Orion Advisor Solutions

Orion Advisor Solutions Trading/Models API

The Trading/Models API from Orion Advisor Solutions — 29 operation(s) for trading/models.

GitHub OpenAPI

Operations 35

GET /v1/Trading/Models Gets a list of models that the logged in user has access to. #
POST /v1/Trading/Models Models create entity async #
GET /v1/Trading/Models/{key} Gets the model that has the provided key. #
PUT /v1/Trading/Models/{key} Models update entity async #
DELETE /v1/Trading/Models/{key} Models delete async #
PUT /v1/Trading/Models/{key}/Action/RefreshDynamic Models refresh dynamic model #
GET /v1/Trading/Models/{key}/ModelRanges Models get model ranges for model id #
PUT /v1/Trading/Models/Action/DeleteModels Models delete models async #
POST /v1/Trading/Models/Action/ModelDeleteValidation Models delete model validation #
GET /v1/Trading/Models/Element Gets a list of models such that they can be displayed in Element that the… #
GET /v1/Trading/Models/Element/ModelNameInUseValidation Endpoint for element to validate a name #
GET /v1/Trading/Models/GroupNumbers Gets a simple list of model group numbers that the logged in user has access to. #
POST /v1/Trading/Models/List Gets the models provided in the list of keys. #
POST /v1/Trading/Models/List/ByModelAgg Models get list by model agg ids #
POST /v1/Trading/Models/List/ByModelAgg/Allocations Models get allocation list by model agg id #
GET /v1/Trading/Models/List/Entity Models get full models by entity #
POST /v1/Trading/Models/List/Id Gets the models provided in the list of keys. #
GET /v1/Trading/Models/ModelTypes Gets a simple list of model types that the logged in user has access to. #
GET /v1/Trading/Models/Restrictions Gets a list of model restrictions that the logged in user has access to #
POST /v1/Trading/Models/Restrictions Used to create a new model restriction. #
GET /v1/Trading/Models/Restrictions/{key} Gets the model restriction that has the provided key. #
PUT /v1/Trading/Models/Restrictions/{key} Used to update an existing model restriction. #
DELETE /v1/Trading/Models/Restrictions/{key} Used to delete an existing model restriction. #
GET /v1/Trading/Models/Search/{search} Models get V1 trading models search by search #
GET /v1/Trading/Models/Simple Gets a simple list of models that the logged in user has access to #
POST /v1/Trading/Models/Simple/List Models get simple list by id #
POST /v1/Trading/Models/Simple/List/Id Models post V1 trading models simple list id #
POST /v1/Trading/Models/Simple/List/Name Models get simple list by name #
GET /v1/Trading/Models/Sma/AccountType/Restrictions Gets a list of account type restrictions for sma models #
GET /v1/Trading/Models/Sma/AccountType/Restrictions/{categoryName} Gets a list of account type restrictions for sma models #
GET /v1/Trading/Models/Sma/AccountType/Restrictions/{key} Gets the sma model account type restriction that has the provided key. #
GET /v1/Trading/Models/Types Models get model types #
GET /v1/Trading/Models/Value Gets a list of models (including aum for today and a count of accounts with… #
GET /v1/Trading/Models/Value/{asOfDate} Gets a list of models (including aum for the end of the date specified and a… #

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-models-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-models-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Trading/Models 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-trading-models-api-openapi.yml