Orion Advisor Solutions

Orion Advisor Solutions Reporting/Fund Performance API

The Reporting/FundPerformance API from Orion Advisor Solutions — 46 operation(s) for reporting/fundperformance.

GitHub OpenAPI

Operations 65

GET /v1/Reporting/FundPerformance/GeminiFund Gemini funds get funds #
POST /v1/Reporting/FundPerformance/GeminiFund Gemini funds create new fund #
GET /v1/Reporting/FundPerformance/GeminiFund/{key} Gets the fund that has the provided key. #
PUT /v1/Reporting/FundPerformance/GeminiFund/{key} Gemini funds update fund #
DELETE /v1/Reporting/FundPerformance/GeminiFund/{key} Gemini funds delete #
POST /v1/Reporting/FundPerformance/GeminiFund/BackLoad Gemini funds create new load #
GET /v1/Reporting/FundPerformance/GeminiFund/BackLoad/{key}/{forYear}/{effectiveDate} Gets the fund that has the provided key. #
PUT /v1/Reporting/FundPerformance/GeminiFund/BackLoad/{key}/{forYear}/{effectiveDate} Gemini funds update back load #
PUT /v1/Reporting/FundPerformance/GeminiFund/BackLoad/Action/Delete Deletes every gemini fund backload provided in the list of ids #
GET /v1/Reporting/FundPerformance/GeminiFund/Data Gets the fund data that has the provided key. #
POST /v1/Reporting/FundPerformance/GeminiFund/Data Gemini funds create new data #
GET /v1/Reporting/FundPerformance/GeminiFund/Data/{key}/{rateDate} Gets the fund data that has the provided key. #
PUT /v1/Reporting/FundPerformance/GeminiFund/Data/{key}/{rateDate} Gemini funds update fund data #
DELETE /v1/Reporting/FundPerformance/GeminiFund/Data/{key}/{rateDate} Gemini funds delete fund data #
PUT /v1/Reporting/FundPerformance/GeminiFund/Data/Action/Delete Deletes every gemini fund data provided in the list of ids #
GET /v1/Reporting/FundPerformance/GeminiFund/Div Gets the fund div that has the provided key. #
POST /v1/Reporting/FundPerformance/GeminiFund/Div Gemini funds create new div #
GET /v1/Reporting/FundPerformance/GeminiFund/Div/{key}/{divYear} Gets the fund that has the provided key. #
PUT /v1/Reporting/FundPerformance/GeminiFund/Div/{key}/{divYear} Gemini funds put V1 reporting fund performance gemini fund div by key by div… #
PUT /v1/Reporting/FundPerformance/GeminiFund/Div/Action/Delete Deletes every fund backload provided in the list of ids #
GET /v1/Reporting/FundPerformance/GeminiFund/DivDetail Gets the fund data that has the provided key. #
POST /v1/Reporting/FundPerformance/GeminiFund/DivDetail Gemini funds create new div detail #
GET /v1/Reporting/FundPerformance/GeminiFund/DivDetail/{key}/{rateDate} Gets the fund that has the provided key. #
PUT /v1/Reporting/FundPerformance/GeminiFund/DivDetail/{key}/{rateDate} Gemini funds update div detail #
PUT /v1/Reporting/FundPerformance/GeminiFund/DivDetail/Action/Delete Deletes every gemini fund backload provided in the list of ids #
POST /v1/Reporting/FundPerformance/GeminiFund/FrontLoad Create new front load record #
GET /v1/Reporting/FundPerformance/GeminiFund/FrontLoad/{key}/{effectiveDate}/{starting} Gets the fund that has the provided key. #
PUT /v1/Reporting/FundPerformance/GeminiFund/FrontLoad/{key}/{effectiveDate}/{starting} Update the front load record that has the provided key #
PUT /v1/Reporting/FundPerformance/GeminiFund/FrontLoad/Action/Delete Deletes front load records provided the list of keys #
POST /v1/Reporting/FundPerformance/GeminiFund/GeminiImport Gemini funds import account referral schedules #
GET /v1/Reporting/FundPerformance/GeminiFund/Inception/{key} Get the inception date of fund that has the provided key. #
POST /v1/Reporting/FundPerformance/GeminiFund/Index Gemini funds create index #
GET /v1/Reporting/FundPerformance/GeminiFund/Index/{key} Gets the index that has the provided key. #
GET /v1/Reporting/FundPerformance/GeminiFund/Index/{key}/Links Gets the fund that has the provided key. #
GET /v1/Reporting/FundPerformance/GeminiFund/Index/Simple/Search Gemini funds get simple index search #
GET /v1/Reporting/FundPerformance/GeminiFund/Index/Simple/Search/{search} Gemini funds get V1 reporting fund performance gemini fund index simple search… #
GET /v1/Reporting/FundPerformance/GeminiFund/IndexLink/{key}/{indexNumber} Gets the fund that has the provided key. #
PUT /v1/Reporting/FundPerformance/GeminiFund/IndexLink/Action/Delete Deletes every fund backload provided in the list of ids #
GET /v1/Reporting/FundPerformance/GeminiFund/Loads Gets the fund data that has the provided key. #
POST /v1/Reporting/FundPerformance/GeminiFund/Performance Gemini funds get performance #
GET /v1/Reporting/FundPerformance/GeminiFund/Simple Gemini funds get simple #
GET /v1/Reporting/FundPerformance/GeminiFund/Simple/Search Gemini funds get simple fund search #
GET /v1/Reporting/FundPerformance/GeminiFund/Simple/Search/{search} Gemini funds get V1 reporting fund performance gemini fund simple search by… #
GET /v1/Reporting/FundPerformance/GeminiFund/StartPrice/{key} Get the start date price of fund that has the provided key. #
GET /v1/Reporting/FundPerformance/GeminiFundCalendar Get the list of calendar dates #
GET /v1/Reporting/FundPerformance/GeminiFundCalendar/{key} Gets the fund data that has the provided key. #
PUT /v1/Reporting/FundPerformance/GeminiFundCalendar/{key} Gemini fund calendars update calendar #
POST /v1/Reporting/FundPerformance/GeminiFundCalendar/Add Gemini fund calendars create new calendar #
GET /v1/Reporting/FundPerformance/GeminiFundGroup Gets the fund that has the provided key. #
POST /v1/Reporting/FundPerformance/GeminiFundGroup Gemini fund groups create new group #
GET /v1/Reporting/FundPerformance/GeminiFundGroup/{key} Gets the fund data that has the provided key. #
PUT /v1/Reporting/FundPerformance/GeminiFundGroup/{key} Gemini fund groups update group #
PUT /v1/Reporting/FundPerformance/GeminiFundGroup/Action/Delete Gemini fund groups action delete #
GET /v1/Reporting/FundPerformance/GeminiFundGroup/GetByGroupName Gets the fund data that has the provided key. #
GET /v1/Reporting/FundPerformance/GeminiFundGroup/Simple/{fundKey} Gets the fund groups #
GET /v1/Reporting/FundPerformance/GeminiFundTax Gemini fund taxes get tax rates #
POST /v1/Reporting/FundPerformance/GeminiFundTax Gemini fund taxes create new tax #
GET /v1/Reporting/FundPerformance/GeminiFundTax/{key} Gets the tax data that has the provided key. #
PUT /v1/Reporting/FundPerformance/GeminiFundTax/{key} Update Tax information #
PUT /v1/Reporting/FundPerformance/GeminiFundTax/Action/Delete Gemini fund taxes action delete #
GET /v1/Reporting/FundPerformance/Reports/YardstickAllPerf Returns the results of spimGeminiFundPerfAllInd report #
GET /v1/Reporting/FundPerformance/Reports/YardstickHypothetical Returns the results of pimGeminiFundPerfHypothetical report #

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-fundperformance-api-openapi.yml

Other Resources

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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-fundperformance-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Reporting/Fund Performance 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-fundperformance-api-openapi.yml