Orion Advisor Solutions

Orion Advisor Solutions Trading/Model Analyzer API

The Trading/ModelAnalyzer API from Orion Advisor Solutions — 1 operation(s) for trading/modelanalyzer.

Documentation GitHub OpenAPI

Operations 1

GET /v1/Trading/ModelAnalyzer/ModelAggs/{modelAggId} Brings back the model agg summary for the ModelAggID selected #

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OpenAPI Specification

openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Trading/Model Analyzer API
  x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:
- name: Trading/ModelAnalyzer
paths:
  /v1/Trading/ModelAnalyzer/ModelAggs/{modelAggId}:
    get:
      tags:
      - Trading/ModelAnalyzer
      summary: Brings back the model agg summary for the ModelAggID selected
      operationId: ModelAnalyzer_GetByIdAsync
      parameters:
      - name: modelAggId
        in: path
        description: Required. The ModelAgg ID.
        required: true
        schema:
          type: integer
          format: int32
      - name: includeMmInRebalance
        in: query
        description: Optional.  Boolean parameter to include or exclude Money Market in the Rebalance
        required: false
        schema:
          type: boolean
          default: false
      - name: ignoreDollarModel
        in: query
        description: Optional.  Boolean parameter to include or exclude Dollar Model
        required: false
        schema:
          type: boolean
          default: false
      - name: includeCostBasis
        in: query
        description: Optional.  Boolean parameter to include or exclude Cost Basis
        required: false
        schema:
          type: boolean
          default: false
      - name: includeTradeBlockedAccounts
        in: query
        description: Optional.  Boolean parameter to include or exclude Accounts that are Trade Blocked
        required: false
        schema:
          type: boolean
          default: false
      - name: includeExcludedAssets
        in: query
        description: Optional.  Boolean parameter to include or exclude Excluded Assets
        required: false
        schema:
          type: boolean
          default: false
      - name: cancelationToken
        in: header
        required: false
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelAnalyzerResultDto'
            application/json:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelAnalyzerResultDto'
            text/json:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelAnalyzerResultDto'
            multipart/form-data:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelAnalyzerResultDto'
      security:
      - Authorization: []
components:
  schemas:
    OAS.WebApi.DTO.Trading.ModelAnalyzerExcludedDto:
      properties:
        ticker:
          type: string
        status:
          type: string
          enum:
          - Open
          - SoftClose
          - HardClose
          - SellOnly
          - PurchaseOnly
          - Exclude
        assetSummary:
          items:
            $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelAnalyzerAssetDto'
          xml:
            name: ModelAnalyzerAssetDto
            wrapped: true
          type: array
      xml:
        name: ModelAnalyzerExcludedDto
      type: object
    OAS.WebApi.DTO.Trading.ModelAnalyzerResultDto:
      properties:
        modelAggId:
          type: integer
          format: int32
        modelName:
          type: string
        currentCash:
          type: number
          format: double
        cashValuePostTrade:
          type: number
          format: double
        costBasis:
          type: number
          format: double
        currentValue:
          type: number
          format: double
        cashTradeAmount:
          readOnly: true
          type: number
          format: double
        productSummary:
          items:
            $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelAnalyzerProductDto'
          xml:
            name: ModelAnalyzerProductDto
            wrapped: true
          type: array
        excludedSummary:
          items:
            $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelAnalyzerExcludedDto'
          xml:
            name: ModelAnalyzerExcludedDto
            wrapped: true
          type: array
      xml:
        name: ModelAnalyzerResultDto
      type: object
    OAS.WebApi.DTO.Trading.ModelAnalyzerProductDto:
      properties:
        ticker:
          type: string
        productName:
          type: string
        productId:
          type: integer
          format: int32
        currentShares:
          type: number
          format: double
        postTradeShares:
          type: number
          format: double
        tradeShares:
          type: number
          format: double
        costBasis:
          type: number
          format: double
        currentValue:
          type: number
          format: double
        postTradeValue:
          type: number
          format: double
        lastPrice:
          type: number
          format: double
        targetPercent:
          type: number
          format: double
        percentDifference:
          type: number
          format: double
        toleranceBand:
          type: number
          format: double
        currentPercent:
          type: number
          format: double
        postTradePercent:
          type: number
          format: double
        assetSummary:
          items:
            $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelAnalyzerAssetDto'
          xml:
            name: ModelAnalyzerAssetDto
            wrapped: true
          type: array
      xml:
        name: ModelAnalyzerProductDto
      type: object
    OAS.WebApi.DTO.Trading.ModelAnalyzerAssetDto:
      properties:
        accountId:
          type: integer
          format: int32
        assetId:
          type: integer
          format: int32
        ticker:
          type: string
        status:
          type: string
          enum:
          - Open
          - SoftClose
          - HardClose
          - SellOnly
          - PurchaseOnly
          - Exclude
        accountNumber:
          type: string
        accountName:
          type: string
        currentShares:
          type: number
          format: double
        tradeShares:
          readOnly: true
          type: number
          format: double
        postTradeShares:
          type: number
          format: double
        tradeAmount:
          readOnly: true
          type: number
          format: double
        currentValue:
          type: number
          format: double
        postTradeValue:
          type: number
          format: double
        postTradeShortTermGainLoss:
          type: number
          format: double
        postTradeLongTermGainLoss:
          type: number
          format: double
        ytdShortTermRealizedGainLoss:
          type: number
          format: double
        ytdLongTermRealizedGainLoss:
          type: number
          format: double
        shortTermCostBasis:
          type: number
          format: double
        longTermCostBasis:
          type: number
          format: double
        targetPercent:
          type: number
          format: double
        itemToleranceLower:
          type: number
          format: double
        toleranceBand:
          readOnly: true
          type: number
          format: double
        accountValue:
          type: number
          format: double
        isCustodialCash:
          type: boolean
        isExcluded:
          type: boolean
        isTradingBlocked:
          type: boolean
        lastPrice:
          type: number
          format: double
        currentPercent:
          readOnly: true
          type: number
          format: double
        postTradePercent:
          readOnly: true
          type: number
          format: double
        targetValue:
          readOnly: true
          type: number
          format: double
        targetShares:
          readOnly: true
          type: number
          format: double
        percentDifference:
          readOnly: true
          type: number
          format: double
        valueDifference:
          readOnly: true
          type: number
          format: double
        sharesDifference:
          readOnly: true
          type: number
          format: double
      xml:
        name: ModelAnalyzerAssetDto
      type: object
  securitySchemes:
    Authorization:
      type: apiKey
      description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"'
      name: Authorization
      in: header