Orion Advisor Solutions

Orion Advisor Solutions Trading/Products API

The Trading/Products API from Orion Advisor Solutions — 6 operation(s) for trading/products.

GitHub OpenAPI

Operations 6

GET /v1/Trading/Products/{ticker}/RealtimePrice Returns the real-time price of the product requested if the logged in user has… #
GET /v1/Trading/Products/FundFamilyOverride/{key} Trading products get fund family override #
POST /v1/Trading/Products/FundFamilyOverrideSave Trading products set fund family override #
POST /v1/Trading/Products/RealtimePrices Trading products get realtime prices async #
GET /v1/Trading/Products/Search Gets a simple list of products that the logged in user has access to where the… #
GET /v1/Trading/Products/Search/{search} Gets a simple list of products that the logged in user has access to where the… #

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-products-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-products-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Trading/Products API
  x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:
- name: Trading/Products
paths:
  /v1/Trading/Products/{ticker}/RealtimePrice:
    get:
      tags:
      - Trading/Products
      summary: Returns the real-time price of the product requested if the logged in user has…
      operationId: TradingProducts_GetRealtimePriceAsync
      parameters:
      - name: ticker
        in: path
        description: The ticker of the product whose price should be looked up.
        required: true
        schema:
          type: string
      - name: custodianCommonIdList
        in: query
        description: 'Optional. Default: 1 /*Orion*/. The list of custodians to concider when returning prices.'
        required: false
        schema:
          type: string
          default: '1'
      - name: cancellationToken
        in: header
        required: false
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.RealtimePriceDto'
            application/json:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.RealtimePriceDto'
            text/json:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.RealtimePriceDto'
            application/xml:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.RealtimePriceDto'
            text/xml:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.RealtimePriceDto'
            multipart/form-data:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.RealtimePriceDto'
      security:
      - Authorization: []
  /v1/Trading/Products/FundFamilyOverride/{key}:
    get:
      tags:
      - Trading/Products
      operationId: TradingProducts_GetFundFamilyOverride
      parameters:
      - name: key
        in: path
        required: true
        schema:
          type: integer
          format: int32
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.FundFamilyOverrideDTO'
            application/json:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.FundFamilyOverrideDTO'
            text/json:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.FundFamilyOverrideDTO'
            application/xml:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.FundFamilyOverrideDTO'
            text/xml:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.FundFamilyOverrideDTO'
            multipart/form-data:
              schema:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.FundFamilyOverrideDTO'
      security:
      - Authorization: []
      summary: Trading products get fund family override
      x-summary-source: derived
  /v1/Trading/Products/FundFamilyOverrideSave:
    post:
      tags:
      - Trading/Products
      operationId: TradingProducts_SetFundFamilyOverride
      responses:
        '204':
          description: No Content
      security:
      - Authorization: []
      requestBody:
        content:
          text/plain:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.FundFamilyOverrideDTO'
          application/json:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.FundFamilyOverrideDTO'
          text/json:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.FundFamilyOverrideDTO'
          application/xml:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.FundFamilyOverrideDTO'
          text/xml:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.FundFamilyOverrideDTO'
          application/x-www-form-urlencoded:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.FundFamilyOverrideDTO'
          multipart/form-data:
            schema:
              $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.FundFamilyOverrideDTO'
        required: true
      summary: Trading products set fund family override
      x-summary-source: derived
  /v1/Trading/Products/RealtimePrices:
    post:
      tags:
      - Trading/Products
      operationId: TradingProducts_GetRealtimePricesAsync
      parameters:
      - name: includeDetails
        in: query
        required: false
        schema:
          type: boolean
          default: false
      - name: custodianCommonIdList
        in: query
        required: false
        schema:
          type: string
          default: '1'
      - name: cancellationToken
        in: header
        required: false
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.RealtimePriceDto'
                xml:
                  name: RealtimePriceDto
                  wrapped: true
                type: array
            application/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.RealtimePriceDto'
                xml:
                  name: RealtimePriceDto
                  wrapped: true
                type: array
            text/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.RealtimePriceDto'
                xml:
                  name: RealtimePriceDto
                  wrapped: true
                type: array
            application/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.RealtimePriceDto'
                xml:
                  name: RealtimePriceDto
                  wrapped: true
                type: array
            text/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.RealtimePriceDto'
                xml:
                  name: RealtimePriceDto
                  wrapped: true
                type: array
            multipart/form-data:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.RealtimePriceDto'
                xml:
                  name: RealtimePriceDto
                  wrapped: true
                type: array
      security:
      - Authorization: []
      requestBody:
        content:
          text/plain:
            schema:
              items:
                type: string
              type: array
          application/json:
            schema:
              items:
                type: string
              type: array
          text/json:
            schema:
              items:
                type: string
              type: array
          application/xml:
            schema:
              items:
                type: string
              type: array
          text/xml:
            schema:
              items:
                type: string
              type: array
          application/x-www-form-urlencoded:
            schema:
              items:
                type: string
              type: array
          multipart/form-data:
            schema:
              items:
                type: string
              type: array
        required: true
      summary: Trading products get realtime prices async
      x-summary-source: derived
  /v1/Trading/Products/Search:
    get:
      tags:
      - Trading/Products
      summary: Gets a simple list of products that the logged in user has access to where the…
      operationId: TradingProducts_GetAsync
      parameters:
      - name: cancellationToken
        in: header
        required: true
      - name: search
        in: query
        description: Partial product name or ticker to search for.
        required: true
        schema:
          type: string
      - name: top
        in: query
        description: 'Optional. Default: 25. The maximum number of products to return.'
        required: false
        schema:
          type: integer
          format: int32
          default: 25
      - name: fundFamilyId
        in: query
        description: 'Optional. Default: null. Return any product that falls within the specified fund family.'
        required: false
        schema:
          type: integer
          format: int32
      - name: usedProductsOnly
        in: query
        description: 'Optional. Default: false. Return any product that matches the criteria (false) or only those that are used (true).'
        required: false
        schema:
          type: boolean
          default: false
      - name: accountId
        in: query
        description: 'Optional. Default: null. Return any product that has not been excluded for the provided account.'
        required: false
        schema:
          type: integer
          format: int32
      - name: useParentProductsOnly
        in: query
        description: if set to true [use parent products only].
        required: false
        schema:
          type: boolean
          default: false
      - name: includeIndexes
        in: query
        required: false
        schema:
          type: boolean
          default: false
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Search.SearchProductDto'
                xml:
                  name: SearchProductDto
                  wrapped: true
                type: array
            application/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Search.SearchProductDto'
                xml:
                  name: SearchProductDto
                  wrapped: true
                type: array
            text/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Search.SearchProductDto'
                xml:
                  name: SearchProductDto
                  wrapped: true
                type: array
            application/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Search.SearchProductDto'
                xml:
                  name: SearchProductDto
                  wrapped: true
                type: array
            text/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Search.SearchProductDto'
                xml:
                  name: SearchProductDto
                  wrapped: true
                type: array
            multipart/form-data:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Search.SearchProductDto'
                xml:
                  name: SearchProductDto
                  wrapped: true
                type: array
      security:
      - Authorization: []
  /v1/Trading/Products/Search/{search}:
    get:
      tags:
      - Trading/Products
      summary: Gets a simple list of products that the logged in user has access to where the…
      operationId: TradingProducts_GetV1TradingProductsSearchBySearch
      parameters:
      - name: cancellationToken
        in: header
        required: true
      - name: search
        in: path
        description: Partial product name or ticker to search for.
        required: true
        schema:
          type: string
      - name: top
        in: query
        description: 'Optional. Default: 25. The maximum number of products to return.'
        required: false
        schema:
          type: integer
          format: int32
          default: 25
      - name: fundFamilyId
        in: query
        description: 'Optional. Default: null. Return any product that falls within the specified fund family.'
        required: false
        schema:
          type: integer
          format: int32
      - name: usedProductsOnly
        in: query
        description: 'Optional. Default: false. Return any product that matches the criteria (false) or only those that are used (true).'
        required: false
        schema:
          type: boolean
          default: false
      - name: accountId
        in: query
        description: 'Optional. Default: null. Return any product that has not been excluded for the provided account.'
        required: false
        schema:
          type: integer
          format: int32
      - name: useParentProductsOnly
        in: query
        description: if set to true [use parent products only].
        required: false
        schema:
          type: boolean
          default: false
      - name: includeIndexes
        in: query
        required: false
        schema:
          type: boolean
          default: false
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Search.SearchProductDto'
                xml:
                  name: SearchProductDto
                  wrapped: true
                type: array
            application/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Search.SearchProductDto'
                xml:
                  name: SearchProductDto
                  wrapped: true
                type: array
            text/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Search.SearchProductDto'
                xml:
                  name: SearchProductDto
                  wrapped: true
                type: array
            application/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Search.SearchProductDto'
                xml:
                  name: SearchProductDto
                  wrapped: true
                type: array
            text/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Search.SearchProductDto'
                xml:
                  name: SearchProductDto
                  wrapped: true
                type: array
            multipart/form-data:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Search.SearchProductDto'
                xml:
                  name: SearchProductDto
                  wrapped: true
                type: array
      security:
      - Authorization: []
components:
  schemas:
    OAS.WebApi.DTO.Trading.FundFamilyOverrideDTO:
      properties:
        fundFamiliesOverriden:
          items:
            $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.FundFamilyOverride'
          xml:
            name: FundFamilyOverride
            wrapped: true
          type: array
        isAlternativeSymColumnShown:
          type: boolean
      xml:
        name: FundFamilyOverrideDTO
      type: object
    OAS.WebApi.DTO.Trading.FundFamilyOverride:
      properties:
        fundFamilyId:
          type: integer
          format: int32
        fundFamilyName:
          type: string
        productId:
          type: integer
          format: int32
        tradeTicker:
          type: string
        altProductId:
          type: integer
          format: int32
        altProductName:
          type: string
        altTicker:
          type: string
      xml:
        name: FundFamilyOverride
      type: object
    OAS.DataModel.Portfolio.ShareClass:
      required:
      - id
      - class
      properties:
        id:
          type: integer
          format: int32
        class:
          type: string
          maxLength: 10
          minLength: 0
        description:
          type: string
          maxLength: 255
          minLength: 0
        oldFundId:
          type: integer
          format: int32
        loadType:
          type: string
          maxLength: 1
          minLength: 0
        isDefault:
          type: boolean
      xml:
        name: ShareClass
      type: object
    OAS.WebApi.DTO.Trading.RealtimePriceDto:
      properties:
        date:
          type: string
          format: date-time
        last:
          type: number
          format: double
        isRealTimeQuote:
          type: boolean
        isDelayedQuote:
          type: boolean
        changeFromLastClose:
          type: number
          format: double
        changeFromLastMarketClose:
          type: number
          format: double
        changeFromMarketClose:
          type: number
          format: double
        changeFromMarketOpen:
          type: number
          format: double
        changeFromPrev:
          type: number
          format: double
        lastClosePrice:
          type: number
          format: double
        lastMarketClosePrice:
          type: number
          format: double
        marketClosePrice:
          type: number
          format: double
        marketOpenPrice:
          type: number
          format: double
        percentChangeFromLastClose:
          type: number
          format: double
        percentChangeFromLastMarketClose:
          type: number
          format: double
        percentChangeFromMarketClose:
          type: number
          format: double
        percentChangeFromMarketOpen:
          type: number
          format: double
        percentChangeFromOpen:
          type: number
          format: double
        percentChangeFromPrev:
          type: number
          format: double
        ask:
          type: number
          format: double
        askQuantity:
          type: number
          format: double
        bid:
          type: number
          format: double
        bidQuantity:
          type: number
          format: double
        changeFromOpen:
          type: number
          format: double
        changeFromPrevious:
          type: number
          format: double
        cusip:
          type: string
        delay:
          type: number
          format: double
        high:
          type: number
          format: double
        low:
          type: number
          format: double
        name:
          type: string
        outcome:
          type: string
        percentageChangeFromOpen:
          type: number
          format: double
        percentageChangeFromPrevious:
          type: number
          format: double
        quantity:
          type: number
          format: double
        volume:
          type: number
          format: double
        open:
          type: number
          format: double
        priceSource:
          type: string
        symbol:
          type: string
      xml:
        name: RealtimePriceDto
      type: object
    OAS.WebApi.DTO.Search.SearchProductDto:
      properties:
        ticker:
          type: string
        productId:
          type: integer
          format: int32
        productName:
          type: string
        productType:
          type: integer
          format: int32
        productTypeName:
          type: string
        price:
          type: number
          format: double
        shareClass:
          $ref: '#/components/schemas/OAS.DataModel.Portfolio.ShareClass'
        externalId:
          type: integer
          format: int32
        productRiskScore:
          type: integer
          format: int32
        productClass:
          type: string
        productCategory:
          type: string
        riskScore:
          type: integer
          format: int32
      xml:
        name: SearchProductDto
      type: object
  securitySchemes:
    Authorization:
      type: apiKey
      description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"'
      name: Authorization
      in: header