Orion Advisor Solutions

Orion Advisor Solutions Reporting/Activity API

The Reporting/Activity API from Orion Advisor Solutions — 12 operation(s) for reporting/activity.

GitHub OpenAPI

Operations 12

GET /v1/Reporting/Activity/{entity}/{entityId}/Value Method to get value for the entity specified #
GET /v1/Reporting/Activity/{entity}/{entityId}/Value/{asOfDate} Method to get value for the entity specified #
GET /v1/Reporting/Activity/CostBasis Returns aggregated cost basis information for each asset in the requested… #
POST /v1/Reporting/Activity/DrillDownSummary Used to return a drill down summary of activity. #
POST /v1/Reporting/Activity/EstimatedIncome Method to retrieve estimated income yields and other values for the provided… #
POST /v1/Reporting/Activity/FixedIncome Method to retrieve fixed income yields and other values for the provided entity #
POST /v1/Reporting/Activity/FixedIncome/Detail Method to retrieve fixed income yields and other values for the provided… #
POST /v1/Reporting/Activity/Holdings Returns holding (asset level) data for a specified "run for entity" grouped by… #
POST /v1/Reporting/Activity/Holdings/Unmanaged Returns unmanaged holding (asset level) data for a specified "run for entity"… #
POST /v1/Reporting/Activity/TargetAndActual Used to return the comparison of Actual allocations to the target allocation… #
POST /v1/Reporting/Activity/TransactionBreakdown Used to verbosely return activity. #
POST /v1/Reporting/Activity/Verbose Used to verbosely return activity. #

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-reporting-activity-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-reporting-activity-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Reporting/Activity 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-reporting-activity-api-openapi.yml