Orion Advisor Solutions Reporting/Scope API
The Reporting/Scope API from Orion Advisor Solutions — 1 operation(s) for reporting/scope.
Work with this as data
Every API here is available over the APIs.io API and to AI agents over MCP.
MCP server
One button, every client — Claude, Cursor, VS Code and the rest.
https://apis.io/mcp
Tools for apis
7 MCP tools reach this
find_apisBrowse and filter every API in the catalog.get_api_artifactsOne API's artifacts, grouped by type.get_openapiThe primary OpenAPI for this API.find_similar_apisAPIs that look like this one.apis_io_searchSTART HERE — APIs, providers and tags for one query, each with its total.resolveTurn a domain, URL or GitHub org into the provider it belongs to.find_cohortsEvery scored population of providers in the catalog.
Call it yourself
curl for this page
This API
curl "https://apis.io/api/v1/apis/orion-advisor-solutions-reporting-scope-api"
All apis
curl "https://apis.io/api/v1/apis?limit=25"Discovery needs no key. Ratings and market analysis are Pro.
Get an API key
Free tier, no form to fill in. Signing in shares your email address with us — we store it to create your key and to recognise you if you sign in with another provider. See our Privacy Policy and Terms.
A second provider on the same verified email joins the account you already have.
OpenAPI Specification
openapi: 3.2.0
info:
version: V1
title: Orion Connect Reporting/Scope API
x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:
- name: Reporting/Scope
paths:
/v1/Reporting/Scope:
post:
tags:
- Reporting/Scope
summary: Used to create a reporting scope
operationId: Scope_CreateScopeAsync
parameters:
- name: cancellationToken
in: header
required: true
responses:
'200':
description: OK
content:
text/plain:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Calculate.ScopeDto'
application/json:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Calculate.ScopeDto'
text/json:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Calculate.ScopeDto'
multipart/form-data:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Calculate.ScopeDto'
security:
- Authorization: []
requestBody:
content:
text/plain:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Calculate.ScopeSettingsDto'
application/json:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Calculate.ScopeSettingsDto'
text/json:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Calculate.ScopeSettingsDto'
application/x-www-form-urlencoded:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Calculate.ScopeSettingsDto'
multipart/form-data:
schema:
$ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Calculate.ScopeSettingsDto'
required: true
components:
schemas:
OAS.DataModel.Reporting.Interfaces.IMakeCostBasisOption:
properties:
type:
readOnly: true
type: string
xml:
name: IMakeCostBasisOption
type: object
OAS.DataModel.Reporting.Interfaces.IReturnStyle:
properties:
frequency:
readOnly: true
type: string
enum:
- Summary
- Annually
- Quarterly
- Monthly
- Weekly
- Daily
- Automatic
basedOn:
readOnly: true
type: string
enum:
- Calendar
- RollingForward
- RollingBackward
breakBehavior:
readOnly: true
type: string
enum:
- AllowPartialPeriods
- PartialPeriodsWithBreakPoints
- FullPeriodsOnly
cumulative:
readOnly: true
type: boolean
cumulativeBasedOn:
readOnly: true
type: string
enum:
- ForwardFromStartDate
- BackwardFromEndDate
context:
readOnly: true
type: string
enum:
- Self
- Parent
xml:
name: IReturnStyle
type: object
OAS.DataModel.Reporting.Interfaces.IMakeAttributionOption:
properties:
type:
readOnly: true
type: string
xml:
name: IMakeAttributionOption
type: object
OAS.DataModel.Reporting.Interfaces.IMakeMaturityPeriodOption:
properties:
type:
readOnly: true
type: string
xml:
name: IMakeMaturityPeriodOption
type: object
OAS.DataModel.Reporting.Interfaces.IMakePerformanceOption:
properties:
type:
readOnly: true
type: string
xml:
name: IMakePerformanceOption
type: object
OAS.WebApi.DTO.Reporting.Calculate.ScopeSettingsDto:
properties:
workloadContext:
description: The value used here will be stamped onto the report engine's datadog traces. If not provided a value will be dirived from the calculations being requested.
type: string
entity:
type: string
enum:
- Undefined
- Payee
- BrokerDealer
- Wholesaler
- Representative
- Client
- Registration
- Account
- Asset
- Product
- Transaction
- Distribution
- FundFamily
- Personal
- PayoutSchedule
- FeeSchedule
- Platform
- RIA
- Custodian
- Journal
- SWP
- Other
- NASD
- CashFunding
- Bill
- BillInstance
- BillMasterPayout
- Model
- NewAccountClient
- NewAccountReg
- DownloadExclusion
- Price
- UserDefinedFields
- NewAcctUserDef
- ManagersMessage
- IndexEntry
- PerformanceFee
- PerformancePayout
- NewAccountAsset
- Owner
- Administrator
- OutsideClient
- SubAdvisor
- ModelRange
- FaxCover
- Fax
- OneTimeDistribution
- WebLogin
- Plan401k
- BillAccountItem
- ThirdPartyAdministrator
- CrmContact
- Participant
- PlanSponsor
- CRMEmailList
- ThirdParty
- WorkflowItem
- WorkflowAction
- ServiceAccount
- EntityOption
- HouseholdMember
- DownloadSymbol
- IndexBlend
- NABenefit
- AggregateModel
- CompositeRange
- RepAccountManager
- ScriptsScrubs
- ServiceAccountBrokerDealer
- BusinessLine
- Blob
- AssetClass
- ServiceAccountLite
- NewAcctUserDefDtl
- Branch
- AssetLevelStrategy
- Report
- DataQueries
- PriceUnUsed
- ModelItem
- AssetCategory
- RiskCategory
- PlatformRange
- Dividend
- RegistrationType
- CustodianCommon
- RepState
- QpeDashboard
- ReportBatch
- ModelGroup
- ShareClass
- DownloadFile
- User
- DynamicGrouping
- ProductType
- ProductSubType
- InvestmentObjective
- PortfolioGroup
- OrionRealizedLot
- OrionUnrealizedLot
- CustodianRealizedLot
- CustodianUnrealizedLot
- AssetCategoryParent
- TaxType
- AuditRequest
- AuditRequestLetter
- ManagedUnmanaged
- AuditRowAttachment
- InformPolicy
- InformAnswerAttachment
- UserDetail
- BillPayMethod
- ModelInclusion
- CommunityModel
- EclipseModel
- Global
- ClientCategory
- Taxability
- Qualified
- TaxID
- BondState
- ProductTaxability
- TargetAllocation
- RIATable
- ProductRegion
- ProductPropertyType
- ProductManagerAip
- MoodyRating
- SPRating
- BondMaturityYear
- InterestRate
- RegistrationTaxType
- MaturityPeriod
- NewHousehold
- BillPayoutDashboardPayment
- OptionLevel
- MarginAgreement
- PrimeBrokerage
- InformHistoricalDocument
- SleeveStrategyAggregate
- MorningstarSector
- BillEntity
- SleeveStrategy
- MorningstarGeography
- GenericProspect
- BillEntityType
- AdditionalRep
- BillPayoutReport
- ProductSubHolding
- DownloadSource
- ModelVsActual
- ProductVintageYear
- EclipsePortfolio
- Country
- Currency
- SecurityClassification1
- SecurityClassification2
- SecurityClassification3
- SecurityClassification4
- SecurityClassification5
- SecurityClassification6
- SecurityClassification7
- SecurityClassification8
- SecurityClassification9
- SecurityClassification10
- SecurityClassification11
- SecurityClassification12
- SecurityClassification13
- SecurityClassification14
- SecurityClassification15
- SecurityClassification16
- SecurityClassification17
- SecurityClassification18
- SecurityClassification19
- SecurityClassification20
- SecurityClassification21
- SecurityClassification22
- SecurityClassification23
- SecurityClassification24
- SecurityClassification25
- DownloadRecord
- CustomGrouping
- Cotenant
- AllocatedUnrealizedCostBasis
- AllocatedRealizedCostBasis
entityIds:
items:
type: integer
format: int32
type: array
prospectId:
type: string
asOfDate:
type: string
format: date-time
clientPerformanceInclude:
type: string
enum:
- Default
- All
- ActiveOnly
- ActiveWithValue
- ActiveRegistrationsOnly
- RegistrationsWithValue
unmanagedInclusionOverride:
type: string
enum:
- Unmanaged
- Performance
- ActivitySummary
- Allocation
- PortfolioDetail
- TaxDetail
accountManagementOverrides:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Envision.AccountManagementOverride'
xml:
name: AccountManagementOverride
wrapped: true
type: array
flags:
$ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Calculate.ScopeFeatureFlagsDto'
calculations:
items:
$ref: '#/components/schemas/OAS.WebApi.DTO.Reporting.Calculate.CalculateBase'
xml:
name: CalculateBase
wrapped: true
type: array
useSmaSettings:
type: boolean
xml:
name: ScopeSettingsDto
type: object
OAS.DataAccess.Domains.Reporting.DataEngine.IGotCalculated:
properties:
id:
type: string
type:
readOnly: true
type: string
xml:
name: IGotCalculated
type: object
OAS.DataModel.Reporting.Interfaces.IMakeDateRange:
properties:
type:
readOnly: true
type: string
xml:
name: IMakeDateRange
type: object
OAS.DataModel.Reporting.Interfaces.IMakeTransactionOption:
properties:
type:
readOnly: true
type: string
xml:
name: IMakeTransactionOption
type: object
OAS.WebApi.DTO.Reporting.Calculate.ScopeFeatureFlagsDto:
properties:
dynamicBenchmarkProcessType:
type: string
enum:
- Cloud
- LocalService
forceAssetGroupingIntraDayPerformance:
type: boolean
activityProcessType:
type: string
enum:
- Cloud
- LocalService
costBasisProcessType:
type: string
enum:
- Old
- Cloud
- LocalService
morningstarLevel2Assignment:
type: boolean
localPriceCutOverDate:
type: string
format: date-time
noScope:
type: boolean
ensureAssetsUpdated:
type: boolean
storeReportDataCompressed:
type: boolean
showEInModelNames:
type: boolean
performanceProcessType:
type: string
enum:
- Cloud
- LocalService
forceNonSummaryPerformanceToUseTwr:
type: boolean
forceNetOfFeesPerformance:
type: boolean
costBasisStoredSource:
type: string
enum:
- Orion
- Custodian
tradingWithParentGrouping:
type: boolean
useGlobalSettingsUniqueIds:
type: boolean
showEquations:
type: boolean
isReportCompare:
type: boolean
useBenchmarksInAccountChangeHistory:
type: boolean
benchmarkAssignmentOverride:
type: string
useAsOfDateForAdvizr:
type: boolean
accountNumbersToShow:
type: integer
format: int32
useBatchSettingsBulkCopy:
type: boolean
showExcludedFromRebalance:
type: boolean
useInMemoryForModelVsActual:
type: boolean
useNewLineChartRenderer:
type: boolean
useNewScatterPlotChartRenderer:
type: boolean
useInMemoryIncomeCalculation:
type: boolean
useModelAllocationHistory:
type: boolean
useDisclaimerShadowDom:
type: boolean
xml:
name: ScopeFeatureFlagsDto
type: object
OAS.DataModel.Reporting.Interfaces.IMakeTradingOption:
properties:
type:
readOnly: true
type: string
xml:
name: IMakeTradingOption
type: object
OAT.Utilities.Date.IDate:
properties:
date:
readOnly: true
type: string
format: date-time
year:
readOnly: true
type: integer
format: int32
month:
readOnly: true
type: integer
format: int32
day:
readOnly: true
type: integer
format: int32
xml:
name: IDate
type: object
OAS.DataModel.Reporting.Interfaces.IMakeStatisticalOption:
properties:
type:
readOnly: true
type: string
xml:
name: IMakeStatisticalOption
type: object
OAS.DataModel.Reporting.Interfaces.IMakeBillingOption:
properties:
type:
readOnly: true
type: string
xml:
name: IMakeBillingOption
type: object
OAS.DataModel.Reporting.Interfaces.IMakeProjectedIncomeOption:
properties:
type:
readOnly: true
type: string
xml:
name: IMakeProjectedIncomeOption
type: object
OAS.WebApi.DTO.Reporting.Calculate.CalculateBase:
required:
- $type
properties:
$type:
readOnly: true
type: string
id:
type: string
contextChange:
$ref: '#/components/schemas/OAS.DataModel.Reporting.Engine.ContextChange'
xml:
name: CalculateBase
type: object
OAS.DataModel.Reporting.Interfaces.IMakeComparisonOption:
properties:
type:
readOnly: true
type: string
xml:
name: IMakeComparisonOption
type: object
OAS.WebApi.DTO.Reporting.Calculate.ScopeDto:
properties:
sessionId:
example: 00000000-0000-0000-0000-000000000000
type: string
format: uuid
asOfDate:
$ref: '#/components/schemas/OAT.Utilities.Date.IDate'
dataLastUpdated:
type: string
format: date-time
calculations:
items:
$ref: '#/components/schemas/OAS.DataAccess.Domains.Reporting.DataEngine.IGotCalculated'
xml:
name: IGotCalculated
wrapped: true
type: array
xml:
name: ScopeDto
type: object
OAS.DataModel.Reporting.Interfaces.IMakeIncomeOption:
properties:
type:
readOnly: true
type: string
xml:
name: IMakeIncomeOption
type: object
OAS.DataModel.Reporting.Calculation.IMakeCalculationOption:
properties:
type:
readOnly: true
type: string
xml:
name: IMakeCalculationOption
type: object
OAS.DataModel.Reporting.Interfaces.IMakeActivityOption:
properties:
type:
readOnly: true
type: string
xml:
name: IMakeActivityOption
type: object
OAS.WebApi.DTO.Reporting.Envision.AccountManagementOverride:
properties:
id:
type: integer
format: int32
name:
type: string
isManaged:
type: boolean
isIncluded:
type: boolean
xml:
name: AccountManagementOverride
type: object
OAS.DataModel.Reporting.Interfaces.IMakeTaxOption:
properties:
type:
readOnly: true
type: string
xml:
name: IMakeTaxOption
type: object
OAS.DataModel.Reporting.Engine.ContextChange:
properties:
activityOption:
$ref: '#/components/schemas/OAS.DataModel.Reporting.Interfaces.IMakeActivityOption'
billingOption:
$ref: '#/components/schemas/OAS.DataModel.Reporting.Interfaces.IMakeBillingOption'
calculationOption:
$ref: '#/components/schemas/OAS.DataModel.Reporting.Calculation.IMakeCalculationOption'
comparisonOption:
$ref: '#/components/schemas/OAS.DataModel.Reporting.Interfaces.IMakeComparisonOption'
costBasisOption:
$ref: '#/components/schemas/OAS.DataModel.Reporting.Interfaces.IMakeCostBasisOption'
dateRange:
$ref: '#/components/schemas/OAS.DataModel.Reporting.Interfaces.IMakeDateRange'
incomeOption:
$ref: '#/components/schemas/OAS.DataModel.Reporting.Interfaces.IMakeIncomeOption'
maturityPeriodOption:
$ref: '#/components/schemas/OAS.DataModel.Reporting.Interfaces.IMakeMaturityPeriodOption'
performanceOption:
$ref: '#/components/schemas/OAS.DataModel.Reporting.Interfaces.IMakePerformanceOption'
projectedIncomeOption:
$ref: '#/components/schemas/OAS.DataModel.Reporting.Interfaces.IMakeProjectedIncomeOption'
statisticalOption:
$ref: '#/components/schemas/OAS.DataModel.Reporting.Interfaces.IMakeStatisticalOption'
taxOption:
$ref: '#/components/schemas/OAS.DataModel.Reporting.Interfaces.IMakeTaxOption'
tradingOption:
$ref: '#/components/schemas/OAS.DataModel.Reporting.Interfaces.IMakeTradingOption'
transactionOption:
$ref: '#/components/schemas/OAS.DataModel.Reporting.Interfaces.IMakeTransactionOption'
attributionOption:
$ref: '#/components/schemas/OAS.DataModel.Reporting.Interfaces.IMakeAttributionOption'
activityOptionId:
type: integer
format: int32
billingOptionId:
type: integer
format: int32
calculationOptionId:
type: integer
format: int32
comparisonOptionId:
type: integer
format: int32
costBasisOptionId:
type: integer
format: int32
dateRangeId:
type: integer
format: int32
incomeOptionId:
type: integer
format: int32
maturityPeriodOptionId:
type: integer
format: int32
performanceOptionId:
type: integer
format: int32
projectedIncomeOptionId:
type: integer
format: int32
promptOptionId:
type: integer
format: int32
reportCategoryId:
type: integer
format: int32
statisticalOptionId:
type: integer
format: int32
taxOptionId:
type: integer
format: int32
tradingOptionId:
type: integer
format: int32
transactionOptionId:
type: integer
format: int32
attributionId:
type: integer
format: int32
returnStyle:
$ref: '#/components/schemas/OAS.DataModel.Reporting.Interfaces.IReturnStyle'
percentFormat:
type: string
dollarFormat:
type: string
decimalFormat:
type: string
numericFormat:
type: string
quickDate:
type: string
enum:
- Day
- WTD
- MTD
- QTD
- YTD
- OneYear
- TwoYear
- ThreeYear
- FourYear
- FiveYear
- SixYear
- SevenYear
- EightYear
- NineYear
- TenYear
- PreviousOneYear
- PreviousTwoYear
- PreviousThreeYear
- PreviousFourYear
- PreviousFiveYear
- PreviousSixYear
- PreviousSevenYear
- PreviousEightYear
- PreviousNineYear
- PreviousTenYear
- Inception
- HoldingPeriod
- AIPLedger
globalsSynced:
type: boolean
useSmaSetting:
type: boolean
xml:
name: ContextChange
type: object
securitySchemes:
Authorization:
type: apiKey
description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"'
name: Authorization
in: header