Orion Advisor Solutions

Orion Advisor Solutions Trading/Generate Trades API

The Trading/GenerateTrades API from Orion Advisor Solutions — 3 operation(s) for trading/generatetrades.

GitHub OpenAPI

Operations 3

POST /v1/Trading/GenerateTrades Generates trades of any type based on the instructions in the tradeDefinition… #
POST /v1/Trading/GenerateTrades/Buy This is used when buying a product from cash, it handles setting the sell side… #
POST /v1/Trading/GenerateTrades/Sell This is used when selling a product to cash, it handles setting the buy side of… #

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-trading-generatetrades-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-trading-generatetrades-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Trading/Generate Trades API
  x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:
- name: Trading/GenerateTrades
paths:
  /v1/Trading/GenerateTrades:
    post:
      tags:
      - Trading/GenerateTrades
      summary: Generates trades of any type based on the instructions in the tradeDefinition…
      operationId: Trading_GenerateTradesAsync
      parameters:
      - name: sendNow
        in: query
        required: false
        schema:
          type: boolean
          default: false
      - name: wait
        in: query
        required: false
        schema:
          type: boolean
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                type: integer
                format: int32
            application/json:
              schema:
                type: integer
                format: int32
            text/json:
              schema:
                type: integer
                format: int32
            application/xml:
              schema:
                type: integer
                format: int32
            text/xml:
              schema:
                type: integer
                format: int32
            multipart/form-data:
              schema:
                type: integer
                format: int32
      security:
      - Authorization: []
      requestBody:
        content:
          text/plain:
            schema:
              $ref: '#/components/schemas/OAS.Remote.Trading.TradeDefinition'
          application/json:
            schema:
              $ref: '#/components/schemas/OAS.Remote.Trading.TradeDefinition'
          text/json:
            schema:
              $ref: '#/components/schemas/OAS.Remote.Trading.TradeDefinition'
          application/xml:
            schema:
              $ref: '#/components/schemas/OAS.Remote.Trading.TradeDefinition'
          text/xml:
            schema:
              $ref: '#/components/schemas/OAS.Remote.Trading.TradeDefinition'
          application/x-www-form-urlencoded:
            schema:
              $ref: '#/components/schemas/OAS.Remote.Trading.TradeDefinition'
          multipart/form-data:
            schema:
              $ref: '#/components/schemas/OAS.Remote.Trading.TradeDefinition'
        required: true
  /v1/Trading/GenerateTrades/Buy:
    post:
      tags:
      - Trading/GenerateTrades
      summary: This is used when buying a product from cash, it handles setting the sell side…
      operationId: Trading_GenerateTradesBuyAsync
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                type: integer
                format: int32
            application/json:
              schema:
                type: integer
                format: int32
            text/json:
              schema:
                type: integer
                format: int32
            application/xml:
              schema:
                type: integer
                format: int32
            text/xml:
              schema:
                type: integer
                format: int32
            multipart/form-data:
              schema:
                type: integer
                format: int32
      security:
      - Authorization: []
      requestBody:
        content:
          text/plain:
            schema:
              $ref: '#/components/schemas/OAS.Remote.Trading.BuySells'
          application/json:
            schema:
              $ref: '#/components/schemas/OAS.Remote.Trading.BuySells'
          text/json:
            schema:
              $ref: '#/components/schemas/OAS.Remote.Trading.BuySells'
          application/x-www-form-urlencoded:
            schema:
              $ref: '#/components/schemas/OAS.Remote.Trading.BuySells'
          multipart/form-data:
            schema:
              $ref: '#/components/schemas/OAS.Remote.Trading.BuySells'
        required: true
  /v1/Trading/GenerateTrades/Sell:
    post:
      tags:
      - Trading/GenerateTrades
      summary: This is used when selling a product to cash, it handles setting the buy side of…
      operationId: Trading_GenerateTradesSellAsync
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                type: integer
                format: int32
            application/json:
              schema:
                type: integer
                format: int32
            text/json:
              schema:
                type: integer
                format: int32
            application/xml:
              schema:
                type: integer
                format: int32
            text/xml:
              schema:
                type: integer
                format: int32
            multipart/form-data:
              schema:
                type: integer
                format: int32
      security:
      - Authorization: []
      requestBody:
        content:
          text/plain:
            schema:
              $ref: '#/components/schemas/OAS.Remote.Trading.BuySells'
          application/json:
            schema:
              $ref: '#/components/schemas/OAS.Remote.Trading.BuySells'
          text/json:
            schema:
              $ref: '#/components/schemas/OAS.Remote.Trading.BuySells'
          application/x-www-form-urlencoded:
            schema:
              $ref: '#/components/schemas/OAS.Remote.Trading.BuySells'
          multipart/form-data:
            schema:
              $ref: '#/components/schemas/OAS.Remote.Trading.BuySells'
        required: true
components:
  schemas:
    OAS.Remote.Trading.TradeDefinition:
      properties:
        routine:
          type: string
          enum:
          - Undefined
          - Rebalance
          - GlobalTrades
          - BuySell
          - SellAll
          - TargetPercent
          - ProRated
          - QuickTrade
          - QuickTradeBlock
          - Distribution
          - OptionTrade
        scheduled:
          type: boolean
        recalcInstance:
          type: boolean
        scheduledRunTime:
          type: object
        description:
          type: string
        nsccTransactionType:
          type: string
          enum:
          - UseDefault
          - NormalPurchase
          - Nav
          - Roa
          - Loi
        assetValues:
          type: string
          enum:
          - UseDefault
          - Current
          - Pending
          - PendingTransactionsAndOrders
        minTradeAmount:
          type: number
          format: double
        postProcess:
          type: string
          enum:
          - Run
          - Skip
        useProductSubstitution:
          type: string
          enum:
          - UseDefault
          - Use
          - Ignore
        stfWarningDays:
          type: integer
          format: int32
        tradeInstanceID:
          type: integer
          format: int32
        includeCustodialCash:
          type: boolean
        notes:
          type: string
        inboxAlert:
          type: boolean
        disableRealTimePrices:
          type: boolean
        sessionID:
          example: 00000000-0000-0000-0000-000000000000
          type: string
          format: uuid
        caption:
          type: string
        filename:
          type: string
        runDisconnected:
          type: boolean
        instanceType:
          type: string
          enum:
          - Undefined
          - GlobalTrade
          - Modeling
          - CheckReq
          - FeeReq
          - BuySell
          - ACHReq
          - EligibleTrades
          - All
          - CashFundADV
          - CashFundSWD
          - SWPDCA
          - SysPurchTrade
          - Distribution
          - Contribution
        securityTicket:
          type: string
          format: byte
        commonSecurityTicket:
          type: string
          format: byte
        authToken:
          type: string
        commonServer:
          type: string
        databaseID:
          type: integer
          format: int32
        correlationId:
          example: 00000000-0000-0000-0000-000000000000
          type: string
          format: uuid
        a_UserDetailId:
          type: integer
          format: int32
        i_UserDetailId:
          type: integer
          format: int32
      xml:
        name: TradeDefinition
      type: object
    OAS.Remote.Trading.BuySell:
      properties:
        accountID:
          type: integer
          format: int32
        assetIDFrom:
          type: integer
          format: int32
        assetIDTo:
          type: integer
          format: int32
        productIDFrom:
          type: integer
          format: int32
        productIDTo:
          type: integer
          format: int32
        amount:
          type: number
          format: double
        tradeType:
          type: string
          enum:
          - Undefined
          - Shares
          - Dollars
          - Percent
      xml:
        name: BuySell
      type: object
    OAS.Remote.Trading.BuySells:
      properties:
        trades:
          items:
            $ref: '#/components/schemas/OAS.Remote.Trading.BuySell'
          readOnly: true
          xml:
            name: BuySell
            wrapped: true
          type: array
        routine:
          type: string
          enum:
          - Undefined
          - Rebalance
          - GlobalTrades
          - BuySell
          - SellAll
          - TargetPercent
          - ProRated
          - QuickTrade
          - QuickTradeBlock
          - Distribution
          - OptionTrade
        scheduled:
          type: boolean
        recalcInstance:
          type: boolean
        scheduledRunTime:
          type: object
        description:
          type: string
        nsccTransactionType:
          type: string
          enum:
          - UseDefault
          - NormalPurchase
          - Nav
          - Roa
          - Loi
        assetValues:
          type: string
          enum:
          - UseDefault
          - Current
          - Pending
          - PendingTransactionsAndOrders
        minTradeAmount:
          type: number
          format: double
        postProcess:
          type: string
          enum:
          - Run
          - Skip
        useProductSubstitution:
          type: string
          enum:
          - UseDefault
          - Use
          - Ignore
        stfWarningDays:
          type: integer
          format: int32
        tradeInstanceID:
          type: integer
          format: int32
        includeCustodialCash:
          type: boolean
        notes:
          type: string
        inboxAlert:
          type: boolean
        disableRealTimePrices:
          type: boolean
        sessionID:
          example: 00000000-0000-0000-0000-000000000000
          type: string
          format: uuid
        caption:
          type: string
        filename:
          type: string
        runDisconnected:
          type: boolean
        instanceType:
          type: string
          enum:
          - Undefined
          - GlobalTrade
          - Modeling
          - CheckReq
          - FeeReq
          - BuySell
          - ACHReq
          - EligibleTrades
          - All
          - CashFundADV
          - CashFundSWD
          - SWPDCA
          - SysPurchTrade
          - Distribution
          - Contribution
        securityTicket:
          type: string
          format: byte
        commonSecurityTicket:
          type: string
          format: byte
        authToken:
          type: string
        commonServer:
          type: string
        databaseID:
          type: integer
          format: int32
        correlationId:
          example: 00000000-0000-0000-0000-000000000000
          type: string
          format: uuid
        a_UserDetailId:
          type: integer
          format: int32
        i_UserDetailId:
          type: integer
          format: int32
      xml:
        name: BuySells
      type: object
  securitySchemes:
    Authorization:
      type: apiKey
      description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"'
      name: Authorization
      in: header