Orion Advisor Solutions

Orion Advisor Solutions Trading/Validate Import API

The Trading/ValidateImport API from Orion Advisor Solutions — 19 operation(s) for trading/validateimport.

GitHub OpenAPI

Operations 19

POST /v1/Trading/ValidateImport/Distributions Takes an xlsx, xls, or csv file as multipart content. #
POST /v1/Trading/ValidateImport/FeeAndLoanDistribution Takes an xlsx, xls, or csv file as multipart content. #
POST /v1/Trading/ValidateImport/FeeAndLoanDistribution/Import Validate import fee and loan distribution import fee and loan distributions… #
POST /v1/Trading/ValidateImport/Orders Takes an xlsx, xls, or csv file as multipart content. #
POST /v1/Trading/ValidateImport/Orders/List Takes a list of accounts. #
GET /v1/Trading/ValidateImport/Orders/Templates/Csv Trading validate import orders get csv template #
GET /v1/Trading/ValidateImport/Orders/Templates/Xls Trading validate import orders get xls template #
GET /v1/Trading/ValidateImport/Orders/Templates/Xlsx Trading validate import orders get xlsx template #
POST /v1/Trading/ValidateImport/Sleeve/Registrations/ValidateImport/Sleeve/Registration Import Sleeves #
POST /v1/Trading/ValidateImport/Sleeve/Registrations/ValidateImport/Sleeve/Registration/HistoricalSleeveImport Import historical Sleeves #
POST /v1/Trading/ValidateImport/Sleeve/Registrations/WithoutProcess Import registration sleeve changes without processing account sleeves #
POST /v1/Trading/ValidateImport/SleeveStrategy/Registrations/Import/Batch Used to assign Sleeve Strategy Aggregates to Registrations in bulk with import #
POST /v1/Trading/ValidateImport/SleeveStrategy/Registrations/Validate Validates import file for processing #
POST /v1/Trading/ValidateImport/Strategy Takes an xlsx, xls, or csv file as multipart content. #
POST /v1/Trading/ValidateImport/Strategy/ProcessImport The method runs a buld insert to a temp table from the import file then runs a… #
POST /v1/Trading/ValidateImport/Strategy/Revalidate Takes a List ValidateStrategiesDto. #
POST /v1/Trading/ValidateImport/StrategyAggregate Takes an xlsx, xls, or csv file as multipart content. #
POST /v1/Trading/ValidateImport/StrategyAggregate/ProcessImport The method runs a buld insert to a temp table from the import file then runs a… #
POST /v1/Trading/ValidateImport/StrategyAggregate/Revalidate Takes a List ValidateStrategyAggregatesDto. #

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-validateimport-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-validateimport-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Trading/Validate Import 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-validateimport-api-openapi.yml