Orion Advisor Solutions

Orion Advisor Solutions Rep Exp Trading/{entity Enum} API

The RepExpTrading/{entityEnum} API from Orion Advisor Solutions — 61 operation(s) for repexptrading/{entityenum}.

GitHub OpenAPI

Operations 69

GET /v1/RepExpTrading/{entityEnum}/{entityId}/Audit/Nonsleeve Audit get nonsleeved history async #
GET /v1/RepExpTrading/{entityEnum}/{entityId}/Audit/Sleeve Audit get #
POST /v1/RepExpTrading/{entityEnum}/{entityId}/CustomIndexing Custom indexing get custom indexing configuration async #
GET /v1/RepExpTrading/{entityEnum}/{entityId}/CustomIndexing/{hashKey}/Proposal Custom indexing get proposal for hash key async #
GET /v1/RepExpTrading/{entityEnum}/{entityId}/CustomIndexing/Astro/{templateName} Custom indexing get astro template async #
POST /v1/RepExpTrading/{entityEnum}/{entityId}/CustomIndexing/Astro/Settings Custom indexing update astro settings async #
GET /v1/RepExpTrading/{entityEnum}/{entityId}/CustomIndexing/ModelAgg/Astro/{templateName} Custom indexing get model agg by astro template #
GET /v1/RepExpTrading/{entityEnum}/{entityId}/Eclipse/FirmToken Eclipse firm token get eclipse firm token async #
GET /v1/RepExpTrading/{entityEnum}/{entityId}/Entity/Account/{accountId}/Holdings Account entity get account holdings async #
GET /v1/RepExpTrading/{entityEnum}/{entityId}/Entity/ManagementStyles Management styles get available management styles async #
GET /v1/RepExpTrading/{entityEnum}/{entityId}/Entity/ManagementStyles/Simple Management styles get simple management styles async #
POST /v1/RepExpTrading/{entityEnum}/{entityId}/Entity/Model Model entity create model async #
PUT /v1/RepExpTrading/{entityEnum}/{entityId}/Entity/Model/{modelAggId} Model entity update model async #
DELETE /v1/RepExpTrading/{entityEnum}/{entityId}/Entity/Model/{modelId} Model entity delete model async #
GET /v1/RepExpTrading/{entityEnum}/{entityId}/Entity/Model/SearchConfig Returns the configuration for model entity Used in Advisor Portal Sleeve… #
GET /v1/RepExpTrading/{entityEnum}/{entityId}/Entity/Model/Ticker/{ticker} Model entity get models by ticker async #
POST /v1/RepExpTrading/{entityEnum}/{entityId}/Entity/Model/Ticker/{ticker}/Accounts Model entity get accounts with ticker by model async #
GET /v1/RepExpTrading/{entityEnum}/{entityId}/Entity/ModelAgg/{modelAggId}/{accountId}/Allocations Model agg entity get holdings for account async #
GET /v1/RepExpTrading/{entityEnum}/{entityId}/Entity/ModelAgg/Lookup Model agg entity get #
GET /v1/RepExpTrading/{entityEnum}/{entityId}/Entity/SubAdvisor Sub advisor entity get available sub advisors async #
GET /v1/RepExpTrading/{entityEnum}/{entityId}/Entity/SubAdvisor/Simple Sub advisor entity get simple sub advisors async #
GET /v1/RepExpTrading/{entityEnum}/{entityId}/ModelAssignment Model assignment get model assignments async #
POST /v1/RepExpTrading/{entityEnum}/{entityId}/ModelAssignment Model assignment update account models async #
POST /v1/RepExpTrading/{entityEnum}/{entityId}/ModelAssignment/Accounts Model assignment assignment accounts async #
POST /v1/RepExpTrading/{entityEnum}/{entityId}/ModelAssignment/Rebalance Model assignment rebalance model async #
POST /v1/RepExpTrading/{entityEnum}/{entityId}/ModelAssignment/Rebalance/Model Model assignment rebalance model account async #
POST /v1/RepExpTrading/{entityEnum}/{entityId}/ModelAssignment/Update Model assignment update portfolio model async #
POST /v1/RepExpTrading/{entityEnum}/{entityId}/PortfolioCompare/ImplementScenario Portfolio compare implement scenario implement compare tool scenario async #
GET /v1/RepExpTrading/{entityEnum}/{entityId}/PortfolioCompare/Info Portfolio compare info get cash info async #
GET /v1/RepExpTrading/{entityEnum}/{entityId}/PortfolioCompare/Rebalancer Portfolio compare rebalancer get rebalance request async #
POST /v1/RepExpTrading/{entityEnum}/{entityId}/PortfolioCompare/Rebalancer Portfolio compare rebalancer rebalance async #
GET /v1/RepExpTrading/{entityEnum}/{entityId}/PortfolioViewSettings Portfolio view settings get portfolio view settings async #
GET /v1/RepExpTrading/{entityEnum}/{entityId}/PortfolioViewSettings/EntityData Portfolio view settings get portfolio view entity data async #
GET /v1/RepExpTrading/{entityEnum}/{entityId}/PortfolioViewSettings/EntityIsSleeved Portfolio view settings get entity is sleeved async #
GET /v1/RepExpTrading/{entityEnum}/{entityId}/Products/Details Search products get details for products async #
GET /v1/RepExpTrading/{entityEnum}/{entityId}/Products/RiskScore Use 'Details' endpoint because it is more accurately named. #
GET /v1/RepExpTrading/{entityEnum}/{entityId}/Products/Search Search products search products async #
GET /v1/RepExpTrading/{entityEnum}/{entityId}/Products/Search/Cloud Search products search cloud products async #
POST /v1/RepExpTrading/{entityEnum}/{entityId}/SelfDirected Self directed create self directed model async #
GET /v1/RepExpTrading/{entityEnum}/{entityId}/SelfDirected/{id} Self directed get self directed model async #
PUT /v1/RepExpTrading/{entityEnum}/{entityId}/SelfDirected/{modelAggId} Self directed update self directed model async #
GET /v1/RepExpTrading/{entityEnum}/{entityId}/SelfDirected/DeductFee Self directed get deduct fee async #
PUT /v1/RepExpTrading/{entityEnum}/{entityId}/SelfDirected/DeductFee Self directed update deduct fee async #
GET /v1/RepExpTrading/{entityEnum}/{entityId}/SelfDirected/New Self directed get new self directed model async #
GET /v1/RepExpTrading/{entityEnum}/{entityId}/SetAsideCash Set aside cash get set aside cash async #
POST /v1/RepExpTrading/{entityEnum}/{entityId}/SetAsideCash Set aside cash save set aside cash async #
DELETE /v1/RepExpTrading/{entityEnum}/{entityId}/SetAsideCash/{setAsideCashId} Set aside cash delete set aside cash async #
GET /v1/RepExpTrading/{entityEnum}/{entityId}/SleeveAssignment Sleeve assignment get sleeve assignment configuration async #
POST /v1/RepExpTrading/{entityEnum}/{entityId}/SleeveAssignment Sleeve assignment edit sleeves async #
POST /v1/RepExpTrading/{entityEnum}/{entityId}/SleeveAssignment/Rebalance Sleeve assignment rebalance sleeve async #
POST /v1/RepExpTrading/{entityEnum}/{entityId}/SleeveAssignment/SleeveStrategy Sleeve assignment sleeve strategy assignment async #
GET /v1/RepExpTrading/{entityEnum}/{entityId}/SleeveAssignment/SleeveStrategy/{sleeveStrategyAggId} Sleeve assignment get sleeve strategy async #
POST /v1/RepExpTrading/{entityEnum}/{entityId}/SleeveAssignment/Validate Sleeve assignment validate sleeve strategy async #
GET /v1/RepExpTrading/{entityEnum}/{entityId}/TradeInstances Trade instances get trade instances async #
DELETE /v1/RepExpTrading/{entityEnum}/{entityId}/TradeInstances/{tradeInstanceId} Trade instances delete trade instance async #
GET /v1/RepExpTrading/{entityEnum}/{entityId}/TradeInstances/{tradeInstanceId}/Orders Trade instances get trade instance orders async #
POST /v1/RepExpTrading/{entityEnum}/{entityId}/TradeOrders/GlobalTrades Trade orders create global trades async #
POST /v1/RepExpTrading/{entityEnum}/{entityId}/TradeOrders/GlobalTrades/List Trade orders post V1 rep exp trading by entity enum by entity id trade orders… #
POST /v1/RepExpTrading/{entityEnum}/{entityId}/TradeOrders/GlobalTrades/Validate Trade orders validate global trades async #
GET /v1/RepExpTrading/{entityEnum}/{entityId}/TradeOrders/HasOrders Trade orders has pending orders async #
GET /v1/RepExpTrading/{entityEnum}/{entityId}/TradeOrders/TradeDetails Trade orders get trade details async #
POST /v1/RepExpTrading/{entityEnum}/{entityId}/TradeOrders/TradeDetails Trade orders create buy sell trades async #
GET /v1/RepExpTrading/{entityEnum}/{entityId}/TradeOrders/TradeDetails/Nonsleeve Trade orders get nonsleeved history async #
POST /v1/RepExpTrading/{entityEnum}/{entityId}/TradeOrders/TradeDetails/Nonsleeve Trade orders create nonsleeve buy sell trades async #
POST /v1/RepExpTrading/{entityEnum}/{entityId}/TradeOrders/TradeDetails/NonSleeve/Rebalance Trade orders rebalance non sleeve account async #
POST /v1/RepExpTrading/{entityEnum}/{entityId}/TradeOrders/TradeDetails/Nonsleeve/Validate Trade orders validate nonsleeve buy sell trades async #
POST /v1/RepExpTrading/{entityEnum}/{entityId}/TradeOrders/TradeDetails/Validate Trade orders validate buy sell trades async #
GET /v1/RepExpTrading/{entityEnum}/{entityId}/TradingPreferences Trading preferences get eclipse trading preferences async #
POST /v1/RepExpTrading/{entityEnum}/{entityId}/TradingPreferences Trading preferences update eclipse trading preferences async #

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-repexptrading-entityenum-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-repexptrading-entityenum-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Rep Exp Trading/{entity Enum} 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-repexptrading-entityenum-api-openapi.yml