# Orion Advisor Solutions Portfolio/Security Classification API **Canonical:** https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-portfolio-securityclassification-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/Security Classification 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/SecurityClassification. The published artifact set on APIs.io includes an OpenAPI specification, API documentation, an API reference, and a getting-started guide. The Portfolio/SecurityClassification API from Orion Advisor Solutions — 64 operation(s) for portfolio/securityclassification. ## Operations (60 of 97) | Method | Path | Summary | |---|---|---| | POST | `/v1/Portfolio/SecurityClassification/Global/Assignments` | Retrieves global security class assignment records | | POST | `/v1/Portfolio/SecurityClassification/Global/Assignments/{globalMethodId}` | Retrieves global security class assignment records by download symbol for a… | | GET | `/v1/Portfolio/SecurityClassification/Global/Derivations` | Gets a list of Global Security Class Derivations. | | POST | `/v1/Portfolio/SecurityClassification/Global/Derivations` | Creates a Global Security Class Derivation | | GET | `/v1/Portfolio/SecurityClassification/Global/Derivations/{securityClassificationMethodId}/{baseSecurityClassId}/{derivedSecurityClassId}` | Gets a single Global Security Class Derivation | | DELETE | `/v1/Portfolio/SecurityClassification/Global/Derivations/{securityClassificationMethodId}/{baseSecurityClassId}/{derivedSecurityClassId}` | Delete a Global Security Class Derivation | | GET | `/v1/Portfolio/SecurityClassification/Global/MethodAlClients` | Gets a list of Security classification method AlClients global records. | | POST | `/v1/Portfolio/SecurityClassification/Global/MethodAlClients` | Creates a new Security classification method alclient global | | GET | `/v1/Portfolio/SecurityClassification/Global/MethodAlClients/{alClientId}/{methodGlobalId}` | Gets a Security classification method AlClients global record. | | DELETE | `/v1/Portfolio/SecurityClassification/Global/MethodAlClients/{alClientId}/{methodGlobalId}` | Deletes a Security classification method global by ID | | PUT | `/v1/Portfolio/SecurityClassification/Global/MethodAlClients/{methodGlobalId}` | Adds/Updates/Deletes AlClient access for a Security Classification Method | | GET | `/v1/Portfolio/SecurityClassification/Global/MethodRuleDataset` | Returns the method rule data sets for global security classification rule… | | GET | `/v1/Portfolio/SecurityClassification/Global/Methods` | Gets a list of Security classification method global data. | | POST | `/v1/Portfolio/SecurityClassification/Global/Methods` | Creates a new Security classification method global | | GET | `/v1/Portfolio/SecurityClassification/Global/Methods/{classificationMethodId}/MethodRules` | Get a list of Security Classification Method Rules by Method ID | | PUT | `/v1/Portfolio/SecurityClassification/Global/Methods/{classificationMethodId}/MethodRules` | Bulk add/edit/deletes Security Classification Method Rules record by… | | POST | `/v1/Portfolio/SecurityClassification/Global/Methods/{classificationMethodId}/MethodRules` | Create a Security Classification Method Rules record by Classification Method ID | | GET | `/v1/Portfolio/SecurityClassification/Global/Methods/{classificationMethodId}/MethodRules/{runOrder}` | Get a Security Classification Method Rules record by run order id | | PUT | `/v1/Portfolio/SecurityClassification/Global/Methods/{classificationMethodId}/MethodRules/{runOrder}` | Updates a Security Classification Method Rules record by Classification Method… | | DELETE | `/v1/Portfolio/SecurityClassification/Global/Methods/{classificationMethodId}/MethodRules/{runOrder}` | Deletes a Security Classification Method Rules record by Classification Method… | | POST | `/v1/Portfolio/SecurityClassification/Global/Methods/{classificationMethodId}/MethodRules/Preview/{impactedProducts}` | Methods global preview method rules async | | GET | `/v1/Portfolio/SecurityClassification/Global/Methods/{key}` | Gets Security classification method global for a single record by key | | PUT | `/v1/Portfolio/SecurityClassification/Global/Methods/{key}` | Updates a new Security classification method global | | DELETE | `/v1/Portfolio/SecurityClassification/Global/Methods/{key}` | Deletes a Security classification method global by ID | | POST | `/v1/Portfolio/SecurityClassification/Global/Methods/Actions/GlobalRecalculation/{key}` | Methods global global recalculation | | GET | `/v1/Portfolio/SecurityClassification/Global/Methods/ListForLocal` | Gets a list of Security classification method global data for local use. | | GET | `/v1/Portfolio/SecurityClassification/Global/Methods/Simple` | Gets a list of Security classification method global simple data | | GET | `/v1/Portfolio/SecurityClassification/Global/Methods/Verbose/{key}` | Methods global get verbose by key async | | PUT | `/v1/Portfolio/SecurityClassification/Global/Methods/Verbose/{key}` | Updates a verbose Security classification method global | | GET | `/v1/Portfolio/SecurityClassification/Global/Products` | Retrieves all Security Classification Product Globals based on the provided… | | PUT | `/v1/Portfolio/SecurityClassification/Global/Products/{classificationMethodId}` | Updates or inserts Security Classification Product Globals | | DELETE | `/v1/Portfolio/SecurityClassification/Global/Products/{classificationMethodId}` | Deletes all weightings for a specific Classification Method | | GET | `/v1/Portfolio/SecurityClassification/Global/Products/{classificationMethodId}/{productId}` | Retrieves the weightings for a specific Classification Method and Product | | PUT | `/v1/Portfolio/SecurityClassification/Global/Products/{classificationMethodId}/{productId}` | Updates or inserts Security Classification Product Globals | | DELETE | `/v1/Portfolio/SecurityClassification/Global/Products/{classificationMethodId}/{productId}` | Deletes all weightings for a specific Classification Method and Product | | GET | `/v1/Portfolio/SecurityClassification/Global/Products/{classificationMethodId}/AssignedCount` | Gets the count of assigned products for a classification method | | POST | `/v1/Portfolio/SecurityClassification/Global/Products/Import/Filter/{classificationMethodId}` | Allows uploading a list of products to be custom filtered by product ID or… | | POST | `/v1/Portfolio/SecurityClassification/Global/Products/Import/Upload/{classificationMethodId}` | Allows uploading a list of products to be assigned to a classification method | | GET | `/v1/Portfolio/SecurityClassification/Global/Products/View/{view}/Session` | Gets an entity session ID for views that require server-side product list… | | GET | `/v1/Portfolio/SecurityClassification/Global/SecurityClasses` | Gets a list of Security classification Security Class Data. | | GET | `/v1/Portfolio/SecurityClassification/Global/SecurityClasses/{key}` | Gets a Security classification Security Class by ID | | DELETE | `/v1/Portfolio/SecurityClassification/Global/SecurityClasses/{key}` | Deletes a GLobal Security Class by ID | | GET | `/v1/Portfolio/SecurityClassification/Global/SecurityClasses/{key}/AssociatedRecordCounts` | Get's a summary of associated record counts for a GLobal Security Class by ID | | PUT | `/v1/Portfolio/SecurityClassification/Global/SecurityClasses/DeleteMany` | Security classes global delete many async | | GET | `/v1/Portfolio/SecurityClassification/Global/SecurityClasses/Simple` | Gets a list of Security classification Security Class simple entityu data | | POST | `/v1/Portfolio/SecurityClassification/Global/SecurityClasses/Upsert` | Upsert Create/Edits a list of Global Security Class records | | POST | `/v1/Portfolio/SecurityClassification/Local/Assignments` | Retrieves security class assignment records | | GET | `/v1/Portfolio/SecurityClassification/Local/Derivations` | Gets a list of Local Security Class Derivations. | | POST | `/v1/Portfolio/SecurityClassification/Local/Derivations` | Creates a Local Security Class Derivation | | GET | `/v1/Portfolio/SecurityClassification/Local/Derivations/{securityClassificationMethodId}/{baseSecurityClassId}/{derivedSecurityClassId}` | Gets a single Local Security Class Derivation | | DELETE | `/v1/Portfolio/SecurityClassification/Local/Derivations/{securityClassificationMethodId}/{baseSecurityClassId}/{derivedSecurityClassId}` | Delete a Local Security Class Derivation | | GET | `/v1/Portfolio/SecurityClassification/Local/MethodRuleDataset` | Returns the method rule data sets for security classification rule configuration | | GET | `/v1/Portfolio/SecurityClassification/Local/Methods` | Gets a list of Security classification method local data. | | POST | `/v1/Portfolio/SecurityClassification/Local/Methods` | Creates a new Security classification method Local | | GET | `/v1/Portfolio/SecurityClassification/Local/Methods/{classificationMethodId}/MethodRules` | Get a list of Security Classification Method Rules by Method ID | | PUT | `/v1/Portfolio/SecurityClassification/Local/Methods/{classificationMethodId}/MethodRules` | Bulk add/edit/deletes Security Classification Method Rules record by… | | POST | `/v1/Portfolio/SecurityClassification/Local/Methods/{classificationMethodId}/MethodRules` | Create a Security Classification Method Rules record by Classification Method ID | | GET | `/v1/Portfolio/SecurityClassification/Local/Methods/{classificationMethodId}/MethodRules/{runOrder}` | Get a Security Classification Method Rules record by run order id | | PUT | `/v1/Portfolio/SecurityClassification/Local/Methods/{classificationMethodId}/MethodRules/{runOrder}` | Updates a Security Classification Method Rules record by Classification Method… | | DELETE | `/v1/Portfolio/SecurityClassification/Local/Methods/{classificationMethodId}/MethodRules/{runOrder}` | Deletes a Security Classification Method Rules record by Classification Method… | …and 37 more operations. They are listed in full on the page. ## Machine-readable artifacts (6) - **OpenAPI** — https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/openapi/orion-advisor-solutions-portfolio-securityclassification-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/SecurityClassification --- Profiled by [API Evangelist](https://apievangelist.com) and published on [APIs.io](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-portfolio-securityclassification-api/). The API's provider profile, Kin Score and agent-readiness rating are at https://apis.io/providers/orion-advisor-solutions/.