Orion Advisor Solutions

Orion Advisor Solutions Portfolio/QPE Non Managed API

The Portfolio/QPENonManaged API from Orion Advisor Solutions — 3 operation(s) for portfolio/qpenonmanaged.

GitHub OpenAPI

Operations 6

GET /v1/Portfolio/QPENonManaged Gets a list of qpenonmanaged that the logged in user has access to #
POST /v1/Portfolio/QPENonManaged Qpe non managed create entity #
GET /v1/Portfolio/QPENonManaged/{key} Gets the qpenonmanaged that has the provided key. #
PUT /v1/Portfolio/QPENonManaged/{key} Qpe non managed update entity #
DELETE /v1/Portfolio/QPENonManaged/{key} Qpe non managed delete #
PUT /v1/Portfolio/QPENonManaged/Action/Delete Qpe non managed action delete #

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-qpenonmanaged-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-qpenonmanaged-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Portfolio/QPE Non Managed API
  x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:
- name: Portfolio/QPENonManaged
paths:
  /v1/Portfolio/QPENonManaged:
    get:
      tags:
      - Portfolio/QPENonManaged
      summary: Gets a list of qpenonmanaged that the logged in user has access to
      operationId: QpeNonManaged_Get
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.QpeNonManagedDto'
                xml:
                  name: QpeNonManagedDto
                  wrapped: true
                type: array
            application/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.QpeNonManagedDto'
                xml:
                  name: QpeNonManagedDto
                  wrapped: true
                type: array
            text/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.QpeNonManagedDto'
                xml:
                  name: QpeNonManagedDto
                  wrapped: true
                type: array
            application/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.QpeNonManagedDto'
                xml:
                  name: QpeNonManagedDto
                  wrapped: true
                type: array
            text/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.QpeNonManagedDto'
                xml:
                  name: QpeNonManagedDto
                  wrapped: true
                type: array
            multipart/form-data:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.QpeNonManagedDto'
                xml:
                  name: QpeNonManagedDto
                  wrapped: true
                type: array
      security:
      - Authorization: []
    post:
      tags:
      - Portfolio/QPENonManaged
      operationId: QpeNonManaged_CreateEntity
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.QpeNonManagedDto'
            application/json:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.QpeNonManagedDto'
            text/json:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.QpeNonManagedDto'
            application/xml:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.QpeNonManagedDto'
            text/xml:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.QpeNonManagedDto'
            multipart/form-data:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.QpeNonManagedDto'
      security:
      - Authorization: []
      requestBody:
        content:
          text/plain:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.QpeNonManagedDto'
          application/json:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.QpeNonManagedDto'
          text/json:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.QpeNonManagedDto'
          application/xml:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.QpeNonManagedDto'
          text/xml:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.QpeNonManagedDto'
          application/x-www-form-urlencoded:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.QpeNonManagedDto'
          multipart/form-data:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.QpeNonManagedDto'
        required: true
      summary: Qpe non managed create entity
      x-summary-source: derived
  /v1/Portfolio/QPENonManaged/{key}:
    get:
      tags:
      - Portfolio/QPENonManaged
      summary: Gets the qpenonmanaged that has the provided key.
      operationId: QpeNonManaged_GetEntityByKey
      parameters:
      - name: key
        in: path
        description: Key of the desired return object.
        required: true
        schema:
          type: integer
          format: int32
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.QpeNonManagedDto'
            application/json:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.QpeNonManagedDto'
            text/json:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.QpeNonManagedDto'
            application/xml:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.QpeNonManagedDto'
            text/xml:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.QpeNonManagedDto'
            multipart/form-data:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.QpeNonManagedDto'
      security:
      - Authorization: []
    put:
      tags:
      - Portfolio/QPENonManaged
      operationId: QpeNonManaged_UpdateEntity
      parameters:
      - name: key
        in: path
        required: true
        schema:
          type: integer
          format: int32
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.QpeNonManagedDto'
            application/json:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.QpeNonManagedDto'
            text/json:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.QpeNonManagedDto'
            application/xml:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.QpeNonManagedDto'
            text/xml:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.QpeNonManagedDto'
            multipart/form-data:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.QpeNonManagedDto'
      security:
      - Authorization: []
      requestBody:
        content:
          text/plain:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.QpeNonManagedDto'
          application/json:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.QpeNonManagedDto'
          text/json:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.QpeNonManagedDto'
          application/xml:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.QpeNonManagedDto'
          text/xml:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.QpeNonManagedDto'
          application/x-www-form-urlencoded:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.QpeNonManagedDto'
          multipart/form-data:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.QpeNonManagedDto'
        required: true
      summary: Qpe non managed update entity
      x-summary-source: derived
    delete:
      tags:
      - Portfolio/QPENonManaged
      operationId: QpeNonManaged_Delete
      parameters:
      - name: key
        in: path
        required: true
        schema:
          type: integer
          format: int32
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                type: object
            application/json:
              schema:
                type: object
            text/json:
              schema:
                type: object
            multipart/form-data:
              schema:
                type: object
      security:
      - Authorization: []
      summary: Qpe non managed delete
      x-summary-source: derived
  /v1/Portfolio/QPENonManaged/Action/Delete:
    put:
      tags:
      - Portfolio/QPENonManaged
      operationId: QpeNonManaged_ActionDelete
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                items:
                  type: integer
                  format: int32
                type: array
            application/json:
              schema:
                items:
                  type: integer
                  format: int32
                type: array
            text/json:
              schema:
                items:
                  type: integer
                  format: int32
                type: array
            application/xml:
              schema:
                items:
                  type: integer
                  format: int32
                type: array
            text/xml:
              schema:
                items:
                  type: integer
                  format: int32
                type: array
            multipart/form-data:
              schema:
                items:
                  type: integer
                  format: int32
                type: array
      security:
      - Authorization: []
      requestBody:
        content:
          text/plain:
            schema:
              items:
                type: integer
                format: int32
              type: array
          application/json:
            schema:
              items:
                type: integer
                format: int32
              type: array
          text/json:
            schema:
              items:
                type: integer
                format: int32
              type: array
          application/xml:
            schema:
              items:
                type: integer
                format: int32
              type: array
          text/xml:
            schema:
              items:
                type: integer
                format: int32
              type: array
          application/x-www-form-urlencoded:
            schema:
              items:
                type: integer
                format: int32
              type: array
          multipart/form-data:
            schema:
              items:
                type: integer
                format: int32
              type: array
        required: true
      summary: Qpe non managed action delete
      x-summary-source: derived
components:
  schemas:
    OAS.WebApi.DTO.Portfolio.QpeNonManagedDto:
      properties:
        id:
          type: integer
          format: int32
        clientId:
          type: string
        asOfDt:
          type: string
          format: date-time
        ssN_TaxId:
          type: string
        registrationNm:
          type: string
        assetNm:
          type: string
        acctNum:
          type: string
        shares:
          type: string
        price:
          type: string
        startingVal:
          type: string
        mktVal:
          type: string
        fileNm:
          type: string
        createdBy:
          type: string
        createdDt:
          type: string
          format: date-time
        editedBy:
          type: string
        editedDt:
          type: string
          format: date-time
        isError:
          type: boolean
        errorText:
          type: string
      xml:
        name: QpeNonManagedDto
      type: object
  securitySchemes:
    Authorization:
      type: apiKey
      description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"'
      name: Authorization
      in: header