Orion Advisor Solutions

Orion Advisor Solutions Portfolio/Transactions API

The Portfolio/Transactions API from Orion Advisor Solutions — 23 operation(s) for portfolio/transactions.

GitHub OpenAPI

Operations 29

GET /v1/Portfolio/Transactions Transactions get async #
PUT /v1/Portfolio/Transactions Simple dto update #
GET /v1/Portfolio/Transactions/{key} Gets the transaction that has the provided key. #
PUT /v1/Portfolio/Transactions/{key} Simple dto update #
PUT /v1/Portfolio/Transactions/{key}/Action/MoveToAsset/{assetId} Move transaction to different asset #
GET /v1/Portfolio/Transactions/{key}/UserDefinedFields Transactions get user defined fields #
PUT /v1/Portfolio/Transactions/Action/DAZLOverride Transactions action transaction DAZL override #
PUT /v1/Portfolio/Transactions/Action/Delete Transactions action delete async #
PUT /v1/Portfolio/Transactions/Action/Delete/{key} Delete the transaction provided #
PUT /v1/Portfolio/Transactions/Action/Delete/Eclipse Transactions action delete transactions from eclipse async #
POST /v1/Portfolio/Transactions/Alternative Upsert a single alternative transaction #
PUT /v1/Portfolio/Transactions/Alternative/Action/StatusChange/{status} Transactions alternative action status change #
POST /v1/Portfolio/Transactions/Alternative/List Upsert many transaction activities #
PUT /v1/Portfolio/Transactions/CorporateAction/List Update multiple transactions associated with a Corporate Action #
POST /v1/Portfolio/Transactions/List Gets a list of transactions that match one of the keys in the provided list #
POST /v1/Portfolio/Transactions/List/Id Gets a list of transactions that match one of the keys in the provided list #
GET /v1/Portfolio/Transactions/ValidationForUnsleeving/{key} Unsleeving Process validation. #
GET /v1/Portfolio/Transactions/Verbose Transactions get verbose #
PUT /v1/Portfolio/Transactions/Verbose Update multiple transactions #
POST /v1/Portfolio/Transactions/Verbose Create transaction #
GET /v1/Portfolio/Transactions/Verbose/{key} Transactions get verbose by key async #
PUT /v1/Portfolio/Transactions/Verbose/{key} Update single transaction #
POST /v1/Portfolio/Transactions/Verbose/Alternative Upsert a single alternative transaction and possible activity children #
POST /v1/Portfolio/Transactions/Verbose/Alternative/List Upsert many alternative transaction and their possible activity children #
POST /v1/Portfolio/Transactions/Verbose/List Transactions get verbose list by id #
POST /v1/Portfolio/Transactions/Verbose/List/Id Transactions post V1 portfolio transactions verbose list id #
GET /v1/Portfolio/Transactions/Verbose/New Transactions get new verbose #
POST /v1/Portfolio/Transactions/Verbose/New Create transactions #

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-transactions-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-transactions-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Portfolio/Transactions 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-transactions-api-openapi.yml