| 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 |

## Machine-readable artifacts (6)

- **OpenAPI** — https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/openapi/orion-advisor-solutions-portfolio-products-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/Products

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Profiled by [API Evangelist](https://apievangelist.com) and published on [APIs.io](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-portfolio-products-api/). The API's provider profile, Kin Score and agent-readiness rating are at https://apis.io/providers/orion-advisor-solutions/.