The Ticker Based Model endpoint is a simplified way to create an Eclipse Model passing in a paired down payload. The endpoint will create both a model and security set…
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Portfolio Security Preferences: Getting current security preferences for a specific portfolio is a two step process: First, make a GET call to https://www.orioneclipse.com/v1/preference/Portfolio/51171, where 51171 is the Portfolio ID, and…
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…
To get the current SMA weightings assigned to an account, make a GET call to https://www.orioneclipse.com/v1/account/accounts/<eclipseAccountId>/sma. Below is a sample response: { “selectedLevelId”: 3, “weightings”: [ {…
Setaside cash is used by eclipse to protect cash. The eclipse trade tools will remove the specified cash according to the setaside setup, and will not trade it unless the…
Notes can be read, created, updated and deleted at the Account, Portfolio and Team level using below endpoints. Notes can be viewed on the Account, Portfolio and Orders grids, Account…
Purpose: User utilizing this entity option has the ability to set trade blocks at the registration level and at the underlying sleeve accounts level in one click. If the user…
Welcome to the API guide for our new Liquidation Tool. This tool is designed to streamline the process of liquidating accounts, portfolios, and sleeves while offering flexibility in cash management….
When updating multiple Sleeve Registrations, our batch workflow is faster and more scalable. This allows you to update multiple registrations at once, rather than sending a significant number of calls…
The endpoint { PUT /api/v2/Portfolio/Portfolios/action/assignModel } – Accepts an array of Eclipse portfolioId and Eclipse modelId combinations. The call to Eclipse will assign the model to the Portfolio. Then if…