# Orion Advisor Solutions Trading/Tactical API

**Canonical:** https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-trading-tactical-api/  
**Provider:** Orion Advisor Solutions — https://apis.io/providers/orion-advisor-solutions/  
**Base URL:** https://api.orionadvisor.com/api/v1  
**Documentation:** https://developers.orionadvisor.com/

Orion Advisor Solutions Trading/Tactical API is one of 573 APIs that [Orion Advisor Solutions](https://apis.io/providers/orion-advisor-solutions/) publishes on the [APIs.io](https://apis.io/) network, described by a machine-readable OpenAPI specification. Tagged areas include Trading/Tactical. The published artifact set on APIs.io includes an OpenAPI specification, API documentation, an API reference, and a getting-started guide.

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

## Operations (19)

| Method | Path | Summary |
|---|---|---|
| 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 |

## Machine-readable artifacts (6)

- **OpenAPI** — https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/openapi/orion-advisor-solutions-trading-tactical-api-openapi.yml
- **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/
- **Webhooks** — https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/asyncapi/orion-advisor-solutions-webhooks.yml

## Other Orion Advisor Solutions APIs (12)

- [Orion Advisor Solutions Advisor Trading/Buy Sell API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-advisortrading-buysell-api/)
- [Orion Advisor Solutions Advisor Trading/Core API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-advisortrading-core-api/)
- [Orion Advisor Solutions Advisor Trading/Instances API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-advisortrading-instances-api/)
- [Orion Advisor Solutions Advisor Trading/Sleeve Assignment API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-advisortrading-sleeveassignment-api/)
- [Orion Advisor Solutions Aggregator/Access Token API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-aggregator-accesstoken-api/)
- [Orion Advisor Solutions Aggregator/Accounts API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-aggregator-accounts-api/)
- [Orion Advisor Solutions Aggregator API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-aggregator-api/)
- [Orion Advisor Solutions Aggregator/Holdings API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-aggregator-holdings-api/)
- [Orion Advisor Solutions Aggregator/Token API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-aggregator-token-api/)
- [Orion Advisor Solutions Aggregator/Transactions API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-aggregator-transactions-api/)
- [Orion Advisor Solutions Authorization/Databases API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-authorization-databases-api/)
- [Orion Advisor Solutions Authorization/Profiles API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-authorization-profiles-api/)

## Tags

Trading/Tactical

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Profiled by [API Evangelist](https://apievangelist.com) and published on [APIs.io](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-trading-tactical-api/). The API's provider profile, Kin Score and agent-readiness rating are at https://apis.io/providers/orion-advisor-solutions/.