Orion Advisor Solutions

Orion Advisor Solutions Portfolio/Risk Categories API

The Portfolio/RiskCategories API from Orion Advisor Solutions — 14 operation(s) for portfolio/riskcategories.

GitHub OpenAPI

Operations 18

GET /v1/Portfolio/RiskCategories Gets a list of risk categories that the logged in user has access to #
GET /v1/Portfolio/RiskCategories/{key} Gets the risk category that has the provided key. #
PUT /v1/Portfolio/RiskCategories/Action/EstablishColors Generates a random color for every risk category that has no color. #
GET /v1/Portfolio/RiskCategories/Exclusions Gets a list of risk categories that the logged in user has access to #
GET /v1/Portfolio/RiskCategories/Simple Gets a simple list of riskCategories that the logged in user has access to #
GET /v1/Portfolio/RiskCategories/Simple/Search Gets a simple list of risk categories by the search criteria #
GET /v1/Portfolio/RiskCategories/Simple/Search/{search} Gets a simple list of risk categories by the search criteria #
GET /v1/Portfolio/RiskCategories/Value Gets a simple list of risk categories with most rescently cached value that the… #
GET /v1/Portfolio/RiskCategories/Verbose Risk categories get verbose #
PUT /v1/Portfolio/RiskCategories/Verbose Risk categories update verbose risk categories async #
POST /v1/Portfolio/RiskCategories/Verbose Create a risk category #
GET /v1/Portfolio/RiskCategories/Verbose/{key} Risk categories get verbose by key #
PUT /v1/Portfolio/RiskCategories/Verbose/{key} Risk categories update verbose risk category async #
DELETE /v1/Portfolio/RiskCategories/Verbose/{key} Used to delete an existing risk category. #
GET /v1/Portfolio/RiskCategories/Verbose/CanDelete/{key} Gets a list of errors if a delete was attempted on the risk category #
POST /v1/Portfolio/RiskCategories/Verbose/List Risk categories get verbose list by id #
POST /v1/Portfolio/RiskCategories/Verbose/List/Id Risk categories post V1 portfolio risk categories verbose list id #
GET /v1/Portfolio/RiskCategories/Verbose/New Risk categories get new verbose #

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-riskcategories-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-riskcategories-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Portfolio/Risk Categories 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-riskcategories-api-openapi.yml