# Orion Advisor Solutions Portfolio Data Sync/Data Sharing API

**Canonical:** https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-portfoliodatasync-datasharing-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 Data Sync/Data Sharing 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 PortfolioDataSync/DataSharing. The published artifact set on APIs.io includes an OpenAPI specification, API documentation, an API reference, and a getting-started guide.

The PortfolioDataSync/DataSharing API from Orion Advisor Solutions — 17 operation(s) for portfoliodatasync/datasharing.

## Operations (22)

| Method | Path | Summary |
|---|---|---|
| GET | `/v1/PortfolioDataSync/DataSharing/Sources` | Returns all DataSharingSource rows that match our current logged in identity as… |
| POST | `/v1/PortfolioDataSync/DataSharing/Sources` | Creates a new row and adds it to the datasharingsource table |
| GET | `/v1/PortfolioDataSync/DataSharing/Sources/{dataSharingSourceId}` | Gets all DataSharingSources filtered by the DataSharingSourceId |
| PUT | `/v1/PortfolioDataSync/DataSharing/Sources/{dataSharingSourceId}/Action/Deactivate` | Marks a source as inactive (active = false) |
| PUT | `/v1/PortfolioDataSync/DataSharing/Sources/{dataSharingSourceId}/Action/Description` | Sets the description |
| PUT | `/v1/PortfolioDataSync/DataSharing/Sources/{dataSharingSourceId}/Action/Reactivate` | Activates a source |
| PUT | `/v1/PortfolioDataSync/DataSharing/Sources/{dataSharingSourceId}/Action/UpdateFromSourceKeyAsync` | Updates an existing row from a sourcekey |
| GET | `/v1/PortfolioDataSync/DataSharing/Sources/{dataSharingSourceId}/Entities` | Returns all DataSharingSource rows that match our current logged in identity as… |
| POST | `/v1/PortfolioDataSync/DataSharing/Sources/{dataSharingSourceId}/Entities/Import` | Inserts records based on imported file |
| PUT | `/v1/PortfolioDataSync/DataSharing/Sources/{dataSharingSourceId}/Entities/Upsert` | Data sharing update entities async |
| PUT | `/v1/PortfolioDataSync/DataSharing/Sources/{dataSharingSourceId}/Entities/Upsert/Hypothetical` | Data sharing preview update entities async |
| GET | `/v1/PortfolioDataSync/DataSharing/Sources/{dataSharingSourceId}/EntityMapOverrides` | Data sharing get entity map overrides async |
| PUT | `/v1/PortfolioDataSync/DataSharing/Sources/{dataSharingSourceId}/EntityMapOverrides` | Data sharing save entity map overrides async |
| GET | `/v1/PortfolioDataSync/DataSharing/Sources/{dataSharingSourceId}/EntityMaps` | Retrieves All entity maps for the current alclientid |
| PUT | `/v1/PortfolioDataSync/DataSharing/Sources/{dataSharingSourceId}/EntityMaps` | Data sharing update all entity maps for current identity async |
| GET | `/v1/PortfolioDataSync/DataSharing/Sources/{dataSharingSourceId}/NotificationSetting` | Data sharing notification get data sharing notification async |
| POST | `/v1/PortfolioDataSync/DataSharing/Sources/{dataSharingSourceId}/NotificationSetting` | Data sharing notification upsert data sharing notification async |
| DELETE | `/v1/PortfolioDataSync/DataSharing/Sources/{dataSharingSourceId}/NotificationSetting` | Data sharing notification delete data sharing notification async |
| GET | `/v1/PortfolioDataSync/DataSharing/Sources/alClientId/{alClientId}` | Gets all DataSharingSources filtered where the client or destination source… |
| GET | `/v1/PortfolioDataSync/DataSharing/Sources/AllData` | Get all rows unfilered for DataSharingSource |
| GET | `/v1/PortfolioDataSync/DataSharing/Sources/dataSharingSourceUID/{dataSharingSourceUID}` | Gets all DataSharingSources filtered by the dataSharingSourceUid or "sourcekey" |
| GET | `/v1/PortfolioDataSync/DataSharing/Sources/EntityLink/IsActive` | Data sharing is entity data shared async |

## Machine-readable artifacts (6)

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

PortfolioDataSync/DataSharing

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