External-facing reference for Multi Trade Block (MTB) REST endpoints in Eclipse API v2. Use these endpoints to create, read, update, and delete trade block details on accounts and portfolios, and…
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Overview A focused rebalance generates trades for only part of a portfolio. Holdings outside the focus are left as they are. This guide covers focused rebalances of non-sleeved (Normal) portfolios….
Overview The Rebalancer aligns a portfolio with the model it tracks. It identifies securities that are underweight or overweight relative to their model targets and generates buy and sell trade…
Overview A focused rebalance generates trades for only part of a sleeved portfolio. Holdings outside the focus are left as they are. This is the same URL as a standard…
External-facing reference for Multi Trade Block (MTB) REST endpoints in the Orion Connect (OAS) Web API v1. Use these endpoints to create, read, update, and delete trade block details on…
What this is In Orion Connect, access to a model aggregate is controlled through two mechanisms: Your integration may need to manage one or both of these depending on whether…
Who this guide is for Integrators and technical partners who connect to Eclipse to manage which teams can access which models. In Eclipse, reps usually get model access through teams,…
Set Aside Cash is used by Eclipse to protect cash. The Eclipse trade tools will remove the specified cash according to the Set Aside setup, and will not trade it…
Overview The Option Import Trade API allows you to bulk-create option trades by uploading a spreadsheet containing option contract information. The system validates your data and creates orders in the…
Set Aside Cash can be created for sleeved portfolios in Eclipse. Create To create a set aside cash, you can make a POST call to https://www.orioneclipse.com/v1/portfolio/portfolios/45992/asideCash, where 45992 is the…