Orion Advisor Solutions

Orion Advisor Solutions Trading/Tactical API

The Trading/Tactical API from Orion Advisor Solutions — 17 operation(s) for trading/tactical.

GitHub OpenAPI

Operations 19

PUT /v1/Trading/Tactical Recalculate trade shares, trade and post trade amounts #
POST /v1/Trading/Tactical Endpoint to create new trade #
PUT /v1/Trading/Tactical/{accountId}/{productId} Recalculate trade shares, trade and post trade amounts without saving to db #
GET /v1/Trading/Tactical/Account/{accountId} Gets a list of tactical trades by account #
GET /v1/Trading/Tactical/AccountList Gets a list of tactical trades by list of account ids #
POST /v1/Trading/Tactical/AccountList Gets a list of tactical trades by list of account ids #
PUT /v1/Trading/Tactical/Action/Balance Balance rows in memory #
PUT /v1/Trading/Tactical/Action/BuyProportionately Spend available cash pro rata to the model #
PUT /v1/Trading/Tactical/Action/BuyRebalance Buy all underweight products up their model targets #
PUT /v1/Trading/Tactical/Action/SellProportionately Sell positions in proportion to the model target % to raise specified amount #
PUT /v1/Trading/Tactical/Action/SellRebalance Sell all overweight positions to their target percents #
PUT /v1/Trading/Tactical/Action/TargetAmount Assign target percent to specified rows and update update rows #
PUT /v1/Trading/Tactical/Action/TargetPercent Assign target percent to specified rows and update update rows #
PUT /v1/Trading/Tactical/Action/TradingRebalance Generate trades to balance account #
GET /v1/Trading/Tactical/Client/{clientId} Gets a list of tactical trades by household #
PUT /v1/Trading/Tactical/ClosedOrders Gets a list of tactical trades by list of account ids #
GET /v1/Trading/Tactical/Product/{productId} Gets a list of tactical trades by product #
GET /v1/Trading/Tactical/Registration/{registrationId} Gets a list of tactical trades by registration #
PUT /v1/Trading/Tactical/TradingTool Endpoint to run trading tools #

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-tactical-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-tactical-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Trading/Tactical 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-tactical-api-openapi.yml