# Orion Advisor Solutions Portfolio/Sub Advisors API

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

The Portfolio/SubAdvisors API from Orion Advisor Solutions — 17 operation(s) for portfolio/subadvisors.

## Operations (21)

| Method | Path | Summary |
|---|---|---|
| GET | `/v1/Portfolio/SubAdvisors` | Gets a list of sub-advisors that the logged in user has access to |
| GET | `/v1/Portfolio/SubAdvisors/{key}` | Gets the sub-advisor that has the provided key. |
| GET | `/v1/Portfolio/SubAdvisors/{key}/Accounts` | Gets a list of accounts that fall below the sub-advisor with the specified key… |
| GET | `/v1/Portfolio/SubAdvisors/{key}/Accounts/Value` | Gets a simple list of accounts (including aum for today) that fall below the… |
| GET | `/v1/Portfolio/SubAdvisors/{key}/Accounts/Value/{asOfDate}` | Gets a simple list of accounts (including aum for the end of the date… |
| POST | `/v1/Portfolio/SubAdvisors/{key}/Documents` | Sub advisors create blob async |
| GET | `/v1/Portfolio/SubAdvisors/{key}/Documents/{fileId}` | Gets a file for the sub-advisor with the specified key and the file with the… |
| PUT | `/v1/Portfolio/SubAdvisors/{key}/Documents/{fileId}` | Sub advisors update blob async |
| DELETE | `/v1/Portfolio/SubAdvisors/{key}/Documents/{fileId}` | Sub advisors delete blob |
| GET | `/v1/Portfolio/SubAdvisors/{key}/Documents/{fileId}/Download` | Gets the raw data of the specific file with the blobId provided which is… |
| PUT | `/v1/Portfolio/SubAdvisors/Action/Delete` | Sub advisors delete |
| GET | `/v1/Portfolio/SubAdvisors/Search` | Gets a list of plans that the logged in user has access to where the plan name… |
| GET | `/v1/Portfolio/SubAdvisors/Search/{search}` | Gets a list of plans that the logged in user has access to where the plan name… |
| GET | `/v1/Portfolio/SubAdvisors/Simple` | Sub advisors get simple |
| GET | `/v1/Portfolio/SubAdvisors/Value` | Gets a simple list of sub-advisors (including aum for today) that the logged in… |
| GET | `/v1/Portfolio/SubAdvisors/Value/{asOfDate}` | Gets a simple list of sub-advisors (including aum for the end of the date… |
| GET | `/v1/Portfolio/SubAdvisors/Verbose` | Sub advisors get all items verbose |
| POST | `/v1/Portfolio/SubAdvisors/Verbose` | Create new sub-advisor |
| GET | `/v1/Portfolio/SubAdvisors/Verbose/{key}` | Sub advisors get verbose by key |
| PUT | `/v1/Portfolio/SubAdvisors/Verbose/{key}` | Update sub-advisor |
| GET | `/v1/Portfolio/SubAdvisors/Verbose/New` | Sub advisors generate new verbose dto |

## Machine-readable artifacts (6)

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

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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-subadvisors-api/). The API's provider profile, Kin Score and agent-readiness rating are at https://apis.io/providers/orion-advisor-solutions/.