To get existing portfolio security equivalents, make a POST call to https://www.orioneclipse.com/api/v2/SecuritySettingPreference/Equivalents/16, where 16 is the related type ID for portfolios (the related type ID for accounts is 32) and provide the portfolio ID or a list of portfolio IDs as a payload. Below is a sample payload:
[51151, 51145]To add or update security equivalents to a portfolio, make a POST call to https://www.orioneclipse.com/api/v2/SecuritySettingPreference/Equivalents/Upload. This endpoint accepts a file as input. A sample file can be retrieved through the UI in Eclipse, The targeted security, equivalent, buy and sell priorities should be provided on the file.