Orion Advisor Solutions

Orion Advisor Solutions Portfolio/Validate Import API

The Portfolio/ValidateImport API from Orion Advisor Solutions — 76 operation(s) for portfolio/validateimport.

GitHub OpenAPI

Operations 80

POST /v1/Portfolio/ValidateImport/Clients Portfolio validate import clients import invite clients #
POST /v1/Portfolio/ValidateImport/FinancialPlanningFee Portfolio validate import financial planning fee import client FPF async #
POST /v1/Portfolio/ValidateImport/FinancialPlanningFee/List Used to create a new composite accounts. #
GET /v1/Portfolio/ValidateImport/FinancialPlanningFee/Templates/Csv Portfolio validate import financial planning fee get csv template #
GET /v1/Portfolio/ValidateImport/FinancialPlanningFee/Templates/Xls Portfolio validate import financial planning fee get xls template #
GET /v1/Portfolio/ValidateImport/FinancialPlanningFee/Templates/Xlsx Portfolio validate import financial planning fee get xlsx template #
POST /v1/Portfolio/ValidateImport/HypotheticalMonthlyPerformance Portfolio validate import hypothetical monthly performance value post as… #
GET /v1/Portfolio/ValidateImport/HypotheticalMonthlyPerformance/Templates/Csv Portfolio validate import hypothetical monthly performance value get csv… #
GET /v1/Portfolio/ValidateImport/HypotheticalMonthlyPerformance/Templates/Xls Portfolio validate import hypothetical monthly performance value get xls… #
GET /v1/Portfolio/ValidateImport/HypotheticalMonthlyPerformance/Templates/Xlsx Portfolio validate import hypothetical monthly performance value get xlsx… #
GET /v1/Portfolio/ValidateImport/MasterClientListWizard Get all Mcl Wizard Setps Items #
POST /v1/Portfolio/ValidateImport/MasterClientListWizard Takes an xlsx, xls, or csv file as multipart content. #
GET /v1/Portfolio/ValidateImport/MasterClientListWizard/{key} Gets the Mcl Wizard Instance Item that has the provided key. #
DELETE /v1/Portfolio/ValidateImport/MasterClientListWizard/{key} Portfolio validate import master client list wizard delete async #
POST /v1/Portfolio/ValidateImport/MasterClientListWizard/{key}/Commit Commit the Mcl Wizard Instance data for provided key #
GET /v1/Portfolio/ValidateImport/MasterClientListWizard/{key}/Custodian Gets the Custodian errors within Mcl Wizard Instance key provided. #
POST /v1/Portfolio/ValidateImport/MasterClientListWizard/{key}/EntityUpdate Update the Mcl Wizard RepId, RegistrationTypeId, CustodianId, or FundFamilyId… #
GET /v1/Portfolio/ValidateImport/MasterClientListWizard/{key}/Export Gets an xlsx file representation of the composite report #
GET /v1/Portfolio/ValidateImport/MasterClientListWizard/{key}/FundFamily Gets the Fund Family errors within Mcl Wizard Instance key provided . #
GET /v1/Portfolio/ValidateImport/MasterClientListWizard/{key}/Household Gets the Mcl Wizard Household Items that that need correction for the provided… #
POST /v1/Portfolio/ValidateImport/MasterClientListWizard/{key}/Household Update the Mcl Wizard Household Items for provided key #
GET /v1/Portfolio/ValidateImport/MasterClientListWizard/{key}/Registration Gets the Registration errors within Mcl Wizard Instance key provided . #
POST /v1/Portfolio/ValidateImport/MasterClientListWizard/{key}/Registration Update the Mcl Wizard Registration data for provided key #
GET /v1/Portfolio/ValidateImport/MasterClientListWizard/{key}/RegistrationType Gets the Registration Type errors within Mcl Wizard Instance key provided. #
GET /v1/Portfolio/ValidateImport/MasterClientListWizard/{key}/Representative Gets the Representative errors within Mcl Wizard Instance key provided. #
GET /v1/Portfolio/ValidateImport/MasterClientListWizard/{key}/Summary Gets the Summary within Mcl Wizard Instance key provided . #
POST /v1/Portfolio/ValidateImport/MergeAccounts Portfolio validate import merge accounts import related households async #
GET /v1/Portfolio/ValidateImport/MergeAccounts/Templates/Csv Portfolio validate import merge accounts get csv template #
GET /v1/Portfolio/ValidateImport/MergeAccounts/Templates/Xls Portfolio validate import merge accounts get xls template #
GET /v1/Portfolio/ValidateImport/MergeAccounts/Templates/Xlsx Portfolio validate import merge accounts get xlsx template #
POST /v1/Portfolio/ValidateImport/NewPortfolio Portfolio validate import accounts import accounts async #
POST /v1/Portfolio/ValidateImport/NewPortfolio/Process Portfolio validate import accounts process accounts async #
POST /v1/Portfolio/ValidateImport/Participant Portfolio validate import participants import participants async #
GET /v1/Portfolio/ValidateImport/Participant/Templates/Csv Portfolio validate import participants get csv template #
GET /v1/Portfolio/ValidateImport/Participant/Templates/Xls Portfolio validate import participants get xls template #
GET /v1/Portfolio/ValidateImport/Participant/Templates/Xlsx Portfolio validate import participants get xlsx template #
POST /v1/Portfolio/ValidateImport/ProductCategoryWeighted Portfolio validate import product category weighted import product category… #
PUT /v1/Portfolio/ValidateImport/ProductCategoryWeighted/Import Portfolio validate import product category weighted import product category… #
GET /v1/Portfolio/ValidateImport/ProductCategoryWeighted/Templates/Csv Portfolio validate import product category weighted get csv template #
GET /v1/Portfolio/ValidateImport/ProductCategoryWeighted/Templates/Xls Portfolio validate import product category weighted get xls template #
GET /v1/Portfolio/ValidateImport/ProductCategoryWeighted/Templates/Xlsx Portfolio validate import product category weighted get xlsx template #
POST /v1/Portfolio/ValidateImport/ProductClassWeighted Portfolio validate import product class weighted import product class weighted… #
PUT /v1/Portfolio/ValidateImport/ProductClassWeighted/Import Portfolio validate import product class weighted import product class weighted #
GET /v1/Portfolio/ValidateImport/ProductClassWeighted/Templates/Csv Portfolio validate import product class weighted get csv template #
GET /v1/Portfolio/ValidateImport/ProductClassWeighted/Templates/Xls Portfolio validate import product class weighted get xls template #
GET /v1/Portfolio/ValidateImport/ProductClassWeighted/Templates/Xlsx Portfolio validate import product class weighted get xlsx template #
POST /v1/Portfolio/ValidateImport/ProductsPricesLocal Portfolio validate import products prices local import related households async #
GET /v1/Portfolio/ValidateImport/ProductsPricesLocal/Templates/Csv Portfolio validate import products prices local get csv template #
GET /v1/Portfolio/ValidateImport/ProductsPricesLocal/Templates/Xls Portfolio validate import products prices local get xls template #
GET /v1/Portfolio/ValidateImport/ProductsPricesLocal/Templates/Xlsx Portfolio validate import products prices local get xlsx template #
POST /v1/Portfolio/ValidateImport/RMDUpdate Takes an xlsx, xls, or csv file as multipart content. #
POST /v1/Portfolio/ValidateImport/RMDUpdate/Process Portfolio validate import rmd update mass update RMD async #
POST /v1/Portfolio/ValidateImport/Sloa Portfolio validate import sloa import sloas async #
PUT /v1/Portfolio/ValidateImport/Sloa/Import Portfolio validate import sloa import sloas #
GET /v1/Portfolio/ValidateImport/Sloa/Templates/Csv Portfolio validate import sloa get csv template #
GET /v1/Portfolio/ValidateImport/Sloa/Templates/Xls Portfolio validate import sloa get xls template #
GET /v1/Portfolio/ValidateImport/Sloa/Templates/Xlsx Portfolio validate import sloa get xlsx template #
POST /v1/Portfolio/ValidateImport/StoredPerformance Portfolio validate import stored performance import stored performance async #
POST /v1/Portfolio/ValidateImport/StoredPerformance/ExportErrors Portfolio validate import stored performance export errors async #
GET /v1/Portfolio/ValidateImport/StoredPerformance/ExportErrors/{filename} Portfolio validate import stored performance run report async #
PUT /v1/Portfolio/ValidateImport/StoredPerformance/Import Portfolio validate import stored performance put V1 portfolio validate import… #
PUT /v1/Portfolio/ValidateImport/StoredPerformance/Import/{cacheKey} Portfolio validate import stored performance import stored performance by key… #
GET /v1/Portfolio/ValidateImport/StoredPerformance/Templates/Csv Portfolio validate import stored performance get csv template #
GET /v1/Portfolio/ValidateImport/StoredPerformance/Templates/Xls Portfolio validate import stored performance get xls template #
GET /v1/Portfolio/ValidateImport/StoredPerformance/Templates/Xlsx Portfolio validate import stored performance get xlsx template #
POST /v1/Portfolio/ValidateImport/TargetAllocationAccount Portfolio validate import target allocation account import related households… #
GET /v1/Portfolio/ValidateImport/TargetAllocationAccount/Templates/Csv Portfolio validate import target allocation account get csv template #
GET /v1/Portfolio/ValidateImport/TargetAllocationAccount/Templates/Xls Portfolio validate import target allocation account get xls template #
GET /v1/Portfolio/ValidateImport/TargetAllocationAccount/Templates/Xlsx Portfolio validate import target allocation account get xlsx template #
POST /v1/Portfolio/ValidateImport/TargetAllocationClient Portfolio validate import target allocation client import related households… #
GET /v1/Portfolio/ValidateImport/TargetAllocationClient/Templates/Csv Portfolio validate import target allocation client get csv template #
GET /v1/Portfolio/ValidateImport/TargetAllocationClient/Templates/Xls Portfolio validate import target allocation client get xls template #
GET /v1/Portfolio/ValidateImport/TargetAllocationClient/Templates/Xlsx Portfolio validate import target allocation client get xlsx template #
POST /v1/Portfolio/ValidateImport/TaxSchedules Takes an xlsx, xls, or csv file as multipart content. #
POST /v1/Portfolio/ValidateImport/TaxSchedules/ProcessImport The method runs a buld insert to a temp table from the import file then runs a… #
POST /v1/Portfolio/ValidateImport/TaxSchedules/Revalidate Takes a List ValidateTaxScheduleDto. #
POST /v1/Portfolio/ValidateImport/Transaction Portfolio validate import transactions import transactions async #
GET /v1/Portfolio/ValidateImport/Transaction/Templates/Csv Portfolio validate import transactions get csv template #
GET /v1/Portfolio/ValidateImport/Transaction/Templates/Xls Portfolio validate import transactions get xls template #
GET /v1/Portfolio/ValidateImport/Transaction/Templates/Xlsx Portfolio validate import transactions get xlsx template #

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-validateimport-api-openapi.yml

Other Resources

🔗
Webhooks
https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/asyncapi/orion-advisor-solutions-webhooks.yml

Work with this as data

Every API here is available over the APIs.io API and to AI agents over MCP.

MCP server

One button, every client — Claude, Cursor, VS Code and the rest.

https://apis.io/mcp

Tools for apis

7 MCP tools reach this
  • find_apisBrowse and filter every API in the catalog.
  • get_api_artifactsOne API's artifacts, grouped by type.
  • get_openapiThe primary OpenAPI for this API.
  • find_similar_apisAPIs that look like this one.
  • apis_io_searchSTART HERE — APIs, providers and tags for one query, each with its total.
  • resolveTurn a domain, URL or GitHub org into the provider it belongs to.
  • find_cohortsEvery scored population of providers in the catalog.
All 92 tools →

Call it yourself

curl for this page
This API 
curl "https://apis.io/api/v1/apis/orion-advisor-solutions-portfolio-validateimport-api"
All apis 
curl "https://apis.io/api/v1/apis?limit=25"

Discovery needs no key. Ratings and market analysis are Pro.

Get an API key

Free tier, no form to fill in. Signing in shares your email address with us — we store it to create your key and to recognise you if you sign in with another provider. See our Privacy Policy and Terms.

GitHub Google LinkedIn

A second provider on the same verified email joins the account you already have.

OpenAPI Specification

orion-advisor-solutions-portfolio-validateimport-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Portfolio/Validate Import API
  x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:


# --- truncated at 32 KB (306 KB total) ---
# Full source: https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/openapi/orion-advisor-solutions-portfolio-validateimport-api-openapi.yml