Orion Advisor Solutions

Orion Advisor Solutions Trading/Sleeve API

The Trading/Sleeve API from Orion Advisor Solutions — 40 operation(s) for trading/sleeve.

GitHub OpenAPI

Operations 40

GET /v1/Trading/Sleeve/Accounts Gets a list of account sleeves that the logged in user has access to. #
GET /v1/Trading/Sleeve/Accounts/{accountIdOut}/Action/GetETLPreference v2 Extract should always be used #
PUT /v1/Trading/Sleeve/Accounts/{accountIdOut}/Action/Transfer Use PUT /v1/Portfolio/SleeveTransfer/Action/Transfer/{entitySessionId} instead #
PUT /v1/Trading/Sleeve/Accounts/{accountIdOut}/Action/V2PartialETL Sleeve accounts V2 partial ETL #
GET /v1/Trading/Sleeve/Accounts/{key} Gets the account sleeve that has the provided key. #
GET /v1/Trading/Sleeve/Accounts/{key}/Histories Gets a list of account sleeve histories for the key provided #
PUT /v1/Trading/Sleeve/Accounts/{key}/Validate Validates updated values for account sleeve #
GET /v1/Trading/Sleeve/Accounts/AgingCashBalance Returns accounts (sleeves) that are of type contribution, or distribution, that… #
POST /v1/Trading/Sleeve/Accounts/List Gets a list of account sleeves that match one of the keys in the provided list #
POST /v1/Trading/Sleeve/Accounts/List/Id Gets a list of account sleeves that match one of the keys in the provided list #
GET /v1/Trading/Sleeve/Registrations Gets a list of registration sleeves that the logged in user has access to. #
GET /v1/Trading/Sleeve/Registrations/{key} Gets the registration sleeve that has the provided key. #
PUT /v1/Trading/Sleeve/Registrations/{key}/Action/CWMProcess Used to update a registration sleeve as well as its underlying account sleeves #
PUT /v1/Trading/Sleeve/Registrations/{key}/Action/MoveInactiveValue Moves value in inactive sleeves in the registration to active sleeves #
GET /v1/Trading/Sleeve/Registrations/{key}/Check Check Registration #
GET /v1/Trading/Sleeve/Registrations/{key}/Histories Gets a list of registration sleeve histories for the key provided #
GET /v1/Trading/Sleeve/Registrations/{key}/Histories/Accounts Gets a list of account sleeve histories for the key provided #
GET /v1/Trading/Sleeve/Registrations/{key}/Histories/Registrations Gets a list of registration sleeve histories for the key provided #
PUT /v1/Trading/Sleeve/Registrations/{key}/Validate Validate Registration Sleeve #
DELETE /v1/Trading/Sleeve/Registrations/{regId} Delete sleeves that were mistakenly made #
GET /v1/Trading/Sleeve/Registrations/{registrationId}/GetEclipseEnabled Sleeve registrations get eclipse enabled #
PUT /v1/Trading/Sleeve/Registrations/Action/MoveInactiveValue Moves value in all inactive sleeves to active sleeves #
POST /v1/Trading/Sleeve/Registrations/Action/Process Used to update a registration sleeve as well as its underlying account sleeves #
POST /v1/Trading/Sleeve/Registrations/Action/Process/Batch Used to update multiple registrations sleeve as well as its underlying account… #
POST /v1/Trading/Sleeve/Registrations/Action/Process/Historical Used to create historical sleeves #
POST /v1/Trading/Sleeve/Registrations/Action/Process/Historical/Batch Process a batch of historical sleeves import #
POST /v1/Trading/Sleeve/Registrations/Action/Process/SleeveSetUpWizard Used to update a registration sleeve as well as its underlying account sleeves #
POST /v1/Trading/Sleeve/Registrations/Action/Unlock Change registrations to Custom Sleeve by a list of accountIds #
PUT /v1/Trading/Sleeve/Registrations/Batch Updates registration sleeve values without processing account sleeves #
POST /v1/Trading/Sleeve/Registrations/Guardrails/Action/Validate Sleeve registrations validate risk guardrails #
POST /v1/Trading/Sleeve/Registrations/ImportCheck Import Check #
GET /v1/Trading/Sleeve/Registrations/IsDoNotTrade Gets the registration sleeves that have IsDoNotTrade = true. #
POST /v1/Trading/Sleeve/Registrations/IsDoNotTrade/Set Gets the registration sleeves that have IsDoNotTrade = true. #
POST /v1/Trading/Sleeve/Registrations/List Gets a list of registration sleeves that match one of the keys in the provided… #
POST /v1/Trading/Sleeve/Registrations/List/Id Gets a list of registration sleeves that match one of the keys in the provided… #
POST /v1/Trading/Sleeve/Registrations/ListWithAccountSleeves Gets a list of registration sleeves that match one of the keys in the provided… #
PUT /v1/Trading/Sleeve/Registrations/SpecialSleeves Process special locked sleeves. This only processes model and platform #
PUT /v1/Trading/Sleeve/Registrations/UpcomingSWP A quick update to the Registration Sleeve table to upcomingSWP flag without… #
POST /v1/Trading/Sleeve/Registrations/UpcomingSWP/CreateAutoJournal Creates UpcomingSWP AutoJournal Transactions #
PUT /v1/Trading/Sleeve/Registrations/UpdateFirmId/{key} A quick update to the Registration Sleeve talbe to write the FirmId to 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-sleeve-api-openapi.yml

Other Resources

🔗
Webhooks
https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/asyncapi/orion-advisor-solutions-webhooks.yml

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.
All 92 tools →

Call it yourself

curl for this page
This API 
curl "https://apis.io/api/v1/apis/orion-advisor-solutions-trading-sleeve-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.

GitHub Google LinkedIn

A second provider on the same verified email joins the account you already have.

OpenAPI Specification

orion-advisor-solutions-trading-sleeve-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Trading/Sleeve API
  x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:


# --- truncated at 32 KB (123 KB total) ---
# Full source: https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/openapi/orion-advisor-solutions-trading-sleeve-api-openapi.yml