# Orion Advisor Solutions Portfolio/Transactions API **Canonical:** https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-portfolio-transactions-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/Transactions 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/Transactions. The published artifact set on APIs.io includes an OpenAPI specification, API documentation, an API reference, and a getting-started guide. The Portfolio/Transactions API from Orion Advisor Solutions — 23 operation(s) for portfolio/transactions. ## Operations (29) | Method | Path | Summary | |---|---|---| | 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/Simple/Search` | Transactions search | | 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 | ## Machine-readable artifacts (6) - **OpenAPI** — https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/openapi/orion-advisor-solutions-portfolio-transactions-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/Transactions --- Profiled by [API Evangelist](https://apievangelist.com) and published on [APIs.io](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-portfolio-transactions-api/). The API's provider profile, Kin Score and agent-readiness rating are at https://apis.io/providers/orion-advisor-solutions/.