Orion Advisor Solutions

Orion Advisor Solutions Trading/Sleeve Strategy API

The Trading/SleeveStrategy API from Orion Advisor Solutions — 30 operation(s) for trading/sleevestrategy.

GitHub OpenAPI

Operations 38

GET /v1/Trading/SleeveStrategy Returns all of the Sleeve Strategies in the database #
POST /v1/Trading/SleeveStrategy Creates new Sleeve Strategy #
GET /v1/Trading/SleeveStrategy/{key} Returns a Sleeve Strategy #
PUT /v1/Trading/SleeveStrategy/{key} Saves changes to the Sleeve Strategy and the Details #
DELETE /v1/Trading/SleeveStrategy/{key} Deletes the existing Sleeve Strategy #
POST /v1/Trading/SleeveStrategy/{key}/{batchId}/Action/Process/Registration Used to update multiple registrations sleeves as well as it's underlying… #
POST /v1/Trading/SleeveStrategy/{key}/Action/Process/Accounts Assigns accounts to a Sleeve Strategy #
POST /v1/Trading/SleeveStrategy/{key}/Action/Process/Registration Overloaded method #
GET /v1/Trading/SleeveStrategy/{key}/DetailHistories Returns the data regarding the changes in the Sleeve Strategy Detail changes #
GET /v1/Trading/SleeveStrategy/{key}/Histories Returns the data regarding the changes in the Sleeve Strategy #
GET /v1/Trading/SleeveStrategy/{SleeveStrategyId}/AssetLevelsAllowed Returns a list of SleeveStrategyAssetLevelAllowed assigned to a SleeveStrategy #
POST /v1/Trading/SleeveStrategy/{sleeveStrategyId}/ValidateRegistrationModelAssignments Validates selected Models on assigned Registrations against Sleeve Strategy… #
GET /v1/Trading/SleeveStrategy/CountRegistrationsAssigned/{key} Returns how many registration sleeves have been assigned to the Sleeve Strategy #
GET /v1/Trading/SleeveStrategy/Element Endpoint for element to get sleeve data #
GET /v1/Trading/SleeveStrategy/Element/{sleeveId}/Detail Endpoint for Element to get sleeve model details #
GET /v1/Trading/SleeveStrategy/Element/{sleeveId}/Registration Endpoint for Element to get registrations assigned to a rep and sleeve #
GET /v1/Trading/SleeveStrategy/Element/{sleeveId}/RegWithValue Endpoint for Element to get registrations assigned to a rep and sleeve… #
GET /v1/Trading/SleeveStrategy/Element/NameInUseValidation Endpoint for element to validate a sleeve name #
GET /v1/Trading/SleeveStrategy/RegistrationsAssignedSimple/{key} Returns the Registration Sleeve information for the sleeves assigned to the… #
GET /v1/Trading/SleeveStrategy/Reps/{repId}/Simple Sleeve strategy get simple by rep id async #
GET /v1/Trading/SleeveStrategy/Restrictions Gets a list of sleeve strategy restrictions that the logged in user has access… #
POST /v1/Trading/SleeveStrategy/Restrictions Used to create a new sleeve strategy restriction. #
GET /v1/Trading/SleeveStrategy/Restrictions/{key} Gets the sleeve strategy restriction that has the provided key. #
PUT /v1/Trading/SleeveStrategy/Restrictions/{key} Used to update an existing sleeve strategy restriction. #
DELETE /v1/Trading/SleeveStrategy/Restrictions/{key} Used to delete an existing sleeve strategy restriction. #
GET /v1/Trading/SleeveStrategy/ReturnBatchId This method creates a new batchid for consumption later. #
GET /v1/Trading/SleeveStrategy/ReturnRegSleeveWithStrategy/{key} Used to update multiple registrations sleeves as well as it's underlying… #
GET /v1/Trading/SleeveStrategy/Search/{search} Returns a list of the Sleeve Strategy id and names beginning with the… #
GET /v1/Trading/SleeveStrategy/Simple Returns a list of all the Sleeve Strategy id and names #
POST /v1/Trading/SleeveStrategy/StrategyStatistics Returns performance statistics for strategy #
PUT /v1/Trading/SleeveStrategy/UpdateSubstitutes/{strategyId}/{detailId} Saves changes to the Sleeve Strategy Details Substitutes #
GET /v1/Trading/SleeveStrategy/Verbose Sleeve strategy get verbose #
POST /v1/Trading/SleeveStrategy/Verbose Create a new Portfolio Target Strategy #
GET /v1/Trading/SleeveStrategy/Verbose/{key} Sleeve strategy get verbose by key #
PUT /v1/Trading/SleeveStrategy/Verbose/{key} Update Portfolio Target Strategy #
POST /v1/Trading/SleeveStrategy/Verbose/List Sleeve strategy get verbose by list #
POST /v1/Trading/SleeveStrategy/Verbose/List/Id Sleeve strategy post V1 trading sleeve strategy verbose list id #

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-sleevestrategy-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-sleevestrategy-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Trading/Sleeve Strategy 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-sleevestrategy-api-openapi.yml