Orion Advisor Solutions

Orion Advisor Solutions Reporting/Performance API

The Reporting/Performance API from Orion Advisor Solutions — 10 operation(s) for reporting/performance.

GitHub OpenAPI

Operations 10

POST /v1/Reporting/Performance/Action/UpdateAstroTaxData Performance run specific update astro tax data #
POST /v1/Reporting/Performance/Action/UpdateAstroTaxData/All Performance run update astro tax data #
POST /v1/Reporting/Performance/DrillDownSummary Used to return a drill down summary of performance. #
POST /v1/Reporting/Performance/DrillDownSummary/ActiveFilters Performance drill down filters #
POST /v1/Reporting/Performance/Overview Returns Overview Performance. #
POST /v1/Reporting/Performance/ProductStatistics/Run Performance run product statistics #
GET /v1/Reporting/Performance/Run/{filename} Used to download a previously generated Performance Export #
POST /v1/Reporting/Performance/Verbose Used to verbosely return performance. #
POST /v1/Reporting/Performance/Verbose/Export/xls Performance get performance verbose export xls async #
POST /v1/Reporting/Performance/Verbose/Export/xlsx Performance get performance verbose export xlsx 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-reporting-performance-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-performance-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Reporting/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-performance-api-openapi.yml